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PRIDE Health is seeking a travel Registered Respiratory Therapist for a travel job in Edison, New Jersey. Job Description & Requirements • Specialty: Registered Respiratory Therapist, • Discipline: Allied Health Professional, • Start Date: 06/21/2026, • Duration: 15 weeks, • 36 hours per week, • Shift: 12 hours, nights, • Employment Type: Travel A Respiratory Therapist evaluates and treats patients with breathing disorders or lung diseases. Responsibilities include performing diagnostic tests, administering therapies, educating patients on breathing techniques, and managing respiratory equipment. Apply for specific facility details. Pride Health Job ID #18545250. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Registered Respiratory Therapist:Respiratory,19:00:00-07:30:00 About PRIDE Health PRIDE Health is the minority-owned healthcare recruitment division of Pride Global—an integrated human capital solutions and advisory firm. With our robust and abundant travel nursing and allied health employment options across the U.S., PRIDE Health will allow you to help change the way the world lives and heals as it connects you with the industry’s leading healthcare organizations. Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. Benefits • Weekly pay, • Holiday Pay, • Guaranteed Hours, • 401k retirement plan, • Cancelation protection, • Referral bonus, • Medical benefits, • Dental benefits, • Vision benefits

PRIDE Health is seeking a travel nurse RN CVICU for a travel nursing job in New Brunswick, New Jersey. Job Description & Requirements • Specialty: CVICU, • Discipline: RN, • Start Date: 07/06/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, nights, • Employment Type: Travel Pride Health Job ID #18296266. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN:CVICU,19:00:00-07:30:00 About PRIDE Health PRIDE Health is the minority-owned healthcare recruitment division of Pride Global—an integrated human capital solutions and advisory firm. With our robust and abundant travel nursing and allied health employment options across the U.S., PRIDE Health will allow you to help change the way the world lives and heals as it connects you with the industry’s leading healthcare organizations. Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. Benefits • Weekly pay, • Holiday Pay, • Guaranteed Hours, • 401k retirement plan, • Cancelation protection, • Referral bonus, • Medical benefits, • Dental benefits, • Vision benefits

The Physician Assistant is responsible for performing duties independently following established and standardized procedures and methods referring questionable situations to physician. Registration & Licensure by the New Jersey State Board of Medical Examiners/ Physician Assistant Advisory requi

PRIDE Health is seeking a travel CT Technologist for a travel job in New Brunswick, New Jersey. Job Description & Requirements • Specialty: CT Technologist, • Discipline: Allied Health Professional, • Start Date: 06/29/2026, • Duration: 26 weeks, • 40 hours per week, • Shift: 10 hours, nights, • Employment Type: Travel A CT Technician operates computed tomography (CT) scanners to capture detailed images of internal structures. Responsibilities include preparing patients, operating equipment, and ensuring quality imaging for accurate diagnosis. Apply for specific facility details. Pride Health Job ID #18434770. Pay package is based on 10 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: CT Tech:Inpatient,21:00:00-07:00:00 About PRIDE Health PRIDE Health is the minority-owned healthcare recruitment division of Pride Global—an integrated human capital solutions and advisory firm. With our robust and abundant travel nursing and allied health employment options across the U.S., PRIDE Health will allow you to help change the way the world lives and heals as it connects you with the industry’s leading healthcare organizations. Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. Benefits • Weekly pay, • Holiday Pay, • Guaranteed Hours, • 401k retirement plan, • Cancelation protection, • Referral bonus, • Medical benefits, • Dental benefits, • Vision benefits

Audit Manager - Hybrid - Multiple locations / $$$ / Top 100 firm / Tons of opportunity / Great benefits This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $180,000 per year A bit about us: We are top 100 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it. Whether it’s enhancing your profitability, adopting new technologies or growing your team, you can count on our advisors to walk the journey with you, providing trusted guidance and real results. Why join us? Multiple office locations Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Great PTO package Job Details The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for Associates’ professional development and coaching. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Responsibilities Lead and supervise the execution of audit engagements of clients across multiple industries Review and audit business transaction cycles such as treasury, cash, capital expenditures, and other income and expenses Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk Understand the scope of the engagement and provide input on client retention and fee structure Participate in the presentation of client financial statements and audit results to those responsible with client oversight Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Produce and review quality service and statements in a timely manner Research audit issues and review financial information in audit software Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations and set deadlines Identify and introduce other firm services based on client needs and discovered opportunities Supervise Associates and Interns on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners Lead in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management Education, Experience and Certifications Bachelor’s degree in Accounting CPA certification required 5+ years’ experience in preparation of reviewed and compiled financial statements and applied working knowledge of US GAAP preferred Prior experience in coaching and training entry-level accounting professionals required Demonstrated ability to take the lead on client engagements and develop new and existing business Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Excellent attention to detail with the ability to manage multiple projects Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Job Summary: Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a Finance Associate who brings together strong financial expertise with advanced technological skills. The ideal candidate will be a strategic thinker who can combine traditional accounting functions with automation, analytics, and process optimization to support a rapidly growing consulting organization. This role will oversee the financial operations of the company while driving efficiency through Microsoft tools, automation solutions, and data analysis, ensuring the finance function remains both accurate and innovative. Responsibilities Financial Management & Reporting • Oversee all accounting operations, including accounts payable/receivable, general ledger, reconciliations, and accruals., • Prepare monthly, quarterly, and annual financial statements (in compliance with GAAP Preferred)., • Conduct variance, cost, and profitability analyses on client projects and consulting engagements., • Lead audit preparation and coordination with external auditors and internal stakeholders., • Ensure compliance with regulatory, tax, and healthcare consulting financial standards.Process Automation & System Efficiency, • Design and maintain advanced Excel models using VBA, Power Query, and pivot tables to streamline financial reporting., • Implement and manage Power Automate workflows for automating tasks such as approvals, reconciliations, and reporting., • Administer SharePoint for finance-related document control and workflow management., • Identify and execute process improvement initiatives that enhance accuracy, speed, and scalability in financial operations.Data Analytics & Business Insights, • Analyze financial and operational data to support decision-making and business strategy., • Develop and maintain KPI dashboards for management visibility on consulting project performance and resource utilization., • Collaborate with business units to evaluate client profitability, pricing models, and financial trends., • Support budgeting and forecasting processes with data-driven methodologies.Strategic Finance Support, • Partner with leadership to assess financial viability of new consulting projects or service lines., • Provide insights into cost structures, pricing, and client ROI across pharmacy consulting portfolios., • Support cash flow management and scenario planning for business growth and investment., • Uphold strong internal controls and ensure financial data integrity across systems.Qualifications, • Bachelors or Masters degree in Accounting, Finance, or related discipline., • 13 years of relevant experience in accounting, finance, or consulting ideally within pharmaceutical, healthcare, or professional services., • Strong understanding of GAAP compliance, and audit practices preferred., • Advanced proficiency in:Microsoft Excel (VBA, Power Query, PivotTables) Microsoft Power Automate Microsoft SharePoint and full Office Suite • Experience with ERP systems (SAP, NetSuite or QuickBooks), • Excellent analytical, organizational, and problem-solving abilities.Skills, • Professional certification (CPA, ACCA, CMA) preferred., • Experience with Power BI or similar data visualization tools., • Knowledge of SQL or database integration for financial reporting., • Familiarity with RPA (Robotic Process Automation) or finance process digitization., • Experience in project accounting and cost management within a consulting or service-based firm.Why Join Azend Pharma Work with a progressive, technology-driven consulting firm in the healthcare and pharmacy sector. Lead initiatives that merge finance, technology, and analytics to drive business efficiency. Collaborate with experts passionate about improving healthcare operations and consulting outcomes. Competitive compensation, learning opportunities, and a strong culture of innovation and integrity.

Job Description Estate Planning Attorney Retirement & Wealth Planning Firm | Confidential Client Locations: Central New Jersey Employment Type: Full-Time, On-Site Overview A well-established, rapidly growing retirement-focused financial planning firm is seeking an Estate Planning Attorney to lead and expand its legal planning services. This is a front-facing, revenue-generating role, not a traditional back-office legal position. The firm operates a high-volume, seminar-driven client acquisition model that provides a consistent pipeline of pre-qualified prospects. The selected attorney will work closely with experienced financial advisors to deliver integrated estate, retirement, and tax planning solutions. This opportunity is ideal for an attorney who enjoys client interaction, public speaking, and tying income directly to performance—with substantial infrastructure and support already in place. Key Responsibilities • Present estate planning concepts at educational dinner seminars (minimum one per week), • Meet with prospects and clients following seminars to assess needs and recommend strategies, • Draft and implement estate planning documents including wills, trusts, asset protection, and wealth transfer strategies, • Close trust engagements independently or in partnership with senior financial advisors, • Participate in comprehensive planning conversations integrating legal, financial, and retirement planning, • Build long-term client relationships that drive ongoing referrals and recurring revenue Candidate Profile Required • Active New Jersey Bar license, • Strong estate planning experience (trusts, wills, wealth transfer, asset protection), • Comfort presenting to groups and speaking in front of audiences, • Client-facing mindset with the ability to explain complex concepts clearly, • Willingness to work a non-traditional schedule, including evenings Highly Desired • 10+ years of estate planning experience, • Proven ability to close business or generate revenue in a professional services environment, • Experience collaborating with financial advisors, • Familiarity with retirement planning concepts and how estate strategies align, • Existing Series 65 and/or life insurance license (not required; firm will sponsor) Schedule & Location Expectations • Full-time, in-office role, • Regular evening hours due to seminars and client meetings, • Candidates must reside within a reasonable commute to Central New Jersey, • New Jersey preferred, • Eastern Pennsylvania (near NJ border) considered, • Staten Island possible, • NYC and long-distance commutes are not a fit Compensation This is a high-earning potential role with flexible compensation based on experience, production, and business contribution. • Base Salary: Starting around $130,000, with flexibility upward, • Estate Planning Revenue Share: Approximately 50% of trust fees, • Annuity & Advisory Revenue Participation: Available when collaborating on retirement income planning, • Realistic Total Compensation Potential: $350,000–$600,000+ annually based on performance (Compensation examples are illustrative, not guarantees.) Benefits • Health, dental, and life insurance, • 401(k) retirement plan, • Paid Time Off and earned sick leave, • Full paralegal, administrative, and operational support, • Firm-sponsored licensing (Series 65 and life insurance) Why This Role • Built-in lead flow from a proven seminar model, • Strong marketing, operational, and support infrastructure, • Clear path to significantly higher earnings than traditional estate planning roles, • Opportunity to be a cornerstone professional within a growing firm This is a confidential search. Qualified candidates interested in a high-performance estate planning role with exceptional upside are encouraged to apply.

Job Description Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WG is currently looking for an Audit Senior to join our rapidly growing Audit team. As an Audit Senior, you will have the opportunity to learn and grow in your professional career through ongoing training, collaborating with colleagues on multiple engagements, experiencing direct coaching and mentoring from our talented Audit team, and overseeing our Associate staff. You will gain exposure to various industries including Real Estate, Life Sciences, 401k, Healthcare, and many more! In this role, you will be pivotal in ensuring our clients are provided outstanding service. Description • Assist in executing audits, reviews, and compilations in accordance with U.S. GAAP and firm policies., • Assist in engagement planning, including risk assessment, developing audit strategies, and establishing timeline., • Prepare and review GAAP financial statements, footnotes, and disclosures to ensure accuracy and compliance with professional standards., • Supervise, mentor, and review the work of staff auditors, providing clear feedback and guidance., • Communicate effectively with clients to resolve issues, discuss findings, and deliver audit results., • Maintain proper documentation in accordance with firm policies and auditing standards., • Ability to manage multiple priorities and meet deadlines., • Enhance client relationships by providing excellent customer service., • Stay current with technical accounting and auditing updates. Requirements • Bachelor’s degree in Accounting., • This is a hybrid role, you will work remotely for most audit and reporting tasks, with periodic in-office days for team collaboration, training, and client-related activities. Candidates should be able to commute to the office as needed., • Actively working towards obtaining your CPA license; current CPA license a plus., • 3+ years of recent work experience as an auditor for a public accounting firm, with a focus on audit and assurance engagements., • Strong working knowledge of U.S. GAAP, including technical accounting concepts and financial statement presentation requirements., • Experience performing and supervising audit procedures, including planning, risk assessment, internal control evaluation, substantive testing, and completion., • Ability to prepare and review GAAP financial statements and related disclosures., • Complete various assignments within time constraints and deadlines., • Excellent at project management and possess analytical skills., • Strong attention to detail with a commitment to high-quality work., • Experience mentoring, supervising, or reviewing work of staff-level team members., • Strong organizational, analytical and project management skills. Benefits Why WG? • We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!, • We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website., • Our collaborative work environment is strongly committed to your professional growth and success., • We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm., • We have a track record of ranking in the Best Place to Work NJ for the past tweny one years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!, • The estimated salary range for this position is $84,000 to $105,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We believe in equal opportunity: Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.

Job Description 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. Employee Benefits Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • Drive account retention and maintain client relationships through renewal workflows. Our Employee Benefits Client Advisors . . . • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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-AS1 Powered by JazzHR StqFIlAOE4

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 The Broking Specialist receives and processes submissions for business from a network of insurance agents, obtains quotes from multiple insurance carriers, and provides agents with multiple quotes based on business requirements. Develops and maintains a network of agency and/or broker relationships. Primary Responsibilities • Collaborates with Account Managers and Client Advisors in assigned division to develop coverage strategy and marketing initiatives for renewal and prospective business in the Middle Market segment., • In conjunction with other team members, prepare, review, and approve client-ready documentation, including proposals, analysis, and coverage comparisons, for new business opportunities and renewals., • Participate in client and prospect meetings as requested., • Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage., • Develop and maintain positive relationships with carriers that write both Middle Market and upper Middle Market P&C business., • Provide leadership, mentoring and direction to assist with growth and development of Broking Associates. Present current trends and issues to interested parties internally and externally. • Drive utilization of all available technology throughout broking process and client service process, • Adhere to the highest standards of professionalism and ethical behavior in all activities. Work Experience • 3-5+ years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages for commercial lines transportation clients. Professional Licenses/Certifications • Must hold state Property & Casualty insurance license Essential Skills/Competencies • 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 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. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $72,700 to $95,400. 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 https://www.worldinsurance.com/careers for more details. #LI-MA1 #LI-HYBRID Powered by JazzHR vrHsl0omz6

Job Description Launch Your Career at the Intersection of Mathematics and Finance We’re looking for Associate Software Engineer - APL with a strong background in mathematics who will work as a self-starter, is motivated and will bring enthusiasm to the team, contributing to its success. This position will focus on APL development. You will be working on functional delivery in the Wealth Platform, and client delivery. What You’ll Do • Follow standard practices and procedures to analyze, design, program, debug, modify and implement software systems. Directed in studies of potential technology applications and preparing design proposals. Competent in working on most phases of software systems., • Build, modify, review and analyze software systems through code development, testing, debugging and documentation., • Provide production support (on-call) for existing software within the areas covered by the role., • Prepare technical documentation., • Conducts unit & integration testing., • Research problems discovered by QA or product support and develop solutions to the problems., • Work with peers to conduct code reviews across the team and help foster a productive work environment., • Perform straightforward product design, systems analysis and programming activities., • All other duties as assigned. What You Bring • Bachelor’s or Master’s degree in Mathematics, Information Technology, or Computer Science. Nice to Have • Experience in software systems development., • A background in the financial industry (specifically within the managed accounts business)., • Experience with source code version control and software configuration management., • Demonstrated proficiency in working with extract file formats such as XML, flat files, CSV., • Experience with relational databases such as SQL and/or Oracle., • Working knowledge of MATLAB, APL., • Exposure to Dyalog About InvestCloud 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), the company 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, which scale 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, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $65,000 - $80,000. 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 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. Commercial Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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-AS1 Powered by JazzHR zmFnpjpwxr

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Job Summary: FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial planning, analytical capability, and technology-driven skills. The ideal candidate will support budgeting, forecasting, reporting, and performance analytics while leveraging modern tools and automation to help scale a rapidly growing consulting organization. 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 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 benefit 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. Personal Lines Inside Sales Representative The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client discovery, quoting (including application process), coverage consultation, and binding across home, auto, umbrella, and other personal lines products. This role is focused on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership. In addition, the Inside Sales Representative will provide sales support to key marketing programs and initiatives. The Inside Sales Representative is expected to execute a high volume of opportunities with fast response times while driving business with preferred World carriers. Ability to utilize technology associated with the role is a must. Primary Responsibilities • Primarily source leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders., • Manage inbound quote requests and outbound lead follow-up, • Generate quotes and proposals using Xilo, comparative raters and carrier portals, • Evaluate risks and align clients with the right carrier solutions, • Educate stakeholders on policy features, limits, and carrier value, • Bind policies and ensure smooth handoff to service team, • Maintain accurate activity and client records in CRM/AMS, • Collaborate with Client Advisors to optimize outcomes, • Cross-sell opportunities from existing books of business, • Re-engage past or inactive clients, • Achieve sales goals – new business written revenue goals set on an annual basisQualifications, • 1-3 years of sales experience, • Licensed in Property & Casualty, • Confident communicator with strong phone and interpersonal skills, • Comfortable with technology, rating platforms, and CRM systems, • Coachable, detail-oriented, and driven by performance metricsCompensation, • Competitive base salary ranging from $55,000-$75,000 plus 15% new business commissions Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, Veteran status, or any other protected category under applicable state or local laws. In addition, World 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 World's 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-CM1 Powered by JazzHR P6BozwEHHh

Job Description Come join a company that is putting the "CARE" back in healthcare. Why do IT Professionals want to work here? The reason people love working for KabaFusion is because of the impact we have on our patients. Here, it doesn’t matter what your role is, you will be part of a team that works collaboratively to change lives. You will go home knowing you’ve made a difference and improved someone’s life. About us: What started as a single pharmacy in 2010 has grown into KabaFusion becoming the largest privately held home infusion company in the country. We have a national network of pharmacies and nursing offices strategically placed to service 40+ states. Couple that with over 30 years of combined experience and it’s no wonder why KabaFusion is the industry leader in home infusion. About the role: As an Information Security Officer, you will collaboratively with other members of our IT team to ensure that KabaFusion is as protected as possible when it comes to security threats. This will include auditing our current systems and analyzing areas of vulnerability then recommend remediations. This may also lead to gap analysis projects where you’ll recommend and assist in the implementation of remedies to ensure we are mitigating risk. Essential Duties & Responsibilities: • Design, implement, and maintain robust IT controls across our network, systems, and applications., • Conduct advisory projects for key system implementations and business process changes to provide proactive risk and control guidance., • Analyzing business and IT process controls, understanding the relationship with the data supporting them, identifying risks and design, and developing innovative data analytic test approaches applicable to audit objectives, • Owns audits and project engagements. Responsible for overseeing the IT audit staff on engagements and interacting with audit customers during planning, fieldwork and testing, reporting, and follow-up. As an Information Security Officer, you bring: • Bachelor’s degree or equivalent experience, • 8+ years of IT audit, cybersecurity, system administration, or network administration experience, • CISSP, CEH, CCSP, GSEC, CISM certification, • 2+ years of experience in SaaS application, AWS, or Azure Cloud, • Previous experience in cybersecurity incident response, auditing, or information security compliance, including expertise in access management, change management, IT operations, and vulnerability management, is desired. Our Benefits: • Benefits start on your 1st day of employment., • 401k w 4% match – no waiting or vesting period, • PTO / Floating Holidays / Paid Holidays, • Company paid life insurance and short-term disability, • Employee Assistance programs to help with mental health / wellness, • Learning & Development Programs, • Perks… includes discounts on travel, cell phone, clothing and more…, • Generous employee referral program KabaFusion is a mission driven company with a focus on innovation and patient care so, as a IT professional, if that sounds like something you want to be a part of, then look no further.

Job DescriptionDescription: Who We Are RK Pharma is a growing pharmaceutical organization focused on developing and manufacturing high-quality, affordable drug products through disciplined execution and strong internal collaboration. We operate in regulated environments where financial accuracy, cost control, and thoughtful decision-making directly support quality and long-term sustainability. We are a practical, hands-on organization. We value leaders who understand the details, roll up their sleeves, and build systems that work — not just presentations that look good. About the Role The Chief Financial Officer (CFO) is a key leadership role responsible for overseeing RK Pharma’s financial operations, strategy, and controls. This position partners closely with senior leadership to ensure the company remains financially disciplined, operationally efficient, and positioned for steady growth. This role is intentionally suited for someone who may be stepping into the CFO seat for the first time — for example, a Controller or senior finance leader with strong pharmaceutical experience who is ready to expand scope and influence. This is not a purely strategic or advisory role. The CFO at RK Pharma is expected to be hands-on, deeply familiar with the numbers, and comfortable working in a scrappy, growing environment where systems continue to mature. Key Responsibilities • Own and manage all financial operations including accounting, budgeting, forecasting, and reporting, • Oversee cost accounting, inventory valuation, and margin analysis within a pharmaceutical manufacturing environment, • Ensure accurate financial close processes and strong internal controls, • Support pricing, product costing, and financial decision-making tied to manufacturing operations, • Partner with Operations, Quality, and Supply Chain to support data-driven decisions, • Lead cash flow management, working capital planning, and financial risk management, • Support audits, compliance requirements, and financial reporting obligations, • Develop and improve financial systems, processes, and controls as the organization grows, • Provide clear, practical financial insight to executive leadership, • Build and mentor the finance team as appropriate What We’re Looking For Required • Bachelor’s degree in Finance, Accounting, or a related field, • Significant experience in pharmaceutical, biotechnology, or regulated manufacturing environments, • Strong background in cost accounting and manufacturing finance, • Experience leading accounting or finance functions (for example, Controller or Senior Finance Manager), • Comfort working in smaller or growing organizations, • Hands-on leadership style with strong attention to detail, • Ability to translate financial data into practical business decision, presentations for M&A, and PE boards. Preferred • CPA or equivalent professional certification, • Experience supporting GMP manufacturing operations, • Prior experience working closely with Quality, Operations, or Supply Chain teams, • First-time CFO candidates with the right background are strongly encouraged to apply IMPORTANT CONTEXT (PLEASE READ) RK Pharma is a growing, resource-conscious organization. This role is best suited for someone who values building and improving systems rather than inheriting perfect ones, being close to the work and the numbers, a collaborative and no-ego leadership culture, and stability and long-term impact over short-term polish. This role may not be the right fit for someone seeking a highly resourced finance organization or a purely strategic, solely investor-facing CFO role. How We Work At RK Pharma, quality comes before speed. We value clear communication, disciplined execution, and leaders who stay grounded in the details while keeping an eye on the bigger picture. The CFO is expected to model calm, practical leadership and support sound decision-making across the organization. What We Offer • A meaningful leadership role with real impact on company direction, • The opportunity to step into the CFO seat and grow with the organization, • A collaborative, respectful working environment, • Competitive compensation aligned with scope and experience Equal Opportunity Employer RK Pharma is an equal opportunity employer committed to fair, consistent, and respectful hiring practices. Requirements:

Job Description Job Description Job Title: Corporate Tax Experienced Manager (Provisions) Role Overview We are seeking an experienced Corporate Tax Manager specializing in ASC 740 Tax Provisions to join our client’s Corporate Tax Practice. This is a hybrid role based primarily out of Manhattan, NY, with additional approved office locations in Melville, NY and Edison/Iselin, NJ. As a Corporate Tax Manager, you will lead complex client engagements focusing on business income tax planning, corporate compliance, and ASC 740 income tax accounting (both provision preparation and audit support). You will serve as the primary tax relationship manager for multiple clients, collaborating with internal specialists and national tax offices to deliver high-quality, strategic tax solutions. Position Details • Employment Type: Full-Time / Permanent (Backfill), • Location: Hybrid (Minimum of 3 days per week in-office or at the client site). Primary location: Manhattan, NY. Alternates: Melville, NY or Edison/Iselin, NJ., • Salary Range: USD $149,000 – $162,000 / year (Dependent on location, experience, and internal equity) + Annual Performance-Based Bonus., • Relocation Assistance: Not available. Key Responsibilities • Engagement & Budget Management: Run client engagements from start to finish, including planning, executing, directing, and completing complex corporate tax projects while managing to established budgets., • ASC 740 Leadership: Conduct primary reviews of ASC 740 income tax provision engagements, ensuring strict proficiency with US GAAP and corporate income tax laws., • Compliance & Review: Review corporate tax returns prepared by staff; identify accuracy improvements and proactive tax savings opportunities for large, multi-state, national, and global entities., • Team Leadership & Mentorship: Supervise, train, and mentor Senior Associates, Associates, and Interns. Act as the in-charge manager on projects and conduct formal engagement performance reviews., • Tax Research & Advisory: Research and consult on complex tax matters, including broad-based statutory compliance, state and local income taxes (SALT), international activity, and transfer pricing., • Authority Representation: Prepare responses to inquiries and audits from the IRS, state, and other relevant tax authorities., • Client & Business Development: Maintain deep working relationships with client management and staff to understand their business objectives. Identify and capitalize on opportunities to cross-sell services to existing and prospective clients. Role Requirements Must-Haves (Minimum Qualifications): • Education: Bachelor’s degree in Accounting., • Certification: Active CPA license (State of NY) OR a JD/active law license is strictly required., • Experience Level: 4 to 7+ years of progressive corporate tax compliance and/or tax consulting experience., • Current Title: Must currently be at the Manager level (1–2 years). (Note: This role is not open to Senior Associates seeking a promotion)., • Technical Expertise: Hands-on experience with corporate compliance and deep ASC 740 provision experience (covering preparation, review, and audit support)., • Firm Background: Recent experience within a Top 15 public accounting firm or a large, reputable regional firm., • Client Scope: Proven experience supporting large, multi-state, national, or global corporations., • Work Pattern: Stable career progression; ideally no job-hopping (changing roles every 1–2 years) over the last 10 years., • Travel: Ability to travel locally to client sites as needed to meet the 3-day onsite/office requirement. Preferred / Nice-to-Have Skills: • Proficiency with ONESOURCE Tax Provision (OTP) software., • Advanced analytical, technical, and tax-technology workflow skills. Key Competencies for Success • Exceptional Communication: Advanced interpersonal and presentation skills, with the ability to confidently navigate client management relationships at all levels., • Analytical Excellence: High attention to detail paired with robust problem-solving capabilities regarding complex tax statutes., • Collaboration: Strong teamwork mindset with a commitment to adhering to the highest degree of professional standards and strict client confidentiality.

Job Description InvestCloud APL operates one of the most powerful and differentiated data assets in wealth management. With more than $4T in AUM, over 4M active model sleeves, and 90+ custodian feeds normalized into a unified data infrastructure, APL sits at the center of portfolio construction, allocation change, and distribution activity across many of the largest wealth managers in the U.S. We are building a data and analytics business on top of that foundation, spanning structured client data delivery, distribution intelligence for asset managers, and portfolio construction benchmarking for wealth managers. This is not an incremental feature role. It is an opportunity to define and commercialize a category-shaping product set built on data no competitor, custodian, or market data provider can replicate. The Product Manager, Data & Analytics will own the offering end to end, from product vision and roadmap through commercialization, first revenue, and scaled growth. This role requires a rare combination of strategic product leadership, technical fluency, and commercial judgment. The ideal candidate will be equally comfortable shaping data entitlements and schema decisions with engineering, leading executive-level client discovery, and driving pricing and go-to-market decisions with commercial leadership. This is a highly visible role for a senior product leader who wants to build a differentiated business, influence executive decisions, and translate a unique market position into meaningful client and commercial outcomes. Key Responsibilities Product Strategy and Roadmap • Define and own the vision, strategy, and roadmap for InvestCloud’s data and analytics offering., • Identify and prioritize the highest-value use cases, balancing near-term commercial opportunities with long-term platform value., • Develop a clear product narrative that articulates client value, market differentiation, and strategic importance to executive stakeholders and go-to-market teams. Client Use Cases and Market Discovery • Shape offerings that help asset managers understand adoption trends, competitive positioning, and distribution opportunities across advisor and wealth channels., • Define analytics capabilities that give wealth manager CIOs a clearer view of model construction, advisor usage, and peer benchmarking., • Enable clients to consume APL operational data, including performance, fees, and trading activity, in a clean, structured, analytics-ready format., • Lead structured discovery with senior client stakeholders to validate use cases, sharpen product-market fit, and support the commercial pipeline. Product Delivery and Cross-Functional Leadership • Lead the product lifecycle from concept through launch, adoption, and ongoing enhancement., • Partner closely with Data Engineering, Design, Legal, Compliance, Commercial, and other cross-functional teams to bring new capabilities to market., • Contribute to key product and platform decisions involving data models, data lineage, entitlements, normalization, and analytics architecture., • Navigate the complexity of regulated financial data, including client confidentiality, data rights, and public/private market data considerations., • Surface risks early, align stakeholders, and drive timely, well-supported product decisions. Commercialization and Business Ownership • Partner with strategy and commercial leaders to define pricing, packaging, monetization, and target segments., • Support business case development, investment planning, and executive approvals with clear commercial rationale and growth potential., • Help establish the offering as a scalable business with measurable revenue impact and a credible path to expansion. Stakeholder and Client Leadership • Build strong relationships with internal and external stakeholders, including senior client buyers, commercial leaders, engineering partners, and executive sponsors., • Serve as a trusted product leader in client discussions, internal steering forums, and cross-functional planning., • Present product direction, progress, risks, and business cases clearly and credibly to senior leadership. Qualifications Required • 7+ years of product management experience, with meaningful ownership of data, analytics, fintech, or wealth technology products., • Proven experience taking B2B products from concept through launch, adoption, and commercialization., • Strong understanding of financial services, wealth management, asset management, or adjacent market structures., • Technical fluency in data platforms, data models, analytics infrastructure, and related product trade-offs., • Strong commercial instincts, including experience with pricing, market positioning, or revenue-oriented product decisions., • Ability to operate effectively across complex organizations and align diverse stakeholders around clear priorities., • Excellent communication and presentation skills, with comfort engaging both senior executives and sophisticated clients. Preferred • Experience in managed accounts, model portfolio infrastructure, or wealth management technology platforms., • Experience with investment data, distribution analytics, benchmarking, or other data monetization products., • Familiarity with Snowflake or comparable cloud data platforms., • Experience working in agile product environments and with tools such as Jira., • Exposure to product marketing, pre-sales, or enterprise client engagement. Success Measures • A clear product strategy, roadmap, and commercialization plan established for the data and analytics offering., • Priority use cases validated with target clients and translated into a focused, credible delivery plan., • Initial clients launched successfully with strong early adoption, commercial traction, and retention signals., • The offering positioned as a differentiated growth business with a defined path to scaled investment and expansion. About InvestCloud 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), the company 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, which scale 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, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $196,000 - $225,000. 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 The Director, Platform Engineering will own the strategy, roadmap, and execution of InvestCloud’s shared platform capabilities across on-prem and AWS. This role provides both technical and people leadership across environments, infrastructure, CI/CD, and platform services that support mission-critical client workloads. You will lead a team of platform engineers and managers responsible for core platform services, AWS architecture, and Infrastructure-as-Code (IaC), while also helping to advance our operational shift to Bangalore. This is a hands-on leadership role: you will own strategy and roadmap, but you are also expected to dive into the details, help resolve critical issues, and directly contribute to design and implementation when needed. The Director is accountable for platform reliability, scalability, security, cost efficiency, and developer experience, partnering closely with Application Engineering, Product, Server Ops, Network, InfoSec, and Corporate Support. This is a hybrid role with regular on-site time to stay tightly aligned with Platform, Server Ops, Product, and other key stakeholders. Key Responsibilities Platform Strategy & Technical Leadership • Own the multi-year platform engineering strategy and roadmap, aligned to Tech Operations, Product, and business priorities., • Define and maintain platform standards, reference architectures, and guardrails for application delivery, CI/CD, infrastructure, networking, and access., • Chair or co-chair platform architecture and change forums for high-impact initiatives, including major AWS changes, CI/CD upgrades, GitLab/Artifactory patterns, and edge and ingress models., • Evaluate and steer adoption of key platform technologies, including AWS services, GitLab, Terraform, and observability tooling, balancing reliability, security, and cost. AWS Architecture & Cloud Platform Ownership • Lead AWS platform architecture for shared services and application workloads, including multi-account structure, landing zones, environment segmentation, shared services, centralized logging, and security., • Guide teams in designing and implementing solutions on AWS, including:, • Networking: VPC, Transit Gateway, peering, routing, and security groups, • Identity & Access: IAM roles, SSO integrations, and least-privilege models, • Core Services: S3, RDS, caching, messaging, and related patterns, • Edge & Ingress: integration with NGINX/other edge components and DNS/TLS standards, • Partner with Server Ops and Network Engineering on hybrid patterns spanning on-prem data centers, Kubernetes clusters, and cloud-native services., • Work with FinOps and Finance to support capacity planning, cost visibility, and optimization for platform services. Infrastructure as Code, Automation & CI/CD • Drive standardization on IaC frameworks, primarily Terraform, for AWS and platform components, including opinionated modules, versioning, and governance., • Ensure CI/CD pipelines, such as GitLab or equivalent, support secure, consistent delivery of infrastructure and application changes across environments., • Promote automation-first approaches for provisioning, configuration, and change execution, reducing manual work and operational risk., • Define and enforce patterns for configuration management, secrets management, and policy-as-code in the platform stack. Core Platform Operations & Bangalore Acceleration • Provide leadership over core platform operations, including:, • Environment lifecycle and configuration, • Platform change management and runbooks, • On-call integration with broader Tech Ops, • Partner with regional leads to advance the operational shift to Bangalore, including:, • Defining scope and ownership for Bangalore-based run/operate functions, • Building repeatable workflows, documentation, and handoffs that enable follow-the-sun operations, • Ensuring strong alignment between NA/EU and Bangalore teams on priorities, standards, and escalation paths, • Maintain a strong incident management and post-incident review culture for platform-related issues. Reliability, Observability & Risk Management • Set and maintain SLOs, SLIs, and error budgets for key platform services., • Ensure robust observability through logs, metrics, traces, dashboards, and alerts for platform components using existing tooling stacks., • Lead response for major platform incidents, coordinating cross-team triage, remediation, and stakeholder communications., • Integrate platform engineering practices with change management and risk processes, including Jira Change Management and CAB/approval workflows. Security, Compliance & Governance • Partner with InfoSec and Risk to embed security-by-design into platform engineering:, • Access models for AWS accounts, CI/CD, artifacts, observability, and data stores, • TLS/certificate lifecycle, edge security, and secure connectivity patterns, • Integration of application and dependency scanning into CI/CD, • Ensure platform changes and architectures meet audit, client, and regulatory expectations, including traceable approvals and evidence., • Support client security reviews, RFPs, and pentest remediation related to platform components. People Leadership & Stakeholder Management • Lead and grow a high-performing Platform Engineering organization, including managers, tech leads, and senior ICs, with a focus on global alignment across the US and Bangalore., • Define org structure, roles, and succession plans that support both build and run responsibilities for the platform., • Set clear goals and expectations; conduct regular 1:1s; provide coaching, feedback, and performance management., • Act as the primary executive-level point of contact for platform topics with Tech Ops, Product, Application Engineering, and Security leadership., • Communicate effectively with technical and non-technical audiences through concise updates on roadmap, incidents, and key metrics. Required Qualifications Experience • 10+ years in platform engineering, DevOps, infrastructure, or SRE roles, including significant AWS experience., • 5+ years in multi-team or multi-region leadership roles, including managing managers and/or large platform charters., • Demonstrated ownership of platform roadmaps and measurable improvements in reliability, delivery speed, and/or cost. Technical Expertise • Deep experience operating hybrid platforms spanning on-prem data centers and AWS., • Strong background with CI/CD and source control, such as GitLab, and modern deployment patterns., • Hands-on understanding of AWS networking, IAM, core data services, and edge patterns., • Proficiency with Terraform and IaC concepts at scale, including modules, state management, and promotion workflows., • Solid grasp of observability, including logging, metrics, tracing, and operational telemetry for distributed systems., • Familiarity with security and compliance requirements for enterprise platforms, including access control, auditability, and segmentation. Leadership & Collaboration • Proven ability to lead and develop distributed engineering teams, including offshore and nearshore locations., • Strong track record collaborating with Product, Application Engineering, Security, and Operations to deliver cross-cutting platform outcomes., • Excellent written and verbal communication skills, including concise executive-level communication. Preferred Qualifications • Experience as a Director or equivalent over Platform, Cloud, or DevOps in a complex enterprise or high-growth environment., • Experience working with financial services or other regulated industries., • Familiarity with Kubernetes and container platforms, GitOps practices, and/or service mesh technologies., • Prior responsibility for Bangalore or similar offshore hubs, including building out run/operate capabilities., • Relevant certifications, such as AWS, Terraform, or Kubernetes, are a plus. Work Model • Hybrid role with primary base in NYC or Warren, NJ., • Regular on-site collaboration days with Platform, Server Ops, Product, and Security stakeholders., • Occasional early/late calls to support collaboration with Bangalore and other regions, as needed. About InvestCloud 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), the company 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, which scale 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, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $200,000 - $230,000. 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 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 With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance. Primary Responsibilities • Create and deliver WIA service plan, • Prepare for and participate in strategy meeting, • Reviews exposures against coverages and performs gap analysis, • Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations., • Review, finalize and participate proposal meeting, • Document clients order to bind and review binder for accuracy, • Participates in post renewal meeting, • Participates in stewardship planning and delivery for large clients, • Oversight of confirmation of coverage, policies, endorsements, and audits as applicable Other Responsibilities, as applicable • Setup and maintain account details, contacts, and policy information in EPIC, • Summarize loss history, • Summarize current programs and expiring exposures, • Draft finance contracts and create premium billing allocations., • Review carrier invoices, • Coordinate and finalize policy check, • Coordinate audits Work Experience • 3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications • Must hold state Property & Casualty insurance license. Essential Skills/Competencies • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative., • Able to obtain firsthand customer information and use it for improvements in placements and services., • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines., • Proficient in self-serve portals and manages client training and utilization, • Strong understanding of Excel, • Follows a well-established set of activities., • Able to solve difficult problems that are not routine, but not overly complex., • Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail., • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service Education • HS Diploma or equivalent 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. Compensation This is a New Jersey based position with a competitive benefits package. The base salary ranges from $77,600 to $97,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers. #LI-MA1 Powered by JazzHR m3fkc0HgOT

Job Description World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate Qualifications • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business Preferred, but Not Required • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentations Compensation As a Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting. • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-AS1 Powered by JazzHR mMxNdE0Yhd

Job Description WSAudiology is a global leader in the hearing aid industry. Together with our 12,000 colleagues in 130 countries, we invite you to help unlock human potential by bringing back hearing for millions of people around the world. Part of WSAudiology group, HearUSA is on a mission to reframe the world of hearing care and set the highest standard in modern hearing health. With an extensive network of 4,000 independent Hearing Care Professionals and more than 350 centers in U.S., we strive every day to provide each individual with the care, knowledge and experience they deserve. ESSENTIAL DUTIES AND RESPONSIBILITIES: Perform comprehensive hearing evaluation, hearing aid selection and fitting for all clients, employing best practices as defined by our client-centric service model of Simply Excellent Hearing Care. Meets minimum NPS score of 75. Routinely demonstrates hearing aids as part of annual evaluations for clients to experience the sound and create the ‘wow’ moment of a personalized auditory simulation. Evaluate test results in conjunction with client needs' assessment to make a personalized recommendation. Offers recommendation based on maximizing client benefits. Perform routine follow-ups, clean and checks and hearing aid repairs. Maintain skills in ear impression taking, earmold modification and recommendation of ALD accessories. Embody HearUSA's ambition of Changing Lives through Simply Excellent Hearing Care. Partner with the District manager, HCP Team Leads and L&D to adopt new initiatives aimed to grow your Center's revenue and change more lives. Build a local community to proactively generate service demand and support marketing campaigns, such as to physicians and at health fairs. Successfully completes one community outreach and/or physician marketing per quarter. Comply with all State license laws, FDA guidelines, WSA policies and HearUSA Quality Practice Guidelines (QPG). Operates in a HIPAA compliant manner, with documentation, outcome notes and referrals completed for all clients. Engage in Continued Professional Development to maintain expertise in all aspects of service delivery, from consultative counseling to the selling, fitting and troubleshooting of current hearing aid technology. Embraces our culture and values of Going Beyond Together, Pioneering for Better Solutions, and Passion for Impact. REQUIREMENTS: Experience in a similar Audiology or Hearing Aid Specialist role. Active state license in Audiology and/or hearing aid dispensing. 1-5 years of experience preferred. Ability to pay close attention to detail with a high degree of accuracy. Basic or advanced written communication skills. Experience interacting with customers/clients. Ability to communicate detailed or technical information clearly, accurately and concisely. Ability to work quickly, accurately and independently in a fast paced environment. A PLACE TO GROW YOUR CAREER: Growth means investing in employee development, from day-to-day support to opportunities to stretch your skills. It also means creating space for your voice, sharing knowledge, and learning from peers as we build culture and community together. You will benefit from: A structure of field support for your hearing center A professional development team of dedicated Regional Training Managers Continuing education, LinkedIn Learning & licensing reimbursement Career advancement pathways such as Hearing Care Provider and Client Experience Specialist Team Lead, Hearing Care Provider Advisory Board member, or District Manager Paid externships and a Hearing Instrument Specialist Trainee program THE SUPPORT OF A LEADER IN HEARING HEALTH: HearUSA accepts the most insurance plans in the industry, has extensive network coverage, advanced online services, and pioneering technology. We draw on the expertise and hearing care services of more than 360 hearing centers across the U.S. HearUSA is also part of the WS Audiology (WSA) family, a global leader with over 11,000 employees in 125 markets and 2 global headquarters. AS A LEADER WE CAN OFFER: Monthly Commissions CEUs & State Licensure Renewals for HCPs Defined Career Paths Sponsorship & Preceptor Opportunities President’s Club Incentives Employee Referral Program LIFESTYLE & BENEFITS: Comprehensive Benefits Package Paid Holidays & PTO Policy 401k Matching Program Tuition Reimbursement Employee, Family & Friends Hearing Aid Discount Program Service Days & Diversity, Equity & Inclusion Initiatives Salary: $55,000 - $75,000 The Company provides equal opportunity to all employees and prospective employees without regard to race, color, creed, religion, national origin, ancestry, sex, age, physical or mental disability, marital status, pregnancy, genetic information, sexual orientation, gender identity, protected veteran or military status, or any other consideration not related to the person’s ability to do the job or otherwise made unlawful by federal, state, or local law.

Job Description Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WG is seeking a Resource Coordinator to support our Accounting & Assurance (A&A) department through the effective day-to-day coordination of scheduling and resource allocation. Reporting to the Resource & Operations Manager, you will be the primary scheduling point of contact for A&A staff and in-charges - handling inquiries directly, keeping schedules accurate, and ensuring the right people are connected to the right work at the right time. This is a highly people-facing role for someone who is organized, builds trust easily across all levels of the firm, and takes real ownership of keeping things running smoothly. Responsibilities • Act as the go-to scheduling contact for A&A staff and in-charges, resolving questions and issues directly, and escalating to the Resource & Operations Manager when needed., • Coordinate and manage all scheduling and resource allocation for the A&A department, including active monitoring of capacity channels, pairing requests quickly and closing them out effectively., • Conduct regular check-ins with staff, and loop in coaches as needed, including onboarding check-ins with new hires, to ensure schedules are understood, hours are tracking as expected, and capacity commitments are being met., • Monitor scheduled-to-actual variances in billable hours and capacity, share observations on skill gaps, cross-training opportunities, or potential hiring needs with the Resource & Operations Manager - helping ensure the right conversations are happening at the right time., • Perform first-level review of staff capacity commitments against firm billable targets, escalating findings to the Resource & Operations Manager ahead of department head review., • Maintain the scheduling system and compile capacity reporting to support staffing recommendations and hiring decisions., • Help facilitate post-engagement evaluations and the continuous feedback process by ensuring the right staff and evaluators are appropriately connected within the A&A department., • Prepare and distribute scheduling and capacity updates ahead of internal operations meetings, ensuring all participants have the information needed for productive staffing discussions., • Contribute to process improvement efforts and support broader firm initiatives as directed by the Resource & Operations Manager. Requirements • Bachelor's degree in Accounting, Business Administration, or a related field., • Experience in a professional services or public accounting environment preferred; background in scheduling, resource coordination, or client-service operations a plus., • Proficient in Microsoft Office Suite with strong Excel skills; ability to quickly learn new programs and technologies., • Experience with Beeye or other scheduling/resource management software for professional services firms a plus., • Strong analytical and organizational skills, with high attention to detail and the ability to manage multiple priorities simultaneously., • Ability to manage shifting priorities and maintain composure during peak periods., • Clear and effective written and verbal communication skills, with the ability to collaborate across all levels of the firm., • Ability to handle sensitive information with confidentiality and professionalism., • Proactive problem-solver who can work independently and escalate appropriately., • Possesses and demonstrates strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented. Benefits Why WG? • We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements., • Our collaborative work environment is strongly committed to your professional growth and success., • We have a track record of ranking as a Best Place to Work NJ for the past twenty years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more!, • WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more!, • The estimated salary range for this position is $58,000 - $65,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance. Additional information Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.

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 Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up 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, • 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., • Create activities in EPIC and assign to applicable team member, • Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review. Work Experience • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications • Must hold state Property & Casualty insurance license Essential Skills/Competencies • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them., • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education • High School Diploma or equivalent experience. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $73,300 to $90,500. 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 https://www.worldinsurance.com/careers for more details. 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 bhiLx6hOAF

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. RRBB Accountants + Advisors, is hiring! RRBB Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Somerset, NJ; Union, NJ; Wall, NJ; Clark, NJ; and NYC, NY. Join a rapidly growing organization with a strategic vision and dynamic plan. We are seeking a proactive and experienced IT Manager to lead technology operations for our growing CPA firm. This role is responsible for overseeing day-to-day IT support, infrastructure, cybersecurity, cloud systems, and technology vendors while ensuring secure, reliable technology solutions that support tax, audit, advisory, and administrative teams. The ideal candidate will possess strong technical expertise, experience supporting Microsoft-based environments, a customer-service mindset, and the ability to lead technology initiatives that improve operational efficiency, security, and user experience. Responsibilities Oversee the firm’s IT infrastructure, help desk, endpoint management, identity systems, and vendor relationships. Administer and support Active Directory in a hybrid environment, including Microsoft Entra ID, Entra Connect, and related Azure services. Manage ITSM workflows, service requests, incident response, asset tracking, and change management processes. Administer RMM tooling to monitor endpoints, automate patching, deploy software, and support remote troubleshooting. Support cloud-based solutions such as Microsoft 365, SharePoint, OneDrive, Teams, and other SaaS applications commonly used in professional services environments. Support accounting and tax platforms used by the firm, including tax, audit, document management, time/billing, workflow, and related practice management applications. Lead security, backup, disaster recovery, and business continuity efforts to reduce operational risk. Work with leadership, vendors, and business teams to plan upgrades, evaluate solutions, and improve efficiency. Required Qualifications Bachelor’s degree in Information Technology, Computer Science, or related field, or equivalent experience. At least 7 or more years of experience in a technology-based role. Experience in an accounting firm, CPA firm, or professional services environment. Strong hands-on experience with Active Directory in a hybrid environment. Experience with Microsoft Entra ID and other Azure services. Demonstrated experience with an ITSM platform and an RMM platform. Proven ability to support common accounting industry applications and cloud-based platforms. Strong troubleshooting, documentation, and end-user support skills. Experience with cybersecurity practices, including access control, MFA, endpoint protection, and vulnerability Preferred Qualifications Prior experience supporting tax, audit, and document management systems used in accounting firms. Experience with Microsoft 365 administration, Intune, Exchange Online, SharePoint, and Teams. Familiarity with cloud identity governance, lifecycle management, and conditional access. Experience with backup, disaster recovery, and retention policy design. Exposure to project management, vendor management, and technology budgeting. Experience with compliance-driven environments, including confidentiality and data protection requirements. Ability to train users, create documentation, and improve support processes. Ideal Candidate Profile: The ideal candidate will have deep experience supporting Microsoft environments, including Entra ID, Azure, and hybrid cloud infrastructure, along with expertise in ITSM and RMM platforms. Experience supporting cloud-based accounting and business applications within a CPA, accounting, or professional services firm is strongly preferred. This role requires a proactive leader who can strengthen infrastructure, enhance service delivery, and support the evolving technology needs of a growing organization. Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $115K - $155K

Key Responsibilities: • Strategy & Roadmap: Develop client-specific AI transformation strategies, aligning digital manufacturing initiatives (e.g., predictive maintenance, production AI, supply chain optimization) with clients’ strategic goals., • Revenue & Business Growth: Drive practice growth - identify opportunities, lead pre-sales and solution design, craft winning proposals, and secure major transformation deals. Collaborate with account teams on go-to-market plans and meet revenue targets for AI-led services., • AI Program Leadership: Oversee large-scale AI programs for clients - orchestrate cross-functional teams, manage program delivery, and ensure solutions achieve promised outcomes (e.g., cost savings, efficiency gains). Implement governance and best practices to guarantee robust, ethical AI deployment., • Client Advisory & Change Management: Serve as a trusted advisor to client executives, guiding them through AI adoption. Manage stakeholder expectations and lead change management initiatives, ensuring client teams embrace new AI-driven processes and capabilities., • Thought Leadership: Represent Client Manufacturing in industry forums and innovation initiatives. Stay abreast of emerging tech (AI/ML, Industry 4.0, IoT) and incubate new solutions. Contribute to thought leadership (whitepapers, case studies) to bolster Client’s brand and inform clients’ strategies., • Governance & Compliance: Establish governance frameworks for ethical AI use and data management in manufacturing. Ensure models are well-monitored, secure, and compliant with industry regulations and company policies., • Innovation & Partnership: Stay ahead of Industry 4.0 trends, piloting new technologies (e.g., digital twins, advanced robotics) in manufacturing contexts. Forge partnerships with tech providers and research bodies to accelerate innovation. Qualifications: • Experience: 16+ years in technology consulting or digital transformation, with significant exposure to manufacturing/industrial sector projects. Demonstrated success leading AI or advanced analytics initiatives (from ideation to scaled execution) and delivering measurable business results for clients., • Technical: Deep knowledge of AI/ML techniques, data analytics, cloud & IoT platforms, and Industry 4.0 technologies (smart factories, digital twins, aut omation). Familiarity with manufacturing systems (ERP, MES, SCADA) and MLOps best practices for scalable deployments., • Business & Consulting: Strong business acumen with a background in strategy consulting or digital advisory. Exceptional client engagement and communication skills with experience influencing C-suite stakeholders. Proven ability to develop business cases/ROI models and drive revenue (e.g., involvement in winning large consulting deals)., • Leadership: Outstanding program leadership abilities – orchestrating complex projects and diverse teams. Expertise in change management and fostering innovation culture. Strategic thinker with an entrepreneurial mindset and a passion for driving transformative change in manufacturing., • Success Measures: Achievement of revenue growth targets (in AI consulting services), new deal wins and pipeline expansion; successful client outcomes (efficiency gains, cost savings, increased quality, etc.); high client satisfaction and reference ability; and development of new AI capabilities/offerings that strengthen market leadership in intelligent manufacturing. EOE: Our client is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at our client are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics

About Wakefern Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, Fairway Markets, Gourmet Garage®, DiBruno Bros.®, and Morton Williams® banners. Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best in class procurement practices. About You Your contribution: Wakefern Internal Audit is seeking a Integrated Internal Auditor to join the team. The ideal candidate has experience in identifying and assessing risks, works collaboratively, promotes continuous improvement and is comfortable bringing new ideas. The candidate will report to the Manager, Internal Audit. The Integrated Internal Auditor is responsible for reviewing Wakefern processes, operations, and strategic initiatives, including evaluating technologies and performing financial reviews in accordance with the risk-based audit plan. This role can perform end-to-end audits (planning to reporting) partner with management to recommend corrective actions that mitigate risks and improve business processes, and communicate timeline, project status and significant issues to internal audit management. The role requires strong analytical skills, professional judgment and the ability to collaborate effectively with cross-functional stakeholders. This position is located in Edison, NJ. What you will do: • Assist in shaping the risk-based audit plan, including developing the audit scope through an understanding of business processes and risks., • Independently execute assigned integrated audits consisting of operational, IT and financial audits in collaboration with the audit team under the direction of the Manager, Internal Audit., • Participate in developing risk-based audit programs (including testing plans), process documentation and flowcharts, as applicable., • Conduct and/or lead walkthroughs and interviews with business stakeholders., • Perform audit testing, document audit findings and support discussions with auditees and management., • Assist with executing IT audits of critical systems and emerging technologies., • Participate in the development of Wakefern’s system of internal controls, including ITGCs, and ITACs., • Identify gaps, deficiencies, process inefficiencies and improvement opportunities in operational business and IT processes and internal controls., • Draft audit reports for review by internal audit management, including results of the review, clear articulation of issues, root cause and actionable recommendations., • Participate in opening, status and closing meetings with management., • Support remediation activities, including validating corrective actions., • Utilize business intelligence, data analytics and audit management software (e.g., Tableau, ACL, Microsoft Excel, Visio, Active Data, SQL, QMF for Windows, Optro) to support audit testing and analysis., • Support external audit activities to improve reliance and reduce redundancies, including year-end audit procedures and SOC-1 reviews., • Maintain professional proficiency through continuing education, training and participating in professional organizations., • Perform special projects and advisory activities as assigned by Internal Audit management. What we’re looking for: • Bachelor’s degree in Business Administration, Accounting, Information Systems, Computer Science, or a related field., • Three to five years of prior audit experience; IT audit experience preferred., • Professional certification (e.g., CIA, CISA, CFA, or related certification) preferred., • Knowledge of internal audit standards, COSO framework and risk assessment practices., • Experience within the Wholesale Trade and Food Manufacturing industries preferred., • Familiarity with ERP systems (e.g., SAP, Oracle, PeopleSoft) and data analytics tools (e.g., ACL)., • Strong analytical, organization and problem-solving skills., • Ability to work independently with limited supervision while collaborating effectively with team members., • Strong verbal and written communication skills, with the ability to communicate effectively with technical and non-technical audiences., • Ability to manage multiple assignments simultaneously and produce quality results., • Ability to work effectively across cross-functional teams. How you will work: • Ability to work a hybrid schedule as established by the company to work four days onsite with the option to work a fifth day at home, • Travel to various Wakefern locations and distribution centers, as needed., • Periodic work in a refrigerated warehouse environment. How you will succeed: Core Competencies • Communicate Effectively: Communicates thoughts and ideas in a well-organized manner, encouraging two-way communication., • Build Relationships: Creates cross-functional partnerships through the development and maintenance of constructive and cooperative relationships., • Stay Competitive: Demonstrates a mindset of continuous improvement while exhibiting passion and enthusiasm for their work., • Embrace Change: Looks for new ways of working by supporting advancements in processes and technology., • Develop You: Identifies and capitalizes on opportunities for personal and professional career growth., • Drive for Results: Supports divisional and strategic objectives through achievement of work goals. Company Perks: • Vibrant Food Centric Culture, • Comprehensive medical, dental and vision package, • Competitive Salary and Paid Time Off, • Fitness Reimbursement and Well-Being Program, • Corporate Training and Development University, • Collaborative team environment, • Paid Parental Leave, • 401K, • Matching Gifts and Community Volunteer Involvement Compensation and Benefits The salary range for this position is $82,000 - $98,000. Placement in the range depends on several factors, including experience, skills, education, geography, and budget considerations. Wakefern is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, a 401(k) retirement plan with company match & annual company contribution, paid time off, holidays, and parental leave. Associates also enjoy access to wellness and family support programs, fitness reimbursement, educational and training opportunities through our corporate university, and a collaborative, team-oriented work environment. Many of these benefits are fully or partially funded by the company, with some subject to eligibility requirements.

About Wakefern Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, Fairway Markets, Gourmet Garage®, DiBruno Bros.®, and Morton Williams® banners. Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best in class procurement practices. About You Your contribution: Wakefern Internal Audit is seeking a Senior Integrated Internal Auditor to join the team. The ideal candidate has experience in identifying and assessing risks, works collaboratively, promotes continuous improvement and is comfortable bringing new ideas. The candidate will report to the Manager, Internal Audit. The Senior Integrated Internal Auditor is responsible for reviewing Wakefern processes, operations, and strategic initiatives, including evaluating technologies and performing financial reviews in accordance with the risk-based audit plan. This role can perform end-to-end audits (planning to reporting) partner with management to recommend corrective actions that mitigate risks and improve business processes, and communicate timeline, project status and significant issues to internal audit management. The role requires strong analytical skills, professional judgment and the ability to collaborate effectively with cross-functional stakeholders. This position is located in Edison, NJ. What you will do: • Assist in shaping the risk-based audit plan, including developing the audit scope through an understanding of business processes and risks., • Independently execute assigned integrated audits consisting of operational, IT and financial audits in collaboration with the audit team under the direction of the Manager, Internal Audit., • Participate in developing risk-based audit programs (including testing plans), process documentation and flowcharts, as applicable., • Conduct and/or lead walkthroughs and interviews with business stakeholders., • Perform audit testing, document audit findings and support discussions with auditees and management., • Assist with executing IT audits of critical systems and emerging technologies., • Participate in the development of Wakefern’s system of internal controls, including ITGCs, and ITACs., • Identify gaps, deficiencies, process inefficiencies and improvement opportunities in operational business and IT processes and internal controls., • Draft audit reports for review by internal audit management, including results of the review, clear articulation of issues, root cause and actionable recommendations., • Participate in opening, status and closing meetings with management., • Support remediation activities, including validating corrective actions., • Utilize business intelligence, data analytics and audit management software (e.g., Tableau, ACL, Microsoft Excel, Visio, Active Data, SQL, QMF for Windows, Optro) to support audit testing and analysis., • Support external audit activities to improve reliance and reduce redundancies, including year-end audit procedures and SOC-1 reviews., • Maintain professional proficiency through continuing education, training and participating in professional organizations., • Perform special projects and advisory activities as assigned by Internal Audit management. What we’re looking for: • Bachelor’s degree in Business Administration, Accounting, Information Systems, Computer Science, or a related field., • Three to five years of prior audit experience; IT audit experience preferred., • Professional certification (e.g., CIA, CISA, CFA, or related certification) preferred., • Knowledge of internal audit standards, COSO framework and risk assessment practices., • Experience within the Wholesale Trade and Food Manufacturing industries preferred., • Familiarity with ERP systems (e.g., SAP, Oracle, PeopleSoft) and data analytics tools (e.g., ACL)., • Strong analytical, organization and problem-solving skills., • Ability to work independently with limited supervision while collaborating effectively with team members., • Strong verbal and written communication skills, with the ability to communicate effectively with technical and non-technical audiences., • Ability to manage multiple assignments simultaneously and produce quality results., • Ability to work effectively across cross-functional teams. How you will work: • Ability to work a hybrid schedule as established by the company to work four days onsite with the option to work a fifth day at home, • Travel to various Wakefern locations and distribution centers, as needed., • Periodic work in a refrigerated warehouse environment. How you will succeed: Core Competencies • Communicate Effectively: Communicates thoughts and ideas in a well-organized manner, encouraging two-way communication., • Build Relationships: Creates cross-functional partnerships through the development and maintenance of constructive and cooperative relationships., • Stay Competitive: Demonstrates a mindset of continuous improvement while exhibiting passion and enthusiasm for their work., • Embrace Change: Looks for new ways of working by supporting advancements in processes and technology., • Develop You: Identifies and capitalizes on opportunities for personal and professional career growth., • Drive for Results: Supports divisional and strategic objectives through achievement of work goals. Company Perks: • Vibrant Food Centric Culture, • Comprehensive medical, dental and vision package, • Competitive Salary and Paid Time Off, • Fitness Reimbursement and Well-Being Program, • Corporate Training and Development University, • Collaborative team environment, • Paid Parental Leave, • 401K, • Matching Gifts and Community Volunteer Involvement Compensation and Benefits The salary range for this position is $82,000 - $98,000. Placement in the range depends on several factors, including experience, skills, education, geography, and budget considerations. Wakefern is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, a 401(k) retirement plan with company match & annual company contribution, paid time off, holidays, and parental leave. Associates also enjoy access to wellness and family support programs, fitness reimbursement, educational and training opportunities through our corporate university, and a collaborative, team-oriented work environment. Many of these benefits are fully or partially funded by the company, with some subject to eligibility requirements.

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

We’re solving some of the hardest problems in venture capital and private markets. You’ll work with a team that values precision, urgency, and long-term thinking. If you want to shape how startups are funded and built, this is the place. We exist to accelerate innovation by increasing the number of successful startups in the world. We do this by building the financial infrastructure that makes it easier for more people to invest in world-changing companies. AngelList is the nexus of venture capital and the startup community. We support $171B+ in assets and have powered investments into over 13,000 startups—over 300 of which are unicorns. Today, 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambition is larger. If you're excited to build the future of private markets, come build with us. Our north star: self-serve fund management. The Funds team owns the workflows that GPs rely on daily: configuration, capital activity, reporting, documents, and the UI that makes it all feel intuitive. This is a Staff Engineer opportunity to rebuild the GP experience from the ground up. You'll set the architectural direction for the new dashboard experiences, define how AI gets embedded into fund management workflows, and work directly with customers to win accounts 5-6X our current average. Your decisions will shape how tens of billions of dollars flow in and out of startups, and create a new standard for the end user experience. • Define the architecture of the new GP dashboard as we rebuild it from the ground up - setting the foundational patterns the team reaches for as the experience scales to institutional funds., • Own the product-level decisions that determine what self-serve looks like for institutional GPs, working closely with PMs and customers to shape what gets built, not just how., • Identify where AI can eliminate operational friction in fund management workflows. Turn multi-step processes that currently require an operator into something a GP can do in seconds., • Drive technical direction across the boundaries between Funds and adjacent systems (LP onboarding, subscriptions, treasury) so that the GP experience is coherent end-to-end., • Raise the ceiling of a small, high-ownership team through design reviews, architectural patterns, and the kind of judgment that makes senior engineers around you better., • Have operated at staff level or equivalent. You are highly autonomous, have had impact beyond your immediate team, and have a track record of architectural decisions that held up as systems scaled., • Are as comfortable on a customer call as in a systems design review, able to understand what a GP actually needs and ship it without a lengthy handoff chain., • Have demonstrated a multiplier effect on engineering teams. You’ve been the person who defined the patterns a team reached for—and the team was measurably better for it., • Have a deep love of startups, having worked at one (or potentially started one). The domain is part of the job., • Have strong hands-on coding ability. You write production code regularly, review others’ work rigorously, and have no interest in becoming a purely advisory engineer., • Are curious about AI as applied infrastructure—not hype, but genuine interest in where it can make financial workflows more accurate, more automated, and more trustworthy. If you don’t meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing. AngelList has offices in a few cities, New York City and San Francisco. We have a hybrid in-office model: teammates come in at least 2 days per week (Tuesdays and either Wednesday or Thursday). Exceptions may be made for exceptional individual contributor candidates in other locations. Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $240,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process. Benefits: We support your life both in and outside of work. _ _ What Guides Us: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. _ _ AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 Associate supports Middle Market Broking Specialists and Consultants on research, data gathering, underwriting analysis and preparation of various materials in support of broking activities on new and renewal business to support client retention and production goals. Primary Responsibilities • Supports in the data compilation activities related to loss history and coverage needs for Middle Market renewal strategy documents, submissions, and proposals., • Prepare coverage comparisons based upon quotations and proposals received from underwriters with oversight from senior staff., • Supports in the identification and analysis of client exposures, and helps identify markets to utilize, working with available data and additional insights., • Provides input in the compilation and analysis data, and drafts assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs of clients., • Participate in client broking strategy meetings with senior staff guidance., • Assist in the preparation of requests for quotations to the insurance carriers., • Maintain focus on World-authorized workflow and standard operating procedures to support consistency across the World enterprise.Work Experience, • 1-3+ years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages for commercial linesProfessional Licenses/Certifications, • Must hold state Property & Casualty insurance licenseEssential Skills/Competencies, • Action/task-oriented with strong follow-up and follow-through, • Strong interpersonal skills and demonstrated professional communication skills, • Commitment to continuous learning and development, and eagerness to learn about the insurance marketplace, • Project/process management discipline and follow-through, • Effective listening and communication skills, • Collaborative nature, • Ambitious and 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 clientsCompensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $59,700 to $73,800. 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 https://www.worldinsurance.com/careers for more details. 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 M5uQg8pIEN

Job Description Financial Advisor – Retirement Income Focus Confidential Wealth & Retirement Planning Firm Location: Central New Jersey Employment Type: Full-Time | On-Site Overview A well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model. This is not a cold-calling role, wirehouse seat, or “build-your-own-pipeline” position. The firm provides a consistent flow of pre-qualified retirement prospects. Advisors are expected to consult, educate, and convert those opportunities into comprehensive planning relationships. This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production. What You'll Be Doing • Present retirement planning concepts at educational dinner seminars (minimum one per week), • Conduct follow-up consultations with seminar attendees, • Design and implement retirement income strategies, including annuities and advisory solutions, • Guide clients through Social Security planning and Medicare considerations, • Identify tax, asset protection, and basic estate planning needs and collaborate with in-house or partner professionals, • Close new business and grow long-term recurring revenue relationships, • Participate fully in the client lifecycle from initial presentation through implementation Who This Role Fits Best Required / Strongly Preferred • 10+ years of financial advisory or retirement planning experience (15+ preferred), • Proven success in retirement income planning and annuity production, • Client-facing sales and closing ability, • Comfort meeting with clients in the evenings, • Ability to work in-office full time, • Willingness to present or participate in seminars (directly or collaboratively) Ideal Backgrounds • Advisors currently earning roughly $200K–$300K who feel capped by payout grids or limited lead flow, • Strong in-meeting closers, whether or not you lead seminars yourself, • Public speakers who are confident educating groups of 20–60+ prospects, • Advisors who enjoy collaborative, comprehensive planning—not product-only sales Estate planning familiarity is a plus (wills, trusts, asset transfer concepts), though legal expertise is not required. Services You'll Cover Advisors operate in a comprehensive retirement planning model, including: • Retirement income strategies and annuity solutions, • Wealth accumulation and asset transition, • Social Security optimization, • Medicare guidance, • Asset protection and tax-aware planning, • Coordination with CPAs and estate planning professionals You are not expected to be an expert in everything—but you must be able to confidently guide the conversation and bring in the right resources. Location & Schedule Expectations • Full-time, in-office role, • Evening availability is required due to seminars and client meetings, • Candidates must live within a reasonable commute to Central New Jersey, • New Jersey preferred, • Eastern Pennsylvania near NJ border considered, • Staten Island may be considered, • NYC and long-distance commutes are not a fit Compensation Highly competitive and performance-driven, with flexibility based on experience and production. • Base Salary: $60,000–$100,000+, • Up to $150,000+ base for advisors bringing a transferable book of business, • Annuity Production Compensation: Significant participation in annuity revenue, • Recurring Advisory Revenue: Ongoing participation in AUM-based revenue, • Total Realistic Earnings: $300,000–$500,000+, • Elite producers may exceed this based on performance and fit (Compensation examples are illustrative, not guarantees.) Why Advisors Make This Move • Built-in lead flow from a proven seminar platform, • No cold calling or self-funded marketing required, • Clear path to materially higher income, • Collaborative planning environment with strong operational support, • Long-term upside through recurring advisory revenue This is a confidential search. Qualified advisors interested in a retirement-focused platform with real growth potential are encouraged to apply.

Job Description FBCLG is an intergenerational community that is growing and moving boldly into its future. We are rooted in tradition, growing in innovation and transforming lives as we meet the needs of God’s people in real-time. Application Process: Interested candidates are invited to submit a resume and cover letter outlining their qualifications and relevant experience. Application should be submitted on the church's website - https://fbcsomerset.com/employment/ The vision for First Baptist Church of Lincoln Gardens is based on the following guiding principles: • We are all born in the image and likeness of God and God is internal to us. Therefore, we should hunger and strive to move deeper into a life of the divine., • Without abandoning our rich past, new approaches are required to attain the higher level God has for us., • We want disciples to go beyond the limits of merely practicing religion and move toward a radical relationship with our Redeemer., • Operating in sound theology and honoring biblical traditions, our ministries will span the gamut of the needs of God’s people with the intention of helping disciples live in their divinity., • From conversations among single Christians to marriage ministry retreats to youth explosions, God has called FBCLG to innovate. That means we are an intergenerational community that is growing and moving boldly into its future and transforming lives as we meet the needs of God’s people in real-time. Position Summary: The Associate Pastor of Missions, Evangelism and Social Justice works with the Senior Pastor to enable the church to focus on the Great Commission, assist in assessing the needs within the church family and community and developing programs/ministries to meet those needs. Committed to the calling of Jesus Christ as they are to their professional responsibilities. The person will be required to provide authentic, transformational worship experiences that connect people's everyday lives to God. Adhoc projects may be assigned by the Senior Pastor and/or Executive Director as is determined by the needs of the ministry. Job Responsibilities include but are not limited to: Missions Functions • Give direction and assistance to various groups within the church that are planning and participating in local, national and international mission trips and partnerships. This is primarily in an advisory capacity with regular opportunities to participate ii these trips where appropriate., • Act as a liaison with missionaries and organizations the church supports, • Assist staff to recruit and equip church members for local missions and short-term mission trips, • Research, locate and follow up on mission projects, opportunities and needs within the local community as well as home and foreign mission fields., • Work with the Communication ministry to develop a strategy to keep the church informed about the impact of mission efforts, • Supervise a reporting system that reflects accountability, • Teach train and develop leaders and organize ministry that models evangelism and missions Evangelism Function • Identify and implement a church-wide evangelism training program., • Plan and implement ongoing church-wide evangelistic events that include methods to mobilize our disciples to invite the unchurched and unsaved., • Assist the Pastor and staff in planning evangelistic worship events., • Assist and lead ministry staff in assuring that all events have an outreach or evangelistic component, • Lead the baptism efforts by leading the team that follow up on new believers through baptism and church membership, • Coordinate church efforts in area wide partnerships for evangelistic events, • Work with the communications ministry to develop a strategy to keep the church informed about the impact of evangelistic efforts, • Supervise a reporting system that reflects accountability for outreach and evangelism efforts Social Justice Function • Sharing information, organizing social justice events, and facilitating calls to action, • Broaden and deepen the involvement of disciples with opportunities to serve., • Collaborate with external partners to provide a Trauma-Informed approach to strengthen disciples through various educational and community services. Qualifications / Skills: • Bachelor’s degree or Master of Divinity Degree from an Association of Theological Schools (ATS) accredited Seminary or Divinity School would be preferred., • Servant Leader spirit, • Entrepreneurial spirit in developing evangelistic efforts for the church, • Ability to make theologically based decisions and delegate responsibilities., • Ability to clearly express their calling to the ministry of Jesus Christ in their daily interaction with all members of the First Baptist Church of Lincoln Gardens (FBCLG) community., • Possess a demeanor of humility and other-centeredness., • Ability to delegate, inspire, be flexible, motivate and develop individuals and teams, • Self-directed and ability to manage deadlines, conflict and priorities.Company DescriptionFBCLG is a intergenerational community church that is growing and moving boldly into its future. We are rooted in tradition, growing in innovation and transforming lives as we meet the needs of God’s people in real-time.FBCLG is a intergenerational community church that is growing and moving boldly into its future. We are rooted in tradition, growing in innovation and transforming lives as we meet the needs of God’s people in real-time.

PRIDE Health is the minority-owned healthcare recruitment division of Pride Global—an integrated human capital solutions and advisory firm. PRIDE Health will allow you to help change the way the world lives and heals as it connects you with the industry’s leading healthcare organizations. Pride

Description: Job Description: Advisory lead for Semiconductor Manufacturing. Focus on advisory led growth in Semiconductor/Electronics manufacturing accounts through Industry 4.0 / Smart Manufacturing, Asset Management, Industrial Automation, Control Systems etc. The role is responsible for working in tandem with the Sales Teams of IOT & DE and Industry Cluster lead through consultative sales. The role reports into the NA Sales Head and through him / her to Global Advisory Lead. The role is strategic in nature, with high visibility and responsibility. The following would be some of the key roles and responsibilities: • Engage with the CXO leadership in key accounts to build long term relationships to sight opportunities ahead of their formal bidding, shape the opportunities, • Position our Advisory Services with our clients in the context of their business challenges from an entrepreneurial and holistic perspective with innovative ideas, • Analyze the customer requirement (Proactive pitch, Advisory/strategic - RFI, RFP) to arrive at the best fit / innovative solution to meet customer needs., • Lead Advisory engagements to define strategic smart manufacturing initiative roadmap aligning to business goals, builds business case to obtain buy-in from executive sponsors of the strategy., • Provide oversight into large / strategic transformative engagements with our clients, participate in steering committees in advisory / partner role, • Engage with different sales and advisory teams of TCS to architect and articulate advisory services to address the client needs, • Actively participate in leading industry events and forums and be recognized as a thought leader KPIs relevant for the role Advisory led Growth a. TCV (Total Contract Value) of advisory (direct and downstream) engagements b. Influenced Revenue for Large deal shaping CXO connects established and executive connects made Customer Satisfaction Thought leadership through speaker events Qualifications: Graduate in Engineering, preferably Post Graduate in Engineering / Management #LI-KR2

PRIDE Health will allow you to help change the way the world lives and heals as it connects you with the industry’s leading healthcare organizations. PRIDE Health is the minority-owned healthcare recruitment division of Pride Global—an integrated human capital solutions and advisory firm. Pride

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets. Contributors will apply their expertise in areas such as M&A advisory, equity a

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

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 Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below. Primary Responsibilities • 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., • Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable • May pull items such as MVR, CLUES, Risk Meters, RCE etc., • Generate and send renewal proofs, if requested, • Check policy per policy check workflow and complete checklist, • Check endorsement against request, • Document maintenance/retrieval, • Other responsibilities as applicable Work Experience • 0-2 years’ experience in Personal Property and Casualty Professional Licenses/Certifications • Licensed or obtaining state Property & Casualty insurance license within a specified time frame. Essential Skills/Competencies • Knowledge of Excel, Word, and other MS Office products to include basic formatting, • Able to learn coverage fundamentals., • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems., • Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance., • 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., • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery., • Works to achieve stated objectives and delivers results at the close direction of a senior team member. 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-CF1 Powered by JazzHR jd4bbeTpyR

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 • 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., • May also be responsible for other responsibilities, as applicable. Primary Responsibilities • 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., • Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable • May pull items such as MVR, CLUES, Risk Meters, RCE etc., • Generate and send renewal proofs, if requested, • Check endorsement against request, • Document maintenance/retrieval Work Experience Preferred • 2+ years’ experience in Personal Property and Casualty Professional Licenses/Certifications • Must hold state Property & Casualty insurance license Essential Skills/Competencies • 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., • Works to achieve stated objectives and delivers results at the close direction of a senior team member. Education • HS Diploma or equivalent 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-CF1 Powered by JazzHR COYs6cOmxt

At Stout, we're dedicated to exceeding expectations in all we do we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive

Position(s) are to be filled in following area(s): Taxpayer Services - Customer Assistance, Relationship and Education - Field Assistance.WHAT IS THE TAXPAYER SERVICES DIVISION? A description of the business units can be found at: https://www.

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

As a Front Line Manager, you will:.Plan work to be accomplished by subordinates, sets and adjusts short-term priorities and prepares schedules for completion of work.Assign work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the ca

Healthcare Advisory Financial Services Consultant Manager. Withum's Healthcare Advisory Services practice is seeking a Financial Services Consultant Manager to join our team in our East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Whippany, NJ; New York, NY; Buffalo, NY; Rochester or Batavia, NY offi

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. Support the execution of

Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate AI, Data & Tech growth through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. Grant Thornton is seeking an Advisory Director Client Relations

A financial services firm in Edison, New Jersey, is seeking financial professionals to build their career in a supportive environment.