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Responsibilities include supervising staff, reviewing corporate tax returns, and enhancing client relationships.

EisnerAmper is seeking a Sales Tax Consulting Manager to join our State and Local Tax (SALT) practice. What it Means to Work for EisnerAmper You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your

A leading accounting and advisory firm in New Jersey is seeking a Tax Partner for its Private Client Services team. The role involves partner level tax compliance, client consultations, and mentoring staff. Candidates should have a Bachelor's degree and CPA or JD, along with significant tax experien

Relevant experience in AML, sanctions, financial crime risk, compliance, or audit within the financial services industry. Certifications Preferred: Certified Anti-Money Laundering Specialist, Certified Internal Auditor, Certified Regulatory Compliance Manager, Certified Fraud Examiner,. You will als

Serve as a trusted advisor to senior leaders and business partners by assessing business strategies, identifying AML & Sanctions risks, and recommending practical, risk?based solutions that align with regulatory expectations. Proven ability to act as a strategic advisor to senior leaders, influencin

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary • Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities., • Setup and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Initiate endorsements, proofs of insurance and invoices, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • May pull items such as MVR, CLUES, Risk Meters, RCE etc., • Generate and send renewal proofs, if requested, • Check endorsement against request, • Knowledge of Excel, Word, and other MS Office products to include basic formatting, • Knowledge of agency management systems and Carrier sites., • Possesses a basic understanding of property and casualty coverage., • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems., • Able to meet quality standards and achieve urgent tasks., • Strong written, oral, and interpersonal communication skills, • Able to follow a well-established and familiar set of activities and/or process to derive a solution. Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-PK1 Powered by JazzHR oGD1pCXXHL

Job Description Resilience360 Advisory - Job Posting #362 Position: Manager – Disaster Recovery & Business Continuity Status: Permanent, Direct-Hire Location: Somerset, NJ – Hybrid (in office Tues to Thurs). No Relocation Assistance is Provided. Travel: Ability to travel 25% Salary: Annual Base Compensation of $120-$160K - Based on Experience • Candidates must have authorization in place to work in the USA (USA Citizenship or Green Card)., • Seeking professionals with 7+ years of experience in BC/DR planning and execution, coupled with 5+ years of hands-on disaster recovery experience, including creating runbooks and DR plans, executing end-to-end DR exercises, and being comfortable with client/server technology, network configurations, data replication, and modern data center environments, including cloud-based recovery solutions., • Experience as a People Manager (5+ years), • MBCI or CBCP certification is strongly preferred. CDRE and/or ITIL certifications are preferred Overview: Our client is seeking a Manager of Disaster Recovery & Business Continuity to oversee daily operations, develop strategic plans, and manage resources to optimize processes and achieve business goals. This role ensures all Disaster Recovery & Business Continuity Management (BCM) components comply with the Firm's ISO-driven Policy and Standards, and is responsible for developing, implementing, and maintaining business continuity and disaster recovery strategies to enhance organizational resilience. Key responsibilities include collaborating with departments to identify risks, develop response plans, coordinate training, and monitor key performance indicators. As a Subject Matter Expert in Business Continuity, Disaster Recovery, and Crisis Management, the DR & BC Manager reports to the Head of Risk and Resiliency and plays a central role in advancing the DR&BC Program. Key Responsibilities: • Develop, maintain, and update comprehensive business continuity and disaster recovery plans across all business units, ensuring alignment with industry standards and best practices., • Conduct risk assessments and business impact analyses to identify threats and vulnerabilities and collaborate with stakeholders to develop and implement mitigation strategies., • Stay current on emerging risks, industry trends, and regulatory requirements, ensuring business continuity initiatives remain compliant and effective., • Plan, coordinate, and lead regular training, testing, and disaster recovery exercises, including obtaining stakeholder approval and managing cross-functional teams to ensure organizational readiness and continuous improvement., • Serve as the primary incident coordinator, managing response efforts, communications, and reporting during disruptions., • Monitor, analyze, and report on the effectiveness of continuity plans, recommending and implementing improvements as needed., • Manage relationships with external partners and vendors to support continuity objectives., • Act as a Subject Matter Expert for IT Disaster Recovery, coordinating activities with IT and business partners, and providing technical consulting for complex solutions., • Advise business units on contracts, statements of work, and continuity plans for outsourced services to ensure compliance and alignment., • Administer Risk and Resiliency (R&R) tools/systems, policy and standards, user training, documentation, and data validation., • Support internal BCM governance and operational resilience reviews, website content management, and responses to RFPs and third-party requests., • Oversee and optimize resource allocation for business continuity initiatives., • Coordinate cross-functional teams during crises to ensure a unified and effective response., • Develop succession and continuity plans for key roles and leadership positions. Behaviors & Competencies: • Adaptability: Can lead others through change, help teams adapt to new directions, and create a culture open to change., • Analytical Thinking: Can use advanced analytical techniques to solve complex problems, draw insights, and communicate the solutions effectively., • Business Acumen: Can develop and execute business plans to drive growth and profitability., • Change Management: Can manage major changes in organizational processes or policies, can facilitate change management processes among others, can mentor others in effective change management, and can adapt change management style based on the situation and the organization's needs., • Collaboration: Can take ownership of team initiatives, foster a collaborative environment, and ensure that all team members feel valued and heard., • Communication: Can effectively communicate complex ideas and information to diverse audiences, facilitate effective communication between others, and mentor others in effective communication., • Continuous Improvement: Can identify major areas for improvement, implement major changes, and support others in their continuous improvement efforts., • Decision-Making: Can facilitate group decision-making processes, build consensus, and commit to a course of action even in the face of uncertainty., • Leadership: Can take ownership of complex team initiatives, collaborate with others in decision-making processes, and drive team performance., • Strategic Thinking: Can analyze complex situations, anticipate future trends, and align and integrate strategies across departments or functions. Skill Level Requirements: • In-depth knowledge of business continuity and disaster recovery principles and best practices - Expert, • Experience in delivering training and conducting exercises for business continuity and disaster recovery.- Expert/Advanced, • Proficiency in business continuity software and tools. - Advanced, • Proficiency in project management: Ability to oversee and direct projects to completion, ensuring goals are met and resources are utilized efficiently. - Expert, • Excellent analytical, problem-solving, and attention-to-detail skills. - Expert, • Proficiency in stakeholder management: Ability to effectively manage and align stakeholders to achieve business objectives. – Expert, • Able to clearly present technical information to both technical and non-technical audiences, in both written and verbal formats.- Expert Other Requirements: • Completed Bachelor's Degree or 4 years of relevant experience, • Prior experience as a BC manager or in a similar role with 7-10 years of experience in BC/DR planning and execution (formal BCM program at a medium to large company), • 5+ years of hands-on disaster recovery experience, including creating runbooks and DR plans, executing end-to-end DR exercises, and being comfortable with client/server technology, network configurations, data replication, and modern data center environments—including cloud-based recovery solutions. Proficient in interpreting and creating architectural diagrams to identify gaps., • 5+ years of experience as a People Manager., • Knowledge and experience with Business Continuity Management and Information Technology standards and best practices, including governance frameworks (ISO 31000, 27001, 22301, NIST, ITIL, etc.), • Working knowledge and experience with GRC, ITSM tool, BC/DR Planning, and Emergency Notification Systems., • Certifications: MBCI/CBCP Certification (strongly preferred), CDRE (Certified Disaster Recovery Engineer) Certification (preferred), ITIL Certification (preferred), • Must be available to work evenings/weekends, extended hours, and/or on short notice as needed for incident response should an unforeseen event occur., • Ability to travel 25% The following statements are intended to describe the general nature and level of work being performed. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel. We value diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable protected characteristics. If you experience any issues applying or to learn more about the position, please contact .

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Consolidations Broking Associate has a strong ability to influence and negotiate with trading partners to achieve optimal outcomes for clients and prospective clients. This position works under the direction of senior staff to coordinate consolidation activities on new and renewal business in support of business retention and production goals. The Consolidations Broking Associate will be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes and will build and grow relationships with clients, carrier representatives, and fellow World associates. Primary Responsibilities • Coordinate consolidation strategy with World Client Advisors and Account Managers to achieve optimal outcomes for clients and prospective clients, • Lead a competitive coverage consolidation process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriters at World’s key Trading Partners, • Participate as requested by senior staff in program design and placement strategy meetings with client advisors and account executives, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with National Placement resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addressed, • Support senior staff in larger, more complex placements as requested, • Recommend commercial insurance program designs to the Client Advisor and/or Account Manager after review with senior staff, • Assist with the preparation of submissions and applications required by the underwriting community, • Direct submissions to the appropriate trading partners and negotiate best in class coverage terms, conditions, capacity, and cost, • Prepare coverage comparisons based upon quotations and proposals received from underwriters, • Serve as secondary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Maintain focus on World-authorized workflow and standard operating procedures to support consistency across the World enterpriseWork Experience, • 2+ years’ experience in Commercial Property and CasualtyProfessional Licenses/Certifications, • Licensed Property & Casualty insurance producer in resident state, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Small Commercial and Middle Market account segments, • Standard property and casualty products, • Excess and Surplus Lines marketplace and how to access, • 4-year college degree from an accredited institution or equivalent professional designation Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR OVk0C7YJgN

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off This role will play a key part in the companys financial planning cycles, provide meaningful insights into business performance, and assist in improving processes using Excel, automation, and data analysis. Responsibilities Financial Planning & Reporting • Support monthly, quarterly, and annual financial reporting cycles., • Assist in preparing internal P&L, cash flow, and financial performance summaries., • Maintain and update financial models for forecasting and planning., • Perform budget vs. actual variance analysis and identify key performance drivers., • Collaborate with accounting during month-end close to ensure accuracy of actuals and alignment with FP&A reporting., • Prepare financial reports and schedules used in leadership reviews.Budgeting & Forecasting, • Support the annual budgeting process by gathering departmental inputs, validating assumptions, and organizing templates., • Assist in developing and updating rolling forecasts for revenue, expenses, headcount, and cash flow., • Monitor performance against budget and forecast, providing insights to improve financial accuracy., • Work with business units to collect KPIs, operational data, and planning metrics.Business Insights, • Analyze consulting project performance, utilization, pricing, and margin trends., • Build and maintain Excel-based dashboards and reporting tools., • Prepare KPI reports that support business decisions and enhance visibility into operational performance., • Utilize Power Query and analytical tools to clean, structure, and interpret financial and operational datasets.Process Automation & System Efficiency, • Develop and maintain advanced Excel models (Power Query, PivotTables, formulas) to streamline FP&A tasks., • Support the creation and management of Power Automate workflows to automate recurring reporting and data tasks., • Assist with SharePoint structure and document organization for finance-related materials., • Identify and recommend process improvements that enhance speed, accuracy, and scalability within the FP&A function.Strategic Finance Support, • Assist leadership and senior finance staff in evaluating new consulting projects or service lines., • Support analyses related to pricing, project profitability, and cost structure optimization., • Help prepare materials for strategic planning sessions, leadership meetings, and financial discussions., • Maintain strong internal controls and ensure the integrity of financial data across systems.Qualifications, • Bachelors degree in Finance, Accounting, Economics, or related field., • 13 years of relevant experience in FP&A, financial analysis, accounting, or related roles., • Strong understanding of financial statements, forecasting, and budgeting fundamentals., • Advanced proficiency in Microsoft Excel (Power Query, PivotTables, formulas, modeling)., • Experience with Power Automate, SharePoint, or similar workflow tools preferred., • Experience with ERP systems (NetSuite, or QuickBooks)., • Excellent analytical, communication, and organizational skills.Skills, • Experience with Power BI or other BI tools., • Knowledge of SQL or database integrations for reporting., • Experience in consulting, service-based industries, or project accounting., • Familiarity with automation tools, dashboarding, or process optimization.Why Join Azend Pharma Join a progressive, technology-driven consulting firm in the healthcare and pharmacy sector. Gain hands-on experience across FP&A, analytics, and modern finance operations. Work in a collaborative environment focused on innovation and continuous improvement. Competitive compensation, opportunities for growth, and a culture rooted in integrity and excellence.

Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-ET1 Powered by JazzHR mMxNdE0Yhd

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes Primary Responsibilities • Perform the services of a Property and Casualty Insurance Broker for all lines of coverage, • Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team., • Execute coverage placement strategy within required timeframe., • Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business., • Help with the development of new and innovative solutions for the Commercial Lines Practice, • Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities., • Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance., • Work as a team member and collaborate with other colleagues within the team., • Execute corporate Trading Partner strategy and influence other team members to do same., • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR FkKJyxoT84

Transaction Advisory Services Experienced Manager. Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operat

Financial Accounting Advisory Services (FAAS) - Manager 1. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Manager you'll play a key role in that growth.

Transaction Advisory Services Manager. Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagement

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporate

Assurance Manager, Accounting Advisory & Outsourcing. The Assurance Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies.

Transaction Advisory Senior Consultant- Financial Due Diligence. We are currently accepting applications for a Senior Consultant in Transaction Advisory specifically focusing on financial due diligence.

The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. Tax Senior, Transactio

Engage with different sales and advisory teams of TCS to architect and articulate advisory services to address the client needs. The role reports into the NA Sales Head and through him / her to Global Advisory Lead. Analyze the customer requirement (Proactive pitch, Advisory/strategic - RFI, RFP) to

TEACH has open Advisory Board seats, below is a description! Feel free to also check us out on our website to learn more about us at www. Our Advisory board members are required to be active within the organization and play a significant role in the growth of the organization. Advisory Board Member

Working closely with the Advisory Marketing Manager, Advisory Marketing Leader, and broader marketing team, this role assists in implementing campaigns, coordinating marketing assets, and supporting go-to-market initiatives aligned to priority Advisory offerings and sectors. The Advisory Marketing S

The International Corporate Tax Advisory competency (ICTA) is responsible for advising clients on international tax operations, including cross-border controversy, international policy advisory, international tax quantitative services, internal restructuring and refinancing. The International Tax an

Deliver strategic tax planning and advisory services for closely held businesses and high-net-worth clients. Support advisory projects including entity restructuring, transactions, and multi-state compliance.

People Consulting- Payroll Advisory - Senior Manager.

Executive Technology Services is an executive-level advisory service that delivers expert insight and guidance tailored to each member's context and most critical initiatives.

Tax - People Advisory Services - Global Payroll Operate - Tax Services Senior Analyst.

TEACH Advisory Board Member – NJ Slot TEACH (Together Educating All Children in Hospitals) is an international not-for-profit organization that brings exciting, hands‑on, STEM educational programming to children in hospitals. We have served over 3,000 children across 30 hospitals internationally

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. About our Transaction Advisory Services Team:. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across t

A non-profit organization focused on engaging children in hospitals seeks an Advisory Board Member to help drive its mission.

Work in collaboration with other EisnerAmper Health Care Industry service teams that provide outsourced finance, strategic advisory, audit, tax, and other advisory services to health care payors and providers. About our Transaction Advisory Services Team:. EisnerAmper is one of the largest accountin

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward th

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward th

Transactions Advisory Services. Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle. About our Transaction Advisory Services Team:.

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporate

Transaction Experienced Advisory Services Senior Associate. Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. The Transaction Experienced Advisory Services Senior Associate will be responsible for managing financial, acc

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