Oppenheimer & Co jobs in Boston, MA - 24 jobs

Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and Management Skills/Requirements Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66) Bachelor's preferred 1-2 years financial services/fixed Income experience would be highly beneficial Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment under time constraints Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

A leading investment bank is seeking an Investment Banking Vice President to join their Healthcare IT team in Boston or Minneapolis. The ideal candidate will have 5+ years of experience in investment banking, demonstrate strong M&A transaction skills, business writing proficiency, and a proven ability to manage client relationships. This full-time role offers a starting salary of $250,000, with competitive overall compensation including annual incentive bonuses. #J-18808-Ljbffr

JOB DESCRIPTION (Regional Administrator): Assists in the Operations of the daily business flow supporting both the Market Leaders and the appraisers. SKILLS, EDUCATION AND EXPERIENCE: High school diploma or General Education Degree (GED) Minimum of 2 - 4 years of previous related work experience Proficient in Microsoft Word, PowerPoint, Excel, and Outlook software Good proofreading and editing skills; Effective verbal and written communication skills Ability to maintain discretion regarding personnel and industry-related matters Excellent interpersonal skills Must be detail oriented to ensure accurate deliverables, and able to take initiative to meet deadlines May perform other duties as assigned WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. ESSENTIAL DUTIES: Involved in the process of bidding assignments on third party bid board systems and through emails, which includes checking for priors and conflicts, obtaining fee quotes from managers and timing from performing offices as well as appraiser assignment and experience. Creates bidding job log to monitor fee quotes. Generate engagement letters from templates or receives and downloads client engagement letters via client job boards and communicates with clients with introductory emails. V&A Job Management System - sets up new job assignments into the job management system, understanding the letter of engagement in its entirety to accurately enter data into the system. Sends out new job assignment emails to the performing office and appraisers. Delivery of appraisal reports/client invoices via uploads to client job boards. Archive working files onto a shared drive. Provides Regional Administrator backup coverage for other areas as needed. Responsible for ordering office supplies. Submits vendor invoices for payment to Accounts Payable. Research daily wire/ACH and check reports to assist Accounts Receivables with identifying client invoice payments. State and temporary appraisal license renewals - Filing paperwork to renew general appraisers license or apply for temporary appraiser's license in unlicensed state. Filing expense reports for Market Leader. Order Business Cards for employees. Organizing client events (meetings, trainings, conferences).

Uses knowledge of current graphic design software to conceptualize and develop high quality, creative and professional-looking real estate marketing materials. You will lead the design and production of high-visibility real estate marketing materials including offering memoranda, pitch decks, stacking/site/floor plans, maps/aerials, listing campaigns, signage, and digital assets - delivering accurate, on-brand work at speed in partnership with marketing, research, brokers, and other team members. Skills, Education and Experience: Bachelor's degree, preferably in graphic design, graphic arts, fine arts or multimedia, or equivalent experience required Minimum 3 to 5 years graphic design work experience in a corporate creative department, agency or design studio Specialized training in design software, (i.e. Adobe InDesign, Photoshop, Illustrator, etc.) required Proficiency in MS Word, MS Excel, MS PowerPoint Superior organizational skills Must have the ability to convey concepts and give design direction through layouts and effective written and verbal communication along with strong business and analytical skills Ability to work creatively in a team Ability to independently manage projects by establishing and managing to project schedules May perform other duties as assigned Salary: $65,000 - $87,000 annually The expected base salary for this position ranges from $65,000 to $87,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Essential Job Duties: Designs and produces marketing materials including brochures, flyers, proposals/pitches, offering memoranda, e-mail campaigns, invitations, presentations, maps, stacking plans, signage, aerials, etc. Creates bespoke property-level branding and materials (including logos, color/type systems, visual language) for select listings and developments to deliver custom, best in class marketing materials for clients. Creates and redesigns existing drawings, brochures, floor plans, and site maps. Produces on-brand materials within corporate guidelines, using corporate brand standards and company templates as needed. Proofreads copy for spelling, grammar and layout making appropriate changes, responsible for accuracy and clarity of final copy to ensure materials are client ready. Manages various assignments simultaneously. Responsible for project management and tracking workflow, ensuring that jobs are completed in required time frames to client specifications. Keep log and updates regarding various graphic design jobs and progress. Determines style, technique, and medium best suited to produce desired effects. Remains current in the Graphic Design industry; identifying new trends, techniques, shortcuts. Possesses and properly uses knowledge of company policies regarding the company's image and use of the company logo. Ability to monitor, manage and execute on a variety of tasks and efforts at different stages of discovery, and execution; handles large request queue; and deliver in fast-paced, deadline driven environment.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are seeking an experienced Investment Banking Associate for our Healthcare teams in our New York, NY, Minneapolis, MN, Boston, MA, Charlotte, NC or San Francisco, CA offices. Our experienced associate position offers a unique opportunity for ambitious professionals seeking to play an impactful role on the strategically expanding Healthcare investment banking team, gaining extensive sector expertise and in-depth experience in M&A and capital raising transaction execution. The experienced associate will be intimately involved as a core member of the team in providing strategic and financial advice to many of the most relevant public and private health Equity Research Associate/Intern care companies, having an opportunity to work closely with highly seasoned senior bankers and to develop impactful relationships with clients over time. The experienced associate will, among other responsibilities, prepare strategic and M&A analyses, company valuations, marketing materials for company sale and financing assignments, and participate in due diligence and drafting sessions for public offerings. The experienced associate will be responsible for executing high-profile transactions, integral to the coverage of the team's most important clients, expected to act as a key contact for some clients, and begin to assume increasing responsibilities for new business development over time. Our experienced associate will be expected to demonstrate professional and cultural leadership, together with senior members on the team, in maintaining a highly collaborative team environment that thrives on a commitment to excellence, integrity and mentorship. Learn more about the Healthcare investment banking team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Minimum 3+ years of investment banking experience * BA/BS/MS or an advanced degree in life sciences is a plus * Experience with equity capital markets and M&A transactions * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of healthcare, chemicals, consumer, diversified industrials & services, energy & power, financial services and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1

Your role Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Supervisory Officer to: * drive initiatives related to sales supervision, compliance and business risk, including implementation and education * manage review of various supervision processes and procedures * serve as a point of contact regarding matters that need attention or on issues that cannot be resolved, and escalate issues as required It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Detailed salary information: * Boston: the salary range for this role is $95000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution * series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus * track record of leadership, mentoring and coaching success * great communicator comfortable address difficult conversations * reliable when working independently, with sound judgment relating to issue escalation * quickly adaptable to changing market situations, technology and business needs About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Provides administrative and technical direction for the operation and maintenance of the building. Manages the building engineering staff in conjunction with the Property Manager. Responsible for implementing and tracking company policies and procedures to maintain the asset at the highest level. May be responsible for more than one site. Essential Job Duties: Audit Operations - Ensure operating personnel are capable of handling tasks (qualified people are in place), people are productive and in compliance with OSHA and EPA. Ensure that training is being provided to less qualified staff members. Ensure that proper bid procedures are being followed. Ensure that best prices for commodities are being obtained. Ensure that service contractors are performing work properly. Project Management - Ensure project is well defined and understood, develop effective project plan which results in project results that meet cost, schedule, quality, functionality objectives (short and long term) and compliance with business controls. Capital Planning - Prepare annual capital plan for building systems, structure, parking, grounds, etc. at site(s) responsible. Plan to include item descriptions, estimated costs, and priority of items, project dependencies, proposed schedules, priority and risk/ramifications if work is not performed. Provide capital planning support to peers in District as requested. Utility Management - Keep current on state of energy technology related to building systems. Provide recommendations to management and include short payback projects in capital plan. Keep current on regulations (and deregulation) related to utilities. Ensure site(s) responsible is getting lowest unit cost utility. Develop programs for demand control. Suppliers - Develop product specifications and supplier sources for materials required to perform job. Material/equipment selections should be based on lowest life cycle cost and in accordance with existing building grade. Tools/Equipment Inventory - Perform annual inventory of tools and equipment and provide for same to Building Manager noting and changes and explanation as well as identifying new/additional required with supporting justification. Monthly Reports - Provide a monthly narrative of activities highlighting non-routine events such as major projects, training received, savings achieved, significant customer service items and issues/concerns. Reports to be submitted on time without reminders. Customer Service - Respond to tenant complaints in a timely fashion. Staffing - Participate in staffing process and provide recommendations regarding staffing of open operations positions. Expectation is that the Building Manager will review recommended candidate(s) after performed initial screening. After Hours Coverage - Ensure an afterhours program to provide adequate technical coverage. Participation between staff should be equitable. Staff Training - Ensure development plan exists for each operations person. Develop cross training program between staff. Peer Inspections - Coordinate peer inspection data for site(s) responsible for to ensure readiness for the yearly property inspection. Will be expected to participate in other peer inspections at other sites. May Perform other job duties as assigned Other Job Functions: Boilers/Supporting Equipment - Operate to approved spec. Chillers / Supporting Equipment - Operate to approved spec. HVAC Fans - Operate to approved spec. UPS System - Monitor to approved spec. Electrical High Voltage Systems and Emergency Power - Monitor to approved spec. Electrical Secondary (non-critical) - Monitor to approved spec. Training - Train all inexperienced mechanical technicians to run all mechanical and electrical systems in support of building operations. Shift Scheduling - Provide scheduled coverage on all shifts that give coverage yet strive to reduce overtime. Supervise/coordinate tenant fit-up work and building construction projects. Maintenance: Responsible for all necessary maintenance and operational programs. Boilers/Chillers/HVAC Systems - 99% reliability. Provide direction on repairs as needed. Electrical Secondary (non-critical) - 98% reliability. Provide quality repairs, call certified electrician as needed. Plumbing systems. Provide direction on repairs as needed. General Building Maintenance. Ensure that all conditions conform to OSHA and all other safety and health guidelines. Ensure complete compliance with all applicable municipal, state and federal codes and regulations. Preventative Maintenance (PM): Critical Equipment - All PM done on schedule, no breakdown due to improper PM. 100% availability of equipment. Develop new PM's or change as necessary. No equipment left undone. Non-critical Equipment - All PM done to approved schedule. 95% availability. Develop new PM's in system and complete on time. Operations: Promptly report all incidents, accidents, and/or injuries and provide thorough evaluation regarding cause and effect. Implement corrective actions as necessary to prevent further occurrences. Implement all OSHA requirements. Recommendations and policy implementation for engineering personnel. Maintenance of current position descriptions for all engineers at site. Recommendations and implementation of training programs and activities for subordinates and trainees and access the progress of the individuals involved. Complete performance appraisals for all direct reports. Responsible for monitoring performance of Engineers under his/her supervision. Communications: Log Book Entries - Review operational information documented in shift log book prior to end of shift. Work Orders and PM Work - Review any difficulties in getting work completed as assigned and make adjustments. Document problems encountered as needed. Business Controls: Develop business controls for operations and maintenance areas. Prepare annual operating budget for Property/Portfolio Manager. Approval of engineer personnel time sheets - approve overtime. Expense Management: With regard to suppliers, responsible for: Coordination of bidding and pricing Recommendation of vendors Issuance of purchase orders or receipt of contract Confirmation of receipt of goods or services Maintenance of quality and cost controls With regard to outside mechanical contractors: Evaluation of performance Evaluation of contract cost(s) Provisions for competitive bidding Recommendations for selection - may even select on own Responsible for the collection, analysis and reporting of such statistical data as may be required to provide accurate and current assessments of property management objectives. Tenant Relations: Responsible for a positive and prompt response to requests from building tenants and for the implementation or ongoing programs to constantly assess tenant needs and to assure problems are being solved promptly and to the mutual benefit of the tenant and the properties. Employee Relations: Teamwork - Perpetuate teamwork in your area. New Business: Participate in acquiring new business, operations/maintenance reviews and advise. Skills, Education and Experience: Bachelor's degree in Mechanical Engineering or equivalent combination of education and experience 8-10 years' experience as Engineer in 250 KSF or greater Class A building. Excellent communication skills, positive approach to job, and ability to handle multiple tasks concurrently. Proficient computer and e-mail skills. Ability to handle multiple projects and make decisions. Area specific licenses required; CFC universal preferred. Working Conditions: Normal working conditions with the absence of disagreeable elements Salary: $130000 - $145000 annually The expected base salary for this position ranges from $130000 to $145000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Stifel's Venture Banking team is seeking a Director or Managing Director to lead origination efforts and drive growth in the Boston market. This role focuses on building relationships with venture-backed companies across diverse industries, sourcing new opportunities, and structuring innovative debt solutions. The ideal candidate will have a strong network within the venture capital ecosystem and proven experience in venture lending and portfolio management. What We're Looking For Originate new relationships with venture-backed companies and their investors, driving deal flow for both debt and deposit opportunities. Build and maintain relationships with founders, executives, and VC firms to meet business objectives. Represent Stifel at industry events and actively build the Venture Banking brand in the Boston market. Oversee deal processes, including structuring, underwriting, documentation, and closing. Manage a portfolio of venture-backed clients, deploying Stifel's platform resources to support growth. Recruit, develop, and lead a team of venture banking professionals. Collaborate with Stifel leadership to develop new products and leverage the broader Stifel platform (Investment Banking, Wealth Management, etc.). What You'll Bring Proven origination track record in venture banking, venture debt, or related financial services. Deep relationships within the VC ecosystem and strong business development skills. Advanced knowledge of venture lending, structuring, underwriting, and portfolio management. Strong leadership skills with experience managing teams and client portfolios. Excellent communication skills (written and oral) and ability to thrive in a fast-paced environment. Education & Experience Minimum Required: Bachelor's Degree in Finance, Business, Accounting, Economics or related field or equivalent experience Minimum Required:10+ years' of relavent experience in venture bankding or related financial services Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1 Compensation Range Salary: USD $225,000.00/Yr. - USD $300,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Investment Banking Analyst - Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements. What We're Looking For Conduct in-depth research on consumer industry trends, market dynamics, and competitive landscapes. Build detailed financial models to evaluate company performance, valuation, and transaction scenarios. Assist in drafting offering memorandums, pitch books, and other client-facing materials. Support transaction execution, including due diligence, data room management, and coordination with clients and counterparties. Collaborate with senior bankers and associates on live deals and business development efforts. Participate in client meetings and internal strategy sessions. Travel occasionally for client engagements or firm-related activities (up to 10%). What You'll Bring Strong analytical and quantitative skills with a solid understanding of finance and accounting. Demonstrated interest in the consumer sector and ability to interpret industry-specific trends. Excellent written and verbal communication skills. Highly organized with the ability to manage multiple projects and deadlines. Professional demeanor, intellectual curiosity, and a collaborative mindset. Education & Experience Minimum Required: Bachelor's degree in Finance, Economics, Business, or a related field. Minimum Required: Internship or 0-2 years of experience in investment banking, private equity, or corporate finance. Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $125,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

Operates and maintains all building systems. Responsibilities will be carried out in a manner consistent with high quality maintenance and economical operation of the building's equipment and systems. Ability to work independently most times with no on-site supervision. May be assigned to multiple properties and ownership entities. Similar mechanical skill-set as an Assistant Chief but does not oversee additional staff or perform managing duties. Must be available to respond to after hour emergency calls. Essential Job Duties: Maintain and check operating logs daily on the following: air conditioning, fan units, graph charts, utility meters and general complaints. Organize work orders to be performed by Building Engineers. Ensure that building systems and tenant service requests are handled efficiently at the most economical cost. Strive for minimal equipment downtime. Oversee and adhere to the established preventive maintenance program. Assist in the development of the annual budget and RFP process for budgeted projects. Order supplies and materials via written or verbal communications when approved by Building Manager. Maintain monthly inventory of expendable supplies and materials that are used frequently. Oversee storage and maintain records of supplies and materials received. Maintain inventory of permanent tools and equipment annually. Ensure model and serial numbers are recorded exact description of tool and equipment. Maintain and record meter readings. Make weekly inspections of all engineering spaces and equipment. Make a written report to building manager for approval and posting. Maintain organized building files. Verify, prior to starting a job, that all tools and equipment are available before commencing work. Submit monthly reports to Building Manager on work performed and work needed to be done. Respond to tenant complaints and ensure all reasonable measures are taken to satisfy the tenant's needs in a timely and efficient manner. Understand operating procedures and proper chemical treatment levels for cooling towers and boilers. Responsible for chemical treatment of machines at all times including blow down of boilers covering weekdays and weekends. Maintain and check service contractors work schedule. Ensure time, date, repairs are made and properly recorded. Have a complete understanding of life safety systems, and what the procedures are in the event of a fire. May coordinate evening fire alarm tests and also test to ensure elevator capture system works properly. Accountable for implementation of national policy. May perform other duties as assigned. Skills, Education and Experience: High School Diploma. Minimum of 7 years previous building operations engineering experience. Ability to handle multiple projects and make decisions. Proficient computer and e-mail skills. Holds necessary/required licenses. Must have the ability to complete required safety classes that pertain to specific job duties. Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Salary: $45/hr. - $55/hr. The hourly rate is between $45 and $55 per hour, and the anticipated annual base compensation range for this position will be $93,600 - $114,400 inclusive of required overtime Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a receptionist to: * greet and assist clients and visitors to the branch, providing exceptional service * create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function * coordinate branch office business meetings and maintain the branch calendar * support the branch management team administratively * maintain risk awareness and regulatory knowledge Detailed salary information: * Massachusetts: the salary range for this role is $70000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2-3 years of relevant branch operations experience * high school diploma or equivalent (college degree a plus) * proven written and verbal communication skill * independent, motivated, proactive and focused to take action * passionate about the client experience, with strong interpersonal skills * self-starter who is comfortable managing complex and evolving situations About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

8-week internship program designed for current college students, undergraduate or graduate seeking a career in commercial real estate. Partaking in the program is intended to provide well-rounded knowledge of the commercial real estate business, across multiple service lines, as well as valuable professional skills, earned by working alongside talented professionals at Newmark's Boston office. SKILLS, EDUCATION AND EXPERIENCE: Current college junior, senior, or graduate level student Detail oriented with excellent communication, presentation and organizational skills Ability to problem solve Ability to work creatively and collaboratively in a team Intermediate knowledge of PC applications such as MS-Excel and MS-Word. Salary: $14/hr. - $15/hr. The hourly rate is between $14 and $15 per hour, and the anticipated annual base compensation range for this position will be $29,120- $31,200 inclusive of required overtime Working Conditions: Normal working conditions with the absence of disagreeable elements. Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. ESSENTIAL DUTIES: Inputting and organizing data in IDEAL Collaborate with brokers, clients and research department to gather data, such as sale and/or lease comparables and market leasing data/statistics Assist in the development of presentations, proposals and offering memorandums Provide effective and consistent customer service to clients, management and local staff May perform other duties as assigned

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Vice President on our Healthcare IT team in Minneapolis, MN, Boston, MA or New York, NY. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience Meaningful M&A transaction experience required Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback Business writing skills, including the ability to write compelling selling memorandums and presentations Strong knowledge of accounting and financial modeling Client management skills Ability to build relationships and establish trust with internal and external stakeholders Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. *LI-AH1

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments. Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings. Perform general clerical duties related to daily branch operation. Participate in special projects for Financial Advisors and for the branch. What You'll Bring Ability to organize large amounts of information and prioritize workload to meet deadlines. Effectively collaborate and work as a team with a diverse group of individuals. Education & Experience Minimum Required: 1-2 years industry related college coursework Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $18.00/Hr. - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate on our Healthcare IT team in Minneapolis, MN or Boston, MA. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: Minimum 3+ years of investment banking experience Experience with M&A transactions Excellent written and verbal communication skills, including ability to develop internal and external relationships Strong knowledge of accounting and financial modeling Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. *LI-AH1

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and Management Skills/Requirements FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire) 5+ years experience working as a sales assistant/CSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment under time constraints Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. The Summer Analyst Program Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets. The Internship Program includes one week of formal training held near Piper Sandler's Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year. In our Boston, MA office, summer analysts are placed within the following sectors: Technology Qualifications: Anticipated graduation date from an undergraduate institution of December 2027 or May/June 2028 Seeking a bachelor's degree in Accounting, Finance, Economics or another business-related field Microsoft Word, Excel and PowerPoint skills Leadership and teamwork skills Willingness and desire to learn Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship. You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and Management Skills/Requirements Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66) Bachelor s preferred 1-2 years financial services/fixed Income experience would be highly beneficial Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment under time constraints Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.