Operations consultant jobs in Albany, NY - 316 jobs

Job Opportunity: Entry Level Operations Analyst Pay Rate:$20-21.63/hour Responsibilities Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements. Coordinate and process team specific tasks as requested by the business. Perform quality reviews of other team members completed work and ensure data accuracy. Work across multiple systems and platforms. Interface with teams and businesses resolve on-going issues and answer specific policy questions. Provide support and work on special projects as requested. Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. Skills: Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook Advanced knowledge of Excel preferred Sound judgment and outstanding attention to detail Proven analytical skills and problem solving ability Superior written and verbal communication skills Ability to work collaboratively with all levels of the organization Flexible and able to work well under pressure in a team environment Self-motivated Excellent time management and organizational skills Ability to multi-task Keywords: Education: Bachelor's Degree Preferred - Concentration in Finance or Business Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

**Become a part of our caring community and help us put health first** Provides executive leadership to Humana. The Vice President of Pharmacy Hub Operations will lead the strategic design, implementation, and management of our pharmacy hub services. This role is responsible for ensuring seamless patient access to medications through efficient benefits verification, prior authorization, financial assistance, logistics coordination, and patient support programs. The VP will oversee operational excellence, compliance, technology integration, and stakeholder engagement to deliver a best-in-class experience for patients, providers, and partners. The Vice President, Pharmacy Hub Operations will report directly to Pharmacy President Bethanie Stein. With the build out of this new business, the initial direct reports will be 5 associates, but we expect a total org of 300 by the end of 2026. **Key Responsibilities** - _Strategic Leadership:_ + Develop and execute the vision and roadmap for pharmacy hub operations aligned with organizational goals. + Drive innovation in hub services through technology, automation, and process optimization. - _Operational Management:_ + Oversee day-to-day hub operations including benefits verification, prior authorization, financial assistance, and patient onboarding. + Ensure compliance with regulatory requirements, HIPAA, and industry standards. - _Technology & Process Optimization:_ + Partner with IT and product teams to implement digital solutions that streamline workflows and improve patient/provider experience. + Leverage data analytics for performance monitoring and continuous improvement. - _Stakeholder Engagement:_ + Collaborate with manufacturers, specialty pharmacies, payers, and providers to ensure smooth coordination and service delivery. + Serve as the primary liaison for internal and external stakeholders on hub-related initiatives. - _Team Leadership:_ + Build and lead a high-performing team, fostering a culture of accountability, innovation, and patient-centricity. + Provide coaching, mentorship, and professional development opportunities. **Use your skills to make an impact** **Key Candidate Qualifications** Required + Bachelor's degree in Pharmacy, Healthcare Administration, Business, or related field; advanced degree preferred + 10+ years of experience in pharmacy hub operations, specialty pharmacy, pharmacy supply chain, or patient support programs, with at least 5 years in a senior leadership role + Deep understanding of manufacturer programs, pharmacy benefit structures, prior authorization processes, and patient assistance programs + Proven track record of leading large-scale operations and implementing technology-driven solutions, and standing up new programs and products + Strong analytical, strategic thinking, and communication skills + External client facing experience Preferred + Master's degree + Knowledge of hub, pharmacy, and PBM operations + Experience with digital pharmacy platforms and hub technology solutions + Knowledge of compliance and regulatory frameworks in pharmaceutical services + Ability to manage complex stakeholder relationships and negotiate effectively Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 Application Deadline: 02-19-2026 **About us** About CenterWell Senior Primary Care: CenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more. Our unique care model focuses on personalized experiences, taking time to listen, learn and address the factors that impact patient well-being. Our integrated care teams, which include physicians, nurses, behavioral health specialists and more, spend up to 50 percent more time with patients, providing compassionate, personalized care that brings better health outcomes. We go beyond physical health by also addressing other factors that can impact a patient's well-being. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options *************************************************************

. Must be willing to travel, with overnight hotel stays, up to 5 nights per week (every week). Reynolds and Reynolds is looking for experienced automotive professionals to join our consulting team. Our superior software solutions, our award-winning sales, service, and support have made us one of the most recognized and respected companies in the automotive industry. As an Automotive Business Consultant your primary focus will be to establish professional relationships with customers and help their businesses become more efficient, effective, and profitable. You will work with dealership personnel to identify trouble areas within the dealership and then use established and proven consulting services programs, as well as your industry knowledge, to help solve these issues. Once a project is complete, you will follow-up with customers to maintain relationships and provide ongoing 'fee for service' support and problem resolution. By helping these customers become successful in the different areas of the dealership, you will build trust that will further drive consulting services sales. If you are looking for an opportunity to utilize your automotive skills and make a difference for automotive dealerships across the country, please apply today!","job_category":"Consulting","job_state":"NY","job_title":"Automotive Business Consultant - Accounting Specialist","date":"2026-01-04","zip":"12201","position_type":"Full-Time","salary_max":"80,000. 00","salary_min":"60,000. 00","requirements":"High School Diploma or equivalent; Bachelor's preferred but not required~^~5+ years of automotive dealership experience (Office Manager, controller(automotive accounting), and AP\/AR Accounting Representative)~^~Must be willing to travel extensively with overnight hotel stays up to 5 nights per week (every week). ~^~Must have reliable transportation as well as a valid driver's license, with fewer than 2 moving violations in the last three years and no OVI\/DUI\/DWI violations in the last five years. ~^~Must have reliable home internet with sufficient bandwidth for video conferencing~^~Experience with Reynolds and Reynolds accounting software is highly preferred","training":"Our training consists of time with experienced consulting and sales representatives in the field for approximately 90 days, online courses completed in your home office, and classroom instruction through our offices in Dayton and Houston. Your compensation during training will be a $60,000-63,000 base salary. You will be eligible for quarterly bonuses after the 9 month training period. Total targeted income after training (including base and bonuses) is $80,000+. ","benefits":"We strive to offer an environment that provides our associates with the right balance between work and family. We offer a comprehensive benefits package including: - Medical, dental, vision, life insurance, and a health savings account - 401(k) with up to 6% matching - Paid vacation and sick days - Eight paid holidays - Referral bonuses - Professional development and training - Promotion from within Reynolds and Reynolds promotes a healthy lifestyle by providing a non-smoking environment. Reynolds and Reynolds is an equal opportunity employer. ","

Please note that the salary range referenced is a general guideline only. Salary differentials are based on multiple factors including (but not limited to), geographic location, education/training, years of relevant experience/seniority, merit, qualifications, as well as market and business considerations. Mohawk Global considers all of these variables when extending an offer of employment. Who We Are: Mohawk Global is a 300-person team of logistics and trade specialists dedicated to fulfilling the supply chain needs of our customers with a strong emphasis on customs brokerage, domestic and international transportation, trade compliance, education, and consulting. Our business practices are driven and exhibited daily by our three core values: to ENRICH purposefully, to CARE personally and to DELIVER professionally. To learn more about our core values and what makes us truly unique in our industry, please click here. We pride ourselves in being a highly employee-centric organization that truly puts our people (and clients) first! At Mohawk, these aren't just words, they are demonstrable values that we put into action by our behaviors each day. We have been certified as a "Great Place To Work" for the past twelve years…see what our greatest assets, our people, have to say about us here: Mohawk Global - A Great Place to Work! Position Summary: The Senior Managing Trade Consultant is an integral member of the Mohawk Global Trade Advisory team (MGTA), a group of subject-matter experts who constitute the consultative arm of Mohawk's international trade business. The Senior Managing Trade Consultant provides trade compliance-related expertise and compliance project leadership to meet the needs of Mohawk's clients as well as oversite of a team of professionals supporting our clients' import and export programs. The Senior Managing Trade Consultant is passionate about leading both compliance consulting projects, a team and other related duties to ensure the highest levels of delivered services. Essential Duties & Responsibilities: Team Leadership: Manage and mentor of a team of international trade professionals, fostering a collaborative environment that encourages professional growth and development. Client Support: Build and maintain strong relationships with clients to understand their trade needs and provide strategic guidance on compliance and optimization. Project Oversight: Lead/Support and coordinate various projects, including HTS classification, compliance assessments, prior disclosures, AD/CVD, PGA support, and duty minimization initiatives. Hands-On Support: Actively participate in project execution, providing expertise in compliance strategies, regulatory initiatives/questions and operational efficiencies. Regulatory Compliance: Ensure that all trade and customs activities comply with applicable laws and regulations, staying abreast of changes in trade policies and procedures. Data Analysis and Reporting: Analyze trade data and trends to identify opportunities for improvement and cost savings. Prepare reports and presentations for clients and internal stakeholders. Strategic Planning: Collaborate with senior management to develop and implement strategies that enhance our service offerings and strengthen our market position. Perform other related duties as assigned by management. Adhere to established policies and procedures. Education and Experience: * US Customs Broker License required * Minimum of 15 years of practical experience in import and export Customs compliance * Other related industry certification(s) or license(s) are preferred (CCS, CES, CUSECO) but not required * Bachelor's degree in business administration, International Business, Supply Chain Management or other related discipline is preferred Knowledge, Skills & Abilities: * Expert knowledge of US Customs regulations and compliance procedures * Knowledge of Export Compliance Regulations (EAR) and ITAR * Knowledge of Participating Government Agency (PGA) regulations related to import compliance * Knowledge of CTPAT Program and supply chain security procedures * Working knowledge of Harmonized Tariff Schedule (HTSUS) and Schedule B classifications * Excellent writing, communication and presentation skills * Knowledgeable in process improvement methodologies (six-sigma, lean) * Highly organized * Ability to lead a team * Ability to work with individuals in a team structure * Self-motivated and able to work as an individual contributor based on project * Ability to work with clients and represent MGTA/MG in a highly professional manner Mohawk Global is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Equal Employment Opportunity is The Law Employee Rights Under the FMLA Employee Rights - Employee Polygraph Protection Act

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Corporate Services/Other, Finance and Accounting, Operations **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $70,000.00 - $70,000.00 **Target Openings** 1 **What Is the Opportunity?** The Performance Construction Advisors (PCA) is a wholly-owned subsidiary of Travelers. PCA facilitates executive peer groups which are exclusive gatherings of seven to ten CEOs where, with the assistance of a professional facilitator, non-competing leaders openly review their companies and share information in a focused effort to build breakthrough success for themselves, their families, their employees, and their customers. In addition, PCA offers consulting services that help family-owned and other closely held business owners and leaders make more money in less time with fewer headaches with a higher quality of life. Acting as a Peer Group Facilitator and Senior Consultant, the Business Consultant facilitates meetings of closely held business CEOs and executives and delivers one-on-one consulting services as assigned. The successful candidate will possess considerable business experience broadly applicable to executing PCA's peer group facilitation and one-on-one consulting programs while also having latitude to creatively address client needs. This is a fully-Commissioned role. Employees in this role will be paid a draw of $70,000 and have the opportunity to earn the majority of their pay through commission payments. **What Will You Do?** + Develop relationships and facilitate peer group meetings of commercial construction CEOs and executives. + Collect and analyze financials of peer group members. + Work closely with peer group host companies in preparation for peer group meetings. + Coordinate with other PCA staff for meeting preparation, logistics, and follow-through. + Conduct peer group meetings on time, on task, and with exceptional quality. + Hold peer group members accountable for follow-through on group recommendations. + Deliver limited one-on-one consulting to peer group members to assist in goal attainment. + Actively seek one-on-one consulting opportunities within the assigned peer groups. + Deliver additional one-on-one consulting as assigned. + Follow PCA's established processes and best practices for peer group facilitation and one-on-one consulting - and contribute to the continuous improvement of these processes and practices. + Maintain accurate member/client records. + Coordinate closely with other functions to maximize member experience and lifetime value. + Provide input into developing and maintaining the peer group program operations manual. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + 5 years experience consulting with closely held business owners. + Experience owning or operating a commercial construction business. + Proactive, entrepreneurial approach to recognizing needs, solving problems, anticipating issues and developing solutions. + Demonstrable delivery of high quality work/service within agreed upon timeframes. + Able to communicate as a peer to highly successful, strong-willed CEO members. + Equally exceptional team and individual performer. + Helpful and highly responsive. + Strong problem solving ability. + Strong organizational skills. + Strong, articulate communication skills. + Entrepreneurial. + Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook). + Capable and comfortable with web-based applications integrated into PCA's established processes and best practices. **What is a Must Have?** + Bachelor's degree required. + 10 years of business experience required. + Ability to travel up to 75% of the time required. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

**What Product Systems Analysis contributes to Cardinal Health** Commercial Technologies manages the enterprise's portfolio of commercial technologies to maximize the business value of the technologies and enhance the customer experience. This function creates strategies for the portfolio and innovative solutions based on relationships with business leaders, develops back-end solutions and capabilities, and improves the front-end experience. Product System Analysis serves as a liaison between the business and IT to align product strategies and capabilities, also providing technical business specifications to IT. This job family identifies and analyzes product needs, defines requirements, objectives, and participates in the solutions making process. This job family optimize business processes by leveraging the functionality of the technology and product solution. **Job Summary** The team manages build and re-shaping of business process, procedures and accountability standards for sales enablement tools, specifically Salesforce.com and other associated technologies to maximize the business value of the technologies and enhance the user experience. This function creates strategies for the portfolio and innovative solutions based on relationships with business leaders, develops back-end solutions and capabilities, and improves the front-end experience. This role serves as a liaison between the business and IT to align product strategies and capabilities, also providing technical business specifications to IT. This job family identifies and analyzes product needs, defines requirements, objectives, and participates in the solutions making process. This job family optimize business processes by leveraging the functionality of the technology and product solution. **Responsibilities** + Functional requirements development and ownership + Work with stakeholders to understand business requirements, map key processes, understand pain points + Assess and improve upon potential business processes that need review to more efficiently migrate to Salesforce.com + Work closely with IT team to act as the voice of the customer and provide feedback on requirements and functionality + Support the business by applying cross functional subject matter expertise of business processes, systems, and integration to facilitate continuous improvement and innovation + Coordinate with the Salesforce admin team to design the functionality in SFDC + UAT testing management and hypercare support + Work closely with development team and core project team to produce product documentation including user guides, test scripts, and internal/external materials + Ability to describe complex concepts with the appropriate amount of detail based on audience + Support the field in answering questions. Provide key details to learning business partner for training materials related to functionality + User adoption management + Develop strategies and plans to drive end user adoption and optimization + Manage KPI and tools supporting change management and user adoption, providing a clear picture to stakeholders on change process and continued focal areas that may need additional support + Ability to describe complex concepts with the appropriate amount of detail based on audience + Training support + Capturing key details of the process and work with training to incorporate into user guides that support the end user experience and training strategy + Training change network to become subject matter experts and provide support to them as they work to train the business end users **Qualifications** + Bachelor's degree in related field, or equivalent work experience, preferred + 5+ years of general business experience, preferred + 2+ years experience working within Salesforce.com, preferred + Salesforce Administrator or other relevant certification, preferred + Experience with Salesforce.com implementation, configuration and/or optimization, preferred + Ability to align CRM functionality with business goals + Experience contributing to long-term strategy and execution + Ability to work cross-functionally to understand and improve business processes and determine the functional requirements + Project management experience (formal or informal) + KPI tracking and reporting for adoption and optimization + Ability to influence and negotiate across teams + Strong communication and presentation skills + Problem solving and process identification skills, preferred + Ability to travel up to 25% **What is expected of you and others at this level** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives + Completes work independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-TF1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

If you embrace new challenges, yearn for success and welcome the responsibility of leadership -- why not accelerate your career at Metaformers and become an Associate Consultant as part of our Leadership Development Program! Our Program provides you training and the dynamic experience to fast track your consultancy career. Metaformers, Inc. is a highly respected and growing consultancy. We cater to government, education, healthcare and commercial clients who benefit from best-in-class knowledge leadership in strategic services, Enterprise Resource Planning (ERP) and SaaS Cloud Application solution development, system integration, change management, and continuous business process improvement. The Associate Consultant is new to the consulting industry but has the drive to learn advance quickly on the consulting team. They will be responsible for the support of the overall vision of Metaformers both on projects and on internal initiatives. In this role, they will focus on learning the fundamentals of the implementation project lifecycle, the software application, and the "soft skills" required of IT consultants. Associate Leadership Consultants are expected to be involved in business process improvement both on client-facing projects and internal initiatives. We are a team of passionate individuals who strongly believe that our relationships with each of our clients and each other deliver on three of our core values: Professionalism, Teamwork and Integrity, thereby allowing us to exceed the highest standards of consulting service in our industry. The Leadership Development Program at Metaformers has immediate openings for highly motivated individuals with the following qualifications: * Bachelor's degree in Information Technology, Business, or a related field * At least two years' experience in accounting, consultancy, or a related field or a Master's Degree in Business, Leadership or Information Systems * Demonstrated history of outstanding leadership achievement in academics, internships, co-ops and/or work experience * Strong interpersonal, verbal and written communication skills * Ability to analyze customer needs, present solutions and add value through delivery of consulting services * Passion for a fast-changing environment that requires a high degree of multi-tasking and self-study * Ambition, energy, and a desire to achieve and succeed * Flexibility to work and learn independently or with a group effectively * Readiness to relocate and/or travel up to 100% upon company request; traveling 5 days a week, home on weekends * U.S. citizenship or permanent visa required If you have what it takes to be a true leader then we invite you to join a company, comprised of passionate individuals who value ambition. Please send resume and cover letter including why you should be considered for and exciting career with Metaformers to ***********************. Metaformers is an Equal Opportunity Employer. Metaformers does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Affinity is the relationship intelligence CRM platform trusted by private equity, venture capital, and investment banking professionals to unlock the power of their network. We help the world's most sophisticated dealmakers turn relationships into results. The Role As the VP of Revenue Operations, you will be the strategic backbone of our Go-To-Market (GTM) organization. You aren't just managing a tech stack; you are designing the end-to-end revenue lifecycle. You will lead a high-performing team of operations professionals, data analysts, and enablement specialists to drive predictable revenue, eliminate friction, and maximize Revenue Growth. The ideal candidate has "seen the movie before" at a scaling SaaS organization ($50M - $200M+ ARR) and possesses the rare ability to pivot from 30,000-foot strategy to the granular details of a Salesforce schema. Key Responsibilities Strategic GTM Planning: Lead the annual planning process, including board-level forecasting, territory design, quota setting, and capacity modeling. Unified Revenue Engine: Break down silos between Sales, Marketing, and Success to ensure a single source of truth for data and a seamless customer journey. Advanced Analytics & Forecasting: Move beyond descriptive reporting to predictive insights. You will own the renewal forecast, churn analysis, and pipeline health metrics. Tech Stack Architecture: Oversee our global GTM stack (Salesforce, Salesloft, Gong, etc.) and lead the implementation of next-gen AI agents (e.g., Agentforce) to automate manual workflows. Sales Enablement & Productivity: Partner with Sales leadership to reduce "ramp time" and increase the percentage of reps hitting quota. Compensation & Incentives: Design and manage incentive structures that align behavior with company-wide ARR and NRR targets. Your Background Experience: 10+ years in Revenue/Sales Operations, with at least 4+ years in a senior leadership role within a high-growth B2B SaaS environment. The "SaaS Nerd" Factor: Deep expertise in SaaS metrics (LTV/CAC, Magic Number, NRR, GRR). Technical Fluency: Expert-level understanding of the Salesforce ecosystem and the modern "Modern Data Stack" for GTM teams. Leadership: Proven track record of hiring and mentoring high-performing Ops teams. You know how to build a culture of "Service Leadership" for the field. Communication: Ability to distill complex data into a narrative that the Board of Directors and the Executive Team can act upon. Why Affinity? We aren't just another CRM; we are a data company that solves the "data entry" problem that has plagued the industry for decades. You will have the opportunity to use our own relationship intelligence technology to optimize our internal revenue engine. Work Location: Remote, San Francisco or New York For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2-3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team. What you'll enjoy at Affinity: We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients. Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being. Retirement Planning: We offer a pension plan through SmartPension to help you plan for your future. Learning & Development: We provide an annual education budget and a comprehensive L&D program. Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success. A reasonable estimate of the current range is $270,000.00 - $355,000.00 USD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. About Affinity With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit ********************* About Affinity With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit *********************

About this role: Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals Lead Treasury Management Consulting projects and teams, or serve as a peer mentor Required Qualifications: 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven experience in the Non-Bank Financial Institutions market Ability to establish themselves as a trusted advisor for Global Treasury Services' large Financial Institution clients and maintain effective relationships at different levels of the client's organization Proven product sales subject matter expertise on Treasury Management and Global payments products/solutions with thought leadership depth to capture mind share around key innovation/technology emerging trends. Demonstrated ability to identify, develop and implement complex treasury management solutions for large Financial Institutions. Experience in leading sales management end-to-end, negotiating documents/pricing, and influencing organizations with many decision-makers. Strong collaboration, communication, and partnership skills with RMs, Product, Implementation, and Service disciplines. Job Expectations: This position offers a hybrid work schedule This position will require 50% of travel This position is not eligible for Visa Sponsorship Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process #CommercialBanking #GlobalTreasuryManagement Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $143,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Requisition ID 23896 Country Netherlands State / Province Amsterdam City Amsterdam About Us Korn Ferry is a global consulting firm that powers performance. We unlock the potential in your people and unleash transformation across your business - synchronizing strategy, operations, and talent to accelerate performance, fuel growth, and inspire a legacy of change. That's why the world's most forward-thinking companies across every major industry turn to us - for a shared commitment to lasting impact and the bold ambition to Be More Than. Headquartered in Los Angeles, our over 9,000 colleagues globally serve clients in more than 50 countries. We offer five core capabilities that span the full talent lifecycle: * Organizational Strategy * Assessment and Succession * Talent Acquisition * Leadership Development * Rewards and Benefits Job description About KF Consulting Korn Ferry's organizational consulting services target the most critical challenges facing global businesses today: attracting, developing, motivating, and retaining talent, as well as creating the right structures to support that talent. Korn Ferry offers graduates the opportunity to develop themselves professionally. We are an international advisory firm and together with management teams we aim to make their strategy specific and concrete. We help our clients develop talent and ensure their people are more effective in their work and are motivated to perform optimally. Our goal: to enable people and organizations to reach and utilize their full potential. The Role Korn Ferry consistently sets ambitious goals, also for our own people. We help our Associate Consultants utilize their full potential. As such, we are looking for sharp and keen advisors who are engaged, committed and courageous. As an Associate Consultant you will be part of the Emerging Talents team in Amsterdam and you will work closely with consultants during the proposal and delivery phase of projects. You will conduct thorough analyses on industries, organizations, processes and jobs. The work will vary constantly; one day you will be performing analyses or writing a report in the office, the next you might conduct interviews at the client's site or facilitate a workshop or meeting together with a colleague. Education, experience, and other qualifications: * Recently completed a university master's degree with high results; * Fluent/Native Dutch and English * has demonstrated affinity with business and organizations; * has strong analytical and conceptual capabilities; * has put in effort to develop themselves personally during their studies; * has experience with organizing and/or leading initiatives during their studies; * is interested in how organizations work (business focus); * is curious, has an entrepreneurial mindset and is eager to learn; * is strongly driven by quality; * has great social skills and is inter-personally savvy; * shows courage and has a sense of humor; * has a positive mindset with a 'can do' mentality. To

Full-time Description Bread Alone is entering a new chapter of growth-expanding our teams, strengthening our culture, and building the systems that will support our next decade. We are seeking a strategic, people-centered leader to elevate our People Operations function and ensure that every employee has the clarity, support, and resources they need to thrive. This leader will oversee the full employee lifecycle-from talent acquisition and onboarding to learning & development, HR operations, total rewards, and compliance. They will shape the systems, processes, and rituals that define how our teams work, grow, and collaborate. This includes stewardship of our People Space at the Lake Katrine Production Bakery-our central hub for employee engagement, hospitality, and culture-while supporting a cohesive people experience across all locations. The ideal candidate brings executive rigor, operational discipline, and a deep commitment to inclusion and hospitality. They will partner closely with senior leaders across retail, production, and support teams to build a top-tier employee experience aligned with our long-term vision: to become a top employer in the Hudson Valley within three years and one of New York State's best employers within the decade. Requirements Vice President of People Operations Duties and Responsibilities People Strategy and Organizational Leadership Develop and execute Bread Alone's people strategy, aligning talent systems, culture, and organizational design with long-term business goals. Build structures that ensure every employee has clarity of expectations, opportunities for growth, and values-aligned leadership. Create dashboards, KPIs, and reporting rhythms to monitor talent acquisition, retention, performance health, and compliance. Serve as a strategic partner to senior leadership on organizational design, workforce planning, succession planning, and leadership development. Participate as an active member of the Senior Leadership Team (SLT) and in the annual planning process. Talent Acquisition, Onboarding, & Retention Build best-in-class recruitment strategies and hiring workflows that attract and retain top talent across all departments. Ensure consistent, high-quality candidate experiences-including communication, interviews, assessments, and feedback loops. Oversee onboarding and new-hire training programs that support belonging, clarity, and readiness to contribute. Present recruitment and retention insights, trend analyses, and forecasts to executive leadership and the advisory board. Employee Experience, Training, Development, & Culture Partner with People team leadership to build systems for performance reviews, coaching, goal-setting, and ongoing feedback. Define company-wide learning and development infrastructure, ensuring clear ownership and hand-offs between People Operations and operating teams. Steward Bread Alone's Purpose, Values & Culture (PVC), designing programs that strengthen engagement and reinforce cultural alignment at every touchpoint. Lead the People Space experience at Lake Katrine-ensuring hospitality, warmth, and world-class employee facilities. Champion diversity, equity, inclusion, and belonging to ensure all team members feel respected, supported, and able to contribute fully. HR Operations & Compliance Oversee all HR operations, including employee relations, policy governance, benefits administration, and compliance. Direct the governance of company policy to ensure legal compliance and cultural alignment. Maintain strong internal controls, timely compliance reporting, and adherence to all federal, state, and local employment regulations. Partner with technology and operations teams to evaluate and implement HRIS and IT solutions that improve efficiency, accuracy, and employee experience. Payroll, Benefits, & Total Rewards Provide oversight of payroll execution to ensure accuracy, timeliness, and clarity-including PTO administration, deferrals, separations, and eligibility checks. Maximize employee understanding and utilization of Employee Stock Ownership Plan (ESOP), healthcare, 401(k), and other benefits. Assess and recommend total rewards programs that support competitiveness, retention, and employee well-being. Monitor compensation and benefits trends to ensure Bread Alone remains an employer of choice in the region. Cross-Functional Leadership & Continuous Improvement Collaborate closely with Directors and Managers across all departments to ensure consistent execution of people policies and standards. Lead cross-functional meetings on People Operations updates, Employee Handbook changes, and organizational alignment. Maintain the quality, consistency, and brand voice of all people-facing materials and communications. Bring back new ideas from peer companies, trade groups, conferences, and industry publications to keep Bread Alone on the leading edge. Pursue professional development opportunities for yourself and champion leadership development across the company. Qualifications Minimum 10 years of progressive People Operations or HR leadership experience Demonstrated executive presence with the ability to influence, coach, and lead through others Strong background in compliance, internal controls, and policy administration Hands-on HRIS/ERP experience; IT management experience a strong plus Exceptional communication skills with the ability to capture and uphold consistent brand language Analytical thinker with strong problem-solving abilities and data-driven decision-making Deep commitment to diversity, equity, inclusion, and belonging Approachable, supportive leader with strong coaching capabilities Ability to work a consistent schedule year-round, including holidays and weekends as required in a 365-day operation Must adhere to all Bread Alone safety guidelines Physical Requirements & Working Conditions Ability to travel regularly to all bakery, cafe, and market locations (Hudson Valley, NYC). Ability to move and stand for extended periods while visiting production and retail sites. Ability to occasionally lift and move objects up to 25 pounds. This role operates in a dynamic environment, with time split between a standard office setting and active production/retail locations. Must be able to work in environments with exposure to common food allergens (flour, nuts, etc.), as well as varying temperatures (heat from ovens, cold from walk-in refrigerators). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time, Exempt Compensation Range: $131,000 to $182,000 Our Values Feeding People Bread Alone creates simple, honest breads and foods. We believe that organic, regenerative farming is the right choice for individual, farm worker, and planet health. We accept the challenges of delivering fresh, organic breads to corner stores and supermarkets around the northeast. We embrace the economic challenges of keeping our breads and foods affordable and accessible for all. We thrive on the challenge of trying to delight everyone, every day. Preserving the Planet Bread Alone understands that the climate is in a crisis that threatens us all, especially the least fortunate among us. We believe that we all have a responsibility to respond. We strive to do our work with minimal harm to the planet. We aspire to prioritize stewardship of the planet in every decision, every day. We understand that there is no time to wait. Creating Equity We provide economic security for our employees through our commitment to a living wage and by sharing business profits with all. We are consciously building a team, top to bottom, that accurately reflects the diversity of our community. Through these actions, we intentionally open up opportunities for the historically disadvantaged, combat a legacy of social and racial injustice, and create equity. Ensuring Longevity Bread Alone is now in its 2nd generation of family leadership. We make decisions for the long term. We embrace the challenge and complexity of serving our highest values while remaining profitable and viable. We strive to create continued opportunities for the business and for everyone who contributes to its success. Our Culture Accountable I have an individual responsibility to this group's success. Collaborative I know that together we will go farther than I can go alone. Evolving I embrace that our business tomorrow is not our business today. We must aspire, plan, dream, persuade, and will our way to what's next. Empathetic I realize that my work and actions impact others and support my colleagues with compassionate directness. Gritty I recognize that we do difficult work. We lift, bend, think, listen, speak, problem-solve, smile, and say ‘thank you' every day. Through it all we recognize and champion the grit that our work demands. Optimistic I take on challenges with this team with the expectation that we will overcome them. Integrity, I commit to doing what is right, acting with honesty and transparency for my team and our customers. Bread Alone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices regarding citizenship and immigration status. We will provide reasonable accommodations for individuals with disabilities and for religious observances, provided that such accommodations do not create an undue hardship for the company.

Guggenheim Investments is seeking a Vice President to join the Private Fund and CLO Operations team within Asset and Entity Services group. This individual will be responsible for the modeling and ongoing maintenance of CLOs and Private Funds. The position requires close interaction with various parties including traders, client service support, custodian/trustee banks, fund administrators, legal counsel and credit analysts. This role will involve working in a dynamic team environment, presenting opportunities to further develop bank loan industry knowledge, and supports the Private Fund and CLO Operation team's objectives and initiatives. The ideal candidate will possess a basic understanding of bank debt and fixed income securities. The Vice President role presents an opportunity to join a team that sits at the ‘hub' of Guggenheim Investments at an exciting time of growth and evolution at all levels of the company. The position is located in New York City, full-time.ResponsibilitiesKey Responsibilities Develop and maintain CLO model that provides testing guidelines including overcollateralization, interest coverage and collateral quality tests specified in Indentures by use of proprietary models Run pre-trade testing for proposed trades utilizing the CLO models and approve trades in front office system Review and tie-out extensive data for trustee monthly and quarterly payment reports Advise Finance of any management fees or reimbursable expenses that are expected with support such as management fee accrual calculations or invoices Provide weekly CLO snapshot which includes KPI, positions summary, proforma quarterly distribution, redemption analysis, and transactions to portfolio managers and trade desk Assist manager with data collection for any ad hoc requests related to due diligence/RFP, audit, revenue and fee analysis Maintain borrowing base files for leverage facilities and facilitate any fundings or paydowns on the leverage as directed by portfolio management Refresh monthly private funds team metrics and quarterly QPR. Provide necessary information needed to produce 1099-MISC by compiling vendor payments and tax IDs for tax reporting on annual basis General fund oversight which includes monitor and maintain covenants of CLOs and leverage facilities Calculate and signoff on waterfall calculations relating to Risk Retention vehicles Qualifications Basic Qualifications Undergraduate degree 5+ years of CLO Reporting experience Operational knowledge in bank debt and fixed income securities Proficient in the use of Microsoft Office Suite, specifically Excel Must be able to multi-task in a fast-paced environment Preferred Qualifications At least 6 years of CLO-related and/or structured product experience Knowledge of Wall Street Office, Aladdin, and Bloomberg Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment Strong analytical skills including ability to analyze and manage large sets of interconnected data and information Ability to design, document and assist in implementing processes Organized, detail-oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Excellent written and verbal communication skills with an ability to collaborate with internal teams and external clients and service providers Operational knowledge of both broadly syndicated and Middle Market CLO structures, leverage facilities, warehouses, and other structured products. Ability to effectively prioritize and manage time to complete deliverables timely and accurately Ability to navigate legal documents such as Indentures, Credit Agreements, Loan Servicing Agreements, Collateral Management Agreements, etc. We are not seeking agency assistance with this role We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer. Salary Range Annual base salary between $130,000.00-$140,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Clear Street is building new infrastructure for today's financial institutions. Founded in 2018, Clear Street is an independent, non-bank prime broker replacing the legacy infrastructure used across the capital markets today. We started from scratch by building a completely cloud-native clearing and custody system designed for today's complex global markets. Clear Street's proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk and cost for clients regardless of size or revenue opportunity. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we're building the essentials to compete in today's fast-paced markets. The Team The Tax Operations team is globally responsible for ensuring compliance with Clear Street Group; U.S. information reporting and withholding, FATCA, CRS, QI/QDD and securities taxation and filing obligations. The team works closely with all Business lines including institutional brokerage, custody and retail businesses. This is an integrated team providing guidance on securities taxation obligations, managing tax risk and running tax processes globally. Core operational responsibilities of the team include: U.S. ● U.S. Withholding Tax Compliance (Chapters 3, 4, 61, 871(m), 1446(f), 305(c)) ● Cost Basis and Wash Sale Reporting ● U.S. Tax Information Reporting (Forms 1099, 1042-S, 1042) ● U.S. Tax Information Reporting (Forms 1099, 1042-S, 1042) ● Nonresident Alien (NRA) withholding and treaty eligibility validation ● Tax documentation and W-8/W-9 validation Europe, North America, APAC ● European, Asian, Canadian, LATAM securities taxation including Stamp, FTT, Securities Transaction Taxes ● Dividend withholding and treaty relief across relevant jurisdictions Continuous Change ● Partnering with Legal, Compliance, Operations, and Technology on cross-functional initiatives ● Driving improvements through automation and process enhancements The Role The role is as an Associate Director of U.S. Tax Operations specializing in Cost Basis. The role will be responsible for all aspects of Cost Basis, working closely with third party providers, maintaining Cost Basis records day-to-day, ensuring accurate and timely preparation of client reporting and annual 1099 filing working closely with U.S. tax reporting colleagues in the Global Tax Operations team. The role will also support Canadian Cost Basis. In this capacity the role will act as SME for continuous development of the Cost Basis platform and reporting, addressing ongoing regulatory developments and seeking continuous improvements to the external platform and related internal systems. This is a hands-on role that requires technical knowledge of U.S. information reporting and withholding obligations and practical experience applying them in a fast-paced broker-dealer, 2 custody and retail environment. The successful candidate will ensure accuracy in reporting, apply complex rules and guidance, and work directly with data and systems to deliver results. Key Responsibilities: ● Review and cleanse Cost Basis information day-to-day. ● Prepare client-facing open lot & realized reporting. ● Prepare and file U.S. information returns 1099 Series. ● Prepare Canadian Cost Basis Reporting. ● Prepare and file U.S. information returns including 1042-S, and related IRS filings. ● Calculate, apply, and reconcile U.S. withholding under Chapter 3, Section 871(m), Section 305(c), and 1446(f). ● Review and validate tax documentation (W-8/W-9). ● Perform reconciliations of withholding and reporting data to ensure accuracy and completeness. ● Respond to and support IRS, audit, and regulatory inquiries. ● Execute test cases for Cost Basis, tax reporting and withholding system enhancements. ● Partner with Operations & Technology to resolve data issues and improve automation. ● Maintain detailed process documentation and contribute to continuous process improvements. Requirements ● 5-10 years of hands-on experience in Cost Basis ● Experience of and U.S. information, reporting & withholding obligations ● Technical knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Chapter 61, §871(m), and s.1446(a) and (f). ● Practical experience with broker-dealer, prime brokerage and custodial operations ● Familiarity with IRS systems (FIRE, EFTPS & the forthcoming IRIS system) and tax documentation platforms. ● Proven ability to work with large data sets, reconcile reporting / withholding amounts, and identify discrepancies. ● Detail-oriented, with a control and risk-focused mindset. ● Strong problem-solving skills and ability to work independently in a fast-paced environment. ● Excellent communication skills to coordinate with internal stakeholders and respond to regulatory queries. ● Series 99 and/or Series 7 preferred, or willingness to obtain. We Offer: The Base Salary Range is $125,000 - $170,000. These ranges are representative of the starting base salaries for this role at Clear Street. Which range a candidate fits into and where a candidate falls in the range will be based on job related factors such as relevant experience, skills, and location. These ranges represent Base Salary only, which is just one element of Clear Street's total compensation. The ranges stated do not include other factors of total compensation such as bonuses or equity. At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse - in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LI-HYBRID

Director/Vice President, Operations The Vice President of Operations will serve as a key leader within Omnicom Health Group, responsible for driving operational excellence, program management, and enterprise-wide initiatives across our network of agencies. This role is focused on enabling agencies to adopt modern tools, processes, and ways of working-ensuring initiatives are effectively implemented, scaled, and delivering measurable business impact. This role will bridge agency needs with network-wide capabilities, connecting leaders, technical experts, and business stakeholders to deliver integrated solutions. This individual will play a critical role in shaping operational strategy, fostering collaboration, and championing change management across diverse agency environments. Core focus in advancement and key emphasis on incorporating AI Key Responsibilities Operational Leadership & Program Management Lead cross-functional operational initiatives from design to execution, ensuring alignment with business objectives, timelines, and budgets. Drive the rollout and integration of new tools, platforms, and processes into agency workflows, ensuring adoption and sustainability. Manage program governance, including risk assessment, change management, compliance, and reporting. Develop and maintain process documentation, playbooks, and enablement resources to ensure consistency and scalability across the network. Track and report on program performance, adoption metrics, and business impact to leadership and stakeholders. Agency Engagement & Support Act as an ambassador and strategic partner to agencies, understanding their needs and tailoring operational solutions to support their goals. Connect agencies with network resources, SMEs, and capabilities to address challenges and unlock efficiencies. Facilitate workshops, transformation projects, and forums that foster collaboration, learning, and continuous improvement across agencies. Build and maintain strong relationships with agency leaders to drive trust, alignment, and shared success. Change Enablement & Innovation Champion new, modern ways of working across agencies, fostering a culture of adaptability and innovation. Partner with change management, training, and communications teams to support adoption and maximize value realization of new initiatives. Stay current on industry, technology, and operational best practices to inform continuous improvement and forward-looking strategies. Skills & Competencies Proven experience in operations management, business process improvement, or program management (8+ years; healthcare, marketing, or agency experience preferred). Strong ability to translate business needs into operational strategies, processes, and scalable solutions. Exceptional stakeholder management, collaboration, and facilitation skills across multiple levels of leadership. Demonstrated ability to lead change management and drive adoption of new tools or practices. Strong analytical, organizational, and problem-solving skills with a focus on efficiency and outcomes. Working knowledge of technology and automation tools (AI, workflow management, project management platforms) and how they enable operational improvement. Knowledge of compliance, data privacy, and ethical considerations in regulated industries a plus. Day-to-Day Deliverables Oversee execution of network-wide operational initiatives and agency pilots. Facilitate cross-agency meetings to align on goals, processes, and deliverables. Deliver clear reporting on program status, risks, and outcomes to leadership. Support operational troubleshooting, identifying challenges and partnering on solutions. Create and maintain roadmaps, process documentation, and training materials. Key Attributes for Success Operational mindset with a focus on efficiency, scalability, and user adoption. Ability to influence without direct authority and build consensus across diverse teams. Proactive, adaptable, and comfortable operating in a fast-paced, evolving environment. Strong communicator who can bridge technical and non-technical audiences. Curious, growth-oriented, and committed to continuous learning. Future-focused, with the ability to anticipate emerging trends (including AI and automation) and translate them into practical, business-ready solutions. The range below represents the low and high end of the base salary someone in this role may earn as an employee of an Omnicom Health Group company in the United States. Salaries will vary based on various factors including but not limited to professional and academic experience, training, associated responsibilities, and other business and organizational needs. The range listed is just one component of our total compensation package for employees. Salary decisions are dependent on the circumstances of each hire. $145,000 - $152,000 Omnicom Health is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we're focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us-we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice .

From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients' front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Collaborate with team members to analyze, evaluate, and enhance our clients' banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing, leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations What You'll Bring: 3+ years of prior experience in professional services or management consulting Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.) Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance Qualifications: Bachelor's degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-CD1#LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Who We AreQvest US is the global leader in technology and business consulting for the Media & Entertainment and Consumer Packaged Goods & Retail industries. We strategize, advise, design, develop and implement future-forward business & technology solutions. With expertise in digital media supply chain, data & analytics, IP & rights management, broadcast transformation, Salesforce and applied AI, our exceptionally talented teams partner with Fortune 1,000 companies to revolutionize markets and set new industry standards. Who We're SeekingQvest US is seeking an experienced Senior Consultant to join our growing Digital Media Supply Chain practice. In this role, you will help guide projects that optimize and automate the Digital Media Supply Chain ecosystem for our clients. We define Digital Media Supply Chain as the connected systems and processes from initial content capture/creation through Direct to Consumer services and sites. We are looking for an organized and ambitious team member who will excel in a fast-paced environment.What you'll do Help guide several types of business and technology consulting project teams through all core project phases, including project setup, requirements gathering, design/architecture, development, testing and deployment. For Digital Media Supply Chain projects, help manage the full implementation lifecycle for multiple components of the Digital Media Supply Chain ecosystem. Conduct initial reviews of deliverables and give feedback. Proactively identify risks and issues, and provide mitigation strategies. Lead various client meetings such as stakeholder interviews and client workshops. Build and maintain strong client relationships. Contribute to internal growth initiatives including mentorship, recruitment, strategy and/or methodology enhancement. What you'll bring 3-5+ years System Implementation, SDLC, Integration, and Project Management experience 3+ years in consulting / professional services, big firm experience preferred 2+ years of implementation experience for DSC/DAM or other digital media delivery solutions over the full lifecycle (analysis, design, develop, test, deploy, support) at a consulting / professional services firm Experience managing storage and network solutions to be able to support large file distribution Knowledge of numerous file formats and codecs with a focus on video Experience with localization use cases Demonstrated ability to manage upwards and communicate with leadership Demonstrated ability to collaborate with subject matter experts, cross-functional resources and business stakeholders to understand and document business requirements Ability to plan, prioritize and manage custom development project delivery based on business requirements Bachelor's degree in engineering, information systems, computer science, business administration or other related fields Preferred Experience Experience in Media & Entertainment/Broadcast and/or Consumer Products industries Experience at a large consulting firm (e.g., Accenture, Deloitte, EY, CapGemini, PWC) Experience setting up security policies, users, roles, and groups within a DAM system Agile or Scrum Trained and/or Certified OpenText experience Travel RequirementsEmployees are responsible for traveling to and from client sites as required by their project or assignment, regardless of location. Travel may include sites outside the employee's primary office location, state, or region. Remote & Hybrid WorkWhile remote or hybrid work may be permitted for certain projects, client needs take precedence. Employees are expected to report onsite at the client location when required by the project scope, client request, or management directive. Life at QvestWe were founded on a culture of collaboration and inclusiveness, and this permeates each of our initiatives, both client-facing and internal. We offer a wide selection of benefits including medical, dental & vision, 401k matching and flexible vacation; we sponsor training to advance our teams' skill sets and we prioritize our employees' professional growth paths. Qvest US is currently 300+ people strong and we've been recognized as a “Best Place to Work,” a “Great Place to Work,” “Fastest Growing,” and “A Jewel." Equal Employment Opportunity Qvest is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Qvest applies this stance to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including internships, at all levels of employment.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Manager, Private Markets Implementations and Consulting Locations: New York City | Union, NJ | Hybrid Get to Know Us: In this mid-level role, you will manage and contribute to end-to-end onboarding of private equity clients, including system configuration, data migration, and client-specific requirement fulfillment. You will work cross-functionally with operations, product, and technology teams to deliver efficient, accurate implementations that meet both operational and technology best practices. This is a hands-on role ideal for someone with experience in private markets fund structures and accounting platforms who thrives in a fast-paced, client-driven environment. What You Will Get to Do: Client Onboarding & Implementation Lead and support the onboarding of new private equity clients, including initial scoping, planning, and execution. Work directly with clients and internal stakeholders to gather requirements and translate them into technical and operational deliverables. Manage setup of fund and investor structures, management fee and waterfall models, capital activity workflows, and reporting outputs. System Configuration Configure SS&C's Private Markets fund administration platform to align with client-specific requirements and operational models Tailor system settings to support accounting, investor relations, reporting, and treasury workflows Test and validate system configurations to ensure accurate output across modules (capital calls, distributions, NAVs, etc.). Data Migration & Reconciliation Coordinate the migration of historical data (fund, investor, transaction, financial) from legacy systems. Perform data mapping, transformation, and validation activities with a high degree of accuracy. Reconcile migrated data with client source systems and resolve discrepancies proactively. Project & Process Management Help manage implementation timelines, deliverables, and stakeholder communications. Document business requirements, system specifications, and process flows for future reference and audit. Contribute to continuous improvement of the implementation methodology and onboarding tools. Client Consulting & Support Assist in gathering and documenting client-specific business and operational requirements. Help analyze client workflows and support the delivery of tailored solutions within the fund administration systems. Respond to client inquiries regarding system use, data issues, and configuration adjustments. Work with senior team members to ensure client expectations are met throughout onboarding and operational phases. Tactical & Strategic Project Support Contribute to tactical projects such system upgrades, process automation, and platform migrations Assist with strategic initiatives like software enhancements, new product creation and deployment and system integrations Support business case development, data analysis, and project documentation efforts. Collaborate with cross-functional teams on initiatives that enhance service delivery, scalability, or efficiency. What You Will Bring: Bachelor's degree in Business, preferably Accounting or Finance with Master's degree being a plus 6-10 years practical work experience within related field Alternative Investments experience (ie. Institutional Investor, Administrator, or Fund) Proficiency in Microsoft office suite (strong w/Excel tools) Experienced managing a team of people through initiatives / projects is desired Strong written and oral communication skills Attention to detail and proven ability to multi-task CPA, CFA or candidate is a plus. Private Equity experience preferred FIS Investran/Other PE platform experience preferred Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-Hybrid #LI-HW1 #CA-HW Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

If you embrace new challenges, yearn for success and welcome the responsibility of leadership -- why not accelerate your career at Metaformers and become an Associate Consultant as part of our Leadership Development Program! Our Program provides you training and the dynamic experience to fast track your consultancy career. Metaformers, Inc. is a highly respected and growing consultancy. We cater to government, education, healthcare and commercial clients who benefit from best-in-class knowledge leadership in strategic services, Enterprise Resource Planning (ERP) and SaaS Cloud Application solution development, system integration, change management, and continuous business process improvement. The Associate Consultant is new to the consulting industry but has the drive to learn advance quickly on the consulting team. They will be responsible for the support of the overall vision of Metaformers both on projects and on internal initiatives. In this role, they will focus on learning the fundamentals of the implementation project lifecycle, the software application, and the “soft skills” required of IT consultants. Associate Leadership Consultants are expected to be involved in business process improvement both on client-facing projects and internal initiatives. We are a team of passionate individuals who strongly believe that our relationships with each of our clients and each other deliver on three of our core values: Professionalism, Teamwork and Integrity, thereby allowing us to exceed the highest standards of consulting service in our industry. The Leadership Development Program at Metaformers has immediate openings for highly motivated individuals with the following qualifications: Bachelor's degree in Information Technology, Business, or a related field At least two years' experience in accounting, consultancy, or a related field or a Master's Degree in Business, Leadership or Information Systems Demonstrated history of outstanding leadership achievement in academics, internships, co-ops and/or work experience Strong interpersonal, verbal and written communication skills Ability to analyze customer needs, present solutions and add value through delivery of consulting services Passion for a fast-changing environment that requires a high degree of multi-tasking and self-study Ambition, energy, and a desire to achieve and succeed Flexibility to work and learn independently or with a group effectively Readiness to relocate and/or travel up to 100% upon company request; traveling 5 days a week, home on weekends U.S. citizenship or permanent visa required If you have what it takes to be a true leader then we invite you to join a company, comprised of passionate individuals who value ambition. Please send resume and cover letter including why you should be considered for and exciting career with Metaformers to ***********************. Metaformers is an Equal Opportunity Employer. Metaformers does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor. Trish Prokop Metaformers, Inc. Senior Resource Manager **************************** ************** (office) Text ************** Pacific Time Zone

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Senior Business Execution Consultant to join the Business Solutions and Enablement (BSE) group as part of Corporate & Investment Banking (CIB). This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Support the development of plans to drive forward implementation, including the identification of key risks and dependencies Drive the definition of scope and business requirements and complete related analyses Define and managing the end-to-end integration / testing approach to ensure solutions are fully implemented and issues are resolved Build partnerships across the organization, forming strong relationships with core teams (including risk modeling quants, market risk oversight, risk technology, among others) to drive execution Establish status tracking and other program materials into a management friendly, digestible form for broader awareness and escalation Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business Work independently to make recommendations for support function by providing support and leadership Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience Collaborate and consult with team leaders in developing project plans, policies and procedures Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of financial services industry or investment banking experience Knowledge and understanding of risk management Knowledge and understanding of quantitative analysis and modeling of financial products Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups, and executing on enterprise-wide projects Excellent verbal, written, and interpersonal communication skills Experience in problem analysis, solution implementation, and change management Ability to influence executive decision-making and successfully negotiate critical issue resolution related to program initiatives Ability to identify and articulate issues, risks, and proposed solutions to various levels of staff and management Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Advanced proficiency with Microsoft Office (Excel, Word, Outlook, and PowerPoint) Job Expectations: This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: Charlotte, NC: 550 S Tryon New York, NY: 150 E 42nd Street Pay Ranges: Charlotte, NC: $87K - $140K New York, NY: $104K - $168K Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.