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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.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Healthcare Staffing Technology My client is a high-growth healthcare staffing technology company that has achieved 1000% growth over the past eight years and continues to expand into new markets nationwide. They are seeking a VP of Recruiting & Account Management to lead and scale two mission-critical functions. This executive will own team performance, client retention, account growth, and operational execution. Key Responsibilities • Lead and scale multi-state Account Management and Recruiting teams, • Build a performance-driven, accountable culture, • Own client satisfaction, retention, and account growth, • Establish scalable processes for relationship management and issue resolution, • Drive daily, weekly, and monthly performance targets, • Partner with Sales, Product, Technology, and Operations Qualifications • 7+ years of healthcare staffing experience, • 3+ years of people leadership experience, • Proven success managing Recruiting and/or Account Management teams, • Track record of scaling teams in high-growth environments Why Join • Profitable company with a track record of significant growth, • High-impact executive leadership position, • Direct influence on growth and operational strategy, • Competitive compensation and performance-based incentives If you are an experienced healthcare staffing leader interested in building and scaling high-performing teams, please reach out directly.

Senior Machine Learning Engineer (Generative AI) Location: Hybrid – Newark, NJ Employment Type: Right to Hire (Contract-to-Hire) Pay Rate: $70–$85/hr Position Overview We are seeking a highly skilled and experienced Senior Machine Learning Engineer to join our dynamic team. In the rapidly evolving world of Generative AI (GenAI), this role demands not only traditional machine learning expertise but also a deep understanding of GenAI-specific challenges. The ideal candidate will be a pivotal bridge between the theoretical capabilities of GenAI models and their practical application in production environments, ensuring our GenAI solutions are innovative, reliable, scalable, secure, and cost-effective. This is a right-to-hire position requiring permanent U.S. work authorization Sponsorship is not available. Recent MS or PhD graduates are encouraged to apply. Key Responsibilities • Deploy, monitor, and maintain GenAI models in production, ensuring reliable performance in real-world settings, • Build and maintain efficient data pipelines and storage solutions that support model operations, • Utilize cloud platforms (AWS, Azure, GCP) for model deployment, containerization (Docker), orchestration (Kubernetes), and infrastructure as code (Terraform/CloudFormation), • Develop CI/CD pipelines, manage version control (Git), and automate deployment processes, • Implement secure coding practices, authentication, authorization, and robust monitoring and alerting for infrastructure and model performance, • Apply deep expertise in LLMs, GenAI architectures, frameworks like Hugging Face, prompt engineering, and specialized GenAI infrastructure, • Apply advanced techniques such as Retrieval-Augmented Generation (RAG), hallucination monitoring, and human-in-the-loop systems, • Design and develop agent and multi-agent systems using frameworks like LangChain, enabling interaction with external APIs and tools, • Implement strategies to manage and reduce operational costs associated with GenAI deployments Qualifications • Bachelor's degree in Computer Science, Engineering, Data Science, or a related field; Master's degree preferred, • 5+ years of experience as a machine learning engineer deploying models in production, • Strong proficiency in Python and software engineering principles, • Solid understanding of machine learning fundamentals and model lifecycle management, • Experience with cloud platforms, containerization, and infrastructure management, • Familiarity with DevOps practices and automation tools, • Expertise in GenAI frameworks, prompt engineering, and model serving, • Ability to manage GPU/TPU resources and optimize model serving frameworks, • Experience developing agentic systems and multi-agent architectures, • Proven track record of cost optimization in AI deployments, • Comfortable working in a fast-paced environment as an independent contributor

Scrum Master Location: Newark, NJ (Hybrid, 3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $50 – $60/hour on W2. No C2C Client: Major Investment Firm About the Team • Join a team of change agents who coach, teach, and guide individuals using Agile principles, practices, and frameworks, • Partner with product owners, tech leads, designers, engineers, and delivery professionals to improve the End User Experience, • Bring strong problem solving, communication, teamwork, business insight, inclusive leadership, and a continuous learning mindset Key Responsibilities • Collaborate with product owners to understand needs and define feature stories, • Work with tech leads on technical design and with team members to understand systems end-to-end and deliver robust solutions with business impact, • Bring knowledge of relevant and emerging technologies, provide feedback, and embed learning and innovation into daily work, • Solve problems of diverse scope that require evaluation of identifiable factors, • Ensure teams live Agile values and principles and follow agreed-upon processes to deliver committed solutions, • Promote and support Agile principles by helping everyone understand applied theories, practices, rules, and value, • Act as a true servant leader to the team and the larger organization, • Help stakeholders outside the team improve their interactions with the team to increase value delivered, • Support all aspects of risk management and impediment resolution Required Qualifications • Proven experience as a Scrum Master, Release Train Engineer, or comparable Agile delivery leadership role, • Experience with Agile development methodologies, • Knowledge of business concepts, tools, and processes needed for sound decision making, • Ability to leverage diverse ideas, experiences, and perspectives for the benefit of the organization, • Commitment to continuous learning through self-initiative, • Excellent problem solving, communication, and collaboration skills Experience With Several of the Following • Agile principles and frameworks, including story writing, estimation, facilitation, and continuous improvement (CI), • Performing the Scrum Master role on teams with highly complex outcomes, • Facilitating and tracking Objectives & Key Results (OKRs), prioritization, backlog refinement, and specialty workshops, • Delivery, reporting and metrics, and Agile toolchains (Jira, Jira Align, Miro, etc.) Preferred Qualifications • Certified Scrum Master (CSM) certification, • Scrum Master experience supporting multiple teams in the financial services industry, • Project Management experience, • Understanding of Device Lifecycle Management

Tax Manager / Senior Tax Manager Passion Works Here. At Pereira & Azevedo, we are building something different. We are not a traditional CPA firm focused solely on compliance and historical reporting. We are trusted advisors to growth-minded businesses, helping our clients make smarter decisions, seize opportunities, and build stronger companies. By combining deep technical expertise with innovative technology, strategic thinking, and a culture of continuous improvement, we deliver exceptional value to our clients while creating meaningful opportunities for our team members. If you are looking for a place where you can simply prepare and review tax returns, this is probably not the right opportunity. If you are looking to become a leader, influence the future of a growing firm, work directly with business owners, and help build a modern advisory-focused CPA firm, we would love to speak with you. About the Role We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice. The ideal candidate is technically strong, client-focused, entrepreneurial, and excited about leveraging technology to improve processes, enhance client service, and create capacity for higher-value advisory work. This position offers significant exposure to firm leadership, direct client relationships, team development, process improvement initiatives, and future advancement opportunities. What You'll Do • Review complex individual, partnership, S corporation, corporation, trust, and estate tax returns, • Develop and implement proactive tax planning strategies for clients, • Serve as a trusted advisor to business owners and high-net-worth individuals, • Lead client meetings and communicate tax strategies in a practical, understandable manner, • Mentor, develop, and coach staff accountants and seniors, • Identify opportunities to improve efficiency through technology, automation, and process improvement, • Collaborate with firm leadership on strategic initiatives and practice development, • Assist with workflow management, scheduling, and quality control, • Stay current on tax legislation and emerging developments affecting clients Who You Are You embody the Pereira & Azevedo DNA. Responsibility to Yourself • Growth minded, • Accountable, • Curious, • Adaptable, • Committed to continuous learning Responsibility to Clients • Trusted advisor, • Excellent communicator, • Strategic thinker, • Problem solver, • Client focused Responsibility to the Firm • Team-first mentality, • Mentor and coach, • Embraces change, • Technology forward, • Committed to continuous improvement Responsibility to Innovation • Challenges the status quo, • Seeks better ways to serve clients, • Leverages technology and automation, • Looks for opportunities to create efficiency and scale Qualifications • CPA license required, • 7+ years of public accounting tax experience, • Strong background in business and individual taxation, • Experience reviewing complex tax returns and tax planning engagements, • Proven ability to manage client relationships, • Prior experience supervising and developing staff, • Strong communication and leadership skills, • Experience with tax technology platforms and workflow systems preferred, • Advisory mindset and entrepreneurial spirit strongly preferred Why Join Pereira & Azevedo? • Opportunity to help shape the future of a growing advisory-focused CPA firm, • Direct access to firm leadership and decision-making, • Meaningful client relationships, • Strong culture of mentorship and professional development, • Hybrid work environment, • Competitive compensation and benefits package, • $7,500 signing bonus, • Significant long-term growth and leadership opportunities Passion Works Here. We're looking for professionals who want more than a job. We're looking for leaders who want to build something meaningful.

Maximize your income, apply today to secure top payout tiers and tap into high-converting client channels! Opportunity Overview Say goodbye to cold calls and shared contacts that go nowhere. We connect ambitious insurance professionals directly with everyday consumers who are actively requesting coverage options online. In this position, you will leverage discounted, high-intent digital inquiries to convert leads efficiently while gaining access to an all-in-one recruiting blueprint if you choose to build and lead your own production team. Core Responsibilities • Inbound Sales Execution: Engage with warm digital prospects, evaluate individual policy needs, present options, and write new business., • Client Portfolio Management: Maintain ongoing client communications, oversee policy updates, and track applications through underwriting., • Leadership & Recruitment (Optional): Utilize complimentary recruiter leads and automated onboarding resources to attract, train, and earn override revenue on new producers., • Skill Enhancement: Participate in structured carrier training, sales workshops, and leadership masterclasses. What We Offer • Top-Tier Pay Structures: Contract levels scaling up to 140% based on your performance., • High-Intent Inbound Traffic: Fresh, digital leads generated from active web searches at extremely low costs., • Scalable Business Tools: Free recruitment leads, hiring support, and step-by-step agency expansion strategies., • Comprehensive Back-Office Support: Dedicated administrative help, product guidance, and workflow software to streamline your daily sales. Candidate Requirements • Valid Life Insurance License, • Background in insurance, telesales, or customer-facing advisory roles., • Exceptional communication skills and strong self-discipline., • Ambition to maximize individual production or scale a long-term agency. Note: This position is 100% performance-commission based, offering total schedule independence, uncapped earning capabilities, and a direct path to scaling your own business. Ready to leave expensive, low-quality leads behind? Submit your application today to review the program!

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.

Junior Loan Processor Cranford, NJ · Full-time, on-site · Mon–Fri, 9am–5pm About Unitas Unitas Funding is a direct lender for real estate investors nationwide, providing short-term financing for 1–4 family and multi-family acquisitions, ground-up construction, and development deals. The Role We are seeking a detail-oriented Junior Loan Processor to help move real estate investor loans from application through underwriting. You will serve as the key liaison between borrowers, brokers, and our underwriting team, keeping files organized and every loan on schedule. This is an entry-level position, and comprehensive training is provided. Responsibilities • File preparation: Collect and review borrower documentation, such as purchase contracts, bank statements, and rehab budgets, and prepare loan summaries for underwriting., • Pipeline management: Track timelines, clear conditions, and flag potential delays early., • Third-party coordination: Order and track appraisals, title, inspections, and credit reports, working with settlement companies and closers to keep everything aligned., • Communication: Serve as the main point of contact for brokers, borrowers, account executives, underwriters, and closers. Qualifications • Bachelor's degree, • Strong attention to detail and organizational skills, • Excellent written and verbal communication skills, • A dependable, service-oriented approach, • No prior loan processing experience required Compensation & Benefits • Salary range: $60,000 - $70,000, with annual bonus potential, • Healthcare, disability, and life insurance, • 401(k), • Comprehensive training and opportunities for professional growth Unitas Funding LLC is an equal opportunity employer. All qualified applicants are encouraged to apply regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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 Data Engineer — Contract Location: Hybrid — 3 days/week onsite in Newark, NJ About the Role Join a major investment firm as a Senior AWS Data Engineer supporting enterprise data platform initiatives. This role focuses on building scalable data pipelines, CI/CD automation, and end-to-end data solutions across the AWS ecosystem. Experience with Informatica (data catalogue, marketplace, data lineage, data quality), Denodo, and/or Ataccama is a strong plus. Qualifications • Bachelor's degree in Computer Science, Software Engineering, MIS, or equivalent combination of education and experience, • 8+ years of experience as a Data Engineer on the AWS stack, including DevOps tooling, • AWS Solutions Architect or AWS Developer Certification required, • Strong hands-on experience with AWS services, including:, • CloudFormation, S3, Athena, Glue, Glue DataBrew, EMR/Spark, • RDS, Redshift, DynamoDB, Lambda, Step Functions, • IAM, KMS, SM, EventBridge, EC2, SQS, SNS, • LakeFormation, CloudWatch, CloudTrail, DataSync, DMS, • Experience implementing high-velocity streaming solutions using Amazon Kinesis, AWS Managed Airflow, and AWS Managed Kafka (preferred), • Proven experience building AWS data lake/data warehouse solutions, • Skilled in designing, developing, and implementing data ingestion pipelines on AWS, • Knowledge of ETL/ELT implementation for data solutions, • Experience delivering end-to-end data solutions: ingest, storage, integration, processing, and access, • Familiarity implementing RBAC strategies using AWS IAM and Redshift RBAC model, • Experience building and implementing CI/CD pipelines using CloudFormation and Jenkins, • Strong programming skills in Python, Shell scripting, and SQL, • Experience with SQL stored procedures for data analysis, • Experience building automated pipelines to ingest data from relational databases, file systems, and NAS shares into AWS RDS, Aurora, and Redshift, • Experience building automated pipelines to ingest data from REST APIs into AWS S3 and relational databases, • Solid DevOps background, including:, • Bitbucket (source code management), • Python, Shell, Groovy scripting, • API deployment for tooling integration, • Jenkins and CloudBees (Pipeline as Code, Shared Libraries), • SonarQube, Artifactory, and similar DevOps tools, • Maven, MS Build, Gradle, • Docker, • Jira and Confluence, • Infrastructure as Code via CloudFormation, • Experience creating Jenkins CI pipelines integrating Sonar/security scans and test automation, • Ability to accurately document exceptions, issues, action plans, meeting minutes, and lessons learned Responsibilities • Design, build, and maintain efficient, reusable, and reliable code, • Ensure optimal performance and quality of high-scale data applications and services, • Participate in system design discussions, • Independently perform hands-on development and unit testing, • Collaborate with the development team to integrate components into the enterprise data platform, • Work cross-functionally with product, QE/QA, and other teams throughout the full software development lifecycle, • Identify and resolve performance issues, • Stay current with emerging technologies and implementation practices, • Participate in code reviews to ensure standards and best practices are met, • Take ownership of estimating, planning, and managing tasks in an Agile environment, • Take shared responsibility for software quality rather than relying on separate QA teams, • Collaborate closely with all team members toward shared goals, • Engage with users as needed to clarify requirements

Job Title: Data Quality & Responsible AI Governance Lead Location: Newark, NJ (Hybrid — 3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $55–$62/hour, depending on experience About the Role A major financial services firm is seeking a Data Quality & Responsible AI Governance Lead for a long-term, contract-to-hire engagement based in Newark, NJ (3 days/week onsite). This role sits at the intersection of data management and governance, enterprise data quality assurance, Responsible AI operations, data architecture, and technology risk management. You will make quality and governance requirements executable within the flow of delivery by embedding controls into data sourcing, ADS and data product certification, metadata and lineage workflows, pipeline validation, AI lifecycle gates, monitoring, exception management, remediation, recertification, and evidence generation. You will help mature a control plane that provides visibility into AI data readiness, data quality health, control coverage, exceptions, incidents, remediation status, and audit-ready evidence. Key Responsibilities • Lead enterprise implementation of data quality and AI data readiness controls across authorized data sources, data products, semantic products, and AI use cases., • Define what "AI-ready data" means in practice, including quality thresholds, lineage completeness, metadata completeness, source authorization, classification, access controls, issue history, freshness, and remediation expectations., • Translate Responsible AI control requirements into measurable data control requirements embedded into pipelines, certification workflows, metadata platforms, dashboards, and evidence routines., • Partner with data architects, data engineering, platform, and domain teams to determine where controls belong across ingestion, transformation, publication, semantic access, AI consumption, and runtime monitoring., • Perform hands-on data modeling (conceptual, logical, physical, canonical, semantic) to support trusted data products, ADS certification, AI consumption patterns, and downstream DQ control design., • Define reusable DQ and RAI control patterns, rule templates, evidence payloads, and implementation guidance that domain teams can adopt consistently., • Guide domain teams on defining DQ rules, thresholds, exception management, remediation, and evidence without duplicating central governance processes., • Establish operating routines for profiling, rule execution, exception review, root-cause analysis, remediation tracking, retesting, recertification, and closure evidence., • Integrate data quality controls into AI lifecycle gates so AI products use fit-for-purpose, authorized, governed, and traceable data sources., • Define and maintain control libraries for data quality, AI data readiness, metadata, lineage, access, privacy, monitoring, certification, and lifecycle governance., • Drive automation that reduces manual governance burden while improving traceability, repeatability, and audit readiness., • Define monitoring thresholds, alerts, KRIs, KPIs, and reporting routines that give senior leaders visibility into data quality health, AI readiness, exceptions, and remediation progress., • Coordinate across business owners, product teams, architecture, security, privacy, legal, compliance, risk, model risk, and audit., • Maintain audit-ready documentation including control mappings, rule logic, test results, approvals, exceptions, incidents, and remediation evidence., • Lead playbooks, standards, and enablement materials that help teams adopt DQ and RAI control practices at scale. Required Skills and Experience • Strong experience in enterprise data quality, data governance, data management, data architecture, technology controls, or Responsible AI operations within a complex enterprise environment., • Strong understanding of enterprise data architecture, authorized data sources, data products, data contracts, metadata, lineage, semantic layers, access controls, and governed lakehouse/cloud data platform patterns., • Hands-on experience designing/reviewing conceptual, logical, physical, canonical, dimensional, domain, and semantic data models., • Hands-on knowledge of data quality frameworks: rule design, profiling, thresholds, observability, reconciliation, anomaly detection, issue management, remediation, and scorecards., • Ability to connect data quality outcomes to Responsible AI needs: traceability, suitability, representativeness, bias/proxy-risk, privacy, monitoring, and lifecycle governance., • Experience embedding controls into pipelines, workflows, platforms, certification routines, metadata systems, or CI/CD., • Familiarity with AI/ML, generative AI, agentic AI, model lifecycle management, model registries, evaluation workflows, and production release controls., • Ability to translate policy and regulatory expectations into practical requirements, acceptance criteria, and evidence expectations., • Experience partnering with risk, compliance, legal, privacy, information security, model risk, and internal audit., • Excellent written and verbal communication skills for executives, practitioners, and control partners., • Strong execution and leadership skills: backlog management, stakeholder alignment, operating model design, and delivery against milestones. Preferred Qualifications • Experience in a regulated industry (financial services, insurance, healthcare, or similar)., • Experience with Data Quality, Responsible AI, AI governance, model risk, technology risk, or operational risk frameworks., • Working knowledge of DQ/observability tools, metadata/catalog platforms, lineage tooling, cloud platforms, and reporting tools., • Experience designing DQ rule libraries, control catalogs, evidence schemas, certification criteria, or automated control testing., • Experience defining operating models, RACI, decision rights, and executive reporting routines., • Technical fluency with SQL, Python, APIs, YAML/JSON, rules engines, and test automation strongly preferred., • Bachelor's degree in computer science, data science, engineering, information systems, risk management, or a related field; advanced degree or certifications preferred.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Lead Data Scientist Location: Hybrid — Newark, NJ (3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $70-$85 per hour, based on experience. No C2C/1099. W2 only. About the Role • Join a leading investment firm as a Lead Data Scientist, partnering with Machine Learning Engineers, Data Engineers, Data Analysts, and cross-functional teams to build AI and Machine Learning products, • Implement Machine Learning, AI, and agentic capabilities that deliver stability, scalability, and integration across products and services, • Solve sophisticated business problems and deploy innovative products and experiences What You'll Do • Provide deep technical leadership across a portfolio of high-impact data science initiatives, • Identify optimal data, models, and training/testing techniques for successful product delivery, • Manage team members across data analysis, model development (traditional ML and statistical models), GenAI and agent development, testing, training, and tuning, • Write production-grade code and partner with ML engineers to push models into production, including traditional ML, statistical models, GenAI, and agentic solutions, • Work hands-on with Agentic AI systems, fine-tuning techniques (e.g., LoRA), LLM deployment, RAG, Agentic RAG, Strands, Claude Agents SDK, and related agentic concepts, • Communicate model design and development clearly to technical and non-technical audiences, • Leverage CI/CD best practices, including test automation and monitoring, for ML model and application deployment, • Stay current on emerging technologies and embed learning/innovation into the team's daily work, • Program primarily in Python and SQL What You Bring • Advanced degree (Master's or Ph.D.) in Mathematics, Statistics, Engineering, Econometrics, Physics, Computer Science, Actuarial Science, Data Science, or a related quantitative field, • Experience leading a small team with minimal guidance, • Demonstrated ability to mentor team members and manage operations based on project and resourcing needs, • Ability to influence business stakeholders and drive adoption of AI/ML solutions, • Experience with Agile methodologies and Test-Driven Development (TDD), • Strong business acumen to support sound, context-driven decision-making, • Excellent problem-solving, communication, and collaboration skills, • Experience with cloud-based AI platforms such as Bedrock and SageMaker Preferred Technical Expertise (several of the following) • Data acquisition and transformation using APIs, semantic data models, SQL, and Python, • Database management across relational (SQL), unstructured (NoSQL), and graph/ontology (Graph DB) systems, • Data analysis using visualization, manipulation, and statistical methods to identify trends and anomalies, • Strong foundation in multivariable calculus, linear algebra, differential equations, applied probability, and applied statistics, • Deep understanding of machine learning theory, including supervised and unsupervised models, • Experience with Generative AI and NLP, including RAG, LangChain, LangGraph, vector databases, LangFuse, and AgentCore, • Understanding of the model deployment lifecycle, A/B testing, CI/CD pipelines, and frameworks such as AWS SageMaker and Azure Agentic AI tools

Client Sales Representative (Entry-Level) Summit Sky Consulting Remote | United States Summit Sky Consulting is currently seeking motivated individuals to join our growing team as Client Sales Representatives. This is an excellent entry-level opportunity for candidates looking to start a rewarding career in sales and client relations. No prior sales experience is required. We provide comprehensive training, ongoing mentorship, and professional development programs to help you build the skills needed for long-term success. Whether you are a recent graduate, transitioning careers, or seeking a new professional opportunity, we welcome candidates who are eager to learn, grow, and advance. Responsibilities • Connect with prospective clients and build professional relationships, • Learn and follow a proven client acquisition and sales process, • Understand client needs and present appropriate solutions, • Maintain consistent communication and provide excellent customer service, • Participate in training, coaching, and development programs, • Collaborate with team members in a supportive, growth-focused environment What We Offer • Comprehensive Training Provided No experience needed. Our structured onboarding and ongoing coaching programs are designed to help you succeed from day one. • Remote Flexibility Work from home with the flexibility to manage your schedule while achieving your professional goals. • Career Growth Opportunities We promote from within and provide clear pathways for advancement into leadership and management positions. • Supportive Team Environment Work alongside experienced professionals committed to mentorship, collaboration, and personal development. Qualifications • No experience required, • Entry-level candidates are encouraged to apply, • Strong communication and interpersonal skills, • Self-motivated and goal-oriented, • Professional attitude and willingness to learn, • Ability to work independently and as part of a team Benefits and Incentives • Company-sponsored travel incentives for qualifying team members, • Ongoing sales and leadership development programs, • Access to life insurance and medical, dental, and vision exchange options Compensation This is a commission-based opportunity with uncapped earning potential. Income is based on individual performance, dedication, and results. If you are looking for an opportunity that offers professional growth, comprehensive training, remote flexibility, and unlimited earning potential, we encourage you to apply and learn more about a career with Summit Sky Consulting.

Are you an experienced Accounts Receivable/B2B Collections professional with a strong background in commercial collections and customer account management? We are seeking a Sr. Accounts Receivable Specialist to join our growing finance team. In this role, you will manage the full accounts receivable lifecycle, drive collection efforts, resolve customer disputes, and partner with internal teams to improve cash flow while maintaining exceptional customer relationships. Responsibilities: • Invoicing & Billing., • Cash Application., • Collections., • Credit Management., • Aging Reports., • Maintain positive relationships with B2B clients to encourage timely payment., • Independently manage a portfolio of at least 300 B2B customer accounts., • Perform daily collections through phone calls, emails, and customer follow-up., • Develop and execute collection strategies to reduce delinquent balances and minimize bad debt., • Prioritize high-risk and aging accounts to maximize cash collections., • Negotiate payment arrangements and repayment plans when appropriate., • Escalate accounts requiring legal review or additional management attention., • Investigate and resolve customer disputes by partnering with Billing, Sales, Operations, and Branch Management., • Reconcile customer accounts, research unapplied cash, short payments, deductions, and payment discrepancies., • Maintain accurate customer records, payment commitments, and collection documentation., • Prepare and analyze aging reports and collection metrics to identify trends and opportunities for process improvement. Qualifications: • Associate's degree in Accounting, Finance, Business Administration, or a related field preferred (equivalent experience considered)., • Experience preparing and presenting AR reports to Sales and other managers., • Minimum of 5 years of Accounts Receivable and commercial collections experience., • Experience within construction, equipment rental, industrial services, or a related industry is strongly preferred., • Strong knowledge of accounts receivable, collections, credit risk, dispute resolution, and account reconciliations., • Proficiency with ERP systems and Microsoft Excel., • Strong Excel skills, including VLOOKUPs and PivotTables., • Excellent negotiation, communication, analytical, and organizational skills., • Ability to manage multiple priorities while maintaining attention to detail. The ideal candidate is a proactive problem solver who thrives in a fast-paced environment, enjoys building strong customer relationships, and has a proven ability to improve collections while balancing excellent customer service. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Elevate LLC | Partner Firm Opportunity Location: Clark, New Jersey (Hybrid) About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Clark, New Jersey is seeking an experienced Tax Manager/Director with a focus on individual and business entity returns. This role will work alongside the Tax Partner to lead and grow the practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm’s tax strategy, client service, and team development. The ideal candidate has a generalist tax background and is comfortable with tax consulting work in addition to compliance. Key Responsibilities • Lead and expand the individual and pass-through tax practice, with responsibility for growth, client service, and team leadership., • Deliver high-quality tax advisory and compliance services to high-net-worth individuals, family offices, founders, executives, and pass-through entities (partnerships, S-Corps, LLCs)., • Review complex individual returns (Form 1040), including equity compensation (RSUs, ISOs, NSOs), multi-state filings, and K-1 reporting for founders and investors., • Oversee preparation and review of pass-through entity returns (Forms 1065/1120S), partner/shareholder allocations, and capital account maintenance., • Advise real estate, professional services, and high-net-worth clients on R&D tax credits, §174 capitalization, equity compensation planning, and pre-IPO/exit tax planning for founders and key employees., • Respond to client inquiries on compliance matters including individual income tax, pass-through entity tax, state residency/nexus issues, and equity compensation tax treatment., • Develop budgets and pricing, select staff, assign workloads, and prepare management reports., • Drive practice growth through expansion of services to existing clients and proactive business development., • Serve as a trusted advisor to individuals and closely held businesses on complex tax issues, wealth transfer, and exit planning., • Recruit, mentor, and inspire a high-performing tax team, fostering a collaborative, growth-focused culture., • Collaborate with Elevate’s leadership team and shared services to leverage technology, innovation, and best practices across the platform. Qualifications • Active CPA license required., • 10+ years of progressive experience in individual and pass-through entity taxation., • Demonstrated expertise in pass-through entity compliance (1065/1120S) and complex individual returns for high-net-worth clients., • Experience serving real estate, professional services, and high-net-worth clients., • Strong client relationship skills. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Make a Difference. Be a Part of the NCHC, Inc. Team! Newark Community Health Centers, Inc., FQHC, is a multi-cultural, Patient Centered Medical home- Level III that provides primary care services (Family/Adult Medicine, Pediatrics, OB/GYN, and Dental) and social services. We are dedicated to meeting the health care needs of the medically underserved in the greater Newark area. Join us as we expand! The position of Director of Nursing oversees clinical support staff including certified medical technicians, licensed nurses, registered nurses and nutritionists to maintain standards of patient care as well as ensuring the procurement and availability of medical supplies and equipment. The incumbents will have routine access to individually identifiable health information including the patient medical records on a need-to-know basis only. Function as Risk Manager for the organization in collaboration with the Chief Compliance Officer. Essential duties/responsibilities include the following as well as other duties that may be assigned: • Recruits, hires, develops, supervises and evaluates the job performance of employees assigned to the nursing and nutrition departments • Coordinates staff schedules, approves time off, continuing clinical education and other leaves of absence for the nursing and nutrition departments., • Oversees quality assurance and risk management activities for nursing., • Ensures all staff perform at effectives levels of competency., • Strategically networks with other service providers in the community to meet patients’ needs, • Participates in program development activities, including organization and professional meetings, program planning, proposal writing, preparation of budgets and effective interaction with funding and regulatory agencies., • Monitors nursing and nutrition departments’ utilization and productivity., • Serves as the Chair of the Risk Management Committee manage/implement the risk management plan, to develop protocols that ensure patient safety, enhance quality of care, and mitigate risk. Receives and reviews incident and Risk Management reports. Collaborates with clinical leaders, facilities and administrative staff to investigate incidents and prepare action plans to correct any deficiencies when warranted. Prepares and summarizes monthly reports to Risk Management Committee., • Serves as Chair of the Infection Control Committee. Education and Experience: • Bachelor’s degree in Nursing, • Valid NJ Nursing License as a registered nurse, • Previous experience in the administration of nursing services in an ambulatory care setting including the direct supervision of subordinates. Minimum 3 years in a leadership role

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

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!

You love developing client relationships, winning business and being client facing. You have ambitions to be a partner. It seems as though you are stuck at your current position. There’s either no room for growth or you aren’t getting the opportunity to progress. Things at this firm are different. This position is something to be excited about. You will be someone with a passion for business development. Maybe you have a book of business to bring too. Eventually, you’ll get equity within the firm. The growth opportunities are endless too, resources from different areas to help you excel at your job. You’ll get exposure to different niches and clients. The office you’ll be working out of is in Clifton NJ, where you will be in the office full time. CPA required and CCH experience preferred. You will be experienced in a public accounting firm, with a generalist background. The tax returns will be majority from small - mid size business clients. ........................................... 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. The best-case? Something genuinely exciting.

Purpose of the Position The Team Leader, Commercial Lending is responsible for leading a team of Commercial Relationship Managers while driving commercial banking growth throughout Central New Jersey. This individual serves as both a player and coach, providing leadership, mentoring, and strategic direction to lenders while maintaining an active commercial portfolio and developing new business opportunities. The Team Leader partners closely with Credit, Treasury Management, Retail Banking, and other internal stakeholders to deliver comprehensive banking solutions, deepen client relationships, and expand regional banks presence within the market. The role is accountable for team performance, portfolio quality, business development efforts, and adherence to Bank policies and regulatory requirements. Key Responsibilities Leadership & Team Development • Lead, coach, and develop a team of Commercial Relationship Managers to achieve production, portfolio growth, and credit quality objectives., • Provide ongoing guidance regarding commercial lending practices, underwriting standards, credit structuring, and relationship management strategies., • Assist lenders with complex transactions, credit presentations, business development opportunities, and problem loan resolution., • Foster a high-performance, collaborative culture focused on client service, accountability, and professional development., • Participate in recruitment, onboarding, training, performance management, and succession planning for team members., • Exercise managerial authority including performance evaluations, coaching, development planning, and compensation recommendations. Business Development & Market Growth • Drive commercial banking growth throughout Central New Jersey by identifying new market opportunities and developing strategic referral networks., • Maintain an active calling program targeting middle-market companies, commercial real estate investors, business owners, and professional centers of influence., • Develop new commercial relationships while expanding existing client relationships through consultative conversations and needs-based solutions., • Partner with Retail Banking, Treasury Management, Wealth Management, and other business lines to deliver comprehensive banking solutions and generate referrals., • Represent Confidential within the business community through networking events, industry associations, civic organizations, and community involvement initiatives., • Provide leadership and direction to the team's business development activities, ensuring consistent market coverage and pipeline management. Portfolio Management & Credit Administration • Manage a portfolio of commercial clients and maintain responsibility for portfolio growth, asset quality, deposit growth, and profitability objectives., • Review and evaluate commercial credit requests, financial statements, cash flow analyses, collateral structures, and risk assessments., • Ensure lending activities are consistent with Bank credit policy, risk appetite, and regulatory requirements., • Monitor portfolio performance, identifying potential risks and recommending corrective actions when necessary., • Work collaboratively with Credit Administration to structure transactions that appropriately balance client needs and risk management objectives., • Support lenders in underwriting, loan presentations, annual reviews, renewals, and portfolio monitoring activities. Compliance & Risk Management • Maintain current knowledge of commercial lending regulations, credit policy, and industry trends., • Ensure all lending activities comply with applicable laws, regulations, and internal policies., • Promote sound risk management practices and strong credit discipline across the team. The Candidate Experience and Professional Qualifications Required Qualifications: • Bachelor’s degree in finance, Accounting, Economics or Business-related field., • Minimum 10-12+ years of commercial lending experience with demonstrated success in business development, portfolio management, and credit analysis., • Minimum 3 years of leadership, supervisory, or team mentoring experience within commercial banking., • Demonstrated ability to develop new business relationships and grow market share., • Strong understanding of credit underwriting, financial statement analysis, loan structuring, and portfolio management., • Excellent sales, relationship management, negotiation, and networking skills., • Strong verbal and written communication skills with the ability to effectively interact with clients, prospects, senior management, and business partners., • Proficiency with commercial banking technology platforms and Microsoft Office applications., • Ability to manage multiple priorities in a fast-paced environment while maintaining strong attention to detail. Preferred Qualifications: • Established commercial banking network within South and/or Central New Jersey., • Experience leading lenders in a growth-oriented commercial banking environment.

We are seeking a Senior GenAI Cloud Engineer to build and deploy enterprise-scale AI solutions that drive intelligent automation, conversational experiences, and business process transformation. This is a hands-on engineering role responsible for designing, developing, and delivering production-grade AI applications using modern cloud architectures, large language models, and agentic AI frameworks. You will lead the implementation of specific workstreams end to end, mentor less experienced engineers, and contribute to the architecture and standards used by many engineering teams. The ideal candidate has recent experience building AI agents, chatbots, and RAG-based solutions in enterprise environments. Key Responsibilities • Develop cloud-native applications and microservices using Python and JavaScript/TypeScript, • Build and deploy enterprise AI agents, chatbots, and GenAI-powered applications, • Implement data ingestion, document processing, embedding generation, vectorization, and retrieval pipelines, • Develop intent classification, orchestration, guardrail, and safety capabilities for AI applications, • Integrate LLMs with enterprise systems, APIs, databases, and business workflows, • Contribute to system design, testing, deployment, monitoring, and operational support, • Uphold code quality, security, and observability standards in everything you ship, • Stay current with emerging AI technologies, frameworks, and platform capabilities Leadership, Mentoring & Influence • Lead a workstream: take technical ownership of a defined feature area or service, from design through production support, coordinating a small group of engineers where needed, • Mentor engineers: guide associate and mid-level engineers through code review, pairing, and design feedback; help them build GenAI and cloud skills, • Contribute to architecture: participate actively in design reviews, propose solution options with clear trade-offs, and help shape the patterns and standards the team adopts, • Influence through delivery: partner directly with product owners, architects, and business stakeholders to refine requirements and build credibility through working software, • Improve the team: identify and drive improvements in engineering practices, tooling, reusable components, and documentation; share knowledge through demos and internal write-ups Required Qualifications • 5 to 8 years of software engineering experience, • Strong proficiency in Python and JavaScript/TypeScript, • Experience developing microservices, APIs, and distributed applications, • Hands-on experience with AWS cloud services and cloud-native application development, • Recent experience building enterprise GenAI solutions, including AI agents, chatbots, or RAG applications, • Experience with AWS Bedrock or other enterprise LLM platforms, • Experience with data ingestion, vector databases, embeddings, and semantic search, • Experience implementing AI guardrails, safety controls, intent classification, and routing logic, • Strong understanding of software engineering best practices, application security, scalability, and production operations, • Experience mentoring engineers and leading delivery of a technical workstream Preferred Qualifications • Experience with AWS AgentCore, • Experience with LangGraph, LangChain, or similar agent frameworks, • Experience with model tuning, evaluation, and prompt engineering, • Experience with event-driven architectures and AWS serverless technologies, • Experience delivering solutions in financial services, insurance, or other regulated industries

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation And Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Entry-Level Life Insurance Agent | Remote | PT or FT Opportunity Full Training | Mentorship | Licensing Assistance Available Candidates Must Reside in the U.S. About the Company The Gibbons Group is committed to helping individuals and families protect what matters most through simplified issue life insurance solutions that include valuable living benefits. Our mission is to make life insurance simple, accessible, and meaningful while providing motivated individuals with the training, mentorship, and support needed to build a successful career. Position Overview Are you looking for an opportunity where you can build a meaningful career while helping individuals and families protect their financial future? The Gibbons Group is seeking motivated individuals who are interested in starting a career in the life insurance industry. As an Entry-Level Life Insurance Agent, you will learn how to connect with clients, understand their needs, and provide guidance on insurance solutions designed to help protect what matters most. This opportunity is ideal for individuals who are driven, coachable, and ready to develop new skills in a supportive, performance-based environment. No prior insurance experience is required. We provide licensing assistance, training, mentorship, and ongoing support to help you build the foundation needed for long-term success. Key Responsibilities • Connect with prospective clients to learn about their needs and discuss life insurance solutions., • Build strong client relationships by providing professional guidance and support throughout the process., • Learn and apply company systems, processes, and product knowledge through training and mentorship., • Educate clients on available coverage options and help them understand solutions that may fit their goals., • Conduct client conversations and presentations in a professional and consultative manner., • Follow up with prospective clients and maintain consistent communication., • Develop sales, communication, and relationship-building skills while growing within the life insurance industry., • Participate in ongoing training, coaching, and professional development opportunities., • Maintain compliance with company policies, ethical standards, and applicable insurance guidelines. Qualifications • No previous insurance experience required; training and licensing assistance are available for qualified candidates., • Strong communication and interpersonal skills with the ability to build trust and connect with others., • Self-motivated with a willingness to learn and develop new professional skills., • Positive attitude with a strong work ethic and commitment to personal growth., • Ability to work independently while following company training, systems, and processes., • Comfortable communicating with clients through phone, email, and virtual platforms., • Interest in helping individuals and families protect their financial future., • Must be willing and able to obtain a life insurance license. What We Offer • Licensing assistance and guidance to help you begin your career in the life insurance industry., • Comprehensive training and ongoing mentorship to develop your product knowledge, communication skills, and sales abilities., • A supportive team environment focused on learning, growth, and professional development., • Flexible remote work environment with the ability to manage your schedule., • Performance-based compensation with uncapped earning potential., • Daily pay opportunities based on production., • Opportunities for advancement and continued growth within the organization. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Income is based on your activity, dedication, and success., • This opportunity provides the ability to build valuable sales and client relationship skills while developing a career in the life insurance industry. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our team, and approach our work every day. • Integrity: We believe in doing the right thing and maintaining honesty, professionalism, and ethical standards in everything we do., • Growth: We are committed to continuous learning, personal development, and helping our team members improve their skills., • Teamwork: We believe collaboration, encouragement, and support are essential to building a successful organization., • Commitment: We are dedicated to helping families protect their financial futures while supporting our team members in reaching their goals., • Excellence: We strive to provide exceptional service, maintain professionalism, and create a positive experience for every client and team member. Why Join The Gibbons Group? At The Gibbons Group, we believe that the right training, support, and dedication can help individuals build meaningful careers while making a positive impact on the lives of others. We provide the tools, guidance, and mentorship needed to help motivated individuals develop their skills, grow professionally, and build a successful future in the life insurance industry. If you are ready to learn, grow, and take the next step toward a rewarding career helping families protect what matters most, we would love the opportunity to connect with you.

Senior Fund Controller The Role: Harbourview Equity Partners is looking to hire a Senior Private Equity Fund Controller to join our team in our Newark, NJ global headquarters. What You will do: Have you always wanted to work with a diverse team on interesting projects in a dynamic and fast-growing firm?Are you currently siloed and/or performing the same monotonous tasks every day? If so, this is the perfect opportunity for you. We are looking to add a member to our finance team who will thrive in a role that promises growth, challenges, and the opportunity to make a significant impact within a forward-thinking organization that respects work-life balance. You will work directly with our fund controllers, assisted by the VP of Finance and with an ultimate reporting line to the CFO. In this multifaceted position, you will not only drive accounting processes and accurate reporting, but also work with various teams such as investments, investor relations, legal, business development and operations. Your contributions will range from review of work done by our fund admin (monthly fund NAV packages, subscriptions, expenses) to working with our finance and investor relations team on investor communications. You'll be instrumental in leading and managing the processes of sending out capital calls, distribution notices, and preparing accurate calculations of management fees and performance metrics such as IRR. You will also be assisting our fund admin and other members of the finance team with the preparation of financial statements for various entities, both for our funds and the management company, and finalizing those financial statements as part of our annual audits. Beyond daily activities, this role’s focus is truly on innovation and continual, gradual improvement; from revising financial models to be more streamlined to creating ad-hoc analyses and spearheading special projects, your insights will assist the broader team in our making informed and timely decisions and setting clear strategic objectives. In addition to the above, you will also gain exposure on the management company side, including the payment and tracking of invoices and allocation of expenses amongst various entities. Qualifications: • 10+ years of experience in the alternative investment management industry, with a strong blend of private equity and hedge fund, credit, or other monthly-close fund experience, • Experience supporting evergreen or semi-liquid fund structures (or comparable vehicles such as publicly traded BDCs, interval funds, or NAV-based products) is a strong plus, • Familiarity with financial reporting frameworks associated with SEC-registered or publicly traded vehicles, including experience with 10-K and 10-Q style reporting, is a plus, • Experience defining problems, collecting data, establishing facts, drawing valid conclusions, and competently driving solutions, • Excellent knowledge of GAAP, • Proficiency with Microsoft Excel and QuickBooks, • Strong attention to detail, • Degree in Accounting, Finance, or Business (Business Degree must be combined with hands-on finance or accounting experience), • CPA (preferred), • Public Accounting experience (preferred), • Growth mindset highly desired, • Ability and willingness to work on-site in Newark, NJ three days every week About HarbourView Equity Partners Headquartered in Newark, NJ, HarbourView Equity Partners is a multi-strategy, global investment firm focused on esoteric investment opportunities in the entertainment and media space. We focus on equity and equity related investment opportunities that are supported by several factors including long duration revenue streams, resilience to broad economic downturns, and iconic intellectual property that withstands the test of time. HarbourView is a long-term investor in content with an industrial platform built to protect, optimize and enhance the legacy of premium IP. At HarbourView, we believe creators deserve a seat at the table, creatively and economically, to own their narrative and maximize value for all. Our Values Integrity. We require equity, authenticity, and radical transparency from our people which creates a virtuous circle of trust and enables our best ideas to prevail. Intellectual Curiosity. We challenge ourselves to defy conventional wisdom, emboldened by the curiosity of an unvarnished eye, allowing us to see opportunities that others do not yet see. We are bold enough to lead and have a track record of being first. Impact. Our people show up authentically, as they are, from various professional and personal journeys to drive differentiated outcomes for ourselves, our community and our investors. We come together to with a purpose to drive impact with every dollar invested.

Data Governance Consultant Long-Term Contract Opportunity with a Major Financial Services Firm Location: Newark, NJ (Hybrid – 3 Days/Week Onsite) Duration: Long-Term Contract Pay Rate: Up to $80/hr W2 Employment Type: W2 Only (No Corp-to-Corp) Candidates: Local Candidates Only We are seeking a Data Governance Consultant to help drive enterprise-wide data governance initiatives within a leading financial services organization. This role will focus on establishing and enhancing data governance frameworks, defining best practices, improving data quality, and partnering with both business and technology teams to ensure trusted, well-managed data across the organization. The ideal candidate will bring a combination of data governance expertise and technical capability, with experience working in financial services, fintech, banking, payments, capital markets, or similar highly regulated environments. This is a hands-on consulting role requiring both strategic thinking and the ability to work directly with data, systems, and stakeholders. What You Can Expect on a Typical Day • Partner with business and technology teams to establish and mature enterprise data governance practices, • Define, document, and implement data governance standards, policies, procedures, and operating models, • Develop and promote best practices related to data quality, metadata management, data lineage, stewardship, and data ownership, • Collaborate with data owners, business stakeholders, and technical teams to improve data management processes across the organization, • Support enterprise initiatives focused on data quality, regulatory compliance, and risk management, • Identify data governance gaps and recommend process improvements to strengthen data controls and governance maturity, • Facilitate discussions with business and technical teams to establish governance requirements and drive adoption, • Assist in the development and implementation of data governance metrics, reporting, and monitoring processes, • Partner with data engineering, analytics, and architecture teams to ensure governance principles are incorporated into data solutions, • Support data cataloging, metadata management, and lineage initiatives, • Participate in governance councils, working groups, and enterprise data management initiatives, • Provide guidance and education to stakeholders on governance standards and best practices Required Qualifications • 5+ years of experience in Data Governance, Data Management, Data Quality, Data Stewardship, or related disciplines, • Experience developing or implementing enterprise data governance frameworks, policies, and best practices, • Strong understanding of data governance concepts, including:, • Data Quality, • Metadata Management, • Data Lineage, • Data Stewardship, • Data Ownership, • Data Cataloging, • Experience working within financial services, banking, fintech, payments, insurance, capital markets, or other regulated industries, • Ability to communicate effectively with both business and technical stakeholders, • Strong analytical, problem-solving, and organizational skills, • Experience facilitating cross-functional discussions and driving consensus across stakeholder groups Technical Qualifications • Hands-on experience working with SQL for data analysis, validation, profiling, and governance-related activities, • Experience using Python for data analysis, data quality assessment, automation, or governance initiatives, • Ability to analyze and interpret complex data structures, relationships, and business processes, • Familiarity with enterprise data platforms, databases, and cloud-based data environments, • Understanding of data architecture and data lifecycle management concepts Preferred Qualifications • Experience with data governance platforms such as Informatica, Collibra, Alation, Microsoft Purview, or similar tools, • Knowledge of regulatory and compliance requirements related to financial services data management, • Experience supporting large-scale data transformation or modernization initiatives, • Familiarity with AWS, Azure, Snowflake, Databricks, or other modern data platforms, • Experience establishing data governance programs within complex enterprise environments

Job Overview: Position: Accounts Payable Specialist Position Summary: The role involves managing a high volume of full-cycle accounts payable processes, ensuring timely payments to vendors and subcontractors, and maintaining positive relationships with both internal departments and external partners. Key Responsibilities ("What You'll Do"): -Accurately review and process a high volume of invoices and vendor information in accordance with company policies. -Code invoices and enter transactions into the SAGE accounting system -Prepare and maintain accounts payable reconciliations and supporting schedules. -Reconcile vendor statements and investigate payment discrepancies. • Perform matching of invoices, purchase orders, and delivery receipts. -Maintain accurate vendor records, including tax documentation and contact information. -Support month-end and year-end close activities. -Manage corporate credit card reconciliations and expense report review. -Respond to vendor inquiries and resolve issues professionally and promptly. -Monitor AP aging reports and ensure invoices are paid according to agreed-upon terms. -Review and match invoices to purchase orders and receiving documentation. -Ensure timely and precise entry of transactions into SAGE accounting software. -Prepare and process payments. -Reconcile statement balances to maintain accuracy. -Respond to vendor and internal inquiries. -Assist with month-end close activities, including account reconciliations and accrual support. -Collaborate internally to resolve invoice and payment-related issues. -Support year-end audits and provide requested documentation. -Maintain vendor records, including onboarding documentation and W-9 collection. -Assist with 1099 preparation and year-end reporting requirements. -Maintain organized AP documentation and filing systems for audit purposes. -Collaborate with internal departments and vendors to resolve payment-related issues. -Assist with intercompany transactions, reconciliations, and settlements. -Perform tasks with limited supervision. Qualifications & Requirements: • Experience: 3 years of experience is highly desirable., • Strong understanding of accounts payable processes and accounting fundamentals., • Proficiency in Microsoft Excel., • Excellent attention to detail and accuracy., • Strong organizational, communication, and problem-solving skills., • Ability to manage multiple priorities and meet deadlines. Industry Background: Construction industry experience is advantageous. • Experience working with accounting software and systems. Education: Associate’s degree in accounting, Finance, or a related field preferred. Technical Skills: -Familiarity with SAGE Accounting software -Proficiency in Microsoft Excel is required. -Acute attention to detail; ability to meet strict deadlines independently. • Work Location: Willingness to work in Newark, New Jersey.

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – SOC Analyst, • Department – IT Security, • Corporate level – Assistant Vice President, • Report to – Vice President, IT Security Analyst, • Location – Iselin, New Jersey. On site 2 days per week, • Expected full-time salary range between $135,000 - $160,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. Job purpose: The Cyber Security Analyst is responsible for providing technical security advice, guidance, design and operations in support of Security Operations with an emphasis on cloud based deployments. The role will require an understanding of relevant security threats, assessing effectiveness of current controls, identifying opportunities for improvement and delivering new and enhanced security controls. Security solutions will consider people, process and technology to deliver fully operationalized solutions with well-defined metrics that measure and ensure effectiveness on an ongoing basis. Additionally, effective and efficient operation and maintenance of technical IT Security controls is considerable. Essential Function / major duties and responsibilities of the job: Strategic • As part of the IT Security team, develop and implement CLS IT Strategy in consultation with the CLS IT teams, ensuring that all initiatives are mirrored in respective strategies including the overall CLS Strategy, • Provide security advice and support for information technology projects, • Research new security related products and services to ensure that CLS is equipped with appropriate industry best tools and solutions Operational • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc with an emphasis on cloud deployments and implementations., • Conduct IT Security risk assessments for all high impact projects, defining security mitigating controls that impact the technology architecture of CLS, service providers, and business partners, • Support 24 x 7 Security Monitoring and Response on a 1/8 rotation, • Review and update IT Security procedures to reflect best practice and mitigate current and emerging threats, • Assigned ownership of IT Security Monitoring and Response related FRB and Internal Audit finding(s) and effective / timely resolution with IT Security, • Maintain relationships with all third-party IT security vendors and strategic partners Leadership • Individual contributor whilst also being a team enabler, • Execute IT Security Operations team’s vision and mission in alignment with the overall IT Security vision and mission, as well as with CLS’s strategic direction, • Through example and behavior, strive to provide peer leadership to other team members with the goal of being excellent service providers and enablers to other constituencies (both internal and external) Experience / essential and desired for successful job performance: • 1-2 years ‘hands-on’ IT Security analysis and engineering experience including securing systems, networks and infrastructure; operational support., • Interest in intrusion detection, malware analysis, forensics and/or incident response, particularly in cloud environments., • Monitor, tune and develop technical IT Security controls and frameworks to ensure appropriate preparation, monitoring and response to threats, • Ensure a risk-based approach to IT Security is adopted in every part of the business and solutions, • Work with members of the IT Security team to help design, implement and maintain security, • Prepare for, identify (hunt) and remediate cyber threats, • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc., • Deliver IT Security projects from concept, approval, design, and implementation to operation, • Ability to collaborate effectively with others to drive forward key security objectives, • Strong documentation and report writing skills (to both technical and business audiences), • Excellent time management and organizational skills combined with technical IT Security acumen, • Familiarity of Firewalls, TCP/IP, IPS, DLP, proxies, SIEM, & Endpoint Protection software Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

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)

Seventy2 Capital, a fast-growing wealth management practice Headquartered in Bethesda, MD, is committed to working with our clients to identify their financial goals and develop a comprehensive, financial strategy that can turn those expectations into reality. We endeavor to build the highest level of trust with our clients by providing exemplary service, and serving as a reliable partner to build, preserve and grow their financial legacy. We are seeking to hire an experienced Client Service professional for our Metropark office. This is a unique opportunity for someone looking to work in a fast-paced, energetic environment and grow their skills and experience by learning from an accomplished, entrepreneurial executive and leader. Desired characteristics of this person include high energy, driven, detail oriented and personable. This person will be work with the Financial Advisors on a daily basis and is expected to handle a variety of tasks at any given time with discretion and a high level of professionalism. This position offers opportunity for advancement to other areas within the practice, including but not limited to, establishing a career as a licensed Financial Advisor. The company culture is outstanding, in that it is forward-thinking, entrepreneurial, thoughtful, and positive. Responsibilities include, but are not limited to: • Account Servicing such as processing withdrawals, beneficiary updates, address changes, etc., • Prepare required paperwork and facilitate client account opening., • Administrative Responsibilities including answering client calls, mailings, and system updates., • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)., • Leverage various communication channels to keep in touch with clients (e.g., send out birthday and milestone gifts/cards, e-mail research newsletters)., • Building relationships with our client base by consistently providing the highest level of customer service., • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable., • Work to continually refine presentation materials to improve client experience., • Provide back up to other CSAs with phone, paperwork etc. as needed, • Track anticipated checks and money movement arriving via mail, • Make travel arrangements including booking flights, cars, and hotel or restaurant reservations., • Prepare for & greets clients for meetings in the office., • Prioritize tasks by importance/level of urgency., • Exhibit polite and professional communication via phone, e-mail, and written., • Ability to be flexible and respond to changes in direction or focus of tasks at hand., • Contribute to team results by accomplishing related results as needed. Education and Experience: • Bachelor’s degree or equivalent experience., • Excellent verbal and written communication skills., • Dedicated work ethic and strong organizational abilities., • Able to work independently with minimal supervision, prioritize projects and requests, and sustain a high level of attention to detail., • Preferred 2+ years of experience supporting a Registered Investment Advisor or financial services firm., • Working knowledge of money movements, ACH and wire transfers., • Series SIE, 7 & 63 licenses preferred or ability to obtain Series SIE, 7 & 63 in the future., • Valid driver’s license Work Hours & Benefits 40 hours per week. Competitive compensation with strong benefits package and 401(k) match. Approval Number: PM-07062027-8692288.1.1

Technical/Data Analyst – People Domain Job Details • Employment Type: Contract, • Location: Hybrid – 3 days/week onsite in Newark, NJ, • Client: Major Financial Firm, • Pay Rate: $65 – $80 per hour, • C2C and W2 are acceptable About the Role • Support the People Domain Activation project as it transitions to an enterprise Data-as-a-Product operating model, • Partner with Domain Owners, Stewards, Data Engineering, and cross-functional business teams, • Define domain scope, document data assets, and elicit requirements, • Ensure metadata and quality standards are met while supporting the build-out of People-related data products Key Responsibilities • Lead the inventory of People domain data assets, • Collaborate with data architects and engineers on conceptual, logical, and physical data models for People data, • Define quality rules, validations, and issue-management workflows for People domain assets, • Translate business requirements into user stories, acceptance criteria, and data mapping specifications for activation sprints, • Collect, analyze, and interpret large data sets from multiple sources to identify trends, patterns, and actionable insights, • Use Microsoft Purview (Unified Catalog and data lineage) to identify trusted datasets, assess data health, and evaluate downstream impact, • Gather requirements from business users and translate them into data analysis and reporting solutions, • Support business cases and strategic initiatives with quantitative analysis, • Present findings and recommendations to stakeholders through clear, concise presentations and reports, • Partner with IT and business teams to define and implement data management best practices, • Continuously improve processes and efficiency through data-driven approaches Required Qualifications • Strong understanding of HR/People data, • Deep understanding of People/HR processes and architecture, • Knowledge of PI/PHI handling, • Exposure to DM&G standards and enterprise operating models, • Proficiency in data analysis tools and languages (SQL, Excel, Python), • Experience with data visualization tools (Tableau, Power BI), • Strong analytical, problem-solving, and critical thinking skills, • Excellent written and verbal communication skills, with the ability to present complex data clearly, • Strong attention to detail and organizational skills Preferred Qualifications • Experience in the HR domain or insurance industry, • Working knowledge of Microsoft Purview, including data catalog and lineage capabilities, • Familiarity with cloud-based data lake/hub concepts and database management systems, • Experience working in Agile or cross-functional teams

Full Stack Software Engineer (React / Node.js) Contract-to-Hire Opportunity with a Major Investment Firm Location: Newark, NJ (Hybrid - 3 Days/Week Onsite) Duration: 12+ Months (Contract-to-Hire) Pay Rate: Up to $70/hour W2 (Based on Experience) Employment Type: W2 Only (No C2C) Candidates: Local Candidates Only We are seeking a Full Stack Software Engineer with a strong emphasis on React and Node.js development to join a growing technology team supporting enterprise applications within a leading financial services organization. This role is ideal for someone who enjoys building modern, scalable web applications and collaborating with cross-functional teams in an Agile environment. You'll work on innovative digital initiatives that directly support business growth while leveraging modern cloud technologies and development best practices. What You'll Do • Build scalable, high-quality applications using modern development standards and architectural best practices, • Develop responsive front-end applications using React.js, • Design and build backend services and RESTful APIs using Node.js, • Collaborate with Product Owners, Technical Leads, and fellow Engineers to deliver business-critical solutions, • Participate in technical design discussions and contribute to application architecture, • Write clean, maintainable, and well-documented code, • Develop unit tests, integration tests, and automated testing solutions, • Troubleshoot production issues and implement effective solutions, • Contribute to continuous improvement initiatives and adopt emerging technologies, • Work within Agile teams to deliver high-quality software on schedule Required Qualifications • Strong hands-on experience with React.js, including Hooks, state management, and component-based architecture, • Solid backend development experience using Node.js (Express and/or NestJS), • Strong proficiency with JavaScript and TypeScript, • Experience designing and integrating RESTful APIs and/or GraphQL, • Experience building applications using microservices architecture, • Hands-on experience with AWS services such as EC2, S3, API Gateway, and Lambda, • Experience deploying containerized applications using Docker and AWS ECS or EKS, • Experience with CI/CD pipelines and automated deployments, • Understanding of AWS infrastructure concepts including VPC, IAM, Load Balancers, and Auto Scaling, • Experience working with relational and/or NoSQL databases such as PostgreSQL or MongoDB, • Familiarity with monitoring and logging tools such as CloudWatch Preferred Experience • Experience working within enterprise-scale application environments, • Knowledge of React best practices for building responsive, scalable user interfaces, • Exposure to cloud-native application development, • Experience working in Agile/Scrum environments, • Financial services experience is a plus If you're looking for a long-term opportunity where you can work with modern technologies, build enterprise applications, and grow your career within a leading investment firm, we'd love to hear from you. Apply today with your updated resume.

We are seeking a highly skilled and versatile Video Production Specialist to join our creative team. The ideal candidate will have hands-on experience managing the full video production lifecycle, including pre-production planning, studio and on-location filming, lighting and camera setup, audio capture, post-production editing, and content delivery. This role requires a strong visual storyteller who can translate business objectives into engaging video content optimized for digital, social, internal communications, and marketing channels. Key Responsibilities: • Collaborate with cross-functional teams to develop creative concepts and video content that support business and marketing objectives., • Manage all phases of video production, including pre-production planning, storyboarding, scheduling, filming, editing, and final delivery., • Operate professional video equipment, including cameras, lighting, audio, and studio production tools., • Set up and manage studio and on-location shoots, ensuring optimal lighting, sound, and production quality., • Capture high-quality video footage, interviews, b-roll, and event coverage., • Edit video content for multiple platforms and channels, maintaining high production standards and brand consistency., • Incorporate graphics, transitions, music, color correction, and sound design to enhance storytelling and audience engagement., • Collaborate with creative and marketing teams to ensure video content aligns with brand guidelines and campaign objectives., • Manage video assets, footage libraries, and production files for future use and scalability., • Stay current on video production trends, technologies, and best practices, bringing innovative ideas and solutions to the team., • Support live or virtual production needs when required. Qualifications Education and Experience: • Bachelor's degree in Film Production, Video Production, Communications, Media Arts, or a related field (or equivalent work experience)., • 3+ years of professional experience in videography, video production, or a related creative role., • Portfolio demonstrating expertise across video production, filming, editing, and storytelling. Skills: • Proficiency in Adobe Creative Cloud, including Premiere Pro, After Effects, Audition, and Media Encoder., • Strong understanding of camera operation, framing, composition, lighting, and audio recording techniques., • Experience with studio production, multi-camera setups, and interview-style shoots., • Advanced video editing skills with a strong eye for pacing, narrative structure, and visual storytelling., • Knowledge of color correction, audio mixing, and video optimization for various digital platforms., • Ability to manage multiple projects simultaneously and meet tight deadlines., • Strong communication, organizational, and project management skills., • Attention to detail and commitment to delivering high-quality work. Preferred Qualifications: • Experience in a regulated industry or agency setting, • Familiarity with livestream, webinar, or virtual event production workflows., • Experience developing content for social media platforms and digital marketing campaigns., • Basic photography skills and experience capturing still assets., • Understanding of accessibility standards, including video captioning and optimized viewing experiences. Ideal Candidate The ideal candidate is a hands-on producer and creator who is equally comfortable planning a shoot, setting up a studio, operating cameras and lighting, conducting interviews, editing footage, and delivering polished final content. They are proactive, collaborative, and capable of owning projects from concept through completion while maintaining the highest standards of creative quality. payrate: 50 - 55/hr depending on experience.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. It would be even better if you also had... • CPA or Enrolled Agent certification, • Experience completing complex tax returns, • 5+ years of experience in accounting, finance, bookkeeping or tax, • Experience conducting in person and virtual tax interviews that create confidence in clients, • Tax planning and audit support experience, • Sales and/or marketing experience What you'll bring to the team... • Conduct tax interviews with clients in person and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your work is impacting results, • Grow your tax expertise Your Expertise • Experience completing individual tax returns, • Experience working in a fast-paced environment, • Access to high speed, reliable internet, • Experience and skilled in technology (specifically MS Teams and Outlook, Co-Pilot, • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat as well as in-person, • Experience utilizing effective customer service techniques, • Analytical and problem-solving skills, • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent, • Availability to work a minimum of 20 hours a week during peak tax season, • Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions) The Community You Will Join At H&R Block, we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you.

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – Cyber & Network Security Engineer, • Department - CISO, • Corporate level – Vice President, • Report to - Cyber & Network Security Engineering Lead, • Location – Iselin, New Jersey. On Site 2 days per week., • Expected full-time salary range between $170,000 - $190,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: The Vice President (VP), Security Engineering is a senior technical engineering role responsible for leading the deployment, automation, and operational support of enterprise security platforms and controls. Ideally the candidate will have AWS cloud infrastructure security tooling integration, security automation experience. This role requires a hands-on engineer who can build and deploy AWS-based environments to evaluate, test, and design and operationalize new security technologies and engineer off the shelf security tools. They will lead and mentor the junior engineers. Curiosity to learn, get stuck in and get things delivered. Key Responsibilities: Security Engineering & Tool Deployment • Design, build and configuring and maintain enterprise security platforms and services., • Have experience with some or all the following products, • Splunk Enterprise / Splunk Cloud, • Forcepoint Web Security, • Forcepoint Email Security & DLP, • Zscaler DLP and Internet Access, • Microsoft Purview DLP, • Qualys VMDR, • Crowdstrike Faclon, • Additional threat detection, monitoring, and data protection technologies., • Troubleshoot platform, infrastructure, and integration issues across security ecosystems., • Work with infrastructure engineering on infrastructure deliverables ensuring that security is engineered into their solutions., • Provide senior leadership and guidance to the wider engineering community. AWS Infrastructure Engineering • Help build and manage AWS environments used for proof-of-concepts, product evaluation, security testing, and production deployments., • Develop repeatable Infrastructure-as-Code (IaC) capabilities for rapid deployment of security tooling., • Engineer secure cloud architectures incorporating:, • EC2, • VPCs, • Security Groups, • IAM, • Route53, • S3, • Lambda, • CloudWatch, • GuardDuty, • AWS Organizations, • Support secure cloud adoption initiatives and platform modernization programs. Security Automation & Development • Develop automation solutions using Python to reduce operational overhead and improve security effectiveness., • Create and maintain scripts, APIs, orchestration workflows, and automation frameworks for:, • Security tool deployment, • Configuration management, • Monitoring and alerting, • Compliance validation, • Asset discovery, • Data collection and reporting, • Integrate security tooling with enterprise workflows and operational platforms. Security Monitoring & Detection Engineering • Design and implement security monitoring use cases., • On board new log sources., • Develop Splunk searches, correlation rules, dashboards, and reporting capabilities., • Improve threat detection coverage through security telemetry integration and log onboarding., • Partner with Cyber Defense teams to improve detection engineering and incident response capabilities. Data Protection Engineering • Deploy and manage enterprise Data Loss Prevention (DLP) solutions., • Configure and optimize:, • Forcepoint DLP, • Microsoft Purview DLP, • Zscaler DLP, • Work with data owners and security architects to implement controls protecting sensitive information. Technical Leadership • Collaborate closely senior engineers and architects to deliver secure-by-design solutions., • Support security technology roadmaps and strategic initiatives. Experience • 5+ years of experience in Security Engineering, Cloud Security Engineering, or Infrastructure Security., • Experience mentoring and leading junior engineers., • Experience working across engineering and architecture groups to deliver solutions that are secure from the ground up., • Experience building and deploying AWS environments from the ground up., • Hands-on experience onboarding, configuring, and operating enterprise security platforms., • Strong experience automating security operations using Python., • Experience supporting security technology evaluations, proof-of-concepts, and production rollouts. Technical Skills: Cloud & Infrastructure • AWS (preferred), • Infrastructure-as-Code concepts, • Linux and Windows administration, • Networking fundamentals (TCP/IP, DNS, HTTP/S, Routing, Proxies) Security Technologies (all not essential but desirable) • Splunk, • Forcepoint Web Security, • Forcepoint DLP, • Forcepoint Email Security, • Zscaler DLP, • Microsoft Purview DLP, • Qualys VMDR, • SIEM, Endpoint Detection & Response (EDR), DLP, and Vulnerability Management technologies, • Ansible, • SCCM Development & Automation • SPL, • Python, • REST APIs, • Automation frameworks, • Scripting and orchestration, • CI/CD concepts Desirable Qualifications • AWS Solutions Architect, Security Specialty, or equivalent certification., • Splunk Power User, Admin, or Architect certification., • CrowdStrike Certified Falcon Administrator., • Experience with Terraform or CloudFormation. Key Competencies • Troubleshooting and problem-solving skills., • Strong engineering mindset with a passion for automation., • Strong desire to learn new technologies. Success Measures • Engineering and onboarding of security technologies., • Increased automation and reduction in manual operational effort., • Improved security monitoring and detection capabilities., • Stable, scalable, and secure AWS-hosted security infrastructure., • Successful delivery of security engineering initiatives aligned with business and security objectives. What we’re looking for: • Experience in security engineering / cyber engineering in complex, regulated environments (markets technology / investment banking / FMI strongly preferred)., • Proven delivery of large-scale security platforms end-to-end (design → build → run), including multi-system integration., • Engineering mindset: able to go deep on architecture, automation, telemetry, and operational resilience., • Strategic thinker with the ability to translate vision into execution., • Strong communicator and collaborative who can work across the organization., • Data-driven and outcome-focused, with a bias toward measurable security improvements., • Comfortable operating in fast-paced, evolving environments. Professional qualifications / certifications: • Experience in security engineering (5+ years), • Experience in:, • Working in highly regulated operations and complex organizational structures., • Reporting to senior leadership supporting executive level decision-making and prioritization., • Engaging in complex governance, contributing to multi-layered committees or forums., • Understand, interpret and apply regulatory requirements, compliance and industry standards. Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

Data Quality and Responsible AI Specialist • Location: Newark, NJ (Onsite, 5 days per week), • Employment Type: Long-term Contract to Hire, • Client: Major Financial Firm, • Pay Rate: $55 to $62 per hour on W2, • No C2C. W2 only. About the Role • Sits at the intersection of Data Management and Governance, enterprise data quality, Responsible AI operations, data architecture, and technology risk management, • Embeds quality and governance controls directly into data delivery workflows, • Helps mature a control plane that provides visibility into AI data readiness, data quality health, control coverage, exceptions, remediation, and audit-ready evidence Key Responsibilities • Lead enterprise implementation of data quality and AI data readiness controls across data sources, data products, semantic products, and AI use cases, • Define what "AI-ready data" means, including quality thresholds, lineage and metadata completeness, source authorization, classification, access controls, and freshness, • Translate Responsible AI requirements into measurable data controls embedded in pipelines, certification workflows, metadata platforms, and dashboards, • Partner with data architects, engineering, platform, and domain teams to place controls across ingestion, transformation, publication, AI consumption, and runtime monitoring, • Perform hands-on conceptual, logical, physical, canonical, and semantic data modeling to support trusted data products and ADS certification, • Build reusable DQ and RAI control patterns, rule templates, evidence payloads, and implementation guidance, • Guide domain teams on DQ rules, thresholds, metrics, exceptions, and remediation, • Establish routines for profiling, rule execution, issue triage, root-cause analysis, remediation tracking, and recertification, • Integrate data quality controls into AI lifecycle gates, • Maintain control libraries for data quality, metadata, lineage, access, privacy, monitoring, and lifecycle governance, • Drive automation to reduce manual governance burden and improve audit readiness, • Define KRIs, KPIs, alerts, and reporting that give senior leaders visibility into data quality health and remediation progress, • Coordinate with business, product, engineering, security, privacy, legal, compliance, risk, model risk, and audit teams, • Maintain audit-ready documentation including control mappings, rule logic, test results, approvals, and remediation evidence, • Lead playbooks, standards, training, and enablement materials for DQ and RAI adoption at scale Required Skills and Experience • Strong experience in enterprise data quality, data governance, data management, data architecture, technology controls, or Responsible AI operations, • Strong understanding of enterprise data architecture, data products, data contracts, metadata, lineage, semantic layers, and governed lakehouse or cloud platforms, • Hands-on experience designing conceptual, logical, physical, canonical, dimensional, and semantic data models, • Hands-on knowledge of data quality frameworks: rule design, profiling, thresholds, observability, reconciliation, anomaly detection, and scorecards, • Ability to connect data quality outcomes to Responsible AI needs such as traceability, data suitability, bias and proxy risk, and privacy constraints, • Experience embedding controls into pipelines, workflows, metadata systems, or CI/CD processes, • Familiarity with AI/ML, generative AI, agentic AI, model lifecycle management, model registries, and production release controls, • Ability to map policy and regulatory expectations into practical requirements, testing procedures, and evidence, • Experience working with risk, compliance, legal, privacy, information security, model risk, and internal audit partners, • Ability to build metrics and dashboards on control coverage, effectiveness, exceptions, and remediation, • Excellent written and verbal communication skills, including with executives, • Strong execution and leadership skills, including backlog management, stakeholder alignment, and delivery against milestones Preferred Qualifications • Experience in a regulated industry such as financial services, insurance, or healthcare, • Experience with Responsible AI, AI governance, model risk management, technology risk, or operational risk frameworks, • Experience designing DQ rule libraries, control catalogs, evidence schemas, and automated control testing, • Experience defining operating models, RACI, decision rights, and executive reporting, • Technical fluency with SQL, Python, APIs, YAML/JSON, rules engines, and test automation, • Bachelor's degree in computer science, data science, engineering, information systems, risk management, or related field; advanced degree or certifications preferred Tools and Technology Exposure • Data Quality and Observability: Ataccama ONE, Informatica Data Quality, Collibra Data Quality, Soda, Monte Carlo, Great Expectations, • Metadata, Catalog, and Lineage: Informatica CDGC, Collibra, Microsoft Purview, Alation, OpenLineage, • Responsible AI and ModelOps: IBM watsonx.governance, AWS AgentCore, AWS Guardrails, Azure AI Studio, Azure Machine Learning, MLflow, Databricks Mosaic AI, • Cloud and Data Platforms: AWS, Azure, Snowflake, Databricks, Microsoft Fabric, • Pipeline and Orchestration: Airflow, Azure Data Factory, AWS Glue, dbt, GitHub, GitLab, Jenkins, • Workflow and Reporting: ServiceNow, Jira, Power BI, Tableau What Success Looks Like • DQ and AI data readiness requirements are embedded into workflows, pipelines, and platforms with clear ownership, • AI products consume governed, traceable, fit-for-purpose data from certified sources, • DQ and RAI control checks are increasingly automated and backed by audit-ready evidence, • Dashboards provide timely visibility into data quality health, risk posture, and remediation, • Teams understand required controls and can demonstrate compliance without unnecessary friction Ideal Candidate • Senior, hands-on lead who bridges data architecture, data quality, Responsible AI, and control operations, • Comfortable working with architects, engineers, domain teams, AI teams, and risk and audit partners, • Practical mindset: governance embedded by design, measured through data, and automated where possible

Job Information: • Functional Title: Assistant Vice President, Compliance Monitoring and Testing, • Department: Compliance Risk Management, • Corporate Level: Assistant Vice President, • Reports To: Director, Compliance Monitoring and Testing, • Location: HXO, MPO, • Expected full-time salary range between $ 125K - 135K + variable compensation + 401(k) match + benefits The Compliance Monitoring & Testing team sits within the second line of defence in Compliance Risk Management. The Assistant Vice President (“AVP”) of Compliance Monitoring & Testing plays a critical role with the second line of defence and will provide leadership, expertise and structure to support the ongoing maturation of the Compliance Program and the continuous improvement to enhance the proactive oversight of compliance risk.. The AVP will be required to stay abreast of developments on regulatory requirements and best practices to ensure the monitoring and testing framework remains fit for purpose and that controls gaps are identified to ensure effective compliance risk management. What you will be doing: • Ability to write Compliance Testing reports clearly and concisely that require little to no oversight or rewrite, • Manages stakeholder engagement independently., • Ability to independently scope a review after reviewing related regulations, the related CRA as well as conversations with Advisory Compliance, • Takes initiative for next steps with limited instruction, • Has enough experience with Compliance Testing to propose solutions to make the team’s processes (and related documents like templates) more efficient, • Works independently (with limited direct authority) to assess and identify gaps and influence outcome, • Takes ownership and accountability for deliverable timelines and work quality, • Maintains relationships and networks and engage with senior stakeholders across the firm to advise on key areas of expertise that support the mitigation of compliance risk, • Adapts communication style to differing audiences to support and drive cross functional collaboration, • Has judgement-based decision making in areas of elevated compliance risk and adapt policies and procedures What we are looking for: • Minimum bachelor’s degree; Postgraduate degree (e.g., JD, MBA) or compliance / testing / audit certifications a plus, • 3-5 years’ experience of compliance testing / monitoring / auditing / risk management; Regulatory experience a plus, • Strong analytic capabilities; excellent communications skills to influence stakeholders, • Ability to work independently (with limited direct authority) to assess and identify gaps and influence outcomes, • Ability to take initiative for next steps with limited instruction, • Advanced proficiency in Microsoft Office (i.e., Word, Excel, PowerPoint) and SharePoint required. Familiarity with Governance, Risk & Compliance (GRC) tools (e.g., Archer) a plus, • Proficiency in regulatory requirements e.g. Prudential, BSA/AML, Privacy, • Knowledge of a Financial Market Utility regulatory environment, key legislative requirements and practical implications would be beneficial, • Experience in executing testing plans, • Familiarity with corporate compliance programs and standards relative to Federal Reserve SR 08-8 would be beneficial

Job Description: We are seeking a highly motivated, entrepreneurial, and results-driven Territory Account Manager to join our growing commercial team. This role is responsible for developing and managing business opportunities across multiple industrial market segments including Water & Wastewater, Wire Rope & Lubrication, Mining & Mineral Processing, Food & Beverage Manufacturing, Offshore & Marine, Oil & Gas, and Industrial Processing & Manufacturing. This is a strategic outside sales and business development role focused on identifying, developing, and growing industrial accounts at both the local and national level. The Territory Account Manager will serve as a consultative partner to customers by delivering technical product solutions, developing long-term relationships, and expanding market share through proactive sales and customer engagement activities. Unlike traditional territory sales positions, this role is market- and opportunity-driven rather than geographically restricted. The Territory Account Manager may pursue opportunities throughout North America based on strategic alignment, customer need, and growth potential. Primary Responsibilities Business Development • Own and grow revenue across your assigned territory through a strategic sales plan., • Prospect and win new business through cold calling, networking, referrals, and trade events—targeting end users, municipalities, contractors, OEMs, engineering firms, distributors, and national accounts., • Drive specification development and product approvals., • Meet or exceed monthly, quarterly, and annual sales targets. Account Management • Manage and grow existing accounts, expanding wallet share through long-term relationships with plant managers, engineers, maintenance, procurement, and operations leadership., • Conduct regular customer visits, presentations, product demonstrations, and technical reviews. Technical & Consultative Selling • Recommend tailored solutions based on customer needs and operating conditions., • Deliver technical presentations, lunch-and-learns, and training; support field trials and evaluations., • Stay current on industry trends, competitive products, and regulatory developments. CRM & Reporting • Use CRM to track interactions, manage opportunities, and forecast revenue., • Maintain weekly pipeline and forecast reporting; track competitor and market activity. Market Segments • Water & Wastewater, • Wire Rope & Lubrication, • Mining & Mineral Processing, • Food & Beverage Manufacturing, • Offshore & Marine, • Oil & Gas, • Industrial Processing & Manufacturing Required Qualifications • Proven success in B2B industrial sales, technical sales, or business development., • Experience within industrial chemical manufacturing, industrial services, water treatment, infrastructure, lubrication, mining, offshore, marine, or related industrial sectors preferred., • Strong prospecting and lead generation experience., • Demonstrated ability to close business and exceed sales goals., • Strong negotiation and communication skills., • Self-motivated with a high level of initiative and accountability., • Experience with CRM software and Microsoft Office Suite., • Ability to travel as required. What We Offer: • $60-$80k DOE; Bonus and Commission, • Comprehensive benefits package, including health and vision insurance., • 401(k) plan, • Opportunities for professional development and career advancement., • A collaborative and supportive work environment. Grignard Company, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Full Stack Software Engineer Contract-to-Hire Opportunity with a Leading Financial Services Firm Location: Newark, NJ (Hybrid – 3 Days/Week Onsite) Duration: Contract-to-Hire Pay Rate: Up to $65/hr W2 Employment Type: W2 Only (No Corp-to-Corp) Work Authorization: Must have permanent authorization to work in the United States Candidates: Local Candidates Preferred We are seeking a Full Stack Software Engineer to join a high-performing technology team supporting enterprise retirement and financial services platforms. This role offers the opportunity to work on modern cloud-native applications while contributing to large-scale digital transformation initiatives within one of the world's leading financial institutions . The ideal candidate will bring strong full-stack development experience across modern frontend frameworks, backend technologies, cloud platforms, and DevOps practices. This position offers exposure to innovative technologies, collaborative Agile teams, and highly visible business initiative s. What You Can Expect on a Typical • DayDesign, develop, and maintain enterprise applications using modern software engineering principles and best practi, • cesBuild scalable, secure, and high-performing applications that support critical business functi, • onsDevelop high-quality, maintainable, and well-documented code while adhering to established development standa, • rdsCollaborate closely with product owners, architects, technical leads, designers, and fellow engineers to deliver business-focused soluti, • onsParticipate in technical design discussions and contribute to architecture and implementation decisi, • onsDevelop and enhance responsive user interfaces using modern frontend technolog, • iesBuild and maintain backend services, APIs, and microservices supporting enterprise applicati, • onsWrite and execute unit tests, integration tests, and automated functional te, • stsTroubleshoot and resolve issues identified through testing, production support, or monitoring activit, • iesContribute to Agile ceremonies, sprint planning, backlog refinement, and continuous improvement initiati, • vesIdentify opportunities to leverage emerging technologies and innovative approaches to solve business challen, • gesSupport cloud-based application deployment, monitoring, and operational excelle nce Required Qualificat • ionsStrong hands-on experience developing modern web applications using Reac, • t.jsExperience with React Hooks, state management, component-based architecture, and responsive UI develop, • mentSolid backend development experience using Node.js and frameworks such as Express.js or Ne, • stJSStrong proficiency with JavaScript and TypeScript across frontend and backend develop, • mentExperience designing, developing, and integrating RESTful APIs and GraphQL serv, • icesExperience building and supporting microservices-based architect, • uresHands-on experience with AWS cloud services includ, • ing, • :E, • C2S3API Gat, • ewayLa, • mbdaExperience with containerization technologies, including Do, • ckerExperience deploying applications to AWS ECS or EKS environm, • entsExperience building and maintaining CI/CD pipelines and automated deployment proce, • ssesUnderstanding of cloud infrastructure concepts, includ, • ing:, • VPC, • sIAMLoad Balan, • cersAuto Sca, • lingExperience with relational and NoSQL databases such as PostgreSQL and Mon, • goDBKnowledge of database design, query optimization, and performance tu, • ningExperience with monitoring, logging, and observability tools such as CloudW atch Additional Technical Experience Pref • erredExperience with Java develo, • pmentExperience with Spring, • BootExperience with Python develo, • pmentFamiliarity with enterprise-scale distributed sy, • stemsExperience working in highly regulated environments such as financial services, banking, or insu rance Soft Skills & Professional Attr • ibutesStrong analytical and problem-solving abi, • litiesExcellent communication and collaboration, • skillsAbility to work effectively in cross-functional Agile, • teamsStrong attention to detail and commitment to code q, • ualityDemonstrated passion for continuous learning and professional devel, • opmentAbility to balance technical excellence with business obje ctives Why Consider This Oppor • tunity?Contract-to-hire opportunity with a leading financial services organ, • izationWork on enterprise-scale digital transformation init, • iativesModern technology stack including React, Node.js, AWS, Docker, and Micros, • ervicesExposure to innovative cloud-native development pr, • acticesCollaborative engineering culture focused on learning, growth, and technical exc, • ellenceStrong long-term career potential within a stable and growing organ ization

Make a Difference. Be a Part of the NCHC, Inc. Team! Newark Community Health Centers, Inc., FQHC, is a multi-cultural, Patient Centered Medical home- Level III that provides primary care services (Family/Adult Medicine, Pediatrics, OB/GYN, and Dental) and social services. We are dedicated to meeting the health care needs of the medically underserved in the greater Newark area. Join us as we expand! The Director, Patient Financial Services & Revenue Cycle coordinates and facilitates revenue cycle financial controls and accounts management of the various systems and processes including provider credentialing with the various insurance carriers, patient intake and registration, coding and checkouts of encounters and billing and accounts receivable maximizing cash flow into the organization. Develops work standards, monitors quality and quantity of work processed, and ensures that policies are communicated and administered consistently. Works closely with site personnel and operations managers to monitor compliance to policies and procedures as they relate to the revenue cycle. Essential duties/responsibilities include the following as well as other duties that may be assigned: • Subject matter expert in central billing office and healthcare revenue cycle applications utilized across the organization. • Documents and supports the development and refinement revenue cycle workflows (patient access, insurance verification, charge capture, payment posting, self-pay and patient follow-up management), • Optimization, auditing, and setup of work queues for charge capture reconciliation, denial management, clearinghouse, claims management, and payment posting • Ensure the integrity of the Revenue Cycle Systems databases, charge master, Master File and Dictionary Configuration • Participate in audit and execute recommendations for improvement of revenue cycle systems, • Implemented primary healthcare professional billing revenue cycle systems, • Oversees systems and processes that maximize cash flow into the organization., • Maintains current enrollment of all NCHC providers with the various insurance companies, • Ensures the integrity of patient intake and registration, • Expedites the processing and checkout of accurate patient encounter forms thought the various clinical areas, • Oversees the editing of patient encounter forms and preparation for billing, • Ensures accurate and timely billing of patient encounters with added focus on problem or denied claims

About the Opportunity Looking for a flexible remote opportunity where your sales experience and ability to build strong client relationships can translate into performance-based earning potential? We are looking for experienced sales professionals to join our team as Business Development Managers. In this role, you will work directly with prospective clients, identify their needs, present financial protection solutions, and help guide clients through the sales process. This opportunity is within the life insurance and financial services industry, with access to products from more than 25 industry-leading carriers. What You’ll Do • Develop and maintain strong client relationships, • Connect with prospective clients who have requested information, • Conduct client consultations and needs analysis, • Present appropriate life insurance and financial protection solutions, • Develop strategies to improve sales activity and production, • Monitor sales performance and work toward established goals, • Assist clients through the application process, • Provide guidance and support to newer sales professionals, • Maintain accurate records and follow regulatory requirements, • Develop and maintain strong business relationships What We Provide • Remote work environment, • Flexible full-time or part-time schedule, • Access to qualified leads and marketing resources, • Products from 25+ industry-leading carriers, • Ongoing training and professional support, • Sales and product training, • Tools and resources to support business development What We’re Looking For • Previous sales, business development, or leadership experience, • Strong communication and interpersonal skills, • Proven ability to build and maintain client relationships, • Strong presentation and negotiation skills, • Goal-oriented and results-focused, • Ability to work independently and manage sales activity, • Life insurance license or willingness to obtain one Compensation This is a 1099 independent contractor opportunity with 100% performance-based compensation. There is no base salary or cap on earnings. Potential earnings for experienced agents: $150,000–$200,000, based on production. Additional incentives and bonuses may be available based on production. Growth Opportunities Experienced professionals may also be considered for additional leadership and sales management responsibilities based on experience and performance. Our team provides access to established products, qualified leads, training, and ongoing support so experienced professionals can focus on serving clients and developing their business. If you're an experienced sales professional looking for a flexible remote opportunity with established products and performance-based earning potential, we'd like to hear from you.

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)

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)

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