Wealth Management jobs near me - 798 jobs

Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals. Job responsibilities Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions. Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination. Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission. Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams. Produce high quality emails and written communications to individuals at all levels of the organization and to external partners. Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. Manage routine activities and proactively identify and communicate issues, conflict or delays. Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings Required qualifications, capabilities and skills Minimum of five years of administrative experience Advanced ability to organize Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership Strong interpersonal, written, and oral communication skills Strong Professional in-person and Virtual presence Strong proficiency in Microsoft Office Ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities and skills Experience supporting at the Managing Director level (or equivalent) or above Bachelor's degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.

JobID: 210698198 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance, Business Banking, Consumer Banking, Credit Card, and Wealth Management and drive strategic decision while advancing your career. As a Quantitative Analytics Associate on the Remediations & Corrections team, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. This role involves addressing affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues. To succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job Responsibilities * Collaborate with key stakeholders across the firm to understand case contexts, including issues, and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics steps by paying attention to detail and supporting the independent validation team with case requirements and code. * Use SAS macros or other tools to automate repetitive analytics steps across cases. * Develop skills to deliver best-in-class analytics in the treatment of customer issues. Required qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * 1 year of experience with SQL and at least one of the following analytical tools: SAS, Python, R. * Experience working with at least one line of business within Chase Consumer and Community Banking. * Strong communication skills (both written and verbal). * Detailed and quality oriented. * Proven ability and commitment to mentoring junior team members. Preferred qualifications, capabilities, and skills * Master's degree with code development working experience in SQL/SAS. * Demonstrated ability to influence and partner collaboratively with business partners. * Demonstrated advanced troubleshooting and problem-solving skills with a customer service focus. This is role is not eligible for visa sponsorship. This role is 5 days a week full time in office.

Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the combined Commercial and Investment Bank Loan Portfolio. As a Credit Monitoring Analyst, you will be responsible for assessing compliance with credit agreement terms. In this role, you will interpret financial and other covenants included in credit agreements to determine whether borrowers are meeting the terms of the credit agreements or are in default. The credit agreements cover syndicated loans and bilateral agreements. Job Responsibilities Complete set up of reporting requirements and financial covenants in a wide variety of new credit agreements and other executed documents in the bank system, including Syndicated Credit Agreements and other externally prepared agreements Translate legal and structural terms into operational and monitoring requirements for ongoing compliance Conduct periodic reviews and continuous monitoring of the borrower's financial covenants and collateral based on the credit agreement requirements Interpret complex attorney/externally prepared credit agreements and other legal documents to determine which co-borrowers, guarantors, and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation Review documentation and monitor ongoing compliance with financial covenants with bilateral agreements and syndicated loans from different lending institutions Independently calculate cash flow, leverage ratios, and required covenant values in accordance with specific terms laid out in credit agreements Perform detailed Borrowing Base calculations and reconciliations for Secured Lending cases Validate collateral documentation such as AR aging, inventory listings, and ineligible summaries Compare executed Credit Agreements to the corresponding Credit Approval and term sheets to verify alignment and report discrepancies Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners Partner with Risk, Credit, and Operations teams to resolve discrepancies or clarifications within loan documentation and operation Required Qualifications, Capabilities, and Skills Bachelor's degree in business/accounting preferred Three or more years of experience in Credit Monitoring, Credit Administration, Credit Review, or Loan Operations in Commercial, Business, or Investment Banking Proven experience reviewing and interpreting Credit Agreements and Syndicated Loan Structures Maintain strong knowledge of various facility types, including Revolvers, Term Loans, LCs, Bridge Loans, and Asset-Based structures Working knowledge of various facilities structures including Asset Based Lending, Real Estate Banking and Security Valuation Understanding of loan products, including documentation, for revolving lines of credit, term loans, borrowing bases, etc. Strong understanding of facility structures and their downstream operational effects. Excellent attention to detail, accuracy, and risk discipline Strong verbal and written communication to effectively communicate with various stakeholders and across levels Ability to work independently with minimum supervision including demonstration of good time management High proficiency in using MS Office tools including MS Excel

We're seeking someone to join our team as an Estate & Inheritor Services Specialist and will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Morgan Stanley Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate Professional position at the P2 level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Columbus At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. What you'll do in the role: - Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team - Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements - Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output - Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution [Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. In addition, process & follow up client service requests to ensure completion in a timely manner. What you'll bring - Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision - Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests - Culture carrier across Operations, embracing the Firm's core values - Financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes - At least 2 years' relevant experience would generally be expected to find the skills required for this role We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking an experienced and respected wealth management investment consultant to help develop and elevate PIMCO's Advisor Education value-add program within our U.S. Global Wealth Management (GWM) business. In this role, you will act as a visible ambassador for PIMCO's Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). You will create and deliver differentiated program content that empowers financial intermediaries to grow their practices, deepen client relationships, and stay ahead in a dynamic marketplace. The ideal candidate is a recognized thought leader in the wealth management space with a proven track record of developing and presenting impactful content on practice management, tax and wealth planning, and investment strategies. This role requires exceptional communication skills, the ability to engage audiences of all sizes-including presenting at major industry conferences-and a deep understanding of advisor needs across a broad spectrum of experience levels. Flexibility, adaptability, and a passion for creating digestible, timely, and actionable content are essential. Location New York, NY or Remote Responsibilities The key responsibilities include, but are not limited to: * Represent PIMCO's Advisor Education program through thought leadership and educational delivery at industry events, conferences, and advisor sessions, reinforcing the firm's value proposition. * Understand financial advisor needs and collaborate with U.S. GWM teams (Field Sales, Strategic Accounts, Sales Strategy) to design and expand programs that drive engagement and loyalty. * Identify, research, and develop thought leadership and educational content on practice management, wealth planning, tax strategies, and investment consulting. * Partner with subject-matter experts to create impactful programs advisors can leverage for business growth, investment insight, and deeper partnerships with PIMCO. * Build and maintain a robust library of timely, digestible, and actionable content for advisors and internal sales teams, including training materials. * Deliver content through webinars, in-person presentations, and consultations; confidently present to large audiences at national and regional events. * Support strategic partnerships by tailoring educational programs to meet diverse advisor needs-from new entrants to seasoned professionals. * Collaborate with Strategic Accounts team to implement Advisor Education content across partner firms. * Participate in internal and external communications to promote program adoption and engagement. * Provide training and consultation support for Account Managers; participate in AM consults, divisional calls, and internal platforms. * Support relationships with key clients via investor sessions when appropriate. * Exhibit broad-ranging knowledge of market-relevant, finance-related topics and work with internal and external partners to develop an industry-leading program. * Help drive business objectives by building programs aligned with strategic goals and advisor growth opportunities. Qualifications * Minimum of a bachelor's degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred. * 10+ years of experience in the financial services industry. * Recognized credibility and thought leadership within the wealth management space. * Proven experience developing successful practice management, financial planning, and investment consulting educational content. * Broad and deep knowledge of market-relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management. * Strong writing and content development skills; ability to simplify complex concepts into actionable insights. * Demonstrated ability to confidently present to large audiences, including industry conferences. * Knowledge of financial advisor and RIA landscape. * Proven ability to collaborate cross-functionally with sales teams and subject-matter experts. * Flexibility and adaptability to meet diverse advisor needs and evolving market conditions. * Ability to travel up to 50% for conferences, events, and client meetings. * Exceptional interpersonal and presentation skills. * Comfort with virtual delivery platforms and digital engagement tools. * Strong strategic thinking and business acumen. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

The Analyst, Data Analytics will provide data analysis will provide data analysis to support the product teams within Wealth Management Solutions. This individual will gather and use data insights to help drive related business decisions within Wealth Management Solutions at all levels. The right candidate will be adept at answering business questions with data. The ideal candidate possesses strong communication skills, the ability to think analytically and strategically, and a problem-solving attitude. A fast paced, ever-changing environment requires the ability to be flexible, effectively prioritize and multi-task. The ability to work within a team, take initiative and show strong attention to detail is also a requirement. Responsibilities: Develop, maintain and improve product scorecards/dashboards to drive meaningful product insights. Support interpretation of data to identify significant differences, relationships, and trends in data Create, edit and refresh process documentation relating to reporting and day to day operations Extract data from various databases ensuring the right data points are used. Understand the different sources and how their data can be used for different product insights Manipulate and analyze large datasets using features of multiple tools Summarize written findings, publicize results, and participate and share with senior leadership as appropriate What are we looking for? We want strong collaborators with a data and analytics background who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: Advanced to expert level skills with Excel, Access, PowerPoint Basic skills writing SQL queries Problem solving skills that enable efficient identification, analysis, and resolution of issues Ability to present complex information in a clear and concise way Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment Preferences: Bachelors degree in Business, Economics, Finance or similar preferred Salesforce.com, Tableau skills a plus Core Competencies: Natural curiosity and conceptual thinking Strong analytical skills coupled with strong verbal and written communication

Are you a dynamic salesperson who thrives on building meaningful relationships in the investment management industry? Do you enjoy opening new doors, crafting strategic pitches, and driving consultative sales from first touch to final close? Are you passionate about helping firms modernize their operations with powerful, cloud-native solutions? If so, we invite you to be a part of our innovative team. As a Sales Executive at Ridgeline, you'll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You'll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry Drive new business sales from initial prospecting through close, contributing directly to Ridgeline's growth trajectory Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers Orchestrate cross-functional resources-including pre-sales, value management, marketing, and support teams-to advance deals Apply deep industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking Travel regularly (~33%) to cultivate in-person relationships with prospects and clients What we look for: 7-10 years of enterprise software sales experience, ideally in asset or wealth management 2-3 years of quota-carrying experience with a strong record of revenue attainment Proven ability to establish and grow strategic relationships, including C-suite engagement Deep understanding of the asset management competitive landscape, trends, and challenges Familiarity with consultative selling frameworks and collaborative team sales processes Excellent communication, presentation, negotiation, and interpersonal skills Self-starter with strong attention to detail, organization, and time management Bachelor's degree in Business Administration or a related field Bonus: Prior experience selling cloud-based platforms or SaaS solutions in financial services Familiarity with alternative investment firms or multi-asset managers About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $250,000 to $300,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Remote

This is an exciting opportunity to join a passionate team dedicated to building products that truly help our users. Join JPMorgan Chase, a global leader in financial services and asset management, as a Senior Lead Software Engineer within Asset Wealth Management. You'll work with cutting-edge technologies in a collaborative, diverse, and innovative environment, tackling complex challenges and driving impactful solutions for our clients. J.P. Morgan Asset Management offers a broad range of investment strategies and operates in major markets worldwide, with a clear focus on managing client assets and delivering strong risk-adjusted returns **Job responsibilities** + Design, develop, and maintain innovative software solutions for the JP Morgan Chase Client Services Platform, addressing complex technical challenges and modernizing business processes + Write secure, high-quality production code in Java, Spring, and React; review and debug code from team members to uphold best practices. + Advance the use of AI technologies to improve software development, automation, and operational efficiency. + Lead hands-on system design, application development, testing, and ensure ongoing operational stability. + Build and deploy scalable architecture and solutions on Cloud + Utilize SQL and Snowflake for effective data management, querying, reporting and data sharing + Take initiative in daily tasks and project work, driving progress and innovation within a small, agile team. + Collaborate directly with Product Owners & Global stakeholders to gather requirements and deliver high-impact solutions. + Serve as the primary point of contact for product-related matters, facilitating communication between teams, with high degree of accountability + Solve technical and business challenges efficiently, proactively addressing issues to support Asset Management reporting and delivery. **Required qualifications, capabilities, and skills** + Formal training or certification on software engineering concepts and 5+ years applied experience + Minimum of 10+ years of professional experience in software development or related fields. + Skills should include Java, React/JavaScript, SQL, Cloud and messaging technologies such as Kafka or similar platforms. + Practical experience working with cloud technologies (such as AWS) + Hands-on experience in delivering system design, application development, testing, and ensuring operational stability. + Proficiency in automation and continuous delivery methods. + Solid Knowledge of deployment processes, including experience with GIT and version control systems. + Strong analytical thinking and problem solving ability **Preferred qualifications, capabilities, and skills** + Experience in the financial services industry + Sound knowledge and experience in programming languages such as Java, React JS and SQL + Expertise in designing, implementing, and managing cloud-based solutions using AWS, ensuring scalability, reliability, and security for applications. + Familiarity with observability tools such as Splunk, Dynatrace, or Grafana. + Hands-on experience with GraphQL for efficient data querying and integration. + Experience working with data platforms such as Snowflake or Databricks. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role We are currently seeking an experienced commercial and technology transactions attorney to serve as Associate General Counsel, Contracts & Commercial Enablement. This role will be based in the United States but will have global functional oversight of the company's contracting program and commercial enablement strategy. You will directly manage a team of contracting and legal professionals and own the end-to-end vision for how the company manages commercial agreements, builds scalable processes, and aligns go-to-market teams around efficient, risk-aligned deal execution. Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $211,000 - $330,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Lead, draft, and negotiate complex commercial and technology agreements, including enterprise subscription/license agreements, professional services agreements, reseller/partner arrangements, and vendor contracts Serve as the senior escalation point for high-value or complex deals, offering clear, business-aligned guidance Define and oversee global contracting frameworks, including templates, playbooks, fallback matrices, and approval pathways Develop scalable contract operations practices, including deal-intake governance, workflow optimization, and CLM enhancements Partner with Compliance, Security, Product, Engineering, and Finance to ensure commercial terms reflect regulatory and risk considerations Build and deliver training, guidance, and self-service resources to empower GTM teams Drive operational consistency and efficiency across commercial processes worldwide Identify opportunities for automation and continuous improvement through metrics and data-driven insights Who You Are 8+ years of experience negotiating complex technology and commercial agreements, ideally within SaaS, fintech, or financial services Demonstrated ability to build or scale contracting programs, including templates and structured negotiation frameworks Strong business orientation with the ability to propose commercially pragmatic solutions Highly collaborative and capable of working cross-functionally with Sales, Finance, Information Security, Services, Compliance, Engineering, Product, and Marketing teams in a fast-paced work environment Ability to operate with a global mindset Bar admission in good standing (NY or CA preferred) Prior leadership of commercial attorneys or contract managers [Preferred, but not required] Experience supporting global contracting programs. [Preferred, but not required] Familiarity with financial services, wealth management, or data-driven technology platforms [Preferred, but not required] Knowledge of privacy and data-use frameworks (GDPR, CCPA/CPRA, GLBA) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients' success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to *************************.

at Moneycorp Welcome to Moneycorp We're delighted you're interested in being a part of Moneycorp. In the last decade, Moneycorp has transformed from a largely domestic, consumer-focused provider of foreign exchange to an end-to-end global payments' ecosystem. With two banking licenses and operations across the entire value chain of the international payments and foreign exchange sectors, we enable businesses, institutions, and individuals to thrive beyond borders. We help our clients realise their growth ambitions by providing them with worldwide reach, relentless regulatory excellence, and tailored, relevant solutions that resiliently optimise their financial operations. We're fervent about pursuing our goals, making substantial contributions to the payments industry, and consistently offering unwavering support to our clients at every stage of their journey. Moneycorp is a place where energy, commitment to our shared success and collaboration are core to our DNA. We're restless in our drive to surpass the expectations of our clients and unlock opportunities to support them at every stage of their journey. The foundation of our success is our people, and nurturing a culture of belonging for all of our colleagues is central to our journey as a global business. Find out more about Moneycorp's offering, global footprint and capabilities here: About Us | moneycorp Who You Are / Your Next ChallengeWe are seeking an experienced and motivated Audit Manager to join our growing Global Internal Audit team. As part of a global fintech payments company operating in a fast-paced and highly regulated environment, you will play a critical role in overseeing business audit activities across the Group and its subsidiary companies contributing to the wider Global Internal Audit framework. Your mission will be to independently assess the design and operating effectiveness of controls, support the Global Internal Audit strategy, and help maintain compliance with both local and international regulatory requirements, and contribute with control best practices. Reporting to the Group Internal Auditor (who is responsible for leading the Group's 3rd line of defence oversight and audit function), you'll be instrumental in evaluating the adequacy of governance, risk, and control frameworks, with a specific focus on Wealth and commercial customers. The Audit Manager, UK will play a key role in the development, management and design of the Group Internal Audit framework and function. This role will initially support the establishment of the Internal Audit function and framework, based on independent Internal Audit risk assessment. This role will then involve mapping out local entity obligations that will sit under this and determine the Internal Audit approach to be taken. The Audit Manager, UK will also be expected to spend 50% of their time: Maintaining the GIA methodology and conducting quality Assurance (QA) reviews. Co-ordinating the internal quarterly reporting process, include group and legal entity audit opinion, annual planning and reporting to boards and committees. You'll partner closely with our Group Internal Audit team and stakeholders across first and second lines of defence, conducting audits that cover our regulatory compliance risks. You'll also contribute to strengthening our control environment as we grow in complexity and scale. he Audit Manager, UK will be responsible for all aspects of audit design, planning and reporting and all stages of the end-to-end delivery across the Group. The individual will be required to collaborate with other departments to ensure compliance with regulations and policies and may also assist in developing policies and procedures to mitigate risk and enhance internal controls. This is an exciting opportunity for a highly experienced audit professional to make a real impact in a fast-paced, and exponentially growing fintech banking environment.Key Accountabilities Lead and participate in the end-to-end planning, fieldwork, and reporting of audit assignments, assessing the design and operating effectiveness of internal controls, and contribute to Group-level audits as needed. Work closely with the Group Audit including Chief and Senior Managers to help define and execute the annual audit plan based on risk assessments, and support in developing the Global Internal Audit methodology and tools for auditing. Analyse and evaluate business processes and controls, leveraging data, documentation, and stakeholder input. Assess the design and effectiveness of related controls, payments, wealth management and commercial. Identify meaningful issues impacting operations under review, challenging management to develop appropriate remedial action to address the issues identified. Prepare high-quality, clear and concise audit reports and communicate findings and recommendations to business stakeholders for management review, promoting a culture of risk awareness and continuous improvement. Help track internal audit findings remediation efforts to ensure robust, effective, and timely implementations with the respective documented evidence. Meet internal deadlines to ensure timely assurance is provided. Collaborate with global internal audit teams to ensure consistent methodologies, reporting, and quality standards. Collaborate with other lines of defence (risk, compliance, and technology teams) to enhance the overall risk and control culture. Monitor UK and European regulatory changes (e.g., FCA, GFSC, CBI, EU requirements) and assess their impact on audit coverage and compliance. Maintain ongoing awareness of emerging risks, local regulations, and industry trends affecting fintech banking and payments businesses. Contribute to the mapping of local entity and Global regulatory and compliance obligations, ensuring appropriate audit coverage. Build and maintain strong long-lasting relationships with regional and global stakeholders, acting as a trusted advisor providing insight and challenge to enhance risk management practices. Promote continuous improvement in audit processes and contribute to the upskilling of the audit team on matters and participate in continuous monitoring activities. Coach junior staff or consultants engaged on audit assignments as needed. What we're looking for / Skills that will help you in the role Knowledge and Experience: Required Audit, Risk Management, or Compliance in the banking, fintech, payments sector, or within financial services consultancy from a Big 4 is strongly preferred. Experience of developing audit methodology and best practice. Experience of producing audit reporting and MI. Experience of auditing business areas of functions within FS environment. Data analytics skills and familiarity with audit tools (e.g., ACL, IDEA, or Power BI). Between 6 to 10 years' experience of audit experience. Internal audit experience. Skills: Excellent analytical skills with strong attention to detail. Highly capable, working with diverse stakeholders to drive execution. Strength in operating from strategy to “in the weeds” detail and analytics. Presents strong expertise, decisiveness, and humility in areas of uncertainty. Ability to communicate and educate teams on the importance of Internal Audit and the value of a 3rd line of defence. Education: Bachelor's degree in related field. Professional certifications such as CIA, ACCA, ACA, CISA, ACAMS, or equivalent internal audit highly desirable. Financial Services Industry / Banking / Fintech certification desirable. Postgraduate qualifications or MBA a plus. Personal Attributes: This is a true business partnering role, and the individual should have the ability to build strong relationships with key stakeholders and feel comfortable challenging norms and enabling change. The ability to exercise good judgement, determine the appropriate course of action and execute decisions in the face of imperfect information is vital. The successful candidate must be a highly resourceful team-player, with the ability to also be extremely effective independently. Curious and willing to learn / adapt. Respectful, professional and conscientious. Enjoys working in a fast-paced environment. Highly capable operating and executing independently. Heavily driven to improve (self, team, process, company). Enjoys complexity and helping 1st and 2nd line teams to learn, improve and evolve. This position is full-time, permanent. The role is expected to be office-based in Coventry as part of the Internal Audit team. However, we have an agile flexible working policy which enables you to work up to 2 days from home if desired. What you get in return:This role offers a competitive salary with commission or bonus, plus a comprehensive benefits package including 25 days holiday plus a day off for your birthday, pension, BUPA private medical health insurance and more. Interested?If the role sounds like you, we invite you to upload a copy of your CV by clicking on the Apply button. Start Date: July 2025 Fostering a culture of belonging and inclusivity We're committed to creating a workplace where every individual feels valued, respected, and included. As an Equal Opportunity Employer, we actively cultivate an inclusive culture where diversity thrives, and we empower our colleagues to drive meaningful change within our organisation through initiatives like our DE&I focus groups and value champion network. Like many of our peers, we recognise that fostering inclusivity is an ongoing journey, and we remain steadfast in our commitment to progress. By measuring our efforts through regular assessments and listening to the feedback of our employees, we strive to ensure that our initiatives are impactful and responsive to the evolving needs of our workforce.Together, we want to build a workplace where everyone can bring their authentic selves to work, as we believe this is the foundation of innovation, creativity, and collective success.

We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to: Leading key initiatives related to increasing efficiencies and reducing operational risks. Creating project plans that align to the enhancement vision, scope, and timelines. Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision. Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. Running test plans, test execution, and communication risk or concerns to key stakeholder. Anticipating risks that could impact the project and take action to avoid them. Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. Effectively communicating changes to the production support teams and aligning with training support teams. Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. Communicate with all people who have a vested interest in the project, including internal team members and external partners. Conduct root cause analysis to identify project issues and implement solutions. Facilitate meetings with project teams and stakeholders to drive progress. Utilize tools such as Jira for project tracking and reporting. Develop and implement business process models to optimize project workflows. Implement change management strategies to ensure successful project adoption. What you'll bring to the role: Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently across the majority of day-to-day responsibilities Culture carrier across Operations, embracing the Firm's core values and acting as a role model Strong interpersonal skills and ability to communicate effectively both verbally and in writing. Strong time management skills and ability to set own schedule without falling behind on tasks. Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively. Ability to take initiative and thrive in a collaborative, team environment. Ability to handle highly confidential information with appropriate discretion. Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables. At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Gelfand, Rennert & Feldman is seeking a Senior Python Developer to join our team of dedicated professionals. This is a remote position but this candidate should be based and operating in the Eastern Time Zone (EST). They will be collaborating with teams across all (10) Gelfand, Rennert & Feldman offices. The Senior Python Developer is responsible for assisting the Firm's Royalty Data Intelligence (“RDI”) team with taking complex data issues facing the business and simplifying them through automation. Primary Responsibilities Assist the Royalty Group in managing, storing, and accessing large volumes of music data obtained from record companies, music publishers, PROs and DSPs in connection with their engagements Design, Develop, and Implement processes that intake multiple file types (PDF, Excel, Text, JSON, HTML, etc.) through ETL processes to store in existing SQL Server instances Integrate and include standard data wrangling processes into data ingestion Cloud Development and Integration for existing and future processes Develop and utilize logging, audit monitoring, and code validation processes to measure efficiency, profitability, and resource optimization Develop automated processes to increase efficiency in ingesting, consolidating, normalizing, and analyzing data Integrate API functionality and data from 3rd party providers to include website and back-end processes; Advanced knowledge of website functionality and JSON format(s) is necessary Act as liaison between Royalty Group and IT department to assess software, database, and programming options available and to assist in related change management, implementation, and training Recommend and build new data platforms/solutions as required to meet and/or exceed business requirements Own and manage algorithm development projects through GitHub from start-to-end: design, development, Quality Assurance (QA), deployment, experiment, analysis Set up and manage datarooms and/or portals for clients and other third parties Act as a resource to the firm to solve complex data problems and share complex ideas verbally and visually in an understandable manner with team members Other projects and duties as assigned Qualifications: 3+ years of experience working in music royalties is required Bachelor's Degree and 7+ years in a similar role is required 8+ years in a similar role at an entertainment company or business management firm is preferred ~7 years' experience in full SDLC methodologies and implementation methods; testing experience is a plus In-depth experience in Extract, Transformation, and Load techniques Expert knowledge and experience with object-oriented methodology, development, and toolsets Expert-level knowledge in Python, specifically Pandas, ORM, sqlalchemy, OS, logging, urllib, Numpy, and Matplotlib packages; Familiarity and experience in Beautiful Soup, SciPy, and Scikit-learn would be very helpful but not required Solid and demonstrated experience working with data analytic tools, specifically PowerBI and Tableau; Other tool exposure and experience is a plus Expert-level knowledge of Microsoft Excel tools, including Macros, Add-Ins Pivot Tables, and formulas (such as VLOOKUP and SUMIF); Power Pivot and Power Query is required Expert fluency in SQL-based data manipulation; This role will work with an array of disparate data sources so experience writing efficient, performance-optimized queries is required and Microsoft SQL Server experience is necessary Advanced experience in multi-tier Architecture and associated technologies Advanced knowledge in database design, loading, and schema construction to include performance, audit, and check sum processes Expert working knowledge in IDEs; Visual Studio Code experience is a must Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Ability to communicate with both technical and non-technical teams to understand and define problems, and to articulate proposed solutions Discretion and confidentiality with regards to sensitive financial transactions is a must Strong soft skills including attention to detail, excellent verbal and written communication, team-oriented, and self-motivated About Gelfand, Rennert & Feldman Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London. This is a exempt position. The annualized base pay range for this role is expected to be between $140,000 - $165,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 #LN-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Department: Recruitment Advisory Services Company: Empire Growth Partners (EGP) Schedule: Part-time, flexible hours (varies by project) Compensation: Hourly (Contractor) Rate varies depending on experience and expertise. About EGP Empire Growth Partners (EGP) partners with financial advisory firms nationwide to accelerate growth through strategic consulting, recruiting support, and training programs. Our Recruitment Advisory Services team plays a central role in helping clients attract and develop top financial services talent. As we expand our offerings, we are seeking a part-time Growth Advisor to contribute to both recruiting execution and the development of new recruiters entering the profession. Position Overview The Growth Advisor is a flexible, part-time contractor role supporting recruiting projects and participating in training for new recruiters through EGPs Recruiter FastStart Program. This role blends hands-on recruiting work with opportunities to help shape and support new recruiting talent. Hours will vary depending on client and project needs, making this a strong fit for someone who thrives in a dynamic, project-based environment. Key Responsibilities Recruiting Execution Source, screen, and evaluate candidates for financial advisory and related roles Conduct phone interviews and present qualified talent to EGP clients Support clients by managing candidate pipelines and maintaining accurate, timely notes Assist with job postings, search strategy, outreach, scheduling, and reporting Maintain strong communication with clients regarding recruiting updates and progress Training & Development Participate in EGPs Recruiter FastStart Program, helping onboard, guide, and train new recruiters Share best practices related to sourcing, interviewing, and candidate management Provide real-world insights and feedback to assist in building recruiter skill sets Collaborate on refining program content and improving the training experience Required Qualifications Financial services recruiting experience is required Proven success recruiting for financial advisors, wealth management roles, or similar functions Deep understanding of industry terminology, career paths, and compliance-sensitive hiring Strong communication, interviewing, and relationship-building skills Ability to manage multiple projects and adapt to shifting priorities Organized, detail-oriented, and comfortable working independently Tech-savvy with proficiency in ATS tools, sourcing platforms, and communication tools Preferred Qualifications Experience mentoring or training fellow recruiters or team members Exposure to structured training programs or curriculum development Prior experience in a consulting or client-facing environment Contract Details Part-time contractor position Hourly compensation. Rate varies depending on experience and expertise. Flexible schedule; hours vary by project 100% remote role

Wealth Management Administrative Assistant (Houston) About our Firm: We are a boutique wealth management firm based out of Miami and Houston. We are a seasoned multidisciplinary professional team providing comprehensive wealth management to our wealthy family and business owner clients. We allocate significant resources to each client, and we are a small enough team so each team member helps with all aspects of our business. Our firm is focused on broad based, comprehensive wealth management matters for business owners and wealthy families. Client planning and implementation matters we work on include investments, taxes, business structure, business sponsored retirement plans, estate and philanthropy. In summary, we drive the planning and implementation process to help ensure our clients have the opportunity to realize optimal outcomes. Main Roles and Responsibilities: You will work both remotely and in\-person with the client service team based out of Houston. (You will mostly work remotely. Also, if you live close to Houston, you will work with the Client Service team in person some too.) We need you to plug into our client service team, systems and processes quickly. You will be heavily involved in the firm's administration and systems. We have been 100% remote for years so we use a few cloud based systems to run our operations. After you are onboarded, under the guidance & oversight of the senior and assistant relationship manager, you will also be heavily involved in managing the administrative aspects of our client meeting cycle of (1) planning, (2) preparation, (3) logistics, and (4) post meeting follow\-up. You will have the opportunity to be involved in all aspects of true comprehensive wealth management that is primarily guided by the best interests of the client. Requirements Skills Required \/ Valued: You have prior experience with one or more of the following: wealth management, investment management, banking, accounting, tax, retirement plans, insurance, and\/or working as an assistant to business owners. Accounting and\/or financial firm experience is very valuable. Knowledge of one or more of business entities, federal and state taxes, retirement plans, insurance and trusts is helpful. Qualified retirement plan (401(k)) compliance cycle experience also is a big plus. Very organized, structured taskmaster. High attention to detail, strong memory, self review and track record of minimum errors. Scheduling. Prioritizing. Follow\-up. Strong analytical skills. Trustworthy, honest and ethical. A proactive, self\-starter, who takes ownership of projects and sees them through to their best conclusion. Is proud of their work and guards their reputation by consistently taking the ethical high\-ground. Good communicator \- written and verbal. Someone who enjoys helping, fixing, and improving. Create \/ build and maintain systems. A person who can propose and implement better systems \/ work flows. Ability to effectively follow\-up (professionally assertive at times) with 3rd party service providers (accountants, insurance agents, lawyers, financial institutions) to see a project to its best conclusion. Proficient with task management systems, Google Workspace and Microsoft Office, including spreadsheets, flowcharting, word processing and powerpoint. Preparing client \/ prospect presentations. Very comfortable with cloud based systems \/ applications. Benefits What we offer: You will work as the administrative assistant in a three person client service team with a senior relationship manager and an administrative assistant. You will be exposed to and have the opportunity to learn all aspects of comprehensive wealth management for business owners and wealthy families. Initially, you will be working full\-time as you plug into our workflows & systems. Compensation negotiable and based on your relevant work experience, education and skill set. You would start as an hourly employee. 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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** As an Enterprise Architect specializing in Machine Learning and Advanced Analytics, you will shape how Empower designs, delivers, and operates capabilities that help the business get the most from its data. This includes machine learning, analytics, and reporting that turns data into insights and decisions. You will define target architectures and roadmaps that make these capabilities easier to adopt and run reliably at scale, while contributing to the broader data strategy pillars including data architecture and infrastructure, data management, data security, data delivery, advanced analytics, and business alignment. You will partner across data engineering, data science, application engineering, security, risk, and business teams to establish clear direction, practical standards, reusable patterns, and measurable outcomes that improve speed to value, stability, compliance readiness, and cost control. What will you bring: Define and maintain enterprise target architectures and roadmaps for advanced analytics capabilities Establish reference architectures, standards, and reusable patterns for data, analytics, and machine learning solutions that teams can adopt consistently Work closely with data scientists and model developers to translate modeling approaches into production-ready designs, ensuring smooth paths from experimentation to operational use Partner with data science and engineering teams to ensure machine learning solutions are designed for production use, including scalability, reliability, monitoring, and maintainability Provide architectural direction for analytics and reporting capabilities, including how curated data sets, semantic layers, and consumption patterns support consistent business metrics and insights Contribute to the broader data strategy pillars by shaping approaches to data architecture and infrastructure, data management, data security, data delivery, advanced analytics, and business alignment Provide leadership for data platforms and pipelines, including guidance on integration patterns, reusable components, automation, and operational resilience Collaborate with security, privacy, and risk stakeholders to ensure data and analytics solutions incorporate appropriate controls, traceability, and compliance readiness Lead architecture reviews and decision forums, ensuring decisions are documented and aligned to enterprise direction Define success measures for data and analytics adoption, including delivery efficiency, reliability, reusability, quality, and value realized Drive simplification and modernization by reducing duplicated tooling and inconsistent practices across data, analytics, and machine learning solutions Support pilots and early adopters by converting lessons learned into scalable enterprise guidance and repeatable patterns Influence stakeholders to improve outcomes such as faster time to insight, faster delivery of trusted analytics, more reliable production ML usage, and improved cost transparency for data and analytics workloads What you will bring: 15 years of deep hands-on experience delivering machine learning and advanced analytics solutions, with a strong understanding of how models are developed, evaluated, deployed, and supported in real business environments 7+ years of experience creating solution architectures and strategies across multiple architecture domains (business, application, data, integration, infrastructure and security) Demonstrated ability to set technical direction and drive adoption across teams through practical guidance, strong engineering judgment, and clear communication Proven experience working directly with data scientists and model developers, translating modeling needs into scalable, supportable, and secure implementation approaches Hands-on experience with at least one modern analytics or machine learning platform such as Snowflake, Databricks, SAS, Amazon SageMaker, Dataiku, or equivalent Cloud experience designing or deploying data and analytics solutions on a major cloud platform, with understanding of scalability, reliability, security, and cost considerations Strong understanding of modern data concepts including pipelines, data modeling, data quality practices, metadata, and consumption patterns for analytics and ML Ability to partner effectively across engineering, data science, security, risk, and business stakeholders and drive outcomes through influence and collaboration Strong written and verbal communication skills with demonstrated ability to create clear technical direction and documentation that teams will use Bachelor's and/or master's degree in computer science or related field (information systems, mathematics, software engineering, etc.) What will set you apart: Experience in financial services, wealth management, retirement services, or another regulated industry Experience setting enterprise-wide patterns or standards for ML, analytics, or data platforms Experience with more than one modern analytics or machine learning platform Familiarity with controls relevant to data, analytics, and ML including privacy, access management, auditability, and operational accountability Relevant cloud certifications or formal training in cloud architecture, data engineering, analytics, or machine learning This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $151,800.00 - $220,050.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. Essential Job Functions for this role include: Works with Client Development Leadership to help design and implement strategies that drive new client growth. Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market. Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. Ensures adherence to company performance standards as well as company policies and procedures. Knowledge, Skills, and Abilities: Bachelor's degree. At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication. Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary. Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process. Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired Strong decision-making, judgement, problem-solving, analysis and project management skills Series 65 or Series 66 or CFP Experience using CRM systems (Salesforce preferred) Flexibility to travel 40% of the time. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $170,000-$200,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

We are representing an innovative WealthTech company that is transforming how leading financial institutions approach retirement income planning. With a proven platform already managing over $150 billion in retirement assets, this pioneering firm is now poised for rapid growth - and they're seeking a strategic, results-driven enterprise sales leader to help them capture the next wave of market opportunity. This is a rare opportunity to join a high-growth, high-impact company at the forefront of financial planning technology. Working directly with the CEO and executive team, you'll take the reins on driving enterprise sales efforts across wealth management firms, mid-sized institutions, and select large enterprises, with multi-million dollar deals on the table. If you thrive in a consultative, enterprise sales environment, have deep experience navigating complex buying cycles in wealth management, and are excited by the chance to shape sales strategy for a category-defining technology, this is your opportunity to make your mark. About the Company While we can't disclose the name publicly at this stage, our client is a fast-growing technology innovator whose platform delivers personalized, tax-intelligent retirement income plans for financial advisors and their clients. Unlike traditional tools that rely on static withdrawal rules and manual adjustments, this company's AI-powered engine optimizes both long-term income strategies and short-term distributions - giving advisors a smarter, scalable way to help clients retire confidently. The platform is already deployed at a select group of visionary enterprises, and the company is now ready to expand across the broader wealth management and retirement planning ecosystem. Backed by proven results and cutting-edge technology, they're well-positioned to capture significant market share - and they need an entrepreneurial sales leader to accelerate that growth. The Role: Enterprise Sales Leader As the company's first dedicated enterprise sales hire, you will play both strategic and hands-on roles - crafting the sales strategy, driving new business, and closing high-value deals with wealth management firms, enterprise platforms, and mid-sized financial institutions. This is a high-impact, high-visibility role for a sales hunter who thrives in a fast-paced, entrepreneurial environment where both individual performance and strategic leadership matter. Key Responsibilities Enterprise Sales Execution Own and drive the full-cycle sales process, from prospecting to close, with a focus on complex, consultative sales to large financial institutions. Manage RFP/RFI processes, develop tailored proposals, and lead contract negotiations. Identify and prioritize target clients, developing outreach strategies to build relationships at the highest levels. Lead high-stakes sales conversations with C-suite executives, heads of financial planning, and retirement practice leaders at major wealth management firms. Partner with the CEO on select high-profile enterprise deals with top-tier firms managing trillions in assets. Strategic Sales & GTM Development Collaborate closely with the CEO and leadership team to refine messaging, positioning, and enterprise sales strategies. Develop scalable sales processes, playbooks, and outreach methodologies to support future sales growth. Work cross-functionally with marketing and product teams to ensure messaging resonates with key decision-makers and product capabilities align with market needs. Industry Engagement & Thought Leadership Represent the company at key wealth management and fintech conferences, acting as a trusted advisor to senior industry leaders. Participate in webinars, panels, and content creation to build market credibility and establish thought leadership. Stay ahead of industry trends to ensure the company remains well-positioned as a leader in retirement income planning innovation. Ideal Candidate Profile 10+ years of enterprise sales experience in the wealth management or financial technology space, with a track record of successfully closing complex, high-value deals with large institutions. Experience selling technology solutions into wealth management firms, RIAs, broker-dealers, or retirement platforms. Strong consultative selling skills, with the ability to engage senior executives and craft solutions tailored to their business challenges. Entrepreneurial mindset - comfortable working in a fast-paced environment where you're both building strategy and executing deals. Proven ability to build and manage a robust sales pipeline, with a focus on long sales cycles and large contract values. Exceptional communication and presentation skills, with a consultative, client-first approach. Experience in both startup and larger enterprise environments is a plus. Compensation & Benefits Competitive Base Salary - Commensurate with experience and industry standards. Uncapped Commission Structure - Significant earnings potential tied to performance, with multi-million dollar deal potential. Equity Participation - Be rewarded for your contribution to the company's long-term success. Comprehensive Benefits - Including medical, dental, vision, life insurance, and both short- and long-term disability coverage. 401(k) with Company Match - Helping you plan for your own future. Generous PTO & Holiday Schedule - Supporting work-life balance. High-Impact Leadership Role - Work directly with the CEO and executive team to shape the company's growth strategy. Remote with Flexibility - Candidates should be located within three hours of New York City for periodic in-person meetings, with flexibility to work remotely or from a nearby leased office space. Why Join? Pioneering Technology - Join a company with a proven product already delivering tangible results for financial advisors and their clients. Massive Market Opportunity - The retirement income planning market is ripe for innovation, and this company is positioned to lead. Founding Sales Leadership Role - Build the sales function, define the go-to-market strategy, and drive growth from the ground up. Work Directly with Visionary Leaders - Collaborate with a CEO and leadership team who are deeply respected in the wealth management space. Impactful Work - Help financial advisors deliver better retirements for millions of Americans. Interested? If you're an accomplished enterprise sales leader with deep wealth management experience, a consultative sales approach, and the drive to shape strategy while closing deals, we want to hear from you. This is your chance to make your mark with a pioneering technology company that's transforming the future of retirement income planning. Confidential inquiries encouraged.