Jobs in Greenlawn

Relationship Manager - Series 65 Required

Wealth Management | On-Site | Hauppauge, NY

Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.

This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.

This is a full-time, on-site W-2 position based in Hauppauge, NY.

Role Overview

The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.

This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.

Key Responsibilities

• Deliver white-glove service to clients with speed, accuracy, and professionalism
• Prepare for client meetings and proposals with exceptional attention to detail
• Draft and manage client communications via email, phone, and written correspondence
• Participate in client meetings, document notes (with AI support), and manage follow-ups
• Gather and organize information to support comprehensive financial planning
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
• Maintain meticulous CRM documentation of all client communications, tasks, and appointments
• Assist with account maintenance, asset allocations, and quarterly reporting
• Serve as the first line of response for client inquiries across email and phone
• Build and deepen client relationships with empathy, connection, and professionalism
• Partner with operations to proactively resolve custodial issues and escalate when appropriate
• Adhere to all firm and industry supervisory and compliance requirements
• Participate in firm meetings, training, client events, and continuing education
• Support additional service-related responsibilities as required

Candidate Profile

• Service-oriented with a genuine interest in caring for clients
• Exceptionally organized, dependable, and detail-oriented
• Calm, professional, and effective in a fast-paced environment
• Process-driven with strong ownership and accountability
• Excellent time management and multitasking capabilities
• Comfortable using CRM and workflow tools (Salesforce preferred)
• Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
• 3–5 years of experience in financial services (RIA experience strongly preferred)
• Strong working knowledge of Schwab custodial operations
• Open to learning and adopting new technology as systems evolve

Licensing & Education

• Series 65 required
• Bachelor’s degree strongly preferred
• CFP® certification or desire to pursue
• Strong understanding of client confidentiality and discretion
• Clean U-4 and U-5 history

Reporting & Collaboration

• Reports to: Lead Advisor
• Functional Area: Client Success / Operations
• Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers

Compensation & Benefits

• Base Salary: $70,000 – $90,000
• Bonus: Performance-based, tied to individual and firm objectives
• Employment Type: Full-time W-2
• Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Career Development: Clear progression and professional growth opportunities

Company:

Sage Parts is the world's largest supplier of GSE (Ground Support Equipment) and airport-related equipment replacement parts with operations in The United States, Canada, Chile, France, Hong Kong, Singapore, Peru, South Africa, The Netherlands, and The United Kingdom. Sage Parts supplies replacement parts and accessories for all types and brands of GSE. Sage provides supply chain management, on site supply services, single source supply, logistics solutions, engineering solutions and other cost reduction programs.

Summary:

We are seeking a Buyer II to work in our corporate office located in either Melville, NY or Fountain Inn, SC. This role is primarily clerical but requires commercial decisions to be made regularly. This position relies heavily upon knowledge and experience in the daily problem resolution process.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Principal Responsibilities:

• Placement of purchase orders with suppliers based upon system generated requirements information, confirming price and expected delivery date as required.
• Expedite / follow up purchase orders to improve or confirm expected delivery dates as required by supervision or business needs.
• Problem resolution for accounting and receiving discrepancies, particularly with respect to communication with the suppliers for purchase orders the buyer placed.
• Creating and maintaining documentation / records of communication with the supplier
• Advising supervision of decisions made to solve pricing / lead time problems that were out side of the typical / norm.
• Monitoring inventory performance with regards to service levels and making recommendations to management to improve performance or prevent future issues.
• Supplier selection where the business system or Buyers knowledge allows.
• Price agreement and negotiation within guidelines set by the local supervision or business policies.
• Delivery date negotiation within guidelines set by the local supervision or business policies.
• Inventory commitments (via blanket /scheduled purchase orders) within guidelines and limits set by management and business policies.

Problem Resolution:

• Capable of locating and suggesting alternative supply solutions for their products and commodities.
• Recommends solutions to inventory management and service level challenges.

REQUIREMENTS / REQUESTED QUALIFICATIONS

• 4+ years purchasing experience in an automotive or GSE Parts related field.
• Knowledge and Experience within the industrial or automotive parts market place.
• Must be fluent in English. Additional languages are beneficial and would be considered an advantage.
• Experience working with an Enterprise Resource Planning system.
• Good Microsoft Excel Skills

We stand behind our customers, products, and services as responsibility, support and continuous improvement are the key words which drive our work attitude. We also believe in work as an essential way to achieve success, and we aim to build a work environment which fosters individual growth and personal achievement for our employees through empowerment.

If our values match yours, we would like to hear from you!

Pediatric Physical Therapist NEEDED!!  

Why Choose Metro? For over thirty years, Metro Therapy, Inc (a Powerback Rehabilitation company) has been serving the educational and developmental needs of the pediatric populations throughout the greater New York city area. Metro is proud of our dedication to the community and committed to bringing new, insightful knowledge that will allow us to provide the best services to our clients. We provide employees with comprehensive benefits and compensation, access to clinical support teams, and career growth opportunities.

We offer:
Flexible scheduling
Benefits for full time and part time team members (not applicable for 1099)
Part time preferred hours or full time hours
Access to clinical support teams
Training workshops for which professional development credit may be earned
Pay commensurate with experience 

Responsibilities and Duties
Provide developmentally and educationally based intervention to improve safety and independence
Data input into secure, computerized systems for reports and billing 

Job Types: Contract
Pay: $70.00 - $90.00 per hour
Expected hours: FLEXIBLE

The Physical Therapist, School Based serves students with various physical, behavioral, and developmental challenges. Ages range from 3-21 years old. Age specific experience and/or special training and/or expertise is required to serve this population.

RESPONSIBILITIES/ACCOUNTABILITIES:

Implements treatment plans and programs through consistent daily and weekly schedules that focus on functional and measurable outcomes to be shared with the school and/or supervisors.

Delivers specialized individual and group physical therapy instruction as mandated in students’ Individualized Education Plans (IEPs).

Collects data and completes reports regarding the student’s goals and progress. 

Consults with other professionals (Teachers, SLP, OT, PCP, etc)  on the student's treatment team to ensure a cohesive and comprehensive therapy team. 

Assesses and documents each student’s progress through formal and informal tests and measurements.

Writes and prepares annual review reports and goals for each student in accordance with their IEP dates and requirements in order to remain in compliance with state guidelines.

Provides physical therapy expertise when developing FBA/BIP.

Provides parent and caregiver support and education to discuss the student’s progress and strategies for continued support outside of school.

Attends all school related meetings as scheduled, such as, but not limited to, Triennials, Annual Reviews, Domain, Referrals, and pre-IEP meetings for each individual student.

Ensures a suitable learning environment by setting up and preparing materials and supplies as needed.

Supervises PTA(s) in accordance with state practice act guidelines, as needed.

Communicates and follows up with schools and families to obtain appropriate physician signatures/orders for school-based physical therapy referrals in order to initiate and continue with services.

Follows the safety guidelines and directives for the student in regards to functional mobility and orientation (i.e. transfers, wheelchair or walker mobility, etc.) and exercises provided by other related service providers (i.e. occupational therapist, vision itinerant, hearing itinerant, speech and language pathologist, orientation and mobility instructor, etc.).

Utilizes communication devices and assistive technology as outlined by the speech language pathologist and itinerants. 

Follows any fire drill or safety guidelines outlined for each individual student.

Provides screenings and evaluations to determine requirements for skilled physical therapy intervention relative to student/client’s level of function. This includes, but is not limited to the following areas: school function, range of motion, strength, positioning, contracture management, conducting home assessments, discharge planning, development of maintenance programs and other related client care issues.

Provides documentation to maintain the quality of therapy records, as it relates to reimbursement guidelines, accuracy of billing information, and school requirements.

Participates in school trainings, in-service, and professional development opportunities. 

Performs other related duties as required.

Appropriate State License
For some preschool referrals - willingness to work with medically fragile

NEW RECRUITMENT AND RETENTION INCENTIVES! IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.

U.S.

Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates' first-choice preferences.

Relocation may be required.

DON'T FORGET TO CHECK OUT THE INCENTIVES – SEE SALARY SECTION BELOW The U.S.

Border Patrol (USBP) offers those interested in a career in law enforcement an opportunity to work with an elite team of highly trained professionals whose camaraderie, pride, and purpose are hallmarks of their daily mission of protecting America.

If you seek an exciting and rewarding job that provides excellent pay, exceptional federal benefits, and job stability, now is the time to make your move.

U.S.

Border Patrol (USBP), within the U.S.

Customs and Border Protection (CBP), is hiring immediately for these full-time, entry-level , career Law Enforcement Officer (LEO) opportunities.

Salary and Benefits Annual Base Salary for newly appointed BPAs varies per grade, as follows: GL-5/GL-7 $49,739
- $89,518 per year Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others.

A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014.

This is a career ladder position with a grade level progression of GL-5, GL-7, GL-9, GS-11, and GS-12.

You will be eligible for a promotion to the next higher grade level (without reapplying) once you successfully complete 52 weeks in each grade level.

Border Patrol Agents are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering.
*Recruitment Incentive
* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102 ) will be offered up to a $20,000 incentive.

The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location.

Prioritized locations include Sierra Blanca, TX; Presidio, TX; Sanderson, TX; Comstock, TX; Lordsburg, NM; Freer, TX; Hebbronville, TX; Ajo, AZ.
*Retention Incentive
* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.

Duties and Responsibilities As a BPA, you will be part of our 60,000 workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation's economic prosperity.

Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession.

Typical assignments include: Detecting and questioning people suspected of violating immigration and custom laws and inspecting documents and possessions to determine citizenship or violations Preventing and apprehending undocumented noncitizens and smugglers of noncitizens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband Performing farm checks, building checks, traffic checks, city patrols, and transportation checks Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.

Qualifications You qualify for the GL-5 grade level if you possess one of the following: Experience: One (1) year of general work experience that demonstrates the ability to take charge, make sound decisions, and maintain composure in stressful situations; to learn regulations, methods, and techniques through classroom training and/or on-the-job instruction; and the ability to gather concise information through questioning, observation, and examination of documents and records; OR Education Substitution: A bachelor's degree or successful completion of a full four-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR Combination of Experience and Education: A combination of general work experience AND successfully completed college education.

This will be calculated using your resume and official or unofficial transcripts submitted with your application.

You qualify for the GL-7 grade level if you possess one of the following: Experience: One year of specialized work experience that shows you have the skills necessary to: Make sound judgments and decisions in the use of firearms.

Deal effectively with people in a courteous and tactful manner in connection with law enforcement matters.

Analyze information rapidly and make prompt decisions where you will be expected to make arrests after the completion of required training and apply these skills in a law enforcement capacity such as criminal code enforcement, determining violations of laws, correctional or rehabilitation work involving criminal offenders, security, military, etc.

The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.

Education Substitution for the GL-7 grade level: A bachelor's degree with superior academic achievement, which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership.

Or will receive a bachelor's degree with Superior Academic Achievement.

Or one full year of graduate-level education in a field of study related to law enforcement (e.g., criminal justice, homeland security, justice studies, law enforcement, courts and judicial systems, forensic technology, forensic psychology, or corrections and rehabilitation) from an accredited college or university; OR A Combination of Experience and Education: This will be calculated using your resume and official or unofficial transcripts submitted with your application.

Note: If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GL-9 and or GS-11 grade level.

Please refer to the BPA GL-9
- 11 announcement.

Other Requirements Citizenship : You must be a U.S.

Citizen to apply for this position.

Residency : You must have had primary U.S.

residency (includes protectorates as declared under international law) for at least three of the last five years.

Age Restriction : In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions.

Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03.

The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C.

8336(c) or Title 5 U.S.C.

8412(d).

Veterans' Preference : You may also be eligible for an excepted service Veterans Recruitment Appointment (VRA).

The age restriction does not apply if you are Veterans' Preference eligible.

Formal Training : After you are hired, you will be detailed to the U.S.

Border Patrol Academy in Artesia, New Mexico, for approximately six (6) months of intensive instruction in immigration and nationality laws, law enforcement and USBP-specific operations, driver training, physical techniques, firearms, and other courses.

Border Patrol work requires the ability to speak and read Spanish, as well as English.

Border Patrol Agents will be provided training to become proficient with the Spanish language at the Academy.

How to Apply: Click the Apply button on this site.

You will be linked to the CBP Talent Network registration page.

For Position of Interest, select Border Patrol Agent, then complete the pre-screening questions.

You'll then receive a link(s) to the BPA Job Opening Announcements (JOAs) on USAJOBS, the federal government's official employment site, to complete your application.

Be certain to review ALL details of the job opportunity announcement and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit.

You will be evaluated based on your resume, supporting documents, and the BPA Entrance Exam .

If you have questions about the application process, contact a recruiter through the U.S.

Border Patrol page: /s/usbp .

As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.

• Lead the project team in the design and development of HVAC and MEP systems for commercial and institutional projects.  Projects can include healthcare work such as operating rooms, CSS, pharmacies, in-patient hospitals, And outpatient facilities. Projects could also be Public Works, with clients such as DASNY, CUNY, NYS OGS, and NYCHA. Lead a team to conduct site surveys and assessments to gather data for system design and retrofitting.Collaborate with architects, clients, and other engineering disciplines to integrate HVAC and MEP systems seamlessly into building designs.Utilize engineering software such as AutoCAD, Revit, and HVAC load calculation tools to create accurate designs and calculations.Perform energy modeling and analysis to optimize system performance and ensure compliance with energy codes and standards.Provide guidance and mentorship to junior engineers and designers.Develop project design budgets and schedules.Stay updated on industry trends, advancement, and best practices in HVAC design and engineering.

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