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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 one of our quickly growing portfolio companies, Getting People to the Doctor - ReferWell! ReferWell is a leading health tech company based in Stamford, CT, focused on transforming patient referral management and healthcare connectivity. Our mission is to enhance healthcare outcomes through innovative technology solutions that improve the efficiency and accessibility of care for both patients and healthcare providers. This is a hybrid position at the ReferWell HQ in Stamford, CT. We expect employees onsite twice a week. About the Company: ReferWell is a health tech company based in Stamford, CT, transforming patient referral management and healthcare connectivity. Our mission is to enhance healthcare outcomes by improving efficiency and accessibility for patients and healthcare providers through innovative technology solutions. About the Role: We're looking for a Client Operations Associate to manage the success of our enterprise clients. This role involves overseeing client onboarding, ensuring system adoption, resolving issues, and providing ongoing support to ensure customer satisfaction. You will work with cross-functional teams to improve internal processes, develop client-facing reports, and maintain strong relationships with key client stakeholders. Responsibilities: Oversee client onboarding, ensuring projects stay on schedule and meet client needs. Develop and maintain client relationships, serving as a trusted advisor. Create reports and dashboards to track product usage and adoption. Provide training and resources to help clients fully utilize the system. Resolve client issues and ensure high satisfaction levels. Collaborate with internal teams to enhance client-facing materials (e.g., training guides, case studies). Qualifications: Bachelor's degree and 2+ years of relevant work experience. Strong communication and organizational skills. Experience with enterprise clients and healthcare is preferred. Ability to manage multiple accounts and tasks effectively. Analytical mindset with proficiency in Microsoft Office. Pay Range and Compensation Package: Base salary: $65,000 - $70,000 + benefits. ReferWell is an Equal Opportunity Employer. We welcome applications from individuals of all backgrounds. We encourage candidates from underrepresented groups to apply and join us in our commitment to diversity, equity, and inclusion.

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Middle Office Associate is responsible for the delivery and execution of the exceptional service provided to clients, custodian firms, money managers, and Consultants. Responsibilities: Onboard new clients and be responsible for completion of day-to-day operational tasks for Institutional OCIO, Discretionary Practice clients Lead complex and nuanced account set-ups for Institutional OCIO, Discretionary Practice clients Collaborate with Middle Office Operations Analyst team on the completion of subscription, redemption, and periodic KYC/AML document updates for Private Equity, Hedge Fund, and various other Alternative Investments Manage client money movements and account service tasks with their specific custodian, bank, or brokerage firm while abiding by the firm's compliance policies and procedures Maintain accurate and up-to-date Institutional OCIO, Discretionary Practice client records and activity logs to include but not limited to the CRM, trading systems, custodial websites, etc. Uphold internal and external client service standards by providing timely and accurate follow-up, proactive communication, and serve as a knowledgeable operations resource to the firm Research and promptly respond to internal and external client inquiries Assist with ad-hoc projects as directed by leadership Develop an understanding of Fiducient's core values and consulting team roles to best serve our clients Act as backup to Trade Operations team by executing trades for all client types, utilizing the firm's preferred trading system and other custodian-specific applets and paperwork abiding by the firm's compliance policies and procedures Assist Middle Office Associate team members who are off-site with pending client requests Required Education, Professional & Technical Experience Bachelor's Degree 1 Years of Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Knowledge of Securities & Banking Transactions Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000 - $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Northwestern Mutual - West Hartford is seeking an coachable, team-oriented, and driven individual to join our Talent Acquisition team. This role is a hunter mentality to identify and attract the ideal Northwestern Mutual Candidate profile. The Full-Time Talent Acquisition Specialist is responsible for the recruiting efforts and initiatives specific to the West Hartford, Network Office. The specialist will be involved in all aspects of full life cycle recruiting activities in the selection process. Responsible for identifying, sourcing and recruiting qualified potential Financial Representative candidates to join our team in West Hartford. The specific responsibilities include, but are not limited to: Recruiting: · Assist in executing the West Hartford, Network Office's recruitment and selection initiatives · Help reach all activity and productivity goals for agency annual recruiting goals · Build referral source network within the West Hartford Network Office · Maintain applicant tracking system for all recruiting activity on a daily basis · Prepare activity and results reports as needed for Network Office leadership team · Achieve individual recruiting metrics and annual goal on quarterly basis Sourcing: · Develop and execute strategic sourcing strategies with leadership and recruiting team · Build strong relationships with current Financial Advisors, staff and leaders to identify candidates · Ability to generate qualified leads through centers of influence, social media, and networking · Maintain active and robust social media presence to demonstrate office culture · Maintain an active presence in the local West Hartford community Selection: · Master company history, language, tracking and selection process and experience · Review resumes, conduct pre-screen and first interviews of all candidates entering selection · Administer, learn and understand candidate assessments · Lead all candidates through the selection process efficiently and effectively · Manage candidates through full life cycle of selection, onboarding and training process · Participate in company training and professional growth programs relevant to selection Core Competencies: · Strong communication, interpersonal and relationship building skill sets · Ability to work in a fast-paced environment · Work collaboratively and effectively with stakeholders at all levels · High accountability and results driven mentality · Knowledgeable and advanced with LinkedIn sourcing · Tech Savvy Qualifications: · Bachelor's degree required · Excellent oral and written communication skills · One to two years of professional experience preferred · Administrative support experience including scheduling, logistics, and computer skills · Demonstrated detail orientation, organizational skills, multitasking abilities and time management · Maintain a high degree of confidentiality and work effectively with people at all levels Required experience: One year of recruiting or related experience in corporate setting. Ability to be in West Hartford office on-site Monday-Friday.

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 Patient Billing Solutions | Inbox Health as Product Marketing Specialist! Company Overview: At Inbox Health, we're redefining how patients pay for healthcare by turning a frustrating, opaque process into a clear, supportive experience. The Inbox Health platform has already helped over 20 million patients better understand and manage their medical bills while enabling more than 3,000 healthcare providers and billers to collect over $1 billion in revenue. Position: Product Marketing Manager We're seeking a passionate and experienced Product Marketing Manager to join our Marketing team in New Haven, CT. In this role, you'll be at the forefront of shaping how our story is told and how our solutions reach the people who need them most. You'll own the development of compelling product positioning and messaging for exciting new releases in the Inbox Health portfolio. This position reports the SVP of Marketing and will work alongside a team of three other marketers. Responsibilities: Product Messaging & Positioning Own the creation and updating of product/feature level messaging and how new products fit within the overall Inbox Health portfolio Become subject matter expert on customer personas (buyer, user, influencer) and support strategies for updating and communicating personas across the company Create compelling, quality content - such as presentations, guides, quick tips videos and knowledge base articles - that clearly articulates product value mapping to key customer pain points Research and support differentiation strategies to clearly distinguish our unique product approach against new and legacy industry competitors Assist with strategic initiatives and programs to drive new customer adoption and help existing customers get more value out of our software. Develop and Execute Go-to-Market (GTM) Strategies Create comprehensive GTM strategies that outline key activities, target audiences, messaging, and tactics to ensure successful product launches and market entry. Coordinate cross-functional collaboration: Work closely with product management, sales, marketing, and other teams to align on launch timelines, objectives, and deliverables. Coordinate activities, facilitate communication, and ensure smooth execution of launch plans. Lead product launch planning and execution: Develop launch plans, including timelines, milestones, and budgets. Coordinate and oversee all aspects of the product launch, from positioning and messaging to sales enablement and marketing campaigns. Sales enablement: Collaborate with the sales team to develop effective sales tools, training materials, and resources that equip them with the knowledge and skills to effectively sell the product. Provide ongoing support and training to enable successful product adoption. Market and competitive analysis: Conduct market research and competitive analysis to identify market trends, customer needs, and competitive landscape. Use insights to inform go-to-market strategies, differentiate the product, and identify opportunities for growth. Post-launch analysis and reporting: Conduct post-launch analysis to evaluate the effectiveness of the launch strategies and tactics. Prepare comprehensive reports highlighting key findings, lessons learned, and recommendations for future product/feature launches. Market and Competitive Analysis Conduct market research and competitive analysis (of competitors and potential partners) to identify market trends, customer needs, and competitive landscape. Use insights to inform go-to-market strategies, differentiate the product, and identify opportunities for growth. Demos Co-owning the various product demo tools (demo environment, Intercom) Customer cross-sell/up-sell campaigns: Analyzing customer data to define cohorts that would be optimal for cross-sell/up-sell initiatives Model business impact of various campaigns (revenue potential, ROI) Partner with other marketing team members to launch customer campaigns. Help to determine the effectiveness of campaigns and optimize Voice of Customer Gather customer feedback and insights through surveys, interviews, and user testing. Use this feedback to refine product messaging, features, and go-to-market strategies, ensuring customer-centricity and addressing pain points. Maintain ongoing engagement with customers and prospects by conducting interviews and reviewing sales and customer success conversations. Measure and optimize the buyer journey as it relates to product feature adoption and usage Develop strategies and processes for communicating customer and market feedback with the Product team and other internal stakeholders Requirements: We're looking for a goal oriented individual who thrives on contributing to a winning culture. Bachelor's degree in marketing, business, or a related field. 4 years of experience in product marketing, preferably in SaaS/Healthcare. Proven track record of developing and executing successful product marketing strategies. Strong understanding of product positioning, messaging, branding, and the ability to articulate detailed product features and functionality to different audiences. Experience conducting SWOT analysis and competitive analysis to inform marketing strategies. Excellent technical writing and verbal communication skills. Ability to create compelling marketing collateral and deliver impactful presentations. Analytical mindset with the ability to interpret data, market research, and competitive intelligence. Strong project management skills with the ability to prioritize and manage multiple projects simultaneously. Team player with the ability to collaborate effectively across cross-functional teams. Proficiency in market research and competitive analysis tools. Data-driven; analytical, organized and detail-oriented. Additional Details Location: This is a hybrid position based out of New Haven, Connecticut. Compensation: The annual base salary for this role is $70,000 - $100,000. The actual base pay within this range depends on many factors, such as education, skills and experience. Base pay is only one part of Inbox Health's competitive total compensation package which includes benefits, perks and equity. The base pay range is subject to change and may be modified in the future. Equal Opportunity Employer Information Inbox Health is an equal opportunity employer and we value diversity at our company. We actively seek a diverse applicant pool and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We are delighted to share with you the exciting, retained search we are conducting to recruit Torrington Savings Bank's (“TSB” *************************** new Senior Vice President of Human Resources. This is an exciting time to join TSB. The Bank is embarking on transformative change that requires a more progressive and holistic approach to managing people and culture. In this newly created role, the SVP of Human Resources will report directly to the President & CEO and serve as an integral member of Executive Management. Founded in 1868, the Bank's mutual status allows this community-centric organization to share profits with customers through attractive rates for both savings accounts and loans. With almost $1 billion in assets, TSB has eight banking offices (Torrington (3), New Hartford, Goshen, Bristol, Burlington, and Falls Village), in addition to a Commercial Lending office and a Trust Department location in Torrington. Key priorities include: Provide strategic, proactive, and innovative Human Resources leadership to the Bank, Executive Management, and all employees. Seamlessly integrate into the Executive Management team as a value-added strategic partner who understands the business and associated Human Resources issues/opportunities. Bring/implement Human Resources best practices. Leverage HR expertise to modernize current processes and build a more robust employee-friendly HR infrastructure. Lead a team of three Human Resource professionals and all Human Resources functions. Ensure a positive and increasingly progressive culture continues to evolve with organizational transitions and the changing workforce composition. The successful candidate will bring: Progressive executive leadership in Human Resources management, including employee relations, training and development, compensation and benefits, recruitment/retention, and application of legal and government compliance guidelines. Proven ability to serve as a strategic partner to Executive Management. Strong track record of people leadership and developing Human Resources teams. Outstanding interpersonal, analytical, organizational, and communication skills. Bachelor's degree (or equivalent). Master's degree or equivalent work preferred. Relevant Human Resources Certifications are desired.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Regular Your opportunity Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory. Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment. Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills. Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25%. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Human Resources Assistant is responsible for supporting various human resources functions, ensuring smooth operations in onboarding, offboarding, data management, and serves as the support person for administrative duties. Responsibilities: Create bi-weekly internal newsletter to share internal communications Organize and track colleague anniversaries, milestones etc. for recognition and publication Maintain and update the organizational chart to reflect accurate reporting structures Coordinate new hire gift program and welcome processes for a positive onboarding experience Support Leave of Absence administration with our 3rd party administrator Schedule meetings related to new hires, interviews, and other HR functions Assist in the interviewing process for the Educational Enrichment Program (EEP) and intern candidates Manage the HR & Careers inboxes to address inquiries Track and maintain candidate progress throughout the interview process Handle verification of employment requests, and I-9 verifications in a timely manner Prepare and distribute new hire itineraries and orientation materials Complete offer letter preparation forms (OLPF) for new hires Support the onboarding and offboarding processes for smooth colleague transitions Assist with the backend management of the AcadaMe platform Post job openings following state/federal regulations and track applicant data accurately Provide backup support for the team with administrative functions ensuring smooth daily operations Maintain SharePoint site for the HR department with up-to-date information Serves as a back-up for payroll Assist in ad hoc projects as needed Required Education, Professional & Technical Experience Associate's degree or relevant work experience 0-2 Years of Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $38,000 - $48,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Top-Tier Financial Services Firm in Stamford, Connecticut is seeking a Fixed Income Clearing Manager for a permanent position! Responsibilities: Utilize in-depth knowledge of FIS and BNY BDC systems to ensure the timely settlement of client transactions. Monitor the firm's liquidity to mitigate potential overdraft charges within BNY. Track failed transactions (TMPG) and proactively follow up with counterparties to ensure fund settlements. Oversee client FICC activities and manage uncompared transactions, ensuring alignment with fund settlement requirements. Coordinate with clients' trading desks on collateral movements across various BNY accounts. Identify and mitigate risks associated with high-value trades to minimize operational exposure. Escalate operational issues or client complaints to senior management as necessary. Foster strong working relationships with internal teams and clients' trading desks to ensure seamless operations. Perform additional duties or responsibilities as required to support team and organizational goals. Qualifications: Minimum of 4+ years of experience in Fed Settlement operations. Comprehensive understanding of FIS and BNY BDC systems. Familiarity with reconciliation processes between BNY and Impact. Deep knowledge of TMPG and FICC processes, including CFM. Strong functional and technical expertise in systems like IFIS, BNY BDC, and FICC. Ability to thrive in a collaborative, fast-paced, and dynamic environment. Excellent analytical and problem-solving skills, with a capacity to navigate complex operational challenges Solid understanding of Fed Settlement operations, products, and processes. Proven ability to recognize high-risk items and escalate appropriately to mitigate losses or breaks.

marcus evans, founded in 1983, is a global business intelligence and event marketing company with 49 offices in 20+ countries. The Family Office Group is a private practice within Marcus Evans focused exclusively on sourcing unique investment opportunities for our clientele of single-family and multi-family offices around the world. We offer exclusive access to the highly sought-after family office community through pre-vetted, pre-curated one-one-one meetings at the most prestigious 5-star resorts around the world. Our Private Wealth Management Summit, along with our proprietary digital allocation platform, is the ultimate meeting point between Ultra-High-Net-Worth investors and private fund managers looking to raise capital. We are searching for an Account Executive to develop new accounts and manage client relationships. A successful candidate will grow into Senior Account Executive and then Sales Manager after achieving initial milestones. We recognize excellence and are fully committed to developing impactful future leaders. This is an in-person role located in our Greenwich office. Key Responsibilities Generating and prospecting new leads to create book of business. Targeting General Partners and C-suite decision-makers of alternative investments firms including private equity, real estate, and hedge funds. Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold calling. Keeping an organized record of sales activity and pipeline. Nurturing new and existing client relationships. Traveling to destination cities nationwide to tend to clients. Acting on behalf of the company and our clients in the delivery of our exceptional products and services. Qualifications Sales experience: 1 year of proven B2B or B2C sales experience, preferably with a high-priced product. Prospecting and outreach experience: Experience cold calling C-level executives. Experience creating and launching strategic marketing email campaigns. Exceptional listening and questioning skills: Successful candidates understand emotional intelligence and tactical empathy. Strong hunter mentality through disciplined KPI's plus farmer ability to nurture and develop relationships. Both are crucial to success in this role. Pipeline management ability: Research and organizational skills. We recently launched HubSpot as our new CRM, and familiarity with its features, tools, and workflows would be a significant advantage in helping you hit the ground running, but is not a requirement. Leadership: We promote 100% from within and actively develop top performers into management. Compensation & Benefits 40 years of being a global business means we have institutional knowledge of how to sell, manage, and develop relationships. On average, our managers have 7+ years of experience, with long-service managers at 20+ years. We collaborate as a team to develop and share winning strategies for closing business. 8-10% commission with $90k-$120k first-year OTE. Monthly career reviews against financial goals and KPI metrics. Progression into management after year 2 based on performance. Exclusive Manager-in-Training program for selected global candidates after year 2. Continuous training and mentorship. Access to global LMS platform and sales mastery program. Extensive sales tape library to review top performers' work product. Call shadowing, whisper and live coaching, and group and individual tape training every week. HubSpot CRM to manage relationships, prospect data, and pipelines. Business travel to 5-star resorts in locations like Beverly Hills, Miami, Boston, and Las Vegas. We are rated in the top 20 UK companies for work/life balance. Health, dental, and vision insurance. 12+ annual paid holidays including holiday shutdown from Christmas to New Year's Day. We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Compliance Officer is responsible for assisting the Compliance Manager in ensuring the firm complies with applicable regulatory requirements. The Compliance Officer also plays a vital role in collaborating with the Compliance Manager on initiatives that drive new efficiencies to deliver top-notch client service and reduction of risk. This individual will serve as the primary day-to-day compliance partner to the firm's marketing team and management of the firm's code of ethics. Responsibilities: Review the firm's marketing campaigns (presentations, market commentaries, RFP responses, marketing-related website content, and ad hoc marketing pieces) to ascertain compliance with all regulatory requirements. Provide a timely and accurate response including regulatory basis for requested changes and recommend alternatives to ensure content is compliant. Work with business teams on implementing regulatory changes that impact marketing Interpret, advise, administer, and monitor the Firm's Code of Ethics for personal trading along with all required employee reporting requirements Assist with electronic communication reviews Support Compliance Manager by conducting compliance testing on the firm's policies and procedures Assist with the preparation and submission of regulatory filings and disclosure documents Provide support for internal and external audits and examinations Conduct oversight and due diligence on critical vendors Assist with trade error review and monitoring Assist with the revision of policies and procedures Assist with annual and ad hoc compliance training Performs other compliance duties as required by the Compliance Manager Required Education, Professional & Technical Experience Bachelor's degree and 3-8 years of investment advisory compliance experience required Minimum 3 years of experience conducting marketing reviews for an investment adviser Strong experience working with Institutional marketing in conducting compliance review of marketing materials required Working knowledge of compliance systems for personal trading and marketing reviews Experience with Investment Advisers Act of 1940, ERISA, and knowledge of SEC rules and regulations required Proficiency in Microsoft Suite Essential Traits Thoughtful practitioner with the ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may have occasional travel for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $90,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

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 one of our quickly growing portfolio companies, Getting People to the Doctor - ReferWell! ReferWell is a leading health tech company based in Stamford, CT, focused on transforming patient referral management and healthcare connectivity. Our mission is to enhance healthcare outcomes through innovative technology solutions that improve the efficiency and accessibility of care for both patients and healthcare providers. This is a hybrid position at the ReferWell HQ in Stamford, CT. We expect employees onsite twice a week. Director, Technical Program Manager (TPM) ReferWell is seeking an experienced Technical Program Manager (TPM) with a strong background in Agile methodologies, specifically SAFe 6.0 (Scaled Agile Framework). The TPM will be responsible for driving technical processes across the organization, ensuring successful execution of complex programs that align with our strategic goals. This role requires a blend of leadership, technical acumen, and expertise in healthcare technology. What You'll Do Lead the planning, execution, and delivery of technical programs, ensuring alignment with ReferWell's strategic objectives. Drive the adoption of SAFe 6.0 and Agile best practices, fostering a culture of continuous improvement across teams. Collaborate with cross-functional teams, including engineering and product management, to ensure effective project execution and alignment. Monitor project progress and risks, providing regular updates to stakeholders and developing mitigation strategies as needed. Utilize metrics to assess performance and drive data-informed decisions, while mentoring team members in Agile methodologies. Qualifications Bachelor's degree or equivalent practical experience. SAfe Certification strongly preferred. 10+ years of experience in technical program management, preferably within the healthcare technology sector. Extensive experience with Agile methodologies, particularly SAFe 6.0, is essential. Preferred Skills Solid understanding of software development processes and technologies, with the ability to communicate effectively with technical teams. Proven track record of leading cross-functional teams, influencing stakeholders, and driving consensus in a fast-paced environment. Exceptional verbal and written communication skills, with the ability to convey complex concepts clearly and effectively to diverse audiences. Why Work at ReferWell? Innovating Healthcare Access - ReferWell is transforming healthcare access by streamlining patient referrals and empowering healthcare providers with innovative technology to improve the patient journey. We're on a mission to make healthcare simpler and more efficient for both patients and providers alike. Strong Growth Potential - ReferWell operates in the rapidly evolving healthcare tech space, with an addressable market that is growing as the demand for digital solutions in healthcare continues to rise. We're seeing increasing adoption across the healthcare ecosystem, including health systems, payers, and providers. Experienced and Visionary Leadership - Our leadership team brings deep industry expertise in healthcare and technology, with proven success in building and scaling businesses. Our founders have extensive backgrounds in health tech and a passion for transforming healthcare delivery. Invested in Our People - ReferWell values its team members and fosters a collaborative, supportive work environment where everyone's contributions are valued. Our office in Stamford provides a flexible and dynamic workplace where creativity and innovation thrive. Compensation The base salary range for this full-time position is $140,000 - $160,000 + bonus + equity + benefits. ReferWell is an Equal Opportunity Employer. We welcome applications from individuals of all backgrounds. We encourage candidates from underrepresented groups to apply and join us in our commitment to diversity, equity, and inclusion.

Northwestern Mutual Financial Planning Career Opportunities: Financial Representative | Financial Advisor | Wealth Management Advisor Stamford, CT | Westport, CT | Fairfield, CT Experienced RIA's & Producers | Open to & Encouraging Career Changers What We Do: Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open. The Financial Planning Career with Northwestern Mutual allows the opportunity to: Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team. Qualifications: Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently. 4-year bachelor's degree or equivalent professional work experience. Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided. Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future. Ability to work in a fast-paced, highly productive, and value-driven environment. Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: Performance-based earnings and revenue ( annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client advising and policy management Bonus programs and expense allowances Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Leadership + Professional Growth Opportunities Award-Winning Training + Mentoring Program Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. About Northwestern Mutual Stamford Network Office: NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10 and 9 advisors ranking in the Top-25 on 2024 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. Northwestern Mutual Awards and Accolades: FORTUNE 500 Rank: No. 90 Highest Financial Strength Ratings and Unsurpassed Financial Strength #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets 97% Client and Policy-owner Retention year after year Top-10 US Independent Broker Dealer Annually one of the “World's Most Admired” companies (FORTUNE Magazine) Forbes' Best Employers for Diversity (2018 - 2021) 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine) Top 125 Training Program (Training Magazine)

Coalition Greenwich Job Description Title: Relationship Development Analyst (Markets) Reports To: Americas Buy-Side Relationship Director About Coalition Greenwich: Coalition Greenwich is a leading analytics and business intelligence provider to the financial services industry. Our clients include Corporate and Investment Banks, Asset Managers, and Fintechs. We specialize in providing unique, high-value, actionable information to help our clients improve their business performance. Our suite of analytics and insights encompass all key performance metrics and drivers: market share, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioral drivers, and industry evolution. We are a division of CRISIL, an S&P Global Company. Basic Function: As a Relationship Development Analyst (Markets), you will be cultivating relationships with senior buy-side professionals and gathering the essential information that gives Coalition Greenwich its competitive advantage in the global consulting market. You will help formulate and execute marketing strategies and conduct interviews (i.e. phone, email or in person) directly with decision makers (i.e. Heads of Trading, Traders, Portfolio Managers etc.) at some of the highest levels of global organizations. Individuals in this position will work closely with other members of the RD Team, working to secure and complete client interviews for the studies (i.e. Equities, Fixed Income, Foreign Exchange) we conduct throughout the year. Strong verbal and written communication skills, as well as the ability to be persuasive with buy-side clients are critical to the success of this role; financial markets knowledge is a plus but not required but preferred. The Ideal Profile: You have recently graduated or have 1-3 years of experience in the Financial Services industry or an understanding of Financial Markets . You are teamwork oriented and have a “team first” mentality. You are driven by the challenge to make every interaction with the buy-side successful and you are tenacious, persistent, resourceful, and creative yet you understand the balance of being professional. During your down time you enjoy reading about the markets and you leverage social media to tap into insights around your clients. You enjoy putting all the pieces together from your daily calls and sharing trends with your colleagues. Responsibilities: • Managing client portfolio in core research projects. • Make proactive business development calls to potential interview candidates with the goal of actively selling the benefits of participation and scheduling interview appointments. • Conduct interviews and collect data through a telephone survey format. • Continuously track status of your scheduling and interviewing efforts in the firm's contact management system. • Keep track of trends in the market and interesting market-related feedback uncovered during the interviews • Build and nurture relationships through on-going relationship management interactions • Collaborate with Marketing / Fielding team and Consultants to organize fielding efforts for a study (i.e. strategies, campaign idea generation etc.) • Represent Coalition Greenwich to top buy-side investment professionals, demonstrating high levels of ability, knowledge and integrity • Demonstrate a positive attitude and foster teamwork and collaboration • Demonstrate expanding industry knowledge of financial marketplace Qualifications/Experience: • Bachelor's degree or equivalent experience • Exceptional verbal and written communications skills • Strong persuasion skills and ability to proactively sell benefits of study participation • Self-motivated to achieve goals in a performance driven atmosphere • Strong organizational and planning skills • Desire to work in a team environment / team player • Knowledge and interest in the financial markets (Fixed Income & Equity) / desire to learn about financial services, market research/or strategic consulting BDR/SDR experience a plus.

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 one of our quickly growing portfolio companies, Getting People to the Doctor - ReferWell! ReferWell is a leading health tech company based in Stamford, CT, focused on transforming patient referral management and healthcare connectivity. Our mission is to enhance healthcare outcomes through innovative technology solutions that improve the efficiency and accessibility of care for both patients and healthcare providers. This is a hybrid position at the ReferWell HQ in Stamford, CT. We expect employees onsite twice a week. Senior Backend Engineer We're looking for a Senior Backend Engineer to join our growing team. In this role, you'll help build scalable microservices and cloud-based solutions to improve patient care and provider connectivity. You'll work closely with frontend engineers to integrate APIs and ensure smooth data flow, all while using cutting-edge cloud technologies like AWS. Responsibilities Design and maintain scalable microservices to support high-performance systems. Use Docker for containerization and Terraform for managing infrastructure in AWS. Collaborate with frontend engineers to design APIs and ensure seamless data flow between systems. Troubleshoot and resolve issues to maintain system reliability and performance. Implement best practices for backend engineering, including code reviews and testing. Qualifications 8+ years of experience in backend engineering, with strong expertise in microservices and cloud infrastructure. Proficient with Docker, Terraform, and AWS (EC2, S3, Lambda, RDS). Experience with GraphQL for building APIs. Strong Linux skills and experience troubleshooting systems. Preferred Skills Experience in healthcare tech or familiarity with healthcare regulations (e.g., HIPAA). Knowledge of event-driven architectures or message queuing systems (e.g., Kafka, SQS). Familiarity with CI/CD pipelines (Jenkins, GitLab). Why Work at ReferWell? Innovating Healthcare Access - ReferWell is transforming healthcare access by streamlining patient referrals and empowering healthcare providers with innovative technology to improve the patient journey. We're on a mission to make healthcare simpler and more efficient for both patients and providers alike. Strong Growth Potential - ReferWell operates in the rapidly evolving healthcare tech space, with an addressable market that is growing as the demand for digital solutions in healthcare continues to rise. We're seeing increasing adoption across the healthcare ecosystem, including health systems, payers, and providers. Experienced and Visionary Leadership - Our leadership team brings deep industry expertise in healthcare and technology, with proven success in building and scaling businesses. Our founders have extensive backgrounds in health tech and a passion for transforming healthcare delivery. Invested in Our People - ReferWell values its team members and fosters a collaborative, supportive work environment where everyone's contributions are valued. Our office in Stamford provides a flexible and dynamic workplace where creativity and innovation thrive. Compensation Base salary: $160,000 - $180,000 + bonus + equity + benefits. ReferWell is an Equal Opportunity Employer. We welcome applications from individuals of all backgrounds. We encourage candidates from underrepresented groups to apply and join us in our commitment to diversity, equity, and inclusion.

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide importantfinancial guidance to people looking to protect and build their wealth. We providea powerful combination of support including: our extensive trainingprogram, Advisor Pro. personal coaching from proven winners customized marketing supportto help you acquire clients and build your brand access to a broad range of products to meet clientneeds tools to manage your practice and support the sales process "Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future. Duties and responsibilities Prospecting, networking and obtaining clientsthrough various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutionsfor clients throughfact gathering and needs analyses. Expanding personal knowledgeand skills throughongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degreeor equivalent work experience * *******************************************************************************************

Title: Process Engineer The Process Engineer is responsible for analyzing, improving, and maintaining all tooling, equipment and processes relating to their assigned area within Deringer-Ney, Inc. In addition, the Engineer will support the introduction of new products as needed. Supervisory Responsibilities: None Duties/Responsibilities: Develop, document, implement, and sustain manufacturing processes using appropriate data and tools. Improve efficiency through set-up time reduction, run rate improvement, and machine uptime. Coordinate and organize improvement projects. Analyze close tolerance tooling and suggest improvements to increase output and improve quality. Review new products and suggest improvements to assure producibility and economy. Interacts with supplier contacts and assists with administration of outside vendors. Conduct training on equipment and processes. Involve relevant others in shaping plans and making decisions; participate in group efforts and encourage others' participation; listen to co-workers' concerns and aid as appropriate. Ongoing development of associated equipment and processes to reduce costs, increase quality level and increase throughput. Provide information and general knowledge for all production-related issues. Ongoing support of production as required. Provide support in root cause analysis for customer complaints (8D'S). Lead projects for continuous improvement for the assigned KPI'S (OTD, Scrap reduction, efficiency) Additional Responsibilities: Utilize a risk-based approach in assessing operational safety and process effectiveness. As able, provides hands-on support for machine troubleshooting. Evaluate new equipment and technologies that apply to their assigned area. Provide documentation of all machine settings including work instructions and operation sheets. Required Skills/Abilities : Knowledge of relevant processes and equipment. Preferred experience in metal stamping, plastic injection molding or micromachining processes. Ability to communicate effectively with all employees. Ability to administer policies and instructions. Ability to work in ultra-precise manufacturing environment. Basic understanding of material characteristics. Must be able to work independently with a minimum of supervision. Ability to analyze and troubleshoot production processes. Must be a team player. Basic understanding of Six Sigma and statistical process control. Basic understanding of 5S and Lean manufacturing concepts and processes. Must work effectively in a regulatory medical and automotive environment with working knowledge of ISO 9001 Quality Management. Education and Experience: B.S. in Mechanical, Industrial or other Engineering discipline 5 years manufacturing or process engineering experience (Preferred minimum) Professional certification in Six Sigma (at least green belt), and/or lean manufacturing are preferred. Hands-on experience in processes or equipment (mechanical aptitude) Physical Requirements: Prolonged periods of sitting or standing. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization's facilities.

Job Role: EUC Architect Job Type: Full time Experience: 8+ Salary: $100k+benefits. Roles and responsibilities • Assess, design, build and implement End user technologies stack and architecture. • Experience in MS Intune and Entra. • Understanding on the road map of Managing End User systems with respect to Applications, Hardware, and Operating System. • Gather, Assess, design, Build and drive implementation of End user technologies stack and architecture based on customer environment. • Front end customer discussion on architecting and solution for End user IT infrastructure. • Develop implementation plan for EUC related solution based on IT strategies and business requirements. • Enforce infrastructure architecture execution as well as ongoing refinement tasks. • Consult project teams and align infrastructure architecture assignments and identify need to modify design if any to attain project requirements. • Identify need to change technical architecture to incorporate infrastructure needs. Good understanding of Incident, Asset, Problem and Change Management (ITIL)

At FML, we are always looking for driven individuals who are enthusiastic about learning a client's business, understanding their challenges, and finding the right solutions. Our goal is to work with the best people by cultivating the talent of seasoned professionals with previous experience in public accounting as well as graduates seeking their first public accounting position. About this Position Our tax staff accountants work in the fast-paced and challenging field of public accounting, working with FML employees at the staff, senior, manager, director, and partner levels. In this position, you will participate in work with our valued clients, who range in size and industry from boutique small businesses to multi-national corporations. If you're driven to expand your career in the world of public accounting and tax; we want to hear from you. Technical & Professional Responsibilities: Prepare federal and state corporate, individual, trust and estate, and partnership returns, while exercising professional judgment with respect to identifying tax issues and working to develop solutions Interpret Tax Code Establish working relationships with colleagues and client personnel Identify technical issues in the engagement commensurate with level of experience Utilize prior year work papers and tax returns as a guide in preparing the current year return Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning processes Create work papers that are well organized, concise, and properly referenced Develop familiarity with research tools, researching tax issues and legislation Participate in FML orientation, training, and mentoring activities Educational Requirements: Bachelor of Science or Master of Science in Accounting with goal of meeting the educational requirements to become a certified public accountant 0-3 years of experience in the field of public accounting Skills & Qualifications: Demonstrated leadership and problem-solving skills Strong verbal and written communication skills Ability to work on multiple assignments and prioritize tasks Ability to work independently and as part of a team with professionals at all levels Willingness to travel to out-of-town engagements