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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Please find the Job Position Details; Position: Accounting Manager Location: East Hanover, NJ (3 Days Onsite & 2 Days Remote) Duration: 12+ Months (with possible extension) Pay Rate: $65-$74/hr. on W2 (Depending upon the experience) Job Description: The accounting manager’s goal is to fulfill revenue objectives and adhere to accounting and reporting policies. This includes reviewing and analyzing finances, ensuring compliance with regulations and refining reporting documentation. This is all performed all while verifying the integrity and accuracy of financial operations and safeguarding organizational assets. The accounting manager is also responsible for overseeing certain contracts as it relates to financial reporting, leading strategic planning for accounting policies and maintaining internal controls over financial transactions. Duties and Responsibilities: • Managing the general accounting function., • Develops accounting organizational strategies by contributing accounting and financial, • information, analysis, and recommendations to strategic thinking and direction; establishing, • functional objectives in line with organizational objectives., • Oversees the completion of ledger accounts and financial statements., • Evaluates and makes appropriate improvements to internal accounting processes ensuring that practices are in line with the overall goals of the organization., • Provides financial projections by coordinating budget/forecast preparation; collecting,, • analyzing, and consolidating financial information; advising departments on the collection and, • analysis of data., • Relies on extensive experience and judgment to plan and accomplish goals., • Leads and directs the work of others., • Maintains sufficient funds by forecasting cash requirements and obligations., • Accomplishes department and organization mission by completing related results as needed. Qualifications: • Proficiency in Microsoft Word, Access, Excel., • Working knowledge of Accounting, Purchasing and Payroll software and systems such as Microsoft D365/ADP., • Prior Biotech experience a plus, • Strong written and verbal communication skills, • Prior experience preparing information for audits., • Strong organization skills, flexibility and the ability to set priorities., • Ability to prioritize and juggle concurrent demands., • Work accurately with close attention to detail., • Maintain confidentiality of sensitive information. Minimum education, training, and experience • Bachelor’s Degree in Accounting or related discipline required., • Designation of CPA preferred., • At least 7+ years of experience in the field of accounting

About Formedics Formedics is transforming healthcare communication through cutting-edge technology and dynamic platforms. Our flagship properties include Physician’s Weekly, the largest point-of-care network, and Figure1, the leading app for healthcare professional (HCP) learning and collaboration. Following our acquisition of AMC Media Group, we now manage a diverse portfolio of 25 digital properties alongside 12 medical society partnerships. Leveraging AI/ML technology, we deliver unparalleled targeting and impact for pharmaceutical and life science brands, shaping the future of HCP engagement. Mission of the Role The Senior Account Manager exists to ensure every sold program delivers maximum impact — for the client and for Formedics. This role owns complex, high‑value accounts and leads post‑sale execution with a strategic lens, ensuring programs launch on time, remain compliant, and deliver a best‑in‑class experience that accelerates revenue recognition, fuels renewals, and strengthens Formedics’ position as a leader in digital HCP marketing and Next Best Engagement. Senior Account Managers set the execution standard for the team. They bridge sales strategy, client goals, and internal delivery at scale, while mentoring others and driving process rigor, quality, and consistency. Role Overview As a Senior Account Manager at Formedics, you are the strategic and operational lead for complex, high‑impact client programs across all Formedics properties, including Physician’s Weekly, Figure1, MashUp, AMC Media Group platforms, and medical society partners. This role combines advanced client services, project leadership, and account strategy. You oversee campaigns from post‑sale transition through reporting, ensuring flawless execution, regulatory compliance, and performance optimization. You serve as a senior client contact, escalation point, and internal execution lead, while mentoring Account Managers and Account Coordinators. You own not only delivery, but also how delivery scales across accounts, teams, and processes. Key Responsibilities Strategic Post‑Sale Leadership and Client Ownership • Serve as the senior day‑to‑day client contact for assigned accounts, owning relationship health, satisfaction, and long‑term partnership., • Lead executive‑level client conversations, delivering insights, recommendations, and performance narratives aligned to client objectives., • Act as a brand representative and trusted advisor for Formedics, balancing client advocacy with internal standards and business priorities., • Handle escalated client challenges and guide resolution with confidence and accountability. Turning Sold Programs into Revenue‑Driving Launches • Oversee end‑to‑end execution of complex and multi‑channel programs, ensuring on‑time, compliant launches that support revenue recognition., • Lead timelines, dependencies, and milestones across cross‑functional teams using SmartSheet or similar tools., • Oversee Medical Legal Regulatory workflows, ensuring quality, compliance, and speed while minimizing rework., • Proactively identify risks that could impact launch timing, scope, or revenue, and drive mitigation plans. Bridging Sales Vision, Strategy, and Execution • Translate sales strategy, client goals, and market context into comprehensive execution plans teams can deliver against., • Enter, manage, and oversee campaign setup and IO accuracy in Boostr, Formedics’ order management system, ensuring alignment with sold programs, financial integrity, and billing readiness., • Maintain tight alignment between Sales, Client Services, Operations, and Finance through disciplined Boostr management and documentation., • Identify growth opportunities within accounts and partner with Sales to drive renewals, expansions, and upsell strategies. Digital HCP Expertise and Performance Leadership • Apply deep expertise in digital marketing, HCP engagement, and pharmaceutical compliance to guide execution and client recommendations., • Analyze performance data across programs, identify trends, and deliver optimization guidance that improves outcomes and supports renewal conversations., • Ensure reporting and insights reflect strategic value, not just tactical delivery. Innovation with Discipline and Operational Excellence • Support and operationalize advanced engagement models while maintaining consistency, quality, and scalability., • Lead process improvement initiatives, identifying inefficiencies and authoring documentation or best practices., • Set execution standards for the team by modeling organization, rigor, and accountability. Team Leadership and Mentorship • Mentor and support Account Managers and Account Coordinators through coaching, feedback, and prioritization guidance., • Provide Boostr and workflow guidance, reinforcing best practices and data hygiene as the system of record., • Partner with leadership to support onboarding, training, and continuous improvement across Client Services. Required Qualifications • 5-7 years of experience in account management, client services, or marketing strategy, preferably in healthcare, pharmaceutical, or digital media., • Proven experience managing multi-million-dollar accounts and delivering results., • Strong project management skills with the ability to balance multiple priorities in a fast paced, deadline-driven environment., • Excellent verbal and written communication, presentation, and negotiation skills., • Familiarity with order management and project management tools (e.g., Boostr, SmartSheet, Monday.com)., • Understanding of healthcare compliance processes (MLR) and complex organizational structures., • Analytical mindset with the ability to translate data into actionable strategies., • Highly organized, detail-oriented, and client-focused. What We Offer • Remote or hybrid work options, • NJ-based office access, • Company-sponsored events and professional development programs, • 401(k) plan and medical benefits including dental and vision, • Life insurance and paid time off, • A collaborative, growth-focused work environment Equal Opportunity Employer Formedics is committed to fostering an inclusive and diverse workplace. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy or related medical conditions), sexual orientation, gender identity, age, veteran status, disability, or other legally protected characteristics.

Our client, located in Parsippany, NJ is looking to hire a Director of SEC Reporting and Technical Accounting. Hybrid. $185k-$225k plus bonus as well as equity. Requirements/Responsibilities: • CPA with 10-15 years of relevant external reporting experience, • A mix of Big 4 and industry experience, • Own the preparation of SEC financial statements, footnotes, and related disclosures, • Own technical accounting positions including segment reporting, EPS, stock-based compensation (ASC 718), revenue recognition (ASC 606), and business combinations (ASC 805), • Research, evaluate, and document complex, non-standard transactions in clear, auditable technical memos, • Build and maintain the external reporting calendar, disclosure controls and procedures, and the supporting tie-out process, • Monitor, assess, and lead the adoption of new accounting standards, and own the company's accounting policy, • Serve as a primary technical point of contact for external auditors

Wealth Advisor – Northern or Central New Jersey This is an opportunity for an established advisor who enjoys owning and developing sophisticated client relationships, with the platform and resources to focus on both deepening existing relationships and driving thoughtful growth. The firm is experiencing significant organic growth and is investing heavily in its local advisory teams. The successful candidate will work directly with high-net-worth individuals and families, taking ownership of existing and incoming relationships while delivering comprehensive financial planning, investment advice, and ongoing wealth management. The platform combines the resources, infrastructure, and capabilities of a large national wealth management firm with locally led advisory teams and a strong regional culture. The Role The Wealth Advisor will serve as a primary relationship manager for high-net-worth clients and their families, working closely with internal planning, investment, tax, estate, and client-service resources. Responsibilities will include: • Serving as the lead advisor and primary point of contact for a portfolio of high-net-worth client relationships., • Developing a deep understanding of each client's financial objectives, family dynamics and longer-term planning needs., • Delivering comprehensive wealth management advice across investments, retirement, estate planning, tax strategy, risk management and other areas of financial planning., • Building trusted, long-term relationships with clients and their families., • Identifying opportunities to deepen existing relationships and expand the firm's work with clients over time., • Partnering with investment, planning and specialist teams to provide coordinated advice., • Supporting the onboarding and transition of new client relationships coming onto the platform., • Developing relationships within the local professional community and generating referrals where appropriate., • Contributing to the continued growth and development of the Greater Philadelphia advisory team. Ideal Background • Meaningful experience advising high-net-worth individuals and families., • A track record of directly owning and managing client relationships rather than operating solely in a support capacity., • Approximately 5+ years of relevant wealth management, private wealth, RIA or financial advisory experience., • Strong financial planning and investment knowledge., • A consultative, relationship-oriented approach rather than a purely transactional or product-driven background., • The ability to communicate sophisticated financial concepts clearly and credibly with clients., • Strong judgment, interpersonal skills and a collaborative working style., • A desire to continue developing as an advisor within a growing organization., • A CFP designation or progress toward the CFP strongly preferred. CFA, CPA or other relevant credentials are also valuable., • Existing relationships or roots within the Greater Philadelphia market are preferred. This opportunity may be particularly relevant to advisors currently within independent RIAs, private wealth firms, bank wealth platforms, or larger advisory organizations who want greater access to resources, client opportunities, and professional infrastructure. Why Consider the Opportunity? The firm is in an unusually strong growth position, with substantial new client demand and continued investment in its advisory platform. The platform offers: • A strong and growing flow of client opportunities., • Established national resources with locally based leadership., • Comprehensive investment and financial planning capabilities., • Significant operational and client-service support., • The opportunity to inherit and develop meaningful client relationships., • A collaborative advisor culture rather than an eat-what-you-kill brokerage model., • Competitive base compensation and performance-based incentive opportunity., • Longer-term career and economic upside as the organization continues to grow.

Financial Advisor Prudential Financial Parsippany, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Life-long student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Howard Diamond Howard.diamond@prudential.com

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

A 40 person CPA firm can offer something the big firms struggle to replicate. Big firm quality work, without becoming a small part of a very large machine. This growing New Jersey firm is entrepreneurial, ambitious and serious about giving good people a route to Partner. Ideas are welcomed, feedback is listened to and everyone has a voice. They’re looking for a Tax Manager to join their modern Parsippany office. You’ll heavily review tax returns, lead and mentor staff and gain broad exposure across tax and accounting. The firm invests heavily in technology and continuing education too, giving people better tools to do better work. • Clear opportunity to progress to Partner, • Entrepreneurial and ambitious culture, • Modern office in Parsippany, NJ, • Significant investment in technology, • Continuing education and professional development, • Opportunity to lead and mentor staff, • Broad exposure across tax and accounting, • Leadership that actively welcomes ideas and feedback How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career.

🔥 Remote PT or FT Insurance Sales/Management — Daily Pay Warm leads. Free training. Performance-based income. If you’re looking to build income without giving up your life, this may be the opportunity you’ve been searching for. We’re growing our team and looking for motivated, business-minded individuals who want flexibility, structure, and real earning potential. No cold calling. Just a proven system. Candidates Must Reside in the US 💼 Why This Works • Work from home with a flexible schedule, • Get paid daily based on performance, • Earn more when you do more — simple, • Warm leads (clients request information), • Free training and ongoing support 🎓 Perfect for Young Professionals Early career ≠ limited income. Skip the ladder. Build real skills. This role is remote, flexible, and results-driven, built for people who thrive with structure, discipline, and clear expectations. 🧠 What You’ll Do • Follow a proven, repeatable system, • Work with clients requesting life insurance guidance, • Help families protect their families, futures and finances, • Build income at your pace with support every step of the way ✅ What You’ll Need • Drive, consistency, and coachability, • Willingness to obtain a state life insurance license (we help you) 👉 Ready to Learn More? Apply or message us here on LinkedIn.

Role Summary We are seeking an experienced Technical Program Manager / Technical Program Lead to drive the integration capabilities into Client’s ecosystem. The successful candidate will lead complex cross-functional initiatives spanning deposit products, core banking platforms, APIs, data integrations, cloud technologies, and regulated financial services platforms. The role will serve as the primary coordination point between Product, Engineering, Architecture, Operations, Compliance, SC Trust, INDX, and external banking partners to ensure successful delivery of strategic integration initiatives. The program includes enabling insured deposit products, merchant savings solutions, payment integrations, digital asset-related capabilities, and enterprise platform modernization efforts Key Responsibilities Program Leadership • Lead end-to-end delivery of integration initiatives across multiple business and technology workstreams., • Establish program governance, delivery plans, RAID logs, dependency management, and executive reporting., • Coordinate delivery activities across Product, Engineering, Operations, Architecture, Security, Compliance, and vendor teams., • Drive program execution from initiation through production deployment and post-launch support. Technical Delivery Management • Partner with engineering teams to design and deliver integrations involving:, • Core banking platform, • Customer portals and APIs, • Trust systems, • Deposit Network services, • Merchant and payment platforms, • External banking partners and service providers, • Manage API, data, cloud, and operational integration workstreams., • Facilitate technical design reviews and architecture discussions., • Identify and remove delivery blockers across teams. Stakeholder Management • Act as the primary liaison between business stakeholders and technical teams., • Communicate program status, risks, decisions, and milestones to leadership., • Drive consensus across competing priorities and stakeholders., • Support integration activities involving acquired businesses and strategic partnerships. Risk & Compliance Management • Ensure delivery aligns with security, regulatory, and operational requirements., • Partner with Risk, Compliance, and Information Security teams throughout program execution., • Drive readiness activities including operational procedures, support models, business continuity, and production governance. Planning & Execution • Develop and maintain:, • Integrated project plans, • Release schedules, • Milestone tracking, • Resource forecasting, • Executive dashboards, • Manage dependencies across multiple program and vendor organizations., • Drive issue resolution and escalation management. Required Qualifications Experience • 8+ years of experience delivering large-scale technology programs., • 5+ years of experience managing cash management, complex financial services, banking, fintech, or payments initiatives., • Experience leading enterprise integration, platform modernization, or acquisition integration programs., • Experience with cash management, digital assets and stablecoin, • Demonstrated success managing cross-functional delivery teams. Technical Knowledge Strong understanding of: • API-based integrations, • Cloud-native architectures (AWS preferred), • Microservices and distributed systems, • Core banking or financial platforms, • Payment processing and money movement, • Data integration and reconciliation processes, • Security and regulatory requirements in financial services Preferred Qualifications • PMP, PgMP, Agile, Scrum, or SAFe certifications., • Prior experience with:, • Banking products, • Deposits and treasury management, • Payment networks, • Digital assets, • Financial institution integrations, • M&A integration programme experience, • Experience working with modern banking cores. Leadership Competencies • Excellent executive communication skills., • Strong technical acumen and problem-solving ability., • Ability to influence without direct authority., • Strong stakeholder management and negotiation skills., • Comfortable operating in fast-paced, highly regulated environments., • Ability to balance strategic planning with hands-on delivery execution.

We are recruiting for multiple positions at public accounting firms ranging from 20-100 ees. A CPA would be a "nice to have" not a must have. We have roles in auditing, tax, business advisory, from staff to senior to managers. Each firm carries its own WFH policy, some more lenient than others. Our clients are located from Bergen/Passaic/Morris counties as well as NYC. Some clients are offering attractive base salaries with a bonus and to a lesser extent a chance to get equity. Robert Half is the leader in public accounting placement, please reach out to me if you have any desire to find a larger firm, if you are in a smaller firm; or if you have a specialist skillset and want to diversify. We have various firms that can use assistance at various levels. Reach out for a conversation.

Immediate Interview & Hire opportunity Job Role: IT Staffing Account Manager (Banking & Financial Services customer) Employer: Pyramid Consulting, Inc. Work Location: Morristown, NJ (Hybrid) Willing to Travel for client meetings and industry networking events Education: Bachelor's Degree Skills: Sales, Business Development, Account Management, Farming, Hunting, IT Staffing, Managed Services, SOW, Team as a Service, HTD/Upskilling, Bestshoring (Onshore/Nearshore/Offshore), Direct Sourcing Platform, MSP, Procurement. Customer Industry: Banking & Financial Services Position Summary We are seeking a results-driven IT Staffing Account Manager to develop and grow client relationships for technology staffing and workforce solutions services. This role is responsible for driving new business, managing existing accounts, identifying staffing opportunities, and partnering with recruiting teams to deliver top technology talent across contract, contract-to-hire, and direct-hire engagements. The ideal candidate has experience selling IT staffing services, building long-term client partnerships, and managing full-cycle account growth within enterprise and mid-market organizations. Key Responsibilities Business Development & Sales • Identify, prospect, and develop new client relationships for IT staffing and workforce solutions services., • Generate new business opportunities through networking, referrals, cold outreach, and strategic account targeting., • Conduct client meetings to understand hiring needs, project requirements, and workforce challenges., • Present staffing solutions including contract staffing, permanent placement, managed services, and project-based hiring., • Negotiate service agreements, rates, terms, and contract renewals. Account Management • Serve as the primary point of contact for assigned client accounts., • Build and maintain strong relationships with hiring managers, procurement teams, HR, and technology leaders., • Manage ongoing client communication regarding open positions, candidate feedback, and delivery performance., • Identify opportunities for account expansion and increased staffing penetration., • Ensure high levels of client satisfaction and retention. Recruiting Collaboration • Partner closely with recruiters and delivery teams to align on client requirements and candidate pipelines., • Prioritize requisitions and communicate client expectations, timelines, and feedback., • Support candidate interview coordination, offer management, and onboarding processes., • Help resolve delivery issues and ensure successful placements. Market & Industry Expertise • Maintain knowledge of IT hiring trends, labor market conditions, and competitive staffing landscape., • Understand technology skill sets including software development, cloud, cybersecurity, infrastructure, data analytics, ERP, and AI/ML., • Provide workforce insights and talent market guidance to clients. Reporting & CRM Management • Maintain accurate pipeline, activity tracking, and forecasting in CRM systems., • Track KPIs including revenue growth, gross margin, placements, and client activity., • Prepare regular account reviews and business updates for leadership. Required Qualifications • 5+ years of experience in IT staffing sales, account management, and business development., • Proven track record of generating staffing revenue and managing client accounts., • Strong understanding of technology roles and IT staffing delivery models., • Experience selling contract staffing, staff augmentation, or managed staffing services., • Experience working with MSP/VMS environments and enterprise procurement processes., • Knowledge of staffing metrics including spread, margin, utilization, and fill ratio., • Excellent communication, presentation, and negotiation skills., • Ability to manage multiple priorities in a fast-paced sales environment. Preferred Qualifications: • Existing relationships with technology hiring managers or procurement leaders. COMPENSATION: The base pay for this position ranges from $80,000 to $90,000 with a potential earning opportunity of 200K+. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Dependent on the position offered, commission, bonus, and other forms of compensation may be provided as part of a total compensation package. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), unlimited vacation and 401(k) plan. ABOUT PYRAMID CONSULTING, Inc. – as one of the largest minority and privately owned staffing firms in the U.S., Pyramid Consulting focuses on providing our clients with high-quality technical professionals and services to support their business and IT initiatives. The success of our clients is facilitated through our ability to provide full-spectrum support via our development centers – from a single consultant under their management, at their site, to full turnkey solutions onsite and offshore. Pyramid Consulting, Inc. is an Equal Employment Opportunity Employer. All applicants hired will be subject to a background check and drug screening.

AEM Solution Architect Location: Parsippany, NJ Minimum experience: 14 to 20 years Salary: up to $170,000 per year A global technology services organisation is seeking an experienced AEM Solution Architect to lead the architecture and evolution of an enterprise digital experience platform for a major consumer brand. This is a high-impact opportunity to shape a modern, scalable ecosystem spanning Adobe Experience Manager, headless delivery, modern frontend frameworks, APIs, cloud infrastructure, CDN technologies and enterprise integrations. N.B. Only US Citizens or Green Card holders can be considered for this position. What You’ll Do • Own the architecture of enterprise-scale AEM Sites, Assets, Headless and hybrid solutions, • Define component frameworks, templates, content models, taxonomies and content structures, • Develop multi-site, multi-brand, localisation and content-governance strategies, • Architect Dispatcher configurations, caching models and scalable performance solutions, • Guide AEM as a Cloud Service migrations, cloud readiness and platform modernisation, • Define CDN and edge architectures using platforms such as Akamai, CloudFront, Cloudflare or Fastly, • Establish strategies for edge caching, routing, media optimisation, WAF and bot mitigation, • Lead frontend architecture using React, Angular or Vue, • Govern SPA and micro-frontend patterns and their integration with AEM, • Design Backend-for-Frontend services using Node.js, Java or Spring Boot, • Define secure and scalable API contracts, orchestration patterns and integrations, • Partner with engineering, security, infrastructure, product and experience teams, • Set standards for performance, accessibility, security, resilience and maintainability What You’ll Bring • 14+ years of progressive experience in digital platforms, engineering or enterprise architecture, • Expert knowledge of AEM 6.x and/or AEM as a Cloud Service, • Strong experience with Sling, OSGi, JCR, HTL, Dispatcher, workflows and Multi Site Manager, • Experience designing AEM Sites, Assets, Headless or hybrid implementations, • Strong understanding of GraphQL, REST APIs and Sling Models, • Experience with modern frontend frameworks and SPA architecture, • Knowledge of BFF and API-driven architecture using Node.js, Java or Spring Boot, • Experience with CDN and edge platforms, caching and performance optimisation, • Strong knowledge of DevOps, CI/CD pipelines and cloud deployment models, • Understanding of security, authentication and authorisation, including OAuth 2.0, SAML and JWT, • Ability to translate complex technical needs into clear, pragmatic architectural decisions, • Strong communication and stakeholder-management skills Experience That Would Be a Plus • Adobe AEM Architect, Developer or equivalent certification, • Hands-on AEM as a Cloud Service migration experience, • Multi-brand, multi-region or multilingual platform architecture, • Adobe Dynamic Media and image or video optimisation, • Adobe Target, Adobe Analytics or similar personalisation and analytics platforms, • CRM, commerce, identity or marketing technology integrations Why Consider This Opportunity? You’ll have the opportunity to influence a highly visible enterprise platform, establish architectural standards and help modernise a complex digital ecosystem. The role combines strategic ownership with enough technical depth to remain close to the solutions being delivered. Benefits may include: • Medical, dental and vision coverage, • Disability and insurance options, • Parental and family leave, • 401(k) plan and performance-based incentives, • Paid vacation, sick leave and holidays, • Certification and training reimbursement, • Commuter benefits, • Legal and financial assistance programmes, • Student-loan refinancing and education-planning support, • Pet, home, auto and identity-theft insurance options Interested in shaping the future of an enterprise digital experience platform? Apply or get in touch to learn more.

Background: The Practice Lead, Digital Assurance Services is a rare opportunity to build a new practice from the ground up inside a Top 100 firm. Wiss is launching a new Digital Assurance practice focused on SOC 1 and SOC 2 examinations and emerging AI assurance and certification services, and we are hiring the leader who will build it from the ground up. You will define the methodology, stand up the team, shape the technology stack, own quality, and grow the book of business, with the full backing of firm leadership and WissLabs, our AI innovation arm. This role demands an uncommon combination: a licensed CPA who can sign attestation reports and hold the line on AICPA professional standards, paired with genuine technology depth across information security, cloud environments, and modern audit tooling. Digital trust certifications are fast becoming table stakes for doing business, and we are building an AI native practice designed to deliver them faster and better than the legacy players. If you have been the technical backbone of someone else's practice and want your name on one you built, this is that opportunity. Practice Building and Strategy • Build the Digital Assurance Services practice from the ground up: service methodology, engagement workflow, templates, quality control framework, and delivery standards., • Own the practice growth plan, including service line roadmap (SOC 2 first, expanding into AI assurance and related certifications), pricing strategy, and staffing model., • Shape the technology stack for an AI native delivery model, evaluating audit platforms (Fieldguide and similar) and partnering with WissLabs on automation across testing, evidence collection, documentation, and reporting., • Establish and track practice KPIs including utilization, realization, engagement margins, and client satisfaction., • Serve as the market face of the practice: thought leadership, referral relationships, conference presence, and partnership development. Engagement Delivery and Quality: • Lead SOC 1 and SOC 2 examinations end to end (Type 1 and Type 2), in accordance with AICPA attestation standards (SSAE 18, AT-C 105, 205, and 320) and the Trust Services Criteria., • Serve as signing practitioner on attestation reports, with full responsibility for engagement quality, independence, and objectivity., • Build and maintain the practice's peer review readiness, working with the firm's quality control leadership., • Advise client executives (CISOs, CIOs, CFOs, compliance leaders) on control design, readiness, and remediation, while maintaining independence in fact and appearance under the AICPA Code of Professional Conduct. Coordinate with firm compliance leadership before accepting or continuing attest engagements for any client that has received control design, implementation, or remediation services from Wiss, including through the Wiss Advisory practice, within the same or a look-back period., • Quality control leadership retains independent authority to pause, modify, or decline any engagement on quality or independence grounds, including engagements this role would otherwise pursue for growth or pricing reasons. This role does not have override authority on QC or independence determinations., • Review technical workpapers, assess control environments across cloud and hybrid infrastructures, and ensure timely delivery of high-quality reports. Technology and AI Native Delivery: • Champion AI assisted delivery: apply LLM tools and agentic workflows to evidence review, documentation, testing, and report generation while maintaining professional skepticism and audit quality., • Evaluate emerging assurance domains including AI governance frameworks (ISO/IEC 42001, NIST AI RMF) and position the practice for AI certification services., • Partner with WissLabs to productize repeatable assurance workflows and continuously improve delivery speed and margin. Team and Talent: • Recruit, train, and mentor the practice team, with a hiring philosophy favoring technical and IT backgrounds developed into assurance professionals., • Lead internal training on SOC reporting, internal controls, and attestation standards as the practice scales., • Build a culture of quality, curiosity, and speed consistent with Wiss values. Qualifications: Required • Active CPA license (non-negotiable; the report signer must be a CPA under AICPA attestation standards)., • 10+ years of audit or assurance experience, with 5+ years performing and managing SOC 1 and SOC 2 examinations at a professional services firm., • Deep working knowledge of AICPA attestation standards (SSAE 18, AT-C sections), Trust Services Criteria, and peer review expectations for attestation practices., • Demonstrated technology depth: comfort assessing controls across cloud platforms (AWS, Azure, GCP), identity and access management, change management, and security operations., • Leadership experience managing engagement teams and developing staff., • Track record of building, launching, or significantly growing a service line or practice., • Excellent executive presence and communication skills for client-facing and market-facing work. Preferred • CISA, CISSP, CISM, CCSK, or comparable security and IT audit credentials., • Familiarity with AI governance and assurance frameworks (ISO/IEC 42001, NIST AI RMF) and genuine interest in AI certification as an emerging service line., • Hands-on experience with modern audit delivery platforms (Fieldguide, AuditBoard, or similar) and with applying generative AI tools to assurance work., • Exposure to adjacent frameworks (HITRUST, ISO 27001, CMMC) sufficient to advise clients on the broader compliance landscape. Why Wiss? • Wiss isn't just a place to work, it's a place to grow. We believe in empowering our people, celebrating individuality, and cultivating a culture that balances innovation, collaboration, and care. If you're passionate about people, growth, and making a lasting impact, we'd love to meet you., • This is a true build role: the chance to design a practice your way, backed by an established Top 100 platform, an existing client base with real cross-sell demand, and WissLabs, our internal AI innovation team, giving you tooling advantages the legacy assurance shops don't have., • You will report directly to firm leadership, with executive sponsorship for the practice from day one. At Wiss, we believe that diversity drives innovation and success. We're committed to building a welcoming, inclusive workplace where every team member can thrive and bring their authentic self to work. We welcome candidates from all backgrounds and experiences. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to all, regardless of national origin. Wiss is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss. Compensation will be commensurate with experience which includes Salary, discretionary bonus and comprehensive benefits!

Job Description – IT Business Consultant Location: Berkeley Heights, NJ IT Business Consultant, Staff, DNA Card Online Analyst What You Will Do: This is the ideal opportunity for someone who sees their future career path moving forward into Project Management with a focus on Card Implementations. As an IT Business Consultant, you will function as a Technical Project Analyst in our DNA Card Services Implementation Group. You will have the opportunity to configure applications for transaction testing and implement a variety of Credit and Debit Card products. We seek your highly honed attention to detail, technical skillset combined with coordination and project management skills to keep our projects moving forward and allowing us to meet our client’s commitments. What You Will Need To Have: • Under the mentorship of the Department Managers, oversee and deliver tasks by completing project achievements within the project/task timeline., • Perform Card Services implementation tasks not limited to: installation, setup, for DNA Credit Cards, ATM/Debit Cards., • Install DNA Card software parameters, insert client specific data and other modifications needed within client’s test and production data bases in preparation for live card services event., • Work with project breakthroughs or with the other client assigned tasks to assure that all applications interact according to specifications not limited to Credit Cards or Debit Cards, and other ancillary interfaces for client Card Service Implementation., • Adhere to company Service Level Agreement guidelines, • Capable of multi-tasking across projects within a fast-paced and demanding environment, • Must have exceptional troubleshooting skills and be able to resolve complex technical issues by researching through internet and other internal knowledge base tools, • A self-starter, motivated individual is a must, • Strong verbal and written communication skills, and excellent customer service skills, • Superior attention to detail, and a resourceful problem solver, • Team player who strives for excellence, • Highly collaborative, consultative and solution-oriented work style with the ability to positively negotiate, influence others and maintain effective business relationships, • Excellent professional written, verbal and presentation skills., • Mastery of SQL and other Microsoft Office tools, • Strong research and problem-solving skills., • Other demonstrated attributes – strong communicator, competitive, aggressive, accountable, adaptable, motivated, results-oriented, solution oriented, and driven to succeed., • Demonstrable ability to manage multiple projects in a fast-paced environment while adhering to deadlines., • Flexibility to work after hours/on-call/ weekends as needed

Our client is seeking a hands-on Finance Director/Controller to lead day-to-day financial operations for its U.S. business, drive an ERP implementation as part of its integration into a larger international group, and serve as a true finance business partner to leadership through a period of rapid growth. KEY RESPONSIBILITIES • Own day-to-day financial operations and oversee the local accounting/administration team (accounting, payroll, banking, accounts payable, and billing functions), • Lead the U.S. side of an ERP implementation (SAP), replacing the legacy system, including inventory tracking, costing, and bill-of-materials setup, • Run monthly physical/perpetual inventory counts and closes to accurately calculate margin, • Maintain regular, hands-on presence across operations (warehouse, logistics, plant floor) to understand first-hand where financial and inventory data originates — this is not a desk-only role, • Provide technical accounting support to the local team on more complex journal entries and transactions, • Maintain rolling revenue and margin forecasts and proactively escalate emerging risks or variances to leadership in real time, ahead of period close, • Prepare monthly, quarterly, and half-year financial reporting packages for the parent company's HQ, including in-depth variance analysis (actual vs. budget and prior period) on revenue, margin, and net financial position, • Support quarterly consolidated reporting required under the group's senior credit facility covenants, • Partner with external auditors and tax advisors on annual financial statements and related tax filings, • Manage working capital, cash flow, and the short-term credit line; support negotiation of a new Capex credit facility, • Provide hands-on financial and margin analysis (cost of goods, first margin, pricing) in partnership with sales and operations leadership, including monitoring and timely execution of price increases to protect margin QUALIFICATIONS & EXPERIENCE • Prior experience as a Controller, Finance Director, or senior financial/accounting leader in a manufacturing or distribution business, • Hands-on, detail-oriented approach — comfortable working at the transaction level and spending time in operations, not just reviewing reports from a desk, • Experience with ERP implementations (SAP strongly preferred), including inventory, costing, and bill-of-materials setup, • Strong controlling/FP&A orientation combined with solid core accounting fundamentals, • Experience working with external auditors and tax advisors on annual financial statements and compliance, • Comfortable building process and working with a lean team in a still-maturing finance function, • Available to work on-site in New Jersey daily; this is not a remote position PREFERRED QUALIFICATIONS • Background in food & beverage, CPG, or a similar distribution/manufacturing industry (a plus, not required), • Experience in a private-equity-backed or multinational group environment, • Exposure to both U.S. GAAP and IFRS reporting COMPENSATION & BENEFITS • Competitive base salary plus annual performance bonus tied to company financial KPIs (e.g., EBITDA, net financial position), • Choice of three medical plans through a national carrier (HSA-eligible EPO, EPO, and PPO), with employee-only contributions as low as $0 per pay period, • 401(k) plan with immediate eligibility (minimum age 21, no waiting period) and a 3% employer safe harbor contribution for all eligible participants, immediately 100% vested, • Relocation assistance open for discussion for the right candidate

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®), • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings ($80,000 - $100,000 1st year average), • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey. Junior Associate, Marketing Summit Financial is seeking a creative, detail-oriented Junior Marketing Associate with a strong graphic design background to support the Marketing team. This individual will help develop visually compelling content and materials that support Summit's brand, advisor network, and partner firms, while gaining exposure to the full scope of marketing operations at a fast-growing wealth management firm. This role is ideal for someone early in their career who has a strong design sensibility, an eye for detail, and an interest in building a well-rounded marketing skill set in financial services. Responsibilities • Design marketing collateral, presentations, digital assets, and print materials that align with Summit's brand identity and standards., • Support the creation of content for advisor-facing communications, partner materials, social media, email campaigns, and the company website., • Collaborate with the Marketing team to concept, design, and execute materials for events, conferences, and internal initiatives., • Maintain and organize the firm's design asset library, templates, and brand guidelines to ensure consistency across all materials., • Assist with photo and video editing, formatting, and light production work for marketing campaigns., • Partner with internal stakeholders, including advisors and other departments, to understand marketing needs and translate them into effective visual solutions., • Support day-to-day marketing operations, including tracking project timelines, coordinating approvals, and managing multiple design requests simultaneously., • Stay current on design trends, tools, and best practices, and proactively bring fresh ideas to the team. Qualifications • 2-5 years of experience in graphic design, marketing, or a related creative field; internship experience considered., • Strong portfolio demonstrating graphic design skills and proficiency with design software (e.g., Adobe Creative Suite — Illustrator, Photoshop, InDesign; Figma)., • Bachelor's degree in Graphic Design, Marketing, Communications, or a related field., • Strong attention to detail, with the ability to manage multiple projects and deadlines in a fast-paced environment., • Excellent communication and collaboration skills, with a willingness to take direction and incorporate feedback., • Highly organized, proactive, and eager to learn, with a strong sense of ownership over deliverables., • Experience in financial services, professional services, or a corporate marketing environment is a plus but not required. $65K plus for salary

Overview KNM Resources is seeking a Senior Accountant to support accounting, reporting, budgeting, forecasting, and financial analysis. The ideal candidate will have 5+ years of experience and strong Excel skills. To learn more about this role, please contact me. For more opportunities from KNM Resources, please visit _. Responsibilities Financial Reporting & Analysis • Lead month-end and year-end close activities., • Prepare financial statements and management reports., • Develop financial and operational reporting., • Analyze budget-to-actual results and financial trends., • Identify risks, opportunities, and performance issues., • Provide financial recommendations to leadership., • Monitor financial activity and reporting requirements., • Support external audits and prepare audit schedules. Budgeting, Forecasting & Strategic Planning • Support annual budgeting with senior finance leadership., • Prepare quarterly forecasts and long-range projections., • Develop financial models and supporting analyses., • Perform monthly, quarterly, and annual variance analysis., • Support strategic planning and financial initiatives. Qualifications • Bachelor’s degree in Accounting or related field., • 5+ years of progressive accounting experience., • Strong general accounting and financial reporting background., • Advanced Excel and financial modeling skills.

Transition Project Coordinator FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (On-Site) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Transition Project Coordinator. Position Overview: The Transition Project Coordinator supports the Advisor Integrations Manager in executing day-to-day project operations for advisor transitions and M&A integrations. Under the manager's relationship-building and strategic direction, this role tracks project milestones, coordinates meetings and agendas, maintains task tracking, and manages internal communication across departments. The coordinator is responsible for the project related and operational execution of transitions while developing relationship management and client-facing skills. Key Responsibilities: • Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager, • Schedule and coordinate transition meetings (kickoff, weekly updates, status reviews); prepare agendas, meeting notes, and action item tracking, • Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and key performance indicators, • Support relationship building with internal departments (compliance, legal, IT, client services) and external partners (custodians, vendors) under manager guidance; develop communication and coordination skills through hands-on experience, • Track advisor progress through training modules, milestones, and assessments; support training scheduling and report acclimation status to the Integrations Manager, • Monitor day-to-day transition alerts and cleanup items; flag priority issues to the Advisor Integrations Manager for direction and resolution, • Support maintenance of centralized repository of transition documents, checklists, and SOPs Qualifications: Education Bachelor's degree in business administration, finance, project management, or related field preferred. Experience • 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency), • Experience supporting transition initiatives, process improvements, or cross-functional projects a strong plus, • Demonstrated proficiency in Excel (pivot tables, VLOOKUP, data validation, conditional formatting), • Experience with CRM platforms, business intelligence tools, or project management software (Asana, Salesforce, Tableau) is a plus Desired Skills and Competencies Organization & Execution Strong organizational skills and attention to detail in tracking project timelines, tasks, and deliverables across multiple concurrent transitions. Ability to identify issues early, escalate appropriately, and adapt to changing priorities. Self-motivated and able to work under direction; takes responsibility for assigned tasks, follows through on commitments, and flags items that need attention without waiting to be asked. Communication & Collaboration Strong written and verbal communication skills with the ability to listen carefully and follow directions clearly. Comfortable assisting with cross-functional coordination under direction. Developing ability to explain transition processes and build relationships through hands-on experience and manager mentorship. Willing to learn relationship-building practices as a collaborative support resource within the team. Technical Proficiency Strong Excel skills (pivot tables, VLOOKUP, data validation, conditional formatting) and comfort with data entry, validation, and quality assurance. Able to troubleshoot technical issues and comfortable learning new software platforms and tools (Salesforce, Tableau, project management software). Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement: OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

📍 Location: Berkeley Heights, NJ / New York, NY 🏢 Client Site – Onsite 💼 Role: DevSecOps Sr Lead W2- Contract 🔧 Key Skills: DevSecOps, DevOps, Harness, CI/CD, Kubernetes, Docker, AWS/Azure/GCP, Terraform, Python/Bash, Ansible DevSecOps Lead – Senior Manager Job Summary: • Lead and implement DevSecOps practices across multiple projects., • Integrate security throughout the Software Development Lifecycle (SDLC)., • Drive collaboration between Development, Operations, and Security teams., • Manage project timelines, deliverables, resources, and risks., • Promote a culture of security, automation, and continuous improvement. Key Responsibilities: • Lead DevSecOps implementation and security initiatives., • Define and implement security requirements and best practices., • Manage project schedules, deliverables, and resources., • Conduct DevSecOps training and security awareness workshops., • Improve application and infrastructure security through automated testing and monitoring., • Communicate project status and security initiatives to stakeholders., • Identify and mitigate security vulnerabilities and development risks., • Stay updated with DevSecOps trends and emerging technologies. Mandatory Skills: • Strong DevOps knowledge and experience., • Strong understanding of DevSecOps and security practices., • Experience with CI/CD pipelines and automation tools., • Proficiency in security tools and technologies., • Strong Project Management experience., • Excellent analytical and problem-solving skills., • Strong communication and cross-functional collaboration skills. Preferred Skills: • AWS / Azure / GCP and cloud security., • Docker / Kubernetes., • Infrastructure as Code (IaC)., • Security/compliance frameworks: GDPR, HIPAA, PCI-DSS., • DevOps/Security certifications such as AWS DevOps Engineer or CISSP. Education: • Bachelor’s degree in Computer Science, IT, or related field., • Master’s degree or relevant Project Management/Security certifications preferred. 🎯 Most Important: DevSecOps + DevOps + Security + CI/CD + Automation + Project Management + Cross-functional Leadership If you would be intrested share your Updated resume to Deepika.chauhan@talentola.com

Title: Investment Analyst Job Description As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts. Responsibilities Responsibilities and essential job functions include but are not limited to the following: • Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling., • Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings., • Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing., • Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios., • Any other duties as requested by the Wealth Advisor or Team Lead. Requirements • 4+ years of experience in wealth management, financial planning, or an investment-related field; scope of role and seniority scale with experience., • Candidates with approximately 10+ years of relevant experience and prior people-management or supervisory experience will be considered for the Team Lead track, which includes oversight of Analyst staffing and workflow., • Ability to collaborate closely and effectively with Wealth Advisors., • Ability to communicate clearly and concisely, both orally and in writing., • Strong mindfulness and attention to detail., • Demonstrated ability to perform effectively in a fast-paced, high-volume, high-performance environment., • Advanced skills in Excel, with knowledge of one or more of the following: Morningstar, Bloomberg, ycharts, and/or eMoney., • Experience with RedBlack is considered a strong asset and will enhance a candidate's overall profile., • Bachelor's degree in math, finance, accounting, or business preferred. Licenses/Certifications Candidates holding a Series 7, Series 65, CFA, CFP, or ChFC designations preferred. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Employee will receive a copy via email. 300 Kimball Drive, Suite 310 | Parsippany, NJ 07054 Office. 973.575.4180· www.onepointbfg.com Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).

About Us DOWC is a fast-growing third-party service provider in the automotive industry. We partner with thousands of dealerships nationwide, including exclusively for Nissan. We offer finance & insurance solutions to our partners and help service over a million contract holders across the country. Voted NJBIZ Best Place's to Work 4 years in a row! We’re looking for a Sr. Director of Accounting Operations to lead and elevate our Accounts Receivable / Order-to-Cash and Treasury functions. This is a highly visible leadership role for an accounting professional who thrives on improving processes, developing people, and bringing structure and efficiency to high-volume financial operations. You’ll oversee a team of approximately 15 accounting & treasury professionals and play a key role in ensuring the organization maintains strong cash flow, disciplined working capital management, accurate receivables, and effective treasury operations. What You’ll Do: Lead Accounting Operations • Lead, mentor, and develop a team of approximately 15 professionals across AR, Order-to-Cash, and Treasury., • Establish clear goals, performance expectations, KPIs, and accountability across the team., • Serve as a hands-on leader who can step into complex issues while empowering managers and team members to own their areas., • Partner closely with senior leadership, Accounting, Finance, Operations, and other internal teams. Own Accounts Receivable/Order-to-Cash • Oversee the full Order-to-Cash lifecycle, including invoicing, cash application, collections, account reconciliation, and dispute resolution., • Drive improvements in DSO, aging, collections performance, cash application, and overall working capital., • Establish and monitor AR reporting, KPIs, dashboards, and performance metrics., • Identify bottlenecks and implement scalable processes that improve efficiency, accuracy, and customer experience., • Develop SOPs for O2C operations specific to industry standards and implement process improvements for best efficiency., • Ensure appropriate controls are in place around billing, collections, cash receipts, and account reconciliations. Lead Treasury Operations • Oversee daily treasury and cash management activities, including cash positioning, bank activity, transfers, and reconciliations., • Monitor liquidity and cash requirements and help optimize the organization's cash position., • Manage banking relationships and support banking administration, including account openings, closures, signatories, and related documentation., • Strengthen treasury processes, controls, and reporting., • Partner with leadership to improve cash forecasting and visibility. What We’re Looking For • Bachelor’s degree in Accounting, Finance, Business, or a related field, • 5+ years of experience as a controller, assistant controller, VP of accounting, director of accounting, or related role, • Must have experience overseeing treasury and accounts receivable teams, • Strong understanding of AR operations, cash application, collections, reconciliations, corporate treasury, and cash management, • Experience improving processes, implementing controls, and driving operational efficiencies, • Strong analytical and problem-solving skills with the ability to turn financial data into actionable insights, • Excellent communication skills and the ability to collaborate effectively across departments, • Strong ERP/accounting systems experience; experience with automation and process improvement initiatives is highly valued, • NetSuite experience is a plus Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for four years in a row, we offer: • Competitive compensation, • PTO and Sick Time, • Medical, Dental, Vision, 401k matching, ancillary benefits, • Full-service cafeteria on-site serving breakfast & lunch from a private chef, • Corporate events, team activities, employee awards and recognition, 5-year employee loyalty vacation and more! DOWC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance

About Us Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth. Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required. Specific duties include, but are not limited to: • Serve as the first point of contact for client requests and services, • Accurately prepare, complete, and review account paperwork, • Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM, • Respond to and manage client inquiries. Troubleshoot and research any account issues that arise, • Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail, • Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures, • Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed, • Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received, • Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans, • Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks, • Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvements, • Perform special projects as needed Education, Training, and Skills: • A bachelor’s degree in business, finance, economics, or a related field is preferred, • High degree of accuracy and attention to detail, • Strong problem-solving skills, • Dedicated team player with strong communication skills to use information from different sources to accomplish tasks, • Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow., • Strong understanding of the MS Office suite, with an emphasis on Word and Excel, • Past industry experience is preferred but not required, • Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required Job Type: Full-time on-site Compensation & Benefits • Base salary: $50,000 to $53,000, • Bonus potential: Discretionary, based on individual and firm performance., • Benefits: Health, dental, vision, life, and disability; 401 (k) (eligibility after one year of employment), • Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence. Position Overview: The Technical Lead – Application & Platform Engineering is a senior engineering leader responsible for architecting, developing, and optimizing advisor and client facing applications and platforms. The ideal candidate brings strong hands-on engineering ability, architectural vision, and leadership experience in regulated environments, application modernization, SaaS integrations, AI-enabling integrations, and user-centric development. Key Responsibilities: Application & Platform Engineering & Integration • Lead end-to-end engineering for advisor and client platforms, emphasizing performance, scalability, and financial industry security standards., • Architect and evolve distributed microservices using Java, Python, Spring Boot, REST APIs, and event-driven patterns; guide frontend engineering with ReactJS or other modern JavaScript frameworks., • Lead SaaS integration strategy and enterprise-grade API ecosystems across custodians, market data providers, and third-party financial services applications, standardizing authentication, data synchronization, and lifecycle management., • Design AI-enabling integrations – including AI connectors, tools, and Model Context Protocol (MCP) servers – that securely expose platform data and actions to LLMs, AI agents, and agentic workflows under governed, permissioned, and auditable controls., • Champion AI-assisted development and code generation agents within the SDLC to accelerate delivery, testing, and code review while preserving quality, security, and human-in-the-loop controls., • Define standards for API governance, authentication, observability, and lifecycle management. SDLC Governance & Engineering Excellence • Oversee the full SDLC within Agile frameworks, driving quality and high-velocity delivery., • Advance CI/CD pipelines, automated testing, code quality practices, and cloud-native deployment (containers, ARM templates, GitHub Actions). Team Leadership & Cross-Functional Alignment • Mentor engineers across backend, frontend, DevOps, and QA functions, and lead technical decision-making for modernization efforts and new platform capabilities., • Partner with business, product, operations, and compliance teams to ensure solutions meet regulatory, audit, and data security requirements. Metrics, Optimization & Continuous Improvement • Define and track engineering KPIs for productivity, reliability, and performance; drive refactoring, technical debt reduction, and platform resilience to support growth., • Evaluate emerging technologies that improve advisor experience, automation, and digital service delivery. Required Experience & Skills: Core Technical Skills • Java, Spring Boot, microservices, and RESTful APIs; Python and FastAPI; ReactJS, JavaScript/TypeScript (Redux, Next.js, Node.js); component libraries (MUI) and micro-frontends (Module Federation)., • API design, integration patterns, and SaaS orchestration, with hands-on experience integrating custodians, market data providers, and financial services SaaS platforms., • AI-enabling integration experience — building AI connectors, tools, and MCP servers that expose data and services to LLMs, AI agents, and agentic workflows through secure, governed APIs., • Code generation agents and AI-assisted development tools (e.g., GitHub Copilot, Claude Code), with secure-by-design coding and quality guardrails for AI-generated code., • Cloud engineering (Azure preferred; AWS a plus), containers (Docker, Kubernetes), IaC (Bicep/Terraform), and CI/CD (Azure DevOps, GitHub)., • Working knowledge of Azure AI Foundry and the Azure AI/OpenAI service ecosystem., • Identity and access engineering — OAuth 2.0/OIDC, SAML, SSO federation, token exchange, and role/entitlement models for advisor- and client-level data access., • SQL/NoSQL databases, caching, and event-driven architectures (Kafka, Azure Service Bus), • Reliability practices — SLOs, observability (OpenTelemetry/App Insights)., • AI security, quality, and safety — guardrails, prompt-injection/data-leakage protection, and evaluation of prompts and agent actions. Leadership & Delivery • 10+ years in application/platform engineering with increasing responsibility., • Proven ability to lead cross-functional teams and deliver complex solutions at scale., • Strong communication skills with the ability to engage both technical and business stakeholders. Reports To: Director of Applications Direct Reports: None Location: Florham Park, NJ. Flexible across Steward Partners offices; hybrid and remote options are also available for the right candidate.

Senior Manager, Fund Accounting, Client Services Hybrid Schedule In Either Livingston, NJ or Wilmington, DE Shift: Monday to Friday 9:00 to 6:00 p.m. Some of the things you will be doing: The Senior Manager candidate will manage multiple client relationships ensuring superior client service with their client service team members. Deliverables include fund administration services provided to private equity funds such as: • Review accounting records, financial statements and support schedules (GAAP & OCBOA), • Review SBA compliance reporting, including SBA Form 468 preparation, • Review capital call & distribution calculations and letters, • Review waterfalls and partner capital account statements, • Coordinate deliverables with Investor Services team, • Career development, supervision and training of staff, • Daily client and team member interaction, • Leading certain client relationships, • Internal responsibilities (filing, status reports, time tracking, etc.), • Review processes and make recommendations on how they can become more efficient What technical skills, experience, and qualifications do you need? • BS Degree in Accounting - CPA or CPA candidate preferred, • Leadership experience in private equity accounting is required, • Working knowledge of US GAAP, • Advanced Excel skills (VLOOKUP, SUMIF, IF/THEN, XIRR, SUBTOTAL, ROUND, named ranges), • Investran experience preferred, • Able to multi task and perform tasks under strict deadlines, • Experience delegating, training, and supervising staff, • Experience managing and leading client relationships, • Professional verbal and written communication skills, • Attention to detail and strong organizational skills At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $100,000 to $150,000. #Privateequityaccounting #accounting #fundadministration #fundadministrator #fundaccountingmanager

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Senior Tax Manager opportunity with a growing public accounting and advisory firm offering a faster path to client ownership and leadership. This is a succession-driven opening where the right person can transition into an existing book of client relationships over time. The work is focused on closely held businesses, business owners, HNW individuals, partnerships, S-Corps, C-Corps, and individual tax clients, with a blend of review, planning, compliance, and advisory. Ideal background is 8+ recent years in public accounting tax, strong prep/review experience, and comfort working directly with clients. CPA preferred, not required. The team is modern, tech-forward, growth-minded, and building more efficient workflows around tax and advisory. Hybrid flexibility available across Northern NJ, NYC, and remote work once ramped. Base compensation is expected in the $120K-$170K range, plus bonus potential.

Accounts Payable II We’re looking for an Accounts Payable II / Payments & Reporting Specialist with 3–6 years of experience in payments, financial operations, contracting, or data analysis. This role focuses on fee and rebate processing, contract review, financial reporting, data analysis, and process improvement. What You’ll Do: • Process and manage fees and rebates accurately and on time, • Review contract terms for new and renewed agreements, • Analyze financial and payment data and resolve discrepancies, • Create, review, and distribute reports, • Collaborate with Account Management and Contract Development teams, • Maintain accurate data and ensure compliance with business requirements, • Identify process improvements and support SOP updates, • Manage multiple priorities in a fast-paced environment, • Use Excel and reporting tools to analyze complex financial data What You Bring: • Bachelor’s degree in Business, Finance, Analytics, Information Systems, or a related field, • 3–6 years of relevant experience, • Advanced Excel skills with experience in data analysis and reporting, • Strong attention to detail and problem-solving abilities, • Excellent communication and collaboration skills, • Ability to work with complex data and meet deadlines, • Experience with Model N, SAP, Shift, RMUS, Power BI, or Sapphire is a plus Top performers will be analytical, detail-oriented, organized, and comfortable working across teams while maintaining accuracy and meeting deadlines. 📍 Location: Morristown, NJ 07960 (Onsite) 💵 Pay: $30 – $32/hour. If you have an interest in the Accounts Payable II, please apply now! Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Senior Accountant – Manufacturing We are seeking a Senior Accountant to join our manufacturing client’s accounting team. This role is ideal for a hands-on accounting professional with strong inventory experience who wants visibility across operations and clear room for growth into leadership. Key Responsibilities • Manage month-end close activities, including journal entries, reconciliations, accruals, and financial statement support., • Maintain and analyze inventory accounting, including inventory reconciliations, reserves, variance analysis, and support for physical counts and cycle counts., • Partner closely with plant operations, supply chain, and production leadership to ensure accurate inventory valuation and cost reporting., • Assist with cost accounting functions, including standard costing, BOM review, labor and overhead analysis, and manufacturing variance reporting., • Support internal controls, audit preparation, and compliance with company policies and accounting standards., • Identify process improvements across inventory, costing, and general ledger workflows to improve efficiency and accuracy., • Prepare account reconciliations and assist with budgeting, forecasting, and ad hoc financial analysis., • Serve as a key resource for ERP and reporting improvements related to inventory and manufacturing accounting. Required Qualifications • Bachelor’s degree in Accounting, Finance, or related field., • 4+ years of progressive accounting experience, preferably within a manufacturing environment., • Hands-on inventory accounting experience is required, including reconciliations, physical inventory support, and inventory variance analysis., • Strong understanding of general ledger, month-end close, and manufacturing or cost accounting concepts., • Experience working with ERP systems; exposure to SAP, Oracle NetSuite, Microsoft D365, or similar platforms is helpful. (Source: Q1 2026_The Demand for Skilled Talent.pdf), • Advanced Excel skills and strong analytical ability. Preferred Qualifications • CPA or CMA is a plus. (Source: 2027 Salary Guide Copy Master File.pdf), • Experience supporting a plant, distribution, or multi-site manufacturing operation., • Strong communication skills with the ability to work cross-functionally with both finance and operations teams. Why This Role • Highly visible role with direct exposure to operations and leadership., • Opportunity to build on inventory and cost accounting expertise in a growing manufacturing environment. (Source: 2027 Salary Guide Copy Master File.pdf), • Clear path for advancement into roles such as Accounting Manager or Plant Controller.

Job Summary We are seeking an experienced Salesforce Agentforce Technical Architect to lead the architecture design and implementation of AI-powered Salesforce solutions leveraging Agentforce, Data Cloud, Einstein AI, and Salesforce Platform capabilities. The ideal candidate will define scalable architecture, establish technical standards, and drive the successful delivery of enterprise-grade Agentforce implementations across multiple Salesforce clouds and integrated ecosystems. Key Responsibilities • Lead end-to-end architecture and solution design for Salesforce Agentforce implementations., • Define Agentforce architecture including agents, topics, actions, prompts, instructions, guardrails, and AI governance frameworks., • Design scalable and secure solutions across Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, and Agentforce., • Architect integrations between Salesforce, external applications, AI services, APIs, and enterprise systems., • Establish best practices for prompt engineering, agent orchestration, grounding, observability, and AI response validation., • Provide technical leadership to developers, technical leads, and project teams throughout the delivery lifecycle., • Conduct architecture reviews, code reviews, and technical design assessments., • Ensure adherence to Salesforce security, data privacy, compliance, scalability, and performance standards., • Collaborate with business stakeholders, product owners, and enterprise architects to align technical solutions with business objectives., • Support presales activities, solution estimates, technical proposals, and architectural roadmaps. Required Skills • Salesforce Apex, • Salesforce Integration (REST, SOAP, Streaming APIs, Events), • Salesforce Visualforce, • Hands-on expertise in Salesforce Agentforce, Einstein AI, Prompt Builder, and AI-driven solutions., • Strong knowledge of Apex, Lightning Web Components (LWC), Flows, SOQL, and Salesforce Platform architecture., • Experience designing solutions using Sales Cloud, Service Cloud, Experience Cloud, and Data Cloud., • Deep understanding of Agentforce agents, grounding, prompt templates, actions, AI governance, and security controls., • Strong integration architecture experience using REST, SOAP, Platform Events, MuleSoft, and middleware platforms., • Experience with large-scale enterprise Salesforce implementations and digital transformation programs., • Knowledge of DevOps processes and tools including Git, Copado, Gearset, and Azure DevOps. Preferred Skills • Experience with Retrieval Augmented Generation (RAG), AI orchestration, and conversational AI architectures., • Exposure to enterprise data architecture, Data Cloud, and customer data platforms., • Understanding of responsible AI, compliance, security, and governance frameworks., • Experience with multi-cloud Salesforce environments and complex integration landscapes. Qualifications • 10+ years of Salesforce experience with at least 3 years in Architect or Lead Architect roles., • Salesforce Certified Technical Architect (Preferred)., • Salesforce Application Architect., • Salesforce System Architect., • Salesforce AI Specialist., • Salesforce Agentforce Specialist., • Salesforce Platform Developer II., • Data Cloud Consultant (Preferred). We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, citizenship status, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable law. _

We are working with a well-established wealth management firm in Parsippany that has more than $500 million in assets under management and continues to grow. About the Role They are looking for an experienced investment and financial planning professional who can step into a broad, hands-on role. This person will be involved in investment research, portfolio construction, financial planning, client meeting preparation, and oversight of the day-to-day work being handled by the team. The environment is small and close-knit, so personality fit is important. They want someone who is sharp, dependable, willing to jump in where needed, and comfortable working without a lot of ego or hierarchy. Responsibilities • Research and evaluate mutual funds, ETFs, investment managers, and portfolio strategies, • Review performance across different market cycles, including risk, return, downside protection, fees, and tax impact, • Build and maintain investment models and portfolio allocations, • Prepare financial plans covering retirement, tax, estate, insurance, cash flow, and investment planning, • Gather client information and prepare materials for advisor and client meetings, • Handle follow-up items, update the CRM, and help make sure recommendations are carried through, • Review work completed by other team members and help keep processes moving, • Explain investment and planning concepts clearly to advisors, clients, and internal staff Qualifications • 7 to 10+ years of experience within an RIA, wealth management, private wealth, or financial planning firm Required Skills • Strong investment analysis and portfolio construction experience, • Someone who knows how to look beyond historical returns and evaluate investments based on risk, volatility, downside performance, and overall portfolio fit, • Experience preparing comprehensive financial plans and supporting high-net-worth clients, • Strong communication and presentation skills, • A detail-oriented, organized approach with the ability to manage several priorities at once, • A team-first attitude and willingness to handle both higher-level analysis and day-to-day responsibilities Preferred Skills • CFP, CFA, CPA, CIMA, CPWA, or a similar designation is preferred Candidates coming from an institutional investment background may be considered, but they need to have direct experience working with advisors, financial planners, or high-net-worth clients.

INVESTMENT STRATEGIST FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (Also open to Richmond, VA or Minneapolis, MN) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Investment Strategist. Position Overview The Investment Strategist serves as the central investment point person for one of the firm's largest, high-touch advisory practices, reporting directly to the Chief Investment Platform Officer. This pivotal role sits at the intersection of client-facing investment guidance, portfolio strategy, and rigorous market research. The successful candidate will utilize sharp investment judgment and deep portfolio management expertise to translate sophisticated investment theories, market developments, and portfolio transactions into clear, actionable insights that clients and advisors can act on with total confidence. By bridging the gap between complex economic concepts and real-world client portfolios, this position will directly influence client outcomes and help actively shape our rapidly growing, entrepreneurial RIA investment platform. Key Responsibilities • Practice Investment Lead: Serve as the dedicated investment point person for a large, high-touch advisory practice, ensuring client portfolio needs are met with exceptional speed and accuracy., • Client & Advisor Communication: Distill complex portfolio transactions, market developments, and sophisticated investment theories into clear, engaging, and actionable guidance for clients and advisors., • Portfolio Monitoring: Continuously evaluate client portfolios, the broader markets, and the evolving investment marketplace to proactively identify opportunities to optimize and improve client outcomes., • Manager Research: Conduct comprehensive manager research across all asset classes in both public and private investment universes as demanded by client and business needs., • Committee Presentation: Synthesize research findings and present institutional-quality investment recommendations to the OnePoint Investment Committee., • Cross-Functional Collaboration: Partner closely with internal stakeholders across the investments, advisory, wealth planning, and operations teams to execute seamless investment workflows., • Brand Ambassadorship: Engage regularly in current and prospective client conversations, serving as a trusted ambassador for the firm’s fiduciary investment philosophy and process. Qualifications • Industry Experience: Minimum of 5 years of asset management industry experience in client-facing investment roles, ideally within the private wealth channel, with a proven track record of building trusted relationships., • Education: Bachelor’s degree in business, finance, or a related field is preferred; an advanced degree is considered a strong plus., • Professional Credentials: CFA designation, or active progress toward a CFA, is highly desired; CAIA, FRM, or CIMA designations are also favorable., • Technical Domain Expertise: Strong command of asset allocation, portfolio management, investment implementation, trading, and ongoing portfolio oversight across both public and private investments., • Workflow Proficiency: Solid working knowledge of relevant investment technology stacks and the ability to rapidly adopt new digital tools and financial platforms. Desired Skills and Competencies • Communication Excellence: Exceptional written and verbal communication skills, with a distinct ability to "speak life" into complex financial topics for diverse audiences., • Fiduciary Mindset: A natural fiduciary alignment that thrives within a true, relationship-first Registered Investment Advisor (RIA) culture., • Adaptability & Drive: An entrepreneurial mindset with the comfort and flexibility to adapt as the role’s scope evolves alongside a rapidly growing firm., • Relationship Building: Strong interpersonal and relationship-management habits that foster deep collaboration across multi-disciplinary teams and high-net-worth clientele. Why Join Us Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Founded in 1985, we serve thousands of clients across the country with a team of 220+ professionals and more than $18B in assets under management. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent, including medical, dental, vision, life, AD&D, disability insurance, and a 401(k) with profit sharing., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Job Title : GCP Performance Engineer Employment Type : Contract Location: Parsippany – NJ (Hybrid- 3 days work from office) Job Description : Key Responsibilities • Monitor application and infrastructure performance in GCP environments., • Analyze latency, throughput, and resource utilization metrics., • Support performance testing and workload validation activities., • Assist in tuning BigQuery queries and AlloyDB database performance., • Work with Cloud Monitoring dashboards and alerts., • Identify CPU, memory, disk, and network bottlenecks. Required Skills • Hands-on experience with GCP services., • Knowledge of BigQuery, AlloyDB, and Compute Engine., • Basic Python programming and optimization techniques., • Experience with monitoring and observability tools., • Understanding of performance testing concepts., • Optimize Python, BQ, AlloyDB, AlloyDB, Pub/Sub Process

Private Advisor Group Director of Advisor Growth & Engagement About Us Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both. About the Role Private Advisor Group is seeking an analytical, relationship-oriented professional to help drive value creation across its ecosystem of wealth advisors. This role will work with a team and serve as a point of contact for our affiliated advisors, developing a deep understanding of each business and working closely with leadership teams to support growth, identify challenges, and drive solutions. This role will be located in our Morristown, NJ headquarters and report to our Chief Client Officer. Responsibilities • Serve as relationship manager for affiliated advisors, maintaining regular engagement with leadership teams and acting as a trusted representative of Private Advisor Group., • Develop and maintain a deep understanding of each advisor’s operations, organizational structure, strategic priorities, and key personnel., • Monitor business performance and partner health through financial, operational, and qualitative indicators; proactively identify risks, challenges, and opportunities., • Help partner leadership teams address complex business issues, evaluate strategic initiatives, and navigate operational, organizational, and growth-related decisions., • Partner with the finance, investment, data/BI, and other internal teams to develop insights and support informed decision-making across the portfolio., • Build and maintain financial models, performance analyses, and reporting frameworks to support portfolio oversight, budgeting, forecasting, and long-range planning., • Prepare management reporting, dashboards, and analyses that provide visibility into partner performance and key business drivers across the ecosystem. Qualifications • 5+ years of experience in management consulting, strategic finance, corporate development, wealth management, or a related field., • Strong financial analysis capabilities, with the ability to assess business performance and identify key drivers of growth and profitability., • Demonstrated ability to build trusted relationships with executives, founders, and business owners., • Strong business judgment and problem-solving skills, with the ability to synthesize complex information and develop practical solutions., • Excellent communication and interpersonal skills, with experience influencing stakeholders across diverse organizations., • Highly organized, self-directed, and comfortable operating in a dynamic, growth-oriented environment., • Strong sense of ownership and accountability, with a proactive approach to execution and follow-through., • Experience working with founder-led businesses, RIAs, wealth management firms, or professional services organizations is preferred. Compensation Base salary of $125,000 – $175,000 depending on experience, with the opportunity for an annual bonus based on performance. Benefits • Medical, • Dental, • Vision, • 401k, • Volunteer days Work Location and Hours This is a full-time in-person position located in Morristown, NJ.

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence. Position Overview: The Technical Accounting Associate will support the firm’s technical accounting, equity management, and financial reporting processes. This role will work closely with the Technical Accounting Manager to assist with the interpretation and application of U.S. GAAP across complex transactions, including equity, stock-based compensation, and M&A activity. This position is designed to build foundational technical accounting expertise while providing critical support across financial reporting, audit, and control-related initiatives in a fast-growing environment. Duties and Responsibilities: • Assist in the preparation and maintenance of technical accounting memos, including research, documentation, and updates for new and existing accounting positions, • Support equity accounting processes, including tracking issuances, terminations, and modifications within the firm’s equity management platform, • Assist in the preparation of journal entries and supporting schedules related to equity, stock-based compensation, and other complex transactions, • Support the development and maintenance of accounting policies, procedures, and internal controls to ensure compliance with US GAAP and regulatory requirements, • Assist with audit support, including preparing documentation, compiling support for technical accounting positions, and maintaining audit request trackers, • Perform research on technical accounting topics and summarize findings into clear, concise documentation for internal and external stakeholders, • Support M&A and complex transaction accounting by assisting with data gathering, documentation, and analysis (e.g., purchase accounting, earn-outs, valuations), • Partner with the Technical Accounting Manager and broader finance team to identify process improvements and strengthen controls around financial reporting and equity management Skills, Experience & Qualifications: • Bachelor’s degree in accounting required CPA or CPA-track strongly preferred, • 0–2 years of experience in accounting or finance; public accounting internship or experience strongly preferred, • Foundational knowledge of US GAAP, with demonstrated ability to research and apply accounting guidance, • Strong analytical and problem-solving skills, with the ability to understand and break down complex accounting concepts, • Excellent written communication skills, with the ability to support preparation of clear, concise accounting memos and documentation, • High attention to detail and strong organizational skills, particularly in documentation, audit support, and tracking activities, • Proficiency in Microsoft Excel; ability to work with large datasets and supporting schedules, • Experience or exposure to financial reporting, equity/stock-based compensation, or technical accounting topics is a plus, • Ability to manage multiple priorities and meet deadlines in a fast-paced, growth-oriented environment, • Strong interpersonal skills and ability to collaborate across teams, including Accounting, Finance, Legal, and external auditors Reports To: Technical Accounting Manager Direct Reports: None

Senior Manager/Associate Director of Accounting About Kalaris Kalaris Therapeutics is a clinical stage biopharmaceutical company dedicated to the development and commercialization of treatments for prevalent retinal diseases with major unmet medical needs. Kalaris’ lead asset, TH103, was developed by Lasker Award winner, Dr. Napoleone Ferrara, a pioneer in the field of VEGF research, and the inventor of Lucentis and Avastin during his time at Genentech. TH103 is a novel, clinical stage anti-vascular endothelial growth factor (VEGF) drug, specifically engineered to achieve extended intraocular retention with enhanced VEGF inhibition in patients with exudative and/or neovascular retinal diseases. In head-to-head preclinical studies, TH103 showed more anti-VEGF activity and longer duration of activity compared to aflibercept, the current market-leading anti-VEGF agent. In a Phase 1a single ascending dose trial, TH103 was generally well tolerated and showed a potent anti-VEGF effect on functional and anatomical outcomes at 1-month post-dosing. Single dose durability signals, including pharmacokinetic analysis and retreatment results, suggest that TH103 may offer extended treatment durability outcomes after a standard four-dose loading regimen. Kalaris is currently enrolling a Phase 1b/2 Multiple Ascending Dose trial of TH103 in patients with nAMD, to help assess the safety and efficacy of repeat TH103 administration and to inform dose selection for potential Phase 3 development. Kalaris’ board of directors, management team and investors include co-founders, scientists and leaders and investors from companies that have played pivotal roles in developing retina therapeutics. About nAMD nAMD is a leading cause of blindness in the United States and Europe that affected an estimated 1.6 million adults in the United States in 2024. Over the past 20 years, anti-VEGF therapeutics have revolutionized the treatment of prevalent exudative and/or neovascular retinal diseases, which represented an estimated $15 billion global branded market in 2024. While clinical trials for these drugs have shown improvements in mean visual acuity, these results often are not reproduced in real-world settings. Many patients find the treatment burden to be challenging because it requires a demanding schedule of clinic visits and years of monitoring and treatments. This onerous treatment burden can lead to a lack of adherence to the frequent visit regimen and a decline in vision after initial gains. Kalaris is seeking a Senior Manager or Associate Director of Accounting to join its growing Finance team. Reporting to the Director of Accounting, this individual will play a key role in the day-to-day accounting operations, monthly financial close, SEC reporting, SOX compliance, stock-based compensation, and financial systems administration. This is a highly visible, hands-on position that will partner across the organization while overseeing outsourced accounting resources and driving process improvements to support the Company's continued growth. This is an exciting opportunity to join a mission-driven, early-stage biotechnology company and contribute meaningfully during a period of significant growth and operational scale-up. The ideal candidate is a proactive, detail-oriented accounting professional who thrives in a dynamic environment and enjoys balancing strategic thinking with day-to-day execution. Job Description and Specific Responsibilities • Own day-to-day accounting operations, including oversight of the general ledger, accounts payable, payroll, cash management, and outsourced accounting resources., • Manage the monthly, quarterly, and annual close processes, including preparation and review of journal entries, account reconciliations, and fluctuation analyses., • Partner cross-functionally with Clinical Operations, R&D, FP&A, and other business functions to develop and review accrual estimates, particularly clinical trial, manufacturing and other research-related accruals., • Execute and monitor internal controls to ensure compliance with SOX requirements, including preparation and review of supporting documentation., • Support IT general controls activities in coordination with internal stakeholders and external service providers., • Manage all accounting and administration aspects of stock-based compensation programs, including equity accounting, system administration, and coordination with third-party providers., • Support the preparation of SEC filings, including financial statements, footnotes, disclosures, and supporting schedules., • Serve as a primary liaison for external auditors during quarterly reviews and annual audits., • Identify and implement process improvements to enhance efficiency, scalability, and controls within the accounting function., • Manage and oversee the work of outsourced accounting consultants, ensuring deliverables are completed accurately and timely., • Perform other duties and special projects as assigned. Desired Qualifications, Skills, & Experience Required • Bachelor's degree in Accounting or Finance, • 6-10 years of progressive accounting and finance experience, including public company experience within the biotechnology or life sciences industry, • Strong knowledge of U.S. GAAP, SEC reporting requirements, and SOX compliance, • Experience supporting month-end close, external audits, technical accounting, and financial reporting processes, • Strong understanding of stock-based compensation accounting, • Demonstrated ability to operate effectively in a fast-paced, high-growth, and resource-constrained environment, • Excellent analytical, organizational, communication, and cross-functional collaboration skills Preferred • CPA, • Big 4 public accounting experience, • Experience with NetSuite and Coupa or other similar ERP and Procurement systems, • Experience with Shareworks or other similar equity administration system Additional Details This role is hybrid and will require at least 1 week per month in office in Berkeley Heights, NJ. The salary range for this position is $150,000 - $180,000 annually. This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Summit, NJ Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue Summit, NJ 07901 Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. • For more information, please visit simplicitygroup.com.

Key ResponsibilitiesFinancial Planning & Analysis • Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles., • Develop customized recommendations aligned with client objectives, time horizons, and preferences., • Identify gaps and opportunities within financial plans, including insurance and investment needs., • Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy., • Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS)., • Prepare Morningstar reports and other portfolio analysis materials.Advisor & Client Support, • Prepare materials for client and prospect meetings, including:, • Financial plans, • Investment summaries, • Consolidated performance reports, • In-force insurance illustrations, • Client review presentations, • Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings., • Assist advisors in responding to client questions and servicing requests., • Consult with advisors on the presentation of planning recommendations and investment strategies., • Provide guidance and support to advisors and staff regarding planning-related service requests.Insurance & Investment Case Preparation, • Prepare insurance illustrations and insurance proposals., • Develop investment recommendations and supporting documentation., • Ensure all client deliverables are accurate, complete, and compliant with firm standards.QualificationsRequired, • New Jersey Life & Health Insurance License, • FINRA Series 6 License, • FINRA Series 63 License, • 3+ years of financial planning or wealth management experience, • Proficiency with Microsoft Office (Outlook, Word, Excel), • Strong analytical, organizational, and communication skills, • Commitment to continuing professional developmentPreferred, • Prior experience supporting Financial Advisors or Wealth Management Advisors, • FINRA Series 7 License, • Experience with Morningstar, NetX360, CRM systems, or financial planning softwareCompensation, • Competitive salary based on experience, $100,000 - $150,000, • 3-6+ years of relevant experience consideredBenefits, • 401(k) retirement plan, • Health insurance, • Dental insurance, • Vision insurance, • Disability coverage, • Paid time off (PTO)

Position Summary: The Staff Accountant is a key member of the School’s Business Office, reporting to the Director of Finance. This position is responsible for supporting accurate and timely financial operations, maintaining the integrity of the general ledger, and contributing to the monthly close and annual audit processes. This role is well suited for an accounting professional who is detail-oriented, analytical, and naturally curious—someone who wants to understand not only how a process works, but why. The Staff Accountant is expected to take ownership of their work, recognize when information or results do not appear reasonable, ask thoughtful questions, and identify opportunities to improve and streamline processes. General Responsibilities • Support and execute the Far Brook School Statement of Purpose, Commitment to Diversity, Equity, and Social Justice and core educational mission., • Maintain strict confidentiality regarding all financial records, accounting, transactions, especially with student, personnel, financial, and development records., • Maintain a visible and collaborative presence across campus, willingly assisting with shared duties and operational tasks that contribute to a healthy school ecosystem Essential Responsibilities General Ledger & Financial Reporting • Maintain an accurate general ledger and assist with monthly close and financial reporting., • Reconcile bank and investment accounts, cash balances, A/R, and revenue schedules., • Prepare and record journal entries with supporting documentation., • Develop an understanding of the School’s financial activity and how transactions flow through the accounting system. Accounts Payable & Cash Management • Facilitate accurate and timely payment of vendors and review supporting documentation., • Maintain vendor tax compliance, including W-9/1099 verification and annual 1099 filing., • Review and process employee expense reimbursements and credit card activity., • Monitor cash activity and assist with cash management and reporting., • Research and resolve payment, documentation, or account discrepancies. Accounts Receivable & Revenue • Assist with reconciliation of tuition, auxiliary, and other revenue and A/R balances., • Follow up appropriately on outstanding balances and assist in resolving account questions. Payroll, Audit, Compliance & Other • Reconcile payroll-related general ledger activity and 403(b) activity., • Assist with annual financial statement audits, tax filings, and other compliance requirements., • Prepare schedules, reconcile accounts, and collect and analyze supporting information from departments across the School., • Assist with ad-hoc team initiatives and related tasks as needed Qualifications & Skills Education: Bachelor’s degree in Accounting, Finance, Business, or a related field. Experience: 2+ years of accounting experience demonstrating a solid understanding of fundamental accounting concepts and the ability to apply them to day-to-day transactions. Nonprofit or school accounting experience is preferred but not required. Technical Skills: Familiarity with Blackbaud Financial Edge NXT, Finalsite, and CampBrain is preferred but not required; proficiency in Excel and Google Suite. Competencies: • Strong attention to detail and commitment to accuracy while maintaining an understanding of the broader purpose of the work., • Ability to manage responsibilities independently, prioritize deadlines, and communicate effectively when questions or issues arise. Reporting Relationship: • Reports directly to the Director of Finance. Salary & Benefits: This position is a, full-time, exempt position which provides a salary range and benefits eligibility as follows: The compensation for a staff accountant ranges from $65,000-$75,000 annually, based on professional experience, education degree(s) completed and internal equity considerations. However, final salary will be determined based on all qualifications and must be in alignment with the School's benchmarking and compensation model. • Medical benefits are available to full-time employees following 30 days of employment (beginning of the 1st of the month following a complete 30 days) and include employer-paid contributions to a Health Reimbursement Arrangement (HRA)., • Vision and dental plans are available at the employee's cost., • The School provides employer-paid life insurance (up to $50,000 in coverage) and employer-paid long-term disability insurance., • Additional benefits include tuition remission, educational assistance, and participation in the School's retirement plan, subject to plan eligibility requirements. How to Apply: Please complete the online application. *Benefits are subject to change in accordance with plan documents and School policy.

Objective: Nukk-Freeman & Cerra, P.C. (NFC) is seeking an experienced Billing Coordinator to support the firm’s Billing Department. This position combines hands-on billing and electronic billing responsibilities with client budget creation and management, accrual submissions, intake, conflict checks, and retainer agreement preparation and tracking. The Billing Coordinator works closely with attorneys, Finance, and other administrative teams to maintain accurate billing information, meet client requirements, provide excellent client service, and move matters through the intake and billing processes efficiently. The ideal candidate brings prior law firm billing experience, strong financial and analytical skills, and the ability to independently manage established workflows while providing responsive day-to-day support. Hours: Full-Time (9:00am – 5:00pm) Reports to: Billing Director Classification: Non-Exempt Position Location: Hybrid – work in NFC’s Chatham, NJ office a minimum of two (2) days per week. Under NFC’s current hybrid model (which is subject to change), in-office days are every Wednesday, with a second day on either Tuesday or Thursday. Must be flexible and willing to work in person for additional days as needed for coverage and/or other business needs. Essential Functions: Billing Operations: • Manage prebill preparation, invoice finalization, and electronic billing submissions, ensuring compliance with client billing instructions, documentation requirements, and deadlines., • Maintain accurate client and matter billing information, including approved rates, billing arrangements, special instructions, and insurance coverage information; process approved rate and matter updates., • Enter client-chargeable expenses, prepare supporting disbursement receipts, and transfer temporary time entries to newly opened matters., • Handle routine billing administration, including client onboarding, client portal maintenance, billing contact and address updates, and supporting records., • Monitor shared billing mailboxes and workflow queues, respond to client and attorney inquiries, prepare billing reports, and follow requests through to timely completion. Client Budgets and Accruals: • Assist the coordination, preparation, maintenance, and submission of client budgets, including litigation budgets, by obtaining matter-specific estimates, input, and approvals from attorneys and appropriate internal stakeholders., • Review time, expense, and billing data to track activity against client budgets, identify discrepancies or overruns, and coordinate budget updates and required approvals., • Manage client accrual submissions by tracking deadlines, gathering WIP data, obtaining attorney input, and submitting accurate final reports., • Maintain budget and accrual calendars and supporting records, confirm successful submissions, and resolve rejected, incomplete, or revised requests. Client Intake and Conflict Checks: • Review new client/matter intake requests for completeness, accuracy, and required approvals., • Initiate conflict checks and confirm that all relevant parties, affiliates, adverse parties, and related entities are included., • Resolve incomplete or inconsistent intake information by coordinating with attorneys and staff., • Route potential conflicts to the appropriate attorneys or designated reviewers and document required approvals or waivers., • Open approved clients and matters in the firm’s systems, ensuring that required intake information and authorizations are in place., • Maintain complete and accurate intake and conflict-check records in accordance with firm procedures. Retainer Agreements: • Prepare retainer agreements using approved templates and terms., • Track and follow-up on attorneys’ review and client signatures., • Maintain executed agreements and supporting documentation in the appropriate firm systems., • Track retainer, advance-fee, and replenishment requirements and coordinate with Finance to confirm receipt and application of funds., • Follow up on unpaid or insufficient retainers and promptly escalate delays, discrepancies, or exceptions to the appropriate attorneys and Finance team members. Qualifications and Experience • Three to five years of hands-on billing experience in a law firm or professional services firm preferred., • Demonstrated client budget experience, including preparing, coordinating, tracking, and updating litigation budgets, supported by strong financial and data-analysis skills., • Working knowledge of and experience with the full cycle of the law firm billing process, including prebills, invoice finalization, electronic billing, client accruals, and client-specific billing requirements., • Experience with management of the client/matter intake process, including conflict checks, and preparing and tracking retainer agreements., • Intermediate to advanced Microsoft Excel skills and proficiency in Word and Outlook required., • Demonstrated ability to organize financial information, identify discrepancies, and prepare accurate reports., • Experience with Aderant or Elite 3 billing software preferred but not required., • Strong organizational, problem-solving, and written and verbal communication skills, with the ability to manage competing priorities and collaborate effectively with attorneys, clients, and internal teams., • Sound judgment, discretion in handling confidential information, close attention to detail, and consistent follow-through. Salary Range: $75k – $80k The Firm is providing this good-faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors, including the applicant’s skills and years of experience. Performance and Hours-Based Bonuses: This position is also eligible for an annual discretionary performance-based bonus (percentage of salary). Benefits: This position is eligible for many additional benefits, including paid time off, sick time, medical and dental benefits, 401K contribution (and matching).

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

About the Firm A boutique Registered Investment Advisor serving as a multi-client family office dedicated to providing comprehensive, customized wealth management solutions to high-net-worth individuals, families, and foundations. We pride ourselves on delivering white-glove service, sophisticated alternative investment strategies, and high-touch client experience. Role Overview We are seeking an experienced Senior Client Service Associate (SCSA) to lead client operations and account administration. This critical role acts as the operational engine of our firm, serving as the primary liaison between our advisors, operational teams and our clients. The ideal candidate possesses a deep expertise in custodian platform workflows, extensive hands-on experience completing alternative investment subscription documents, and an understanding of private market valuations and pricing update cycles. Key Responsibilities Client Service & Custodial Operations • Manage end-to-end daily client account operations across Charles Schwab (Institutional/Advisor Center) and Fidelity (Wealthscape/IWO) platforms., • Execute account maintenance requests, including seamless onboarding, new account openings, money movement (wires, ACH, ACAT transfers), DTC transfers and funding Donor Advised Fund accounts., • Manage, execute and track RMD distributions., • Manage task workflow and action items in SalesForce, • Serve as the primary operational contact for clients and their accountants, delivering proactive, high-touch resolution for sophisticated service requests., • Manage and tracking of year end activity of charitable contributions, gifting and GRAT distributions., • Manage 1099 and K-1 tax document delivery to our clients and their respective accountants Alternative Investment Administration & Documentation • Oversee the end-to-end subscription process for private equity, venture capital, real estate, hedge funds, and private credit investments., • Review, complete, and track Subscription Documents, Operating Agreements, Accredited Investor / Qualified Purchaser verifications, and Power of Attorney forms., • Maintain rigorous recordkeeping for client capital commitments, uncalled capital, and private asset documentation. Manage the periodic statement and pricing update process for all alternative and illiquid holdings across client portfolios with our operational teams Qualifications & Requirements • Experience: 4–7+ years of client service or operational experience within an RIA or multi-family office setting., • Custodial Expertise: Strong proficiency in Charles Schwab Institutional (Advisor Center) and Fidelity Institutional (Wealthscape) platforms., • Alternative Asset Expertise: Demonstrated experience completing private placement subscription documents (CAIS, iCapital, or direct funds) and managing capital call/distribution workflows is required., • Education: Bachelor’s degree in finance, Business, Economics, or related field., • Skills: High attention to detail, exceptional written/verbal communication, and mastery of CRM software (e.g., Salesforce).

Social Media Campaign & Strategy Manager What You’ll Do Relate Search has partnered with a longstanding financial institution that is reimagining how it connects with customers, employees, and the communities it serves. As Social Media Campaign & Strategy Manager, you’ll shape its voice and presence across social platforms, turning business priorities into content people want to engage with. You’ll work closely with leaders across marketing, communications, product, and other teams to bring major campaigns and everyday stories to life. This is an opportunity to influence the future of social for a highly visible consumer brand. Responsibilities • Shape the social media strategy and roadmap, connecting channel plans to brand, growth, reputation, and business goals., • Lead content strategy, editorial planning, and platform-specific creative across social channels., • Partner with teams across the organization to turn product launches, community initiatives, and company stories into engaging content., • Establish publishing workflows, governance, and response practices that support consistent, responsible communication in a regulated industry., • Use audience insights, social listening, and performance data to improve campaigns and report results to leadership. Qualifications • At least 7 years of experience in social media, brand, content, or digital marketing for a consumer-facing organization., • Experience building and leading social media programs, including content strategy, channel planning, and performance measurement., • Exceptional writing and storytelling skills, with the ability to make complex topics clear and engaging., • Familiarity with social management and listening tools, platform analytics, and the requirements of managing an organization’s public presence., • Strong judgment and communication skills, with experience collaborating across teams and influencing stakeholders at different levels. Perks & Benefits • Opportunity to shape the social presence of an established financial institution during a period of brand and marketing transformation., • Work with a creative, collaborative team that welcomes fresh ideas and moves quickly to bring them to life., • A competitive benefits package that supports your health, financial well-being, and life outside of work., • Hybrid: 4 days onsite, 1 day remote About Relate Search Relate Search is a Woman, Minority, and LGBTQIA+ owned executive and professional search firm dedicated to connecting top talent with meaningful opportunity. With deep expertise across Supply Chain & Operations, Technology, Sales & Marketing, Human Resources, and Accounting & Finance we deliver customized, people-first recruiting solutions that drive lasting impact. Equal Opportunity & Diversity Statement Relate Search is proud to be an Equal Opportunity Employer. We value diversity and are committed to building inclusive teams where everyone belongs. All qualified applicants are encouraged to apply.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus