Careers
Careers with Seventh Amendment Holdings
Below are our current open positions available with Milestone or its related entities. All positions are based in Buffalo, NY, unless noted otherwise. If you think you would be an asset to our team but do not see a relevant position open currently, please feel free to reach out!
Financial Operations Analyst
Under the supervision of the CFO, this position is responsible for all financial operations of Qualified Settlement Fund administration; the evaluation and execution of cash transactions (including liquidity management, accounts payable, investments, and reporting).
Additionally, this role will be responsible for opening and redemptions all investment accounts. This individual is also responsible for performing various financial models, some analysis of financial performance, and related reporting as needed.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include:
- Responsible for accurate reporting and processing of cash
- Assist the CFO with various data aggregation, analysis, and reporting
- Responsible for all cash management
- Conduct bulk ACH/wires for disbursement of funds
- Monitor account balances and daily cash flows in and out of all qualified settlement accounts
- Provide extreme attention to detail regarding record keeping on a day-to-day basis
- Deliver a high level of comfort and sophistication with spreadsheet analysis
- Familiarity with banking and investment platforms such as Demand Deposit accounts, Insured Cash Sweep accounts and Investment Custodial accounts.
- Responsible for management reporting, forecasting and financial analysis.
- Review and assess the effectiveness of operational risks specific to the cash management process and separation of duties
- Work with a greater team to help manage liquidity and investment opportunities, while managing the risk profile of the funds
- Develop and maintain effective relationships with internal and external business groups and communicate to a diverse group of people
Perks:
• Health Insurance stipend
• Generous PTO Package
• 401(k) with company match
About Milestone Consulting:
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we get the honor to work with.
Why You Should Work Here:
• You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics or other related field
- 3 – 5 years of experience in banking or finance
- Experience in the financial services industry, including ACH processing, deposit and/or cash management
- Strong interest in Settlement Planning and Financial Services
- Self-starter with the ability to synthesize information and develop creative solutions, both within a team and independently
- Excellent social, verbal, and written communication skills so you can effectively articulate your thoughts when working alongside multiple business segments
- Organizational and time management skills; multi-task and work independently in a professional, fast-paced, and high traffic environment
- Advanced Microsoft Suite proficiency (Excel, Word, PowerPoint)
Job specs and details:
• Salary commensurate with experience
• Position located in Buffalo, NY
Relationship Manager
Reporting directly to the Director of Settlement Planning, this role is an internal relationship manager supporting both Qualified Settlement Fund Administration and Settlement Planning. The Relationship Manager will work to maintain and further develop established relationships within our firm-wide qualified settlement funds. He or she will strengthen existing client relationships, grow the business pipeline for each law firm and offer exceptional client service by bringing planning opportunities to the firm.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include:
- Maximize revenue growth within our entities
- Create personal relationships with attorneys utilizing firm-wide qualified settlement funds, thereby deepening business relationships with law firms
- Responsible for maintaining and growing the business pipeline for each law firm, creating a clearer picture of settlement planning and fee deferral opportunities
- Deepen current relationships with existing clients by catering to their specific needs
- Create personalized relationships with attorneys whereby they are educated on our services, their questions are answered, and communication is seamless
- Serve as first point of contact for all client inquires and requests
- Responsible for attending industry events to personalize client relationships and build opportunities within the pipeline (travel required)
- Prepare and deliver presentations to current clients and potential opportunities
- Maintain accurate records by utilizing Salesforce for leads & opportunities
- Market Milestone’s suite of services across all entities
- Maintain relationships with Industry partners (i.e. Financial Advisors, Banking relationships, Administrators, Industry Organizations)
- Conduct competitive analysis and research in the legal industry
Perks:
• A few benefits you’re sure to enjoy:
• Health Insurance stipend
• Generous PTO Package
• 401(k) with company match
About Milestone Consulting:
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we get the honor to work with.
Why You Should Work Here:
• You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
- Degree from a 4-year college or university
- 3+ years account / relationship management experience, preferably in legal industry
- Advance Microsoft Excel experience
- Comfortable in fast-paced environment
- Actively solicits and accepts feedback, and works to continuously improve own performance
- Acute understanding of effective prioritization; ability to triage projects and initiatives while not losing sight of urgent day to day priorities
- Willingness to “roll up your sleeves” and complete administrative tasks required to meet a need or deadline
- Ability to work cooperatively in cross-functional, multiple geographic location setting
- Decisiveness and sense of urgency; ability to take action quickly on issues that matter
- Highly organized and able to quickly review dozens of emails and prioritize responses
- Clear, confident communicator who is able to succinctly explain business processes to clients whose preexisting level of understanding may vary from basic (or not at all) to sophisticated
- Solutions-oriented and committed to offering solutions when flagging an issue to management team
- High degree of personal accountability
- Commitment to service and intrinsic belief that clients are relying upon you to help them
Job specs and details:
• Salary commensurate with experience
• Position located in Buffalo, NY
Director of Wealth Management
The Director of Wealth Management for Monolith Advisors, LLC is a unique opportunity to be a part of a specialized, boutique firm, making a true impact on the financial and personal lives of the clients they serve. The Director is a broad leadership position within the organization’s Seventh Amendment Holdings set of companies. The successful candidate will need to bring a true empathy and relationship focus when dealing with clients across the country, as an integral part of the role will be focused on client-facing financial planning and asset allocation strategy. He or she must be agile and have the ability to function in a flexible work environment, establishing lines of communication, systems, and processes that align the “Monolith” approach of financial planning with the goals and values of the Seventh Amendment companies as a whole. The Director will be a contributing member of a high energy, high impact, motivated team. They will need to be able to collaborate and function independently in this evolving and growing organization.
The position calls for an individual with an in-depth understanding of capital markets and related opportunities in alternative and traditional asset choices. It will be important for the Director to understand the operational aspects/workflows related to the selection, on-boarding, and maintenance of investment products/solutions (alternative/traditional), as well as considering connectivity aspects between asset managers, product platform providers and custodians, including trading practices/processes.
This role reports directly to the CEO and will work closely with advisors and clients on various topics, focused primarily on investment views and related rationale.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include:
- Lead Investment Offering, Investment Consulting and Research Offering
- Understand and articulate investment strategies, portfolio construction concepts and market analysis
- Manage all client inquiries
- Pro-actively monitor investment solutions/content and related investment opportunities, and channel related communication to clients and management
- Utilize the firm’s resources to manage the professional experience that clients experience day to day
- Manage the performance of the investment activity for each client by maintaining proficiency in Monolith’s portfolio management
- Manage all trading and compliance for the firm
- Help in scaling the firm to $300,000,000 in AUM. Currently at $130M AUM
- Design, establish, and maintain an organized work structure to effectively meet set goals and objectives
- Manage the relationships with TD Ameritrade and Charles Schwab
Perks:
• Health Insurance stipend
• Generous PTO Package
• 401(k) with company match
About Milestone Consulting:
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we get the honor to work with.
Why You Should Work Here:
• You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
The candidate should have professional verbal, written communication, and interpersonal skills, as well as the ability to motivate self and others to produce high-quality output, possibly within tight timeframes and while simultaneously managing several projects. The position requires willingness to work a flexible schedule. Additionally, you will need:
- Minimum 5-10 years in the financial services industry
- Bachelor’s Degree, MBA, CFA or CIMA preferred
- Broad understanding and background in manager research, asset allocation, portfolio construction, investment vehicles, and analytical tools/technologies
- Extensive experience in speaking with clients and communicating asset allocation strategies, current market environment and also experience conducting annual reviews
- In-depth knowledge of Analytical Tools/Database applications (e.g. Morningstar, Black Diamond, Salesforce)
- Understanding of third-party money manager structures (Single Contract, Dual Contract, Direct, etc.) and access points (custodial platforms, product platform providers, direct manager access)
- Significant Portfolio Management Experience
- Flexibility to travel, if needed
- Licenses & Certifications: CFP (desired)
Job specs and details:
- Salary commensurate with experience
- Position located in Buffalo, NY
Director of People Operations
Do you love team-building exercises? Are you that person who goes out of their way to make sure everyone at a party is having a good time? If you have a high emotional intelligence and a bias for action, then you could be a perfect fit for our Director of People Operations role.
As the Director of People Ops at Milestone, your job is to help the CEO and other key executives be better attuned to the successes and challenges of the overall team, filtering both the positives we need more of and the negatives that require large-scale changes/initiatives that must be driven from the top down.
This role will focus on investing in people in order to secure and strengthen the company’s foundation for future growth.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include:
• Understand the CEO’s vision and long-term goals/objectives, and analyze our business in order to create an organization that supports that vision
• Effectively communicate and champion the company vision to all employees
• Report to the CEO and partner with other members of the leadership team to develop, communicate, and execute a holistic People strategy
• Support and motivate the internal leadership and teams to drive the company forward
• Build and embed programs, structures and frameworks that cause the team to seamlessly deliver the best work they are capable of
• Help find, develop, motivate and retain the team at Milestone
• Oversee HR functions and ensure adequate systems and policies are in place for our employees
• Double down on our Diversity, Equity, and Inclusion efforts and ensure Milestone is an incredible place for anyone and everyone to work
• Contribute to our growth strategy by establishing a roadmap for greater retention and strategic hires, as well as identifying ways to elevate and empower current employees
• Open communication channels and strengthen cohesion across all entities
• Identify scalable processes to support the company as it grows
Perks:
• A few benefits you’re sure to enjoy:
• Health Insurance stipend
• Generous PTO Package
• 401(k) with company match
About Milestone Consulting:
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we get the honor to work with.
Why You Should Work Here:
• You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
• 5-7 years of HR, People Operations, or Talent Acquisition experience
• Bachelor’s Degree
• Bachelor’s Degree
• Experience leading a People Operations or Human Resources team
• Experience developing high-performing leaders, employees and teams
• A demonstrated ability to challenge conventional approaches and a willingness to build a unique approach
• High emotional intelligence and interpersonal skills
• Strong analytical skills
Job specs and details:
• Salary commensurate with experience
• Position located in Buffalo, NY
Executive Assistant
Are you the parent of your friend group, always keeping the others on time and making sure everyone is taken care of? Do you love organizing details and have a knack for managing multiple priorities at once? If so, you could be the perfect fit for our Executive Assistant role.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do NOT apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include:
- Manage CEO’s calendar and scheduling
- Calendar and coordinate leadership meetings, conference calls, projects, and travel
- Monitor CEO’s email inbox and flag important messages
- Act as liaison between staff and CEO, helping him prioritize work, obtain answers for employees
- Manage internal staff calendar of birthdays and anniversaries
- Note-take at weekly and monthly internal leadership calls
- Assemble monthly meeting presentations
- Organize all UPS and USPS mailings
- Assist with data entry and other administrative tasks as needed
Qualifications/Requirements:
- Bachelor’s degree preferred but not required
- 5+ years experience directly supporting high level executives
- Ability to communicate clearly and concisely with executive level employees
- Patience to understand and learn how the CEO works and anticipate needs
- Ability to discern confidential information and keep within team members on a need-to-know basis
- Proficiency in MS Office – Microsoft Outlook, Word, Excel, and Mail Merge
- Ability to be agile and react quickly to changing priorities
- Not low, not medium, but HIGH attention to detail & administrative skills
- A keen sense of urgency/time management relating to all duties
- Excellent written and verbal communication skills
- Self-motivated, ability to follow through and complete tasks with minimal follow up
Perks:
A few benefits you’re sure to enjoy:
- Health Insurance stipend
- Generous PTO Package
- 401(k) with company match
Job specs and details:
• Salary commensurate with experience
• Position located in Buffalo, NY
About Us:
Seventh Amendment Holdings (SAH) is a suite of companies designed to provide trusted guidance and support to plaintiffs and attorneys before, during, and after litigation. Through a range of entities that include a 501c3 nonprofit organization, a settlement planning and consulting firm, a wealth management firm, and a financial tech start-up, SAH is deeply committed to finding and providing the best financial solutions for individuals and families dealing with tragedy.
Why You Should Work Here:
• You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.