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Position: PeopleSoft Procure-to-Pay (P2P) Techno-Functional Consultant Location: Florham Park, NJ (Onsite – 5 Days/Week) Job Summary: We are seeking an experienced PeopleSoft P2P Techno-Functional Consultant with strong expertise in PeopleSoft FSCM and Procure-to-Pay modules. The ideal candidate will have hands-on development experience, integration expertise, and the ability to work closely with business stakeholders to deliver scalable solutions. Key Responsibilities: • Work across full lifecycle: Analysis, Development, Implementation, Testing, and Support, • Design and develop PeopleSoft P2P solutions and enhancements, • Build and support integrations with third-party platforms (Jaggaer, Coupa, Ariba, etc.), • Develop file-based, REST, and SOAP integrations, • Perform customizations, Application Engine development, and reporting, • Create reports using BI Publisher, nVision, SQR, and PS Query, • Collaborate with business teams to gather requirements and propose technical solutions, • Conduct root cause analysis (RCA) and provide optimization/automation recommendations, • Lead development efforts, including code reviews and design reviews Required Skills & Experience: • Strong experience with PeopleSoft FSCM (P2P modules), • Expertise in PeopleTools (8.5x):, • Application Designer, • PeopleCode, • Integration Broker, • Component Interface, • File Layouts, • Hands-on experience with:, • Application Engine & Custom Development, • Integrations (REST/SOAP & File-based), • Reporting Tools (BI Publisher, nVision, SQR, PS Query), • Experience integrating with Jaggaer, Coupa, Ariba (Jaggaer preferred), • Solid understanding of PeopleSoft Financials Preferred Qualifications: • Prior experience with Jaggaer–PeopleSoft integration, • Experience leading projects or acting as a Technical Lead, • Strong stakeholder communication and problem-solving skills Key Competencies: • Techno-functional expertise, • Strong debugging & RCA capability, • Ability to work directly with business stakeholders, • Leadership in design and development reviews

About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs. Overview Responsible for delivering a variety of basic data solutions for all units within the Actuarial department. Creates well documented data applications in a strong control environment. Supports development of self and others through cross-training. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements. Note: (For NJ candidates) This role will be located at our future headquarters in Short Hills, N.J. Until the new headquarters is operational, the successful candidate will be offered the ability to work in our Branchville, N.J. location during this interim period. Responsibilities • Prepare data and templates for quarterly loss and LAE reserve analyses. Ensure balancing of data to source systems. Maintain proper controls and documentation., • Support production and automation of designated external and internal financial and management reports. These include but are not limited to statutory schedules (P) and the "AY Report". May also include regulatory reports and bureau data calls. Requires direction from supervisor or senior programmer., • Support ceded reinsurance placement by providing information and data for broker submissions. Respond to ad hoc requests from brokers with active guidance from supervisor., • Support commercial and personal lines pricing by providing routine scheduled pricing review data, for both state and countrywide reviews. Maintain programming code and associated documentation., • Support all areas of the Actuarial department by providing ad hoc data as requested and agreed upon. Assist supervisor or senior programmer through process. This includes discussing needs, identifying potential solutions and testing. Facilitate the process through regular communication with supervisor and clients., • Identify potential improvements and efficiencies within current processes. Improve data and systems landscape through increased automation, including programming of simple algorithms in a sustainable environment. Properly document associated programming code., • Support corporate IT objectives where technical business resources are required. This may include development, testing, and/or documentation, under the direction of supervisor or senior programmer. Knowledge and Requirements • To maintain effectiveness by improving skills and acquiring new skills over time., • To respond to customer expectations and needs. Education and Experience • College degree preferred., • 1-3 years actuarial experience preferred, • 1-3 years of programming systems software Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our ___. The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs. Pay Range USD $76,000.00 - USD $98,000.00 /Yr. Additional Information Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions. For Massachusetts Applicants It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Position: HR Associate Reports to: CHRO Department: Human Resources Location: Summit, NJ Position Type: In-Office Classification: Full-Time; Exempt (Salary) Responsibility Summary / Job Objective: We are seeking an experienced HR Associate-Payroll for our headquarters in Summit, NJ to manage end-to-end, high-volume, multi-state payroll. This role serves as the internal expert for timekeeping, state labor compliance, and data integrity across our HRIS platforms. You will act as a key liaison between HR and Finance, ensuring payroll accuracy while providing dedicated support for all employee inquiries. Primary Responsibilities: • Payroll Processing: Process bi-weekly and semi-monthly payroll for salaried and hourly employees across multiple states., • Timekeeping Compliance: Manage state-specific timekeeping rules, ensuring compliance with local regulations regarding overtime (e.g., California’s daily OT), meal periods, and rest breaks., • Offboarding & Final Pay: Coordinate with HR to execute terminations, ensuring strict adherence to state-specific Final Pay Laws (e.g., immediate payout requirements vs. next-cycle states)., • Audit & Compliance: Ensure compliance with FLSA and diverse state labor laws by performing regular audits of system-generated calculations, overtime rates, and tax withholdings., • Cross Functional Support: Partner with Finance and other departments to provide necessary data for internal and external audits, any reconciliations Finance requires and other projects as needed., • Data Reporting: Create and run ad hoc reports to support partner offices and leadership inquiries., • Employee Support: Provide comprehensive payroll assistance to employees in-person, via telephone, and through email, ensuring clear and timely resolution of all inquiries., • HR Integration: Assist with various HR projects and general administrative support as needed to ensure a seamless employee lifecycle. Qualifications: • Bachelor’s degree in Accounting, Business, HR, or a related field (or equivalent years of professional experience), • 2+ years of high-volume payroll processing, with a strong preference for candidates supporting multi-state environments., • Strong knowledge of state and federal regulations, especially in CA, MI, NY, WA are helpful., • Experience with Paychex or OTK (or similar mid-to-large market systems) preferable., • Advanced Excel skills. Ability to perform VLOOKUPS, Pivot Tables etc. Core Competencies: • Communication: Clearly and effectively communicating both verbally and in writing., • Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors., • Initiative: An entrepreneurial self-starter who operates independently to exceed goals., • Discretion: Proven ability to handle sensitive and confidential information with professionalism., • Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale., • Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals., • Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies. Essential Job Functions: • Maintain a stationary position (sitting or standing) for extended periods., • Communicate and exchange accurate information clearly with peers, leadership, and external partners., • Collaborate closely with colleagues and external parties to achieve project goals., • Operate computers and standard office equipment on a constant basis., • Perform repetitive motions involving wrists, hands, and fingers., • Assist clients and colleagues via telephone, email, and in-person., • Observe and analyze details at close range. Travel Requirements: • Minimal to None: Approximately 0%-9% (Office-based with potential for day trips or annual meetings). Business Hours: • Flexible Schedule: Monday-Friday, 8:30am-5:00pm EST with a 30 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met. Compensation & Benefits: Compensation (based on experience) • Base Salary: $55,000-$65,000 annually, • This is an Exempt position, • Annual Performance Bonus Target: 5% Benefits • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off, • Paid Parking, if applicable Location: 475 Springfield Avenue, Summit, NJ 07901 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: HR Coordinator Reports to: CHRO Department: Human Resources Location: This is an In-Office position in Summit, NJ Classification: Full-Time; Exempt Summary We are seeking an energetic and detail-oriented HR Coordinator to join our Headquarters team in Summit, NJ. In this role, you will provide essential operational support across our nationwide workforce, assisting with the full employee lifecycle—from talent acquisition and onboarding to employee engagement and offboarding. Serving as a proactive point of contact for employee inquiries, you will ensure HR practices remain seamless, data-driven, and fully aligned with company policies and labor standards. Primary Responsibilities: • Onboarding Coordination: Assist with full onboarding lifecycle for employees across the U.S., including background check processing, drafting employment terms, and ensuring all new hire documentation meets company and nationwide standards., • Compliance Training: Deploy mandatory compliance training instructions as needed, proactively tracking and ensuring 100% completion rates to maintain organizational and nationwide regulatory standards., • Employee Relations Support: Serve as the primary first point of contact for the nationwide workforce, providing guidance on company policies, holiday schedules, and general HR procedures in-person, phone, and email interactions with a high level of responsiveness and professionalism., • Lifecycle Data Management: Process employee changes (compensation, promotions, title updates) and manage the administrative logistics for terminations., • Records & Document Control: Maintain personnel files, HR templates, and company intranet documents to ensure they are accurate, accessible, and compliant., • Audit Readiness: Support internal and external audits by maintaining a perpetual state of audit-readiness across all employee records., • Employment Verifications: Process all external requests for verification of employment (VOE) in accordance with company policies., • Bachelor’s degree in Human Resources, Business Administration, or a related field, preferred., • 1+ years of experience in an HR administrative or coordinator role; experience in a fast-paced environment is a plus., • Proficiency in Microsoft Office/Google Suite and introductory experience with HRIS software preferred., • Ability to support a nationwide workforce across multiple locations., • Basic understanding of employment laws or a strong willingness to learn and apply federal and state standards., • Proven ability to handle sensitive documentation, such as employment terms and background check reports, with strict confidentiality., • Communication: Clearly and effectively communicating both verbally and in writing., • Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors., • Initiative: An entrepreneurial self-starter who operates independently to exceed goals., • Discretion: Proven ability to handle sensitive and confidential information with professionalism., • Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale., • Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals., • Maintain a stationary position (sitting or standing) for extended periods., • Communicate and exchange accurate information clearly with peers, leadership, and external partners., • Collaborate closely with colleagues and external parties to achieve project goals., • Operate computers and standard office equipment on a constant basis., • Perform repetitive motions involving wrists, hands, and fingers., • Assist clients and colleagues via telephone, email, and in-person. Compensation (based on experience) • Base Salary: $55,000-$65,000 annually, • This is an Exempt position, • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Compensation Associate Reports to: Commissions Manager Department: Simplicity Investments Location: 475 Springfield Ave, Summit, NJ / full-time, in-office Classification: Full-time, Exempt Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate. Primary Responsibilities: · Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems · Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries · Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts · Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner. · Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation · Support audit readiness by preparing and organizing documentation for third-party financial audits Qualifications: · Background in finance, insurance, or accounting is preferred · Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness · Willingness to work extended hours during peak processing periods Core Competencies: · Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels · Customer Service – Provides excellent service and support with a positive, solution-oriented approach · Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment · Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data · Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals · Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues · Numerical Proficiency – Comfortable working with numbers and performing financial calculations · Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations · Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods Compensation & Benefits Compensation (based on experience) · Annual base salary: $60,000 - $65,000, exempt · Annual performance bonus target: 5% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off Location: 475 Springfield Avenue, Summit, New Jersey 07901 / full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

About the Program The Aon Apprenticeship Program is a highly selective career development opportunity designed for individuals who want to launch a career in Insurance Brokerage through real work, structured development, and high expectations. This is a professional role supported by coaching and development, with clear performance expectations and progression milestones. How this opportunity is different This "Earn and Learn" program offers an alternative pathway to gain valuable on-the-job experience while advancing your education and career development at Aon, with dedicated time during the standard workweek for classes to ensure a balance between academic achievement and professional growth. • Fully paid tuition and books toward a two-year Associate of the Arts in Business degree at the University of Arizona Global Campus (UAGC)., • Integrated schedule of 40 hours per week combining work at Aon's Berkeley Heights, NJ office (in-person) and classes on campus at the University of Arizona Global Campus (UAGC)., • Potential for pay increases every six months for the duration of the two-year program Business Service Apprentices support our risk management and insurance teams in delivering solutions to clients across various industries. Apprentices learn the foundations of commercial insurance, risk assessment, and client service, while building the skills, habits, and business fluency needed to grow into long-term roles. Apprentices will: • Assist with the preparation and review of insurance documentation and client presentations, • Support teammates in gathering and analyzing risk information, • Help manage and update client records and databases, • Participate in client meetings and calls, providing administrative support, • Conduct research on insurance markets and emerging risks Depending on location and business need, you would be hired into one of these roles: • Associate Broker, • Account Manager, • Deliver assigned projects and tasks on time with accuracy and attention to detail., • Apply feedback promptly to improve processes and performance., • Find opportunities for efficiency and innovation through proactive problem-solving., • Communicate clearly and professionally with internal and external partners., • Manage competing priorities to ensure deadlines are consistently met., • Use Microsoft Office Suite to create polished and accurate deliverables., • High school diploma or equivalent GED, or on track to graduate by July 1, 2026, • Minimum age of 18 years by June 15, 2026, • Meet enrollment requirements forthe University of Arizona Global Campus (UAGC)'s Associate of the Arts in Business and maintain passing grades (C or higher), • Authorized to work in the U.S. (Aon does not offer sponsorship), • Ability to work consistently in a professional, team-based environment, • Prior work or leadership experience demonstrating responsibility and work ethic, • Full-time salary of $46,200 per year ($22.21 per hour), • Tuition assistance to continue your education post program, • Paid time off, including 12 paid holidays and 15 vacation days per calendar year, • Medical, dental and vision benefits, • 401(k) savings plan with an employer contribution, • Comprehensive employee assistance program that includes free counseling sessions Admission is competitive. Candidates are evaluated on professionalism, readiness, learning agility, and potential. To ensure a consistent and fair evaluation, all candidates progress through the same structured process. Completion of each step is required to remain under consideration. 1. Application Submission Apply through our careers site. The application must be fully completed (all required fields and questions), and an attached resume is required. Incomplete applications or missing resumes will not be reviewed. 2. Online Skills Assessment & Video Interview Applicants who meet initial requirements will complete an online skills assessment to evaluate proficiency in workplace tools (Microsoft Excel, Outlook, PowerPoint). Those meeting the minimum score will proceed to a structured, one-way video interview, assessed on professionalism, communication, learning agility, and readiness. 3. Recruiter Screening Candidates who pass the assessment and video interview will complete a virtual screening with an Aon recruiter, featuring behavioral-based interview questions. 4. On-Site Interviews Finalists will interview on-site with the hiring team. Interviews include behavioral and situational questions to assess accountability, and ability to succeed in a professional, team-based environment. Attendance on-site is required (remote interviews are not available for this stage). 5. Program Readiness Successful candidates are referred to the partner college to confirm eligibility. This includes submitting transcripts or completing placement exams to enroll in courses aligned with the apprenticeship program. 6. Offer Stage After on-site interviews, selected candidates receive contingent offers. Upon acceptance, candidates must complete a background check and any additional pre-employment steps communicated by the recruiter. For more information, visit our ___ or register for one of our information sessions ___. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #AonApprenticeUS #ApprenticeNewJersey #LI-YT1 #LI-#LI-YT1SM2 2026-100155

Job Title: PeopleSoft Procure-to-Pay (P2P) Techno-Functional Consultant Location: Florham Park, NJ (Onsite – 5 Days/Week) Employment Type: Contract-to-Hire (Long-Term Preferred) Interview Process: 2 Rounds Job Summary: We are seeking an experienced PeopleSoft P2P Techno-Functional Consultant with strong expertise in PeopleSoft FSCM and Procure-to-Pay modules. The ideal candidate will have hands-on development experience, integration expertise, and the ability to work closely with business stakeholders to deliver scalable solutions. Key Responsibilities: • Work across full lifecycle: Analysis, Development, Implementation, Testing, and Support, • Design and develop PeopleSoft P2P solutions and enhancements, • Build and support integrations with third-party platforms (Jaggaer, Coupa, Ariba, etc.), • Develop file-based, REST, and SOAP integrations, • Perform customizations, Application Engine development, and reporting, • Create reports using BI Publisher, nVision, SQR, and PS Query, • Collaborate with business teams to gather requirements and propose technical solutions, • Conduct root cause analysis (RCA) and provide optimization/automation recommendations, • Lead development efforts, including code reviews and design reviews Required Skills & Experience: • Strong experience with PeopleSoft FSCM (P2P modules), • Expertise in PeopleTools (8.5x):, • Application Designer, • PeopleCode, • Integration Broker, • Component Interface, • File Layouts, • Hands-on experience with:, • Application Engine & Custom Development, • Integrations (REST/SOAP & File-based), • Reporting Tools (BI Publisher, nVision, SQR, PS Query), • Experience integrating with Jaggaer, Coupa, Ariba (Jaggaer preferred), • Solid understanding of PeopleSoft Financials Preferred Qualifications: • Prior experience with Jaggaer–PeopleSoft integration, • Experience leading projects or acting as a Technical Lead, • Strong stakeholder communication and problem-solving skills Key Competencies: • Techno-functional expertise, • Strong debugging & RCA capability, • Ability to work directly with business stakeholders, • Leadership in design and development reviews

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Branch Operations Specialist to join their branch office in Saddlebrook, NJ or Florham Park, NJ. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. Responsibilities • Assist in maintaining the day to day operations to ensure operational excellence, • Support client onboarding process, • Maintain and process documents, • Assist with audit preparations, • Communicate effectively and efficiently with home office personnel, • Interact and support branch staff and all levels of management, • Interact on routine/sensitive matters, • Ensure that all documents are sent to home office in a timely manner, • Cross training within other positions in the Operations area, • FINRA Registration: SIE and Series 99 required (Within 6 months of hire), • Brokerage operations experience, • Strong attention to detail and accuracy, • Intermediate Microsoft Office skills, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: Summit, NJ; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 07901; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

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. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey 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, • 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-CM1 Powered by JazzHR zmFnpjpwxr

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., • Drive utilization of all available technology throughout broking process and client service process, • 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 for more details. #LI-MA1 #LI-HYBRID Powered by JazzHR vrHsl0omz6

Job Description Position: Product Business Analyst Reports to: Director, Tech Solutions Department: Technology Location: Summit, NJ; in-office Classification: Full-time ; Exempt Summary / Job Objective: The Product Business Analyst is an integral member of our development and technology with a primary focus on the Broker-Dealer and Investments areas of the business. This role bridges the gap between technical and business resources, supports ongoing product initiatives, outlines new development opportunities, and helps maintain internal Salesforce environments. The ideal candidate will be detail-oriented, proactive, and comfortable working across multiple business areas, while leveraging data, systems, and project management tools to drive success. There will be a large focus on deploying new applications and continually integrating systems to enhance business capabilities. Primary Responsibilities: · Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the admin console, and browser debugging tools. · Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and troubleshoot/audit data issues. · Document user stories for new features and enhancements. · Complete user acceptance testing (UAT) to validate that solutions meet user and business requirements. · Support business processes and workflows through project management tools such as Monday.com. · Assist with data management, migration, and movement across platforms while maintaining data quality and compliance standards. Qualifications: · Bachelor’s degree in MIS, Computer Science, or related field. · Experience with Salesforce administration including user management, sharing rules, and data visibility (or willingness to grow into this area). · Experience in Scrum/Kanban methodologies and their ceremonies. · Strong understanding of business analysis concepts: requirements gathering, user stories, acceptance criteria, communication, and documentation. · Experience writing user stories, managing product backlogs, and facilitating refinement meetings. · Salesforce Certified Administrator preferred. · Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC. · Familiarity with cloud services such as AWS (Lambda, EC2, RDS, CloudWatch), and Azure cloud preferred. · Entry to mid-level experience with HTML, CSS, and UX design/prototyping. · Experience with workflow automation tools such as Monday.com, and JIRA (including user management, workflows, and permission settings). · Proficiency with Google Suite. · Strong foundation in data management, reporting, and migration processes. · Familiarity with the wealth management or insurance industry is strongly preferred. Core Competencies: · Ability to manage competing demands and priorities. · Strong attention to detail. · Excellent problem-solving skills. · Desire to take ownership of projects and see them through to completion. · Team-oriented with strong listening, writing, and communication skills. Compensation & Benefits: Compensation (based on experience) • Annual base salary: $85,000 - $105,000; exempt, • Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Avenue, Summit, NJ 07901; *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: Accounting Manager Reports to: Director, Accounting Department: Finance Location: 475 Springfield Ave, Summit, NJ; in-office position; team environment Classification: Full-time; Exempt Summary / Job Objective: We are looking for a qualified accountant to lead in essential accounting functions while ensuring accurate and timely financial reporting. This position handles the General Ledger month-end close process and the preparation and reconciliation of balance sheets and income statements in compliance with GAAP. Strong analytical and problem-solving skills, as well as a thorough understanding of accounting principles, are essential for success in this role. Primary Responsibilities: · Prepare the monthly GAAP journal entries for multiple entities to ensure that the financial reporting is accurate and timely · Own the month-end close processes for assigned areas and adhere to deadlines · Assist with the finance integration of acquired entities · Interpret purchase and credit agreements · Prepare and review balance sheet reconciliations for multiple companies · Record payroll related journal entries and reconcile payroll · Research complex accounting issues · Communicate with Principals monthly on financial results · Coordinate support and respond to external auditors. Prepare footnote disclosures · Assist with preparation of monthly financial reports for all entities including consolidated balance sheets and income statements · Reconcile financial discrepancies by analyzing account information · Ad hoc projects Qualifications: · Bachelor’s degree in accounting or related field; MS or active CPA is preferred · 7+ years of experience in accounting, financial reporting, financial data analysis, and/or auditing · Knowledge of U.S. GAAP & corporate finance principles and procedures · Ability to multi-task and set priorities. Able to work in open environment and team setting · Tech-savvy and excellent Microsoft Excel skills · NetSuite experience a plus Core Competencies: · Hands-on and detail oriented for accuracy in a fast-paced environment · Lead, mentor, and develop accounting staff · Strong written and verbal communication skills · Excellent organizational, problem-solving, and project management skills · Proven ability to successfully work within a team, as well as independently Compensation: · Base salary: $105,000-$115,000 (based on experience) · Performance bonus (10% target) · Employee benefits (health, 401k, life, etc.) · Paid Time Off · Paid Parking Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Director, Technology PMO Reports to: Partner, EVP, Technology Department: Technology Location: Summit, NJ Position Type: In-Office Classification: Full-Time; Exempt (Salary) Summary / Job Objective: We are seeking a Director, Technology PMO to serve as a strategic partner to the CIO, driving governance, financial transparency, and portfolio visibility across our Wealth and Insurance platforms. This is a high-impact, insight-focused role designed for a leader who excels at bringing structure to complex, regulated environments. You will ensure our technology investments align with business priorities while maintaining a "ready-state" for regulatory and audit requirements. Primary Responsibilities: Portfolio Strategy & Planning · Decision Support: Prepare sequencing and prioritization recommendations for the CIO and senior leadership. · Strategic Portfolio Mapping: Balance technology investments using the "Run/Grow/Transform" paradigm to align spend with business goals. · Capacity Planning: Maintain high-level resource visibility to identify bottlenecks and validate quarterly plan feasibility. Financial Stewardship · Budget & Variance Management: Monitor portfolio spend vs. budget, providing early warnings on overages and performing CapEx/OpEx capitalization tracking. · SaaS & Vendor Oversight: Manage the delivery health of third-party integrators and track SaaS license renewals and usage metrics. Governance & Insights · Executive Reporting: Synthesize complex technical and financial datasets into actionable, executive-ready dashboards. · Risk & Mitigation: Proactively identify cross-platform dependencies and delivery risks, providing mitigation strategies for portfolio stability. · Process Optimization: "Right-size" SDLC and change management processes to ensure compliance (SOC 2/SEC) remains frictionless for engineering. Managerial Leadership & Oversight · Cross-Functional Influence: Cultivate a culture of compliance by guiding engineering and product teams to adopt SDLC standards through consultative coaching rather than rigid enforcement. · Strategic Liaison: Act as the primary bridge between Technology, Finance, and Business units to resolve conflicting priorities and align stakeholders on a unified portfolio roadmap. · Governance Stewardship: Design and "right-size" the project intake framework, ensuring governance acts as a strategic accelerator rather than a bureaucratic hurdle. · Regulatory Leadership: Serve as the lead liaison for internal and external audits (SOC 2, FINRA, SEC), ensuring organizational readiness and maintaining a "zero-finding" standard. · Performance Mentorship: Elevate the organization’s data maturity by providing expert feedback to Project Leads on risk documentation and financial accuracy. Qualifications: · Bachelor’s Degree in Business, Information Technology, Finance, or a related field (Required). · 6+ years of experience in technology PMO, portfolio management, or technology operations roles. · PMP, Agile or PMO-related certifications preferred but not required. · Experience in insurance, wealth management, broker-dealer, fintech, or other regulated environments strongly preferred. · Demonstrated experience navigating multi-vendor technology ecosystems, specifically involving Salesforce (CRM), SaaS platforms, and third-party System Integrators. · Working knowledge of SOC 1 / SOC 2 audit requirements and SOX IT General Controls (ITGCs). · High-level competency in Jira, Azure DevOps, or similar work management platforms. · Strong proficiency in portfolio and visualization tools (e.g., Power BI, Tableau, Smartsheet, or Advanced Excel). · Understanding of the reporting and compliance expectations of bodies such as the SEC, FINRA, and NAIC. · Ability to distill complex technical data into concise, high-impact reporting for C-suite stakeholders. · Proficiency in managing portfolios through the Run / Grow / Transform paradigm. Core Competencies: · Communication: Clearly and effectively communicating both verbally and in writing. · Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors. · Discretion: Proven ability to handle sensitive and confidential information with professionalism. · Analysis: Leverages analytical skills to identify challenges and generate innovative solutions. · Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies. · Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks. Managerial Core Competencies: · Accountability: Takes full personal responsibility for actions, reliably following through on commitments. · Leadership: Articulates a clear vision, translating strategic goals into motivated team action. · Fiscal-Management: Diligently manages budgets and metrics to inform resource allocation. · Agility: Seamlessly adjusts to new priorities and technologies to maintain forward momentum. · Risk-Mitigation: Proactively identifies threats and develops strategies to ensure stability. Essential Job Functions: · Navigate and understand complex regulatory frameworks (e.g., SOC 2, FINRA, SEC) and apply them to technology workflows. · Frequently present complex findings and data-driven insights in group settings to cross-functional stakeholders. · Maintain a stationary position (sitting or standing) for extended periods. · Operate computers and standard office equipment on a constant basis. · Perform repetitive motions involving wrists, hands, and fingers. · Assist clients and colleagues via telephone, email, and in-person. · Occasional evening or weekend work required based on project deadlines or business necessity. Travel Requirements: Approximately 10%-20% (Occasional overnight trips, roughly 2-4 days per month). Compensation & Benefits: Compensation (based on experience) · Annual Base Salary: $150,000 - $175,000; exempt · This is an Exempt position · Annual Performance Bonus Target: 20% Benefits · Employee Benefits (Medical, Dental, Vision, Life Insurance, other) · 401k with Employer Match · Paid Time Off · Paid Parking Location: 475 Springfield Avenue, Summit, NJ 07901; *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our New Jersey Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in Florham Park, Red Bank and Saddlebrook, NJ Offices. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities: • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required., • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills, • Strong working knowledge of Microsoft Office Suite Compensation For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requirements; Research customer issues and work

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

PROMAN Staffing - - Responsibilities: Safely operate a sit-down forklift and pallet jack to move inventory; Load and unload trucks with precision and efficiency; Build, wrap, and stage pallets for shipment; Assist in the production of sorbet products; Perform equipment setup and thorough cleaning/s

Home Depot - - Responsibilities: Oversees, maintains, and repairs building support systems in a warehouse environment; Performs maintenance related functions in support of warehouse operations; Contributes to sustaining operational efficiency and safety standards through upkeep and repair of equipm

Savers Value Village - - Responsibilities: Loads and unloads trucks/trailers according to Management directions; Records cart numbers, weights, and unload times on driver route forms; Daily count and record on proper form, all stock on hand in warehouse and in trailers; Checks forklifts to ensure p

The RealReal - 950 Convery Blvd [Material Handler] As a Warehouse Associate with The RealReal, you'll: Quality check luxury products to ensure company standards are met; Inspect consigned luxury products for condition and acceptance standards; Perform data entry inputting product specifications into

Cintas Corporation - - Responsibilities: Drive company trucks to designated areas in the facility for unloading of soiled products; Load clean uniforms, floor mats and additional customer products onto trucks based on customer routes designated for each truck; Maintain the cleanliness of their work

Focus Workforce Management - - Responsibilities: Picking and packing merchandise; Warehousing tasks; Shipping product to customers; Maintain safety procedures; Keep facility clean.

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Responsibilities: Move, load, unload, and move furniture and inventory of various sizes safely; Use scanners and handheld devices to track inventory and locations; Perform quality control tasks including inspecting, repackaging, labeling, and sorting products; Operate material handling equipment whe

Cintas Corporation - - Responsibilities: Operate and maintain the facility's wastewater system in accordance with local/national regulations; Mix chemical amounts required to wash uniforms and ancillary products; Stand for 7 hours of an 8 hour shift; Maintain inventory accuracy and accountability;

Savers Value Village - 2661 Morris Avenue - Responsibilities: Maintain organized warehouse operations while assisting customers and processing donations during shifts.

Cardinal Health - - Responsibilities: Follow established Standard Operating Procedures (SOP's) to process orders including accurately picking, performing quality control checks, sorting, consolidating freight, building, and wrapping pallets, packing, loading, and preparing orders for shipment; Cros

Home Depot - - Responsibilities: Load and unload trucks within the facility; Move material within the facility using hand trucks, forklifts, or other equipment; Sort, staging, and transport products as required; Operate forklifts or other machinery to complete tasks; Assist with general warehouse d

Cardinal Health - - Responsibilities: Follow established Standard Operating Procedures (SOPs) to process orders including accurately picking, performing quality control checks, sorting, consolidating freight, building, and wrapping pallets, packing, loading, and preparing orders for shipment.Utiliz

Standard business hours with occasional overtime to support customer and business needs.