Director jobs at BlackRock

Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights

Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights

The Role We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements. This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams. Key Responsibilities Strategy Research & Implementation Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas Monitoring & Troubleshooting Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly Translate lessons learned from monitoring into research and operational playbook improvements Team Leadership Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results Conduct code and strategy reviews, enforce testing standards, and support professional development Foster a culture of collaboration, technical excellence, and delivery focus Risk & Stakeholder Interaction Present weekly PnL, risk metrics, and performance attribution to senior management Ensure transparent communication and reporting to internal stakeholders The Expertise and Skills You Bring Technical Expertise Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code Strong grounding in portfolio mathematics, risk modelling and statistical methods Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools Communication & Engagement Able to distill complex models into actionable insights for technical and non-technical stakeholders Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues Analytical & Research Skills Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate Professional Experience Typically, 10+ years of relevant experience in digital assets, and/or quantitative research Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline) Previous experience managing or mentoring a small team of quants, developers, or researchers Preferred Qualifications Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking) Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.) Demonstrated initiative in generating ideas and improving processes Comfort working across time zones and collaborating with distributed teams The Team Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance. Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Data Analytics and Insights

Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************. We have Permanent role Web3 Infrastructure Associate Director for our client at Lake City, FL. Please let me know if you or any of your friends would be interested in this position. Position Details: Web3 Infrastructure Associate Director- HYBRID- Jersey City, NJ Location : HYBRID- Jersey City, NJ- 07310; Boston, MA- 02210 / Coppell. TX-75019/ Tampa, FL- 33647 Project Duration : Full time permanent with full benefits. Job description: Web3 Infrastructure Associate Director leads the design, deployment, and management of Web3 infrastructure initiatives, such as the client Collateral App chain-a blockchain-based network for smart contract-driven collateral management. This role blends deep expertise in infrastructure engineering, DevSecOps best practices, and blockchain network architecture. You will be responsible for building a secure, scalable, and resilient blockchain infrastructure platform that supports mission-critical financial applications. Responsibilities: Architect and lead the development of the Client Collateral App chain infrastructure and other Web3 infrastructure initiatives, ensuring high availability, scalability, and security. Design and implement blockchain node infrastructure, consensus mechanisms, and smart contract deployment pipelines. Oversee Kubernetes-based orchestration of blockchain nodes and supporting services. Manage Infrastructure as Code (IaC) using Terraform, Terragrunt, and other automation tools. Collaborate with engineering, product, and security teams to ensure seamless integration of blockchain components with existing systems. Implement and maintain monitoring, logging, and alerting systems for blockchain and infrastructure components. Ensure compliance with financial industry regulations and security standards. Lead incident response and root cause analysis for infrastructure and blockchain-related issues. Mentor and guide a team of DevOps and blockchain engineers. Stay ahead of with emerging trends in blockchain infrastructure, distributed systems, and cloud-native technologies. Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior. **NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. Minimum of 8 years of related experience 8+ years of experience in infrastructure engineering, DevOps, or platform engineering. 3+ years of hands-on experience with blockchain infrastructure (e.g., Ethereum, Hyperledger Besu, Substrate, OP Stack). Strong expertise in Kubernetes, Docker, and cloud platforms (Azure, GCP, AWS). Proficient in Terraform, Terragrunt and infrastructure automation. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.

The President & Chief Executive Officer (CEO) is the strategic, operational, and external leader of Baltimore Community Lending, responsible for driving the organization's next era of growth and community impact. The CEO sets a clear vision, safeguards financial strength and portfolio performance, and leads a high-performing team dedicated to mission-aligned lending and equitable development. As the public face of BCL, the CEO will build influential relationships across Baltimore's civic, philanthropic, banking, and policy networks, elevating the organization's visibility and presence. This leader will diversify capitalization, advance innovative lending strategies, and uphold BCL's commitment to equity and inclusive economic opportunity. The CEO will guide the organization through a pivotal phase of scaling-expanding assets, strengthening operations, and ensuring that lending and technical assistance are responsive to community needs. They will model transparency, accountability, and cultural stewardship while positioning BCL as a regional and national leader in community development finance. Must-Have's Deep Lending, Credit & Financial Leadership: Brings strong lending, underwriting, and risk-management expertise (banking background ideal; CDFI/CDC preferred). Able to navigate funding headwinds, understand small-business and real-estate lending cycles, and balance financial discipline with mission-aligned lending. Strong capital-raising and funder relationship skills Community-Centered, Baltimore-Connected Relationship Builder: A visible, personable leader who builds trust quickly and shows up in the community. Ideally familiar with Baltimore's civic, philanthropic, banking, and neighborhood ecosystems; if not, must be able to establish credibility and strong local relationships rapidly Proven Executive, People & Culture Leader: Experienced in motivating and developing diverse, multigenerational teams. Collaborative, non-top-down manager who strengthens internal operations, improves customer service, builds the next layer of leadership, and supports organization-wide succession planning Strategic, Growth-Oriented Visionary & Skilled Advocate: Able to guide BCL through economic/political shifts, diversify capital sources, scale responsibly ($100-125M in assets), and extend regional/national presence. Clear communicator who can articulate BCL's value, engage policymakers, support advocacy efforts, and participate in statewide CDFI coalition-building Strong Mission Alignment & Equity-Driven Leadership: Authentic commitment to BCL's mission with a deep belief in equity, culturally responsive lending, and meaningful engagement with communities of color. Protects mission integrity regardless of political climate; brings fresh energy, creativity, and a modern leadership mindset National Network & External Visibility: Existing national relationships in the CDFI, community development, or philanthropic sectors that help elevate BCL's profile and open new capital channels. Ability to represent BCL on regional and national stages (OFN, SBA, industry convenings) For more information, view the full position profile here: **************************** Who We Are Baltimore Community Lending, Inc. (BCL) is a mission-driven, certified CDFI serving the Baltimore metro region, providing flexible capital and technical assistance to support community development, small business growth, and equitable neighborhood revitalization. What We Do Revitalizing our communities together through affordable lending products. We are a mission-based certified community development financial institution (CDFI). We lend to small businesses and real estate developers who invest in low-income, low-wealth, and other disinvested communities. We support commercial real estate developers who are committed to revitalizing underserved neighborhoods We believe in increasing opportunities for affordable homeownership and rent, which contributes to neighborhood stabilization We provide capital to small businesses that face barriers to traditional financing by looking at each entrepreneur's whole story, rather than requiring a specific credit score or assets Our dedicated team provides comprehensive, ongoing support to startups, emerging, and growing small businesses to help them succeed

Concord Crest Real Estate is a real estate land-use advisory, entitlement and permit expediting consulting company based in Miami, Florida. Concord Crest Real Estate is a partnership between national real estate investment and development firm, Concord Wilshire, and Crest Real Estate, the top land-use advisory and permit expediting firm in Greater Los Angeles. Collectively, with over 50 years of experience and more than $22 billion in developed and acquired assets, Concord Crest provides fee-based real estate land-use advisory, entitlement and permit expediting services to developers, lenders, investors and property owners. Utilizing backgrounds in real estate development, architecture, engineering, and urban planning, Concord Crest provides real estate land-use services for all types of real estate development from Palm Beach to Miami Beach, including single-family dwellings, multi-family, commercial offices, retail, and hospitality. Summary: Concord Crest is seeking a full-time, experienced Director of Land-Use Planning with a minimum of 6 years of experience in Miami, Broward, and Palm Beach Counties. Offering competitive salaries, comprehensive health benefits, and bonuses, Concord Crest provides a dynamic work environment for real estate professionals who can manage and execute projects with minimal supervision. Job Responsibilities: Hybrid role - Miami office Ensuring project designs and developments are compliant with South Florida city and county codes Zoning and Building code research and evaluation; permit expediting; preparation of case filings, including findings; project strategy leadership; public hearing presentations and neighbor coordination. Client and Municipality relationship management Managing a team of Permit Expeditors and Plan Check Project Managers Directing the development of projects, including: obtaining project entitlements and CUP's; preparing project development budgets, schedules, and contracts; selecting and directing project teams, including the design and engineering; negotiating agency development agreements and ensuring compliance with terms; and preparing timely reports to owners and investors to ensure a successful completion of the project to meet financial and schedule objectives. Developing partnership arrangements between municipal agencies, stakeholders, tenants, and landowners by representing the Company's interests in forging these partnerships and negotiating the essential agreements using Company policy and guidelines, and conducting the necessary presentations and meetings with municipal agencies, including planning commissions, public hearings, neighborhood groups, and civic organizations to obtain support for the projects. Overseeing the preparation of Environmental Impact Reports and presentations to city review boards and city councils. Selecting the most effective project team (architects, structural and MEP engineers, FLS consultant, communications consultant, etc., if and when required), directing the design development and coordination of the consultants at the appropriate phases, and ensuring that the design intent meets the project's financial, leasing, and operational objectives. Researching new and updated municipal programs and regulations as it relates to the development project; review of development proposals and site plans for conformance with codes, plans, and regulations; collect, collate, and prepare reports on development projects, including land use, census information, tax base data, comp set data, and occupancy rates; evaluating re-zoning, ordinance amendments, site plans, special use permits, variances and other land-use submittals for developments; liaison between Company and community groups, government agencies, HOAs and elected officials; coordinate and oversee community review of public and private development projects; provides information to the public regarding developments. Ensuring the project schedule is met. Creating and updating the development analyses. Preparing reports (narratives, updates, and comments on the development and financial status of the development) for Company review, and conducting presentations of projects for the Company. Qualifications: Bachelor's or Master's degree in Urban Planning, Civil Engineering, Architecture, or related field. Land-use and permit expediting experience working on discretionary entitlements for 6 years each Knowledge of Miami-Dade, Broward, and Palm Beach building codes and permitting process - experience of 2 years each. Extensive client contacts and relationships with local and national architects, developers, land use attorneys, engineers, planners, and/or land owners, as well as local jurisdictional staff. Experienced in due diligence matters in acquisition and development, including physical review, surveys, site plans, architectural drawings, and zoning ordinance review. Experienced in predevelopment efforts, including zoning approvals, plat map preparation oversight, approvals, and schedules. Knowledge of the principles and practices of urban planning, research, and data collection Excellent ability to communicate with any number of municipal departments, government agencies, and the general public. Creative problem-solving skills to research, analyze, and solve. Ability to multitask and manage/lead a team. Highly motivated, organized, diligent, detail-oriented, and hard-working leader. Benefits: Health and Vision 401(k) PTO Compensation: $130,000-160,000 per year (DOE)

The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.

Are you an experienced leader looking to have a direct impact on strategic initiatives for a growing, nationally recognized community bank? Ballston Spa National Bank (BSNB) is looking to hire a dynamic and experienced Chief Operating Officer to lead and direct operational units including Customer Support Operations, Commercial and Residential Loan Servicing, Risk Management, and Facilities. The COO has overall responsibility to ensure BSNB's execution of its strategic plan by managing assigned operational areas inclusive of personnel, policies, and regulatory compliance. This position has a key role in developing strategic initiatives. CHIEF OPERATING OFFICER - As a member of the senior leadership team with a with a minimum of 10 years of progressive experience in bank operations, you will: Leverage relationships with other Senior Leaders and lines of business managers to ensure superior omnichannel customer experience for all bank customers. Manage complex technical and business activities that have high operational, reputational, and financial risk in various areas of bank operations. Drive innovation and enhance the Bank's fintech offerings to meet evolving customer needs and market trends. Establish the strategic direction, oversight, and performance of loan servicing for residential, consumer, and commercial loans. Develop, implement, and maintain the Bank's Enterprise Risk Management framework and program. Develop, implement, and maintain a comprehensive Compliance monitoring and testing program. Participate in Compliance Committee meetings and work with Compliance Officer in oversight of Compliance Summary reports to the Board to ensure adherence to banking laws and regulations. Lead strategic planning, operations, and maintenance of the bank's physical infrastructure, ensuring regulatory compliance and efficient alignment with business goals. QUALIFICATIONS FOR THE CHIEF OPERATING OFFICER Ten years of progressive experience in banking operations required, inclusive of leading teams, implementing strategic initiatives, and meeting regulatory requirements. Demonstrated leadership ability required as evidenced by the ability to solve problems, plan, organize and direct activities of others; and the ability to function as an agent for change. Demonstrated management ability in the following required: bank operations, enterprise risk management, loan servicing, facilities management. Knowledge of state and federal banking regulations is key in this position. Excellent written and oral communication skills. Strong leadership skills with demonstrated ability in strategic planning and execution. Prior experience leading a multi-department bank team. This position earns competitive pay coupled with an incentive plan. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, eleven paid holidays, generous paid time off (PTO), company-paid life insurance, voluntary insurances, and more. ABOUT BALLSTON SPA NATIONAL BANK (BSNB) Established in 1838, we are proud to provide financial solutions to businesses, individuals and families located in the greater Capital Region and beyond. Thirteen full-service banking offices coupled with digital banking services provide products and services geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.

Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program. Major Responsibilities Define, lead, and execute Data Loss Prevention strategy and processes. Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes. Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance. Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology. Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams. Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate. Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher. Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution. Qualifications 8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field 8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc. B.S. Computer Science or equivalent experience Subject matter expert in all facets of data loss prevention (DLP) technology Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP Masterful understanding of DLP capabilities, strategies, and principles The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Meet ACQ: At Acquisition.com, we're a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They're the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies. We're fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results: Built an Advisory Practice that's already served more than 3,500 clients in its first year Broke the world record for non-fiction book sales in 24 hours with $100M Money Models Scaled to nine figures in 18 months without any outside capital We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here. Role: The Director of Business Strategy is a builder at heart - someone who has taken small businesses or startups from messy, ambiguous beginnings to real, sustainable scale. You've either done it from the inside as an operator or alongside founders as a consultant, advisor, or agency lead. In this role, you'll work directly with founders to figure out what's really holding their business back - and what to do about it. You'll come into each workshop with a clear hypothesis, pressure-test it live with the client, and walk away with a focused game plan to grow their business. You'll also help turn those insights into repeatable frameworks and tools we can use across our portfolio and clientele. Here's what you'll actually do: Apply our framework to break down businesses quickly and clearly. Review pre-work to identify key constraints and potential action steps. Lead consulting sessions at live workshops with real businesses in real time. Build and maintain relationships with client companies throughout their journey with us. Work with our internal team to turn your learnings into assets that scale (playbooks, templates, etc.). To win in this role, you need real business acumen, strong pattern recognition, and the ability to think on your feet. You should genuinely enjoy working with people, teaching, and solving problems with them - not for them. Why This Role Matters (for You): If you're hungry to grow - this is your shot. You'll get exposed to dozens of real businesses, real problems, and real founders. That means your skill set grows exponentially faster than it would inside a single company. You'll also build a killer network and get a front-row seat to what's working (and what's not) across industries. More importantly you'll get to help good entrepreneurs become great. And if you're someone who finds meaning in that kind of work, you'll love this role. If you're not ready for a fast paced entrepreneurial environment, this isn't the role for you. Responsibilities Develop a rapid growth strategy for attending businesses-identifying constraints, determining solutions, and breaking those solutions down into tactical steps Lead roundtable discussions with groups of attending businesses, including ‘spotlighting' businesses for live problem-solving Present solutions, frameworks, and playbooks during our workshops to guests and collaborate with the team in the creation and iteration of those assets and our growing knowledge base Maintain professional client relationships, answer questions, and serve as a trusted partner and subject matter expert for workshop participants. Partner with the portfolio team to identify opportunities to improve execution and scalability of workshops Training and coaching other team members on client engagement and asset creation, especially associate team members Serve as a backup presenter when needed for workshop events, ranging from short tactical presentations to MCing the event Results Create and deliver world-class consulting presentations consistently during workshops Deliver an exceptional experience to workshop attendees, in support of our standard of excellence in conducting workshops (our target NPS score for attendees is 85%+) Inspire workshop attendees to attend more Acquisition.com workshops and also refer friends or others to attend (target renewal rate is 80%+) Track impact and results from participating client businesses (target growth rate for attending businesses should be at least $250k per business on average) Uphold company values and culture in all interactions with workshop participants. Requirements Proven track record of elite-level business expertise across strategy, operations, and high-growth execution Ideal candidates have experience in top-tier management consulting or a similarly rigorous role, or a history of entrepreneurial success in founding, scaling, and ideally exiting a company with 7-9 figure annual revenue Leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes Exceptional written and verbal communication skills, especially for a business owner audience Strong influencing ability - capable of quickly understanding and overcoming objections or blockers from workshop attendees High emotional intelligence with a willingness to develop deep interpersonal relationships Strong business acumen with the confidence and knowledge to teach others Demonstrated experience as a creative problem solver with the ability to structure complex issues quickly and with deep proficiency Comfortable with ambiguity and adaptable to a fast-changing environment Demonstrated integrity and dedication to effective, efficient delivery of objectives Self-motivated, detail-oriented, and able to work autonomously Located in or willing to relocate to Las Vegas Workshop Schedule Expectations Our workshop weeks are intentionally high-intensity and fast-paced to drive transformation for our partners. During these weeks, team members are expected to be available from 7:00 AM to 7:00 PM, with additional hours often required to support preparation, execution, and debriefs. This pace is not for everyone - and that's okay. We set this expectation clearly so that only those who thrive in high-accountability, high-impact environments choose to be here. In return, you'll be part of a team that moves fast, solves real business problems, and builds meaningful outcomes. You'll grow rapidly, work alongside exceptional talent, and contribute to work that truly matters. Compensation $173,340 - $260,010 + bonus based on years of experience At Acquisition.com, we offer competitive, salary-based compensation tailored to the role, with performance bonuses based on experience and contribution. Equity is not part of our current compensation structure. We believe in rewarding results and setting clear financial expectations from the start. Relocation Assistance We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer: $10,000 in relocation support Up to three months of temporary housing (capped at $10,000) Benefits We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $900 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas Benefits eligibility applies only to full-time roles ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices. Core Responsibilities: Operational Leadership Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals. Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives. Partner with department heads to align staffing with strategic priorities and maintain high-performing teams. Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration. Technology & Process Innovation Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices. Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking. Financial Management and Resource Allocation Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning. Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership. Risk and Compliance Support Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions. Qualifications: Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue). Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices. Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration. Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment. The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas. The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development. Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Deep understanding and active passion for investing and markets 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation Excellent problem-solving and interpersonal skills Ability to thrive in a collaborative working environment High intellectual curiosity and willingness to contribute to the overall success of the business Experience mentoring, training and leading junior team members Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including: Technology and cyber incidents Third-party or supply chain failures Natural disasters (e.g., hurricanes, earthquakes, wildfires) Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence) Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions) Pandemic or public health crises Infrastructure outages (e.g., power, telecommunications, water supply) The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums. The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness. Key Responsibilities Strategic Leadership Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services. Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies. Establish and manage governance forums and escalation protocols for crisis and incident oversight. Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders. Incident Response and Crisis Management Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications. Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols. Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements. Integrate internal communications tools and channels into a unified communications strategy. Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken. Process and Technology Optimization Drive optimization of incident response processes using data analytics, metrics and automation opportunities. Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved. Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination. Regulatory Compliance and Audit Readiness Ensure full compliance with FFIEC, DORA, OCC, PRA Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results. Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested. Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions. Team Leadership and Development Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration. Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing. Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities. Core Competencies Crisis Leadership Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Strategic Vision Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives. Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Regulatory Acumen Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC. Operational Discipline Skilled in developing response processes that are scalable, measurable, and auditable. Influence & Communication Strong ability to engage and influence executive leadership and cross-functional teams under pressure. Continuous Improvement Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle. Soft Skills & Leadership Strong leadership and project management skills. Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams. Analytical mindset with a proactive approach to problem-solving and risk mitigation. Ability to thrive in a fast-paced, high-stakes environment with competing priorities Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment Strong communication and documentation skills. Experience Essential Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity. Experience leading cross-border incident response and regulatory engagement Experience Desirable At least 3 years of experience in a senior leadership role within the banking or financial services industry. Education Essential Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field. Education Desirable Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred. Required Skills Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc. Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc. Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks. Desired Skills Automation and AI-based incident response triggers Advanced dashboarding and incident trend analysis

We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience. Core Responsibilities: Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making. Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships. Represent the firm in the marketplace through thought leadership, networking, and client acquisition. Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization. Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps. Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities. Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making. Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions. Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making. Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization). Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's. Translate complex technical solutions into actionable business strategies for executive stakeholders. Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes. Continuously monitor technology trends introducing innovations that create client advantage. Required Qualifications: Bachelor's degree in Computer Science, finance, accounting or related field. 10+ years of experience in technology advisory, finance transformation, or solution architecture. Prior experience in an accounting, advisory, or consulting firm. Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries. Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations. Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations. Familiarity with automation platforms, AI tools, and modern data/BI ecosystems. Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory. Exceptional executive communication, facilitation, and problem-solving skills. Ability to lead cross-functional teams across finance, operations, and technology. Demonstrated use of AI and automation tools within finance, operations, or customer workflows. Track record of developing digital strategies or AI readiness assessments. Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred. Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: As the Director of the Technology Program Management Office (PMO), you will establish and lead the function responsible for ensuring disciplined execution, financial transparency, and strategic alignment across the bank's technology portfolio. Reporting to the Chief Technology Officer, you will play a key role in managing the financial and governance structures that support the delivery of new and improved products and tools to the bank's customers and employees. This role combines financial stewardship with delivery excellence-ensuring the bank's technology investments are well-governed, cost-effective, and aligned with long-term business goals. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Build and lead the Technology PMO: Establish the Technology PMO as a center of excellence for program governance, financial management, and delivery standards. Oversee the technology portfolio: Oversee the full lifecycle of the technology investment portfolio-from planning and prioritization through execution, tracking, and benefits realization. Enforce financial discipline: Establish and maintain budgetary controls to ensure alignment of expenditures with approved plans; monitor variances, forecast trends, and highlight drift to executive leadership. Provide transparent reporting: Deliver regular, accurate reporting on program performance, cost, risk, and schedule across all technology initiatives. Cultivate a high-performance ethos: Promote accountability, rigor, and continuous improvement among project and program managers across the technology organization. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. Perform other related duties as needed: Support additional initiatives or responsibilities consistent with the scope and purpose of the role. About You 7+ years of progressive experience in technology program management, including leadership of enterprise-scale portfolios. Deep experience leading program or portfolio management functions within a technology or financial-services environment. A strong command of technology budgeting and financial management-able to reconcile plans, forecasts, and actuals, and communicate implications clearly to senior leadership. Excellent communication and influencing skills, with a reputation for clarity, integrity, and follow-through. Strategic judgment to focus on outcomes and business value, not just process. Familiarity with regulatory and risk considerations relevant to technology management in a financial institution. What Success Looks Like Within your first year, the Technology PMO has become a trusted source of truth for portfolio delivery and the financial performance of technology projects. Budgets are transparent and predictable; executives have clear visibility into where technology dollars are going and what they are producing. Programs are initiated with clear business cases, governed through consistent standards, and executed with measurable accountability. The technology organization operates with a rhythm of planning, delivery, and review that aligns execution with strategy-and the broader bank recognizes the PMO as an essential enabler of disciplined innovation. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $105,000-$145,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Director of Business Operations Reports to: SVP Business Operations Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry. Key Responsibilities Strategic Leadership Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10% Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation. Technical Operations Management Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms Ensure accurate, scalable data processing, reporting and billing processes across all customers Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners Lead the implementation of new products and services as defined by our leadership team Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams Team Leadership & Development Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts Mentor team members on hospitality industry best practices and emerging technologies Foster a culture of continuous improvement and data-driven decision making Client & Revenue Focus Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives Develop robust platform operations processes that enhance client experience and drive account growth Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders Required Qualifications Bachelor's degree in Marketing, Business, Economics, Engineering, or related field 6+ years of experience in digital advertising operations with 3+ years in leadership roles Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.) Experience with hospitality, travel, or advertising technology preferred Strong understanding of hotel technology space Excellent analytical skills with proficiency in data analysis tools and SQL Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders Preferred Qualifications Experience scaling operations at high-growth technology companies Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization Background with hotel PMS systems, booking engines, or hospitality technology platforms Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing. What We Offer Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.

About Us Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit ************************ Job Summary The Application Managed Services Director is responsible for the strategy, oversight, and management of the delivery of EHR application support services at Impact Advisors. This person will lead our Quality Center of Excellence, oversee reporting and metrics, develop our tech-forward strategy, and ensure adherence to IT Service Management (ITSM) best practices and SLAs while driving continuous improvement in service quality. Key Responsibilities Service Delivery Management & Reporting Oversee the end-to-end delivery of IT services to clients, ensuring SLAs (Service Level Agreements), OLAs (Operational Level Agreements), and KPIs (Key Performance Indicators) are consistently met or exceeded across all clients. Work with engagement leaders to understand client reporting requirements. Monitor and audit processes to ensure compliance with internal and external standards. Direct developers on the development and maintenance of reports for internal purposes and client presentations. Report Service Delivery trends regularly to AMS leaders and managers for follow up, training, and communication. Participate in onboarding new clients and advise on best practices for ITIL and workflows balancing firm and client interests. Lead or collaborate on the development of new service offerings as they integrate with service delivery management. Quality Center of Excellence In partnership with AMS Leaders, develop and operate an industry leading quality management framework to monitor and improve service delivery across multiple clients. Conduct root cause analysis (RCA) for major incidents and recurring issues, driving corrective actions and preventive measures. Lead continuous service improvement initiatives to enhance service quality and client satisfaction. Gather feedback through surveys, meetings, and other channels to identify areas for improvement. Drive the adoption of technology, automation, and other best practices to improve service efficiency and reduce manual intervention. Client Relationship & Communication Support engagement leaders in conducting regular service review meetings with clients to discuss performance, improvements, and future service needs. Provide timely and transparent communication on service status, incidents, and planned changes. Prepare and present service performance reports, highlighting trends, risks, and opportunities for improvement. Manage client expectations and ensure alignment between service delivery and business objectives. Team Leadership & Collaboration Lead and mentor a team of engagement leaders and service delivery professionals, fostering a culture of accountability and continuous learning. Collaborate with business development and engagement leaders to identify opportunities for service expansion and upselling. Coordinate with external vendors and partners to ensure seamless integration and delivery of services. Promote a customer-first mindset across the organization, emphasizing the importance of quality and service excellence. Qualifications Education & Experience Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred). 7+ years of experience in IT Service Management or Service Delivery, preferably within a Managed Service Provider (MSP) or IT outsourcing environment. Proven experience managing client relationships and delivering IT services aligned with ITIL best practices for large organizations. Skills & Competencies Strong knowledge of ITIL frameworks (ITIL 4 certification preferred). Experience with ITSM tools (e.g., ServiceNow, BMC Remedy, or similar). Strong Technology and platform integration skills (AI, chatbots, automation tools, Microsoft Copilot). Strong reporting skills, (Power BI or similar business intelligence tools) Excellent problem-solving, analytical, and decision-making skills. Exceptional communication and interpersonal skills, with the ability to manage client relationships and lead cross-functional teams. Strong project management skills, with the ability to handle multiple priorities and deadlines. Experience with quality management frameworks (e.g., ISO 9001), process improvement (Lean Six Sigma), etc. Key Performance Indicators (KPIs) SLA and OLA compliance rates Customer satisfaction (CSAT) and Net Promoter Score (NPS) Incident resolution and change implementation times Quality audit scores and process compliance rates Implementation of technical innovations to improve quality or efficiency Additional Information Ability to travel to client sites, as needed. Work schedule is typically M-F. This role reports to the Managed Services VP. At Impact Advisors, we prioritize transparency and equity in our compensation practices. This role has a salary range of $150,000 - $190,000 and may also be eligible for an annual bonus. This range accounts for various factors, including skills, experience, training, certifications, and organizational needs. Our People and Culture At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered. Join Impact Advisors and make a real difference in healthcare.

PEAKE Technology Partners an Omega Systems Company is seeking a strategic, people-centered, and operationally driven Director of Support Services to lead our client support organization through its next stage of growth and transformation. This leader will shape the vision, systems, and culture that deliver an exceptional support experience for healthcare practices across the U.S. In this role, you will own the performance, scalability, and continuous improvement of all support operations. You will lead a talented team of managers, engineers, and specialists while driving the innovation, accountability, and structure required for a high-performing MSP environment. If you are energized by building strong teams, improving processes, and creating an environment where customers feel truly cared for, this role offers a rare opportunity to make a meaningful impact. Key Responsibilities: Develop and execute the strategic vision for Support Services to align with PEAKE's company objectives, healthcare-focused mission, and long-term growth goals. Build a scalable support organization by maturing systems, workflows, processes, and standards that enhance efficiency and service consistency. Lead, coach, and develop managers and team leads, strengthening leadership capability, accountability, and operational maturity across all support teams. Drive innovation in support delivery by identifying opportunities for automation, AI enablement, self-service, and knowledge-centered service practices. Own core support performance metrics (CSAT, SLAs, response and resolution times, first-contact resolution, backlog management) and use data to inform decisions. Identify trends, risks, and operational gaps through data analytics, feeding insights into strategic planning and resource allocation. Partner closely with Client Experience, TAMs, Professional Services, Security, and Hosted Services to ensure seamless collaboration and clear ownership across the customer lifecycle. Champion the customer's voice by bringing feedback, patterns, and improvement opportunities to executive leadership and driving cross-functional solutions. Oversee budgeting, headcount planning, tools, and vendor relationships to ensure the support organization has the resources required to scale effectively. Ensure all support operations adhere to HIPAA, ISO 27001/9001, and internal information security standards. Lead transformation and continuous improvement initiatives to increase efficiency, reliability, and service quality. Implement operational controls and reporting structures that drive accountability, predictability, and high performance. Support organizational design, talent development, and succession planning to build a strong and sustainable support leadership pipeline. Collaborate with leadership to prioritize initiatives, remove roadblocks, and execute quarterly and annual business objectives. Represent the Support Services function in executive forums, helping shape company strategy, service delivery models, and customer experience priorities. Qualifications: A strong candidate will bring: 10+ years of IT support, MSP, or operations leadership experience, including 3-5 years at the senior manager or director level. A proven track record in building high-performing support teams and scaling service operations. Strong process-engineering and system-thinking skills. Experience with automation, AI-enabled service delivery, and modern support tools (RMM, PSA, ticketing, knowledge management). Excellent communication and executive presence. Financial acumen and confidence managing budgets, vendors, and resource plans. Experience in regulated environments (HIPAA, ISO) is a plus. Measures of Success: CSAT ≥ 90% with a strong upward trend in customer sentiment. Improved operational efficiency. Consistent achievement of SLAs. Visible improvement in team culture and leadership maturity. Execution of quarterly and annual strategic priorities aligned with PEAKE's business plan.

Director of Financial Planning & Analysis (Director of FP&A) Industry: Healthcare SaaS / Dental Enterprise Platform Ownership: Founder-led, self-funded with acquisition financing Our client is a newly formed healthcare SaaS enterprise created through the combination of several organizations dedicated to improving efficiency and profitability for dental practices nationwide. Together, the company delivers an integrated platform offering practice management software, HIPAA-compliant communication tools, e-prescribing, and revenue cycle management solutions. Serving more than 20,000 dental practices across the U.S., the combined business provides end-to-end visibility and automation for dental organizations-from patient communication to billing and collections. With a strong foundation of recurring revenue, a proven leadership team, and a loyal customer base, the company is positioned for accelerated growth through cross-selling, technology integration, and operational discipline. Position Summary The Director of FP&A will be a key member of the leadership team, responsible for establishing the financial framework and analytical rigor to support the company's next phase of growth and integration. This role combines strategic finance leadership with hands-on operational execution-ideal for a finance executive who can design scalable systems while actively leading the integration of the three legacy organizations. Reporting to the CFO and collaborating closely with the integration Advisor and CEO, the Director of FP&A will build a comprehensive financial planning and reporting function that enables sound decision-making, transparency, and accountability. Key Responsibilities Lead financial integration across all three companies, unifying systems, processes, and reporting frameworks. Build and lead a high-performing FP&A function responsible for budgeting, forecasting, variance analysis, and strategic financial modeling. Develop and maintain detailed financial and operating models to support forecasting, scenario planning, and strategic decision-making. Own 13-week cash flow forecasting, working capital optimization, and collections discipline to maintain liquidity and operational flexibility. Lead the assessment and integration of financial systems and reporting tools across the three legacy businesses to establish unified data visibility and control. Develop dashboards and KPIs to monitor company performance across ARR, EBITDA, and key operational metrics. Partner with Product, Sales, and Operations to align financial goals with business priorities and drive cross-functional accountability. Implement financial processes and systems to support growth, improve predictability, and ensure compliance across multiple business lines. Qualifications 6+ years of progressive finance experience, including at least 2+ years in a senior FP&A or finance leadership role. Background in professional, business, or tech-enabled services required. Proven success leading financial integration or infrastructure development post-merger or across multi-entity organizations. Strong financial and analytical background, with proven experience building detailed financial models and translating complex data into actionable insights. Stronge understanding of financial systems with the ability to integrate data from multiple systems Strong command of cash forecasting, reporting systems, and data-driven decision-making. Excellent organizational, communication, and leadership skills. Hands-on, adaptable, and capable of balancing founder-led entrepreneurial energy with institutional rigor. Ideal Candidate Profile The ideal candidate is a strategic and operational finance leader who thrives in dynamic, founder-led environments and is energized by the opportunity to bring structure and insight to a high-growth platform. They will have experience leading financial integration efforts across multiple entities, implementing systems and processes from the ground up, and supporting technology-driven business transformation. This person brings both the discipline of an institutional operator and the agility of a hands-on builder-able to influence, execute, and lead through change. Why This Role Shape the financial strategy of a newly combined healthcare SaaS enterprise with leadership in the dental market. Partner with an experienced, founder-led team and Advisor driving a high-impact integration. Build the FP&A function from the ground up-bringing visibility, structure, and strategy to a rapidly growing platform. Wide range of factors are considered in making compensation decisions. Exact compensation may vary based on factors including skills, experience, certification, license and location. A reasonable estimate of current total compensation range including potential discretionary incentives is $150,000 to $225,000 USD per year. About ETONIEN: ETONIEN is a national professional services firm supporting diverse PE and corporate clients with immediate project and interim Leadership, Finance, Accounting, Restructuring, HR, and Operations related needs. Our primary focus is to attract, develop and retain elite Financial, Operational, and Restructuring consultants with experience in supporting primarily middle-market Private Equity backed portfolio companies and corporate clients in the following roles: CEO, COO, CFO, CRO, Controller, FP&A, Treasury, HR, Supply Chain and Procurement. Beyond technical expertise, we strive to partner with detailed oriented and hands-on practitioners committed to excellence and who appreciate challenging, fast-paced environments.