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BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

Life Insurance Advisor (W2) – Remote (U.S.) Now Hiring: Licensed Life Insurance Advisors in the U.S. Join Insurance Supermarket International US and take your career to the next level—all from the comfort of your home. Are you a licensed insurance advisor looking for a remote role with a competitive base salary, lucrative bonuses, and unlimited qualified leads? Are you ready to grow with a fast-paced, successful company that’s revolutionizing how life insurance is sold? If so, we want to hear from you! About the Role We're looking for licensed, goal-driven life insurance agents who are passionate about helping Americans protect what matters most. In this full-time W2 role, you’ll handle inbound consumer inquiries and provide expert guidance on life insurance products tailored to their needs. You’ll own your performance targets and play a key role in driving client satisfaction. This is a great opportunity for driven individuals who thrive in a structured, performance-based environment—and who want to do it all remotely. What we offer: • A base salary with Quarterly Increases plus a LUCRATIVE 6-Figure bonus, • Base Salary Starts at $18/Hour with potential to increase to a maximum of $30/Hour based on Quarterly Reviews., • Growth Opportunities into Leadership Roles - Career Plans in Place!, • Paid vacation and personal time, • Benefits, • Comprehensive Advisor training, • Access to clients via qualified leads, • Participation in contests and performance incentives, with the chance to win fantastic prizes, • Ongoing professional development opportunities & training, • Ability to work from home on a full-time basis anywhere in the US (Within Regulatory Compliance Measures), • Schedule 9-6, 10-7 or 11-8pm EST Mon - Fri What you will do: • Manage incoming sale call opportunities, • Connect with new and current clients to ensure satisfaction and build authentic, lasting relationships, • Resolve any client inquiries by partnering with the appropriate internal resources What we are looking for: • 2+ years of individual life insurance sales, with a life license in good standing, • Ability to sell in multiple states, • Proven ability to self-manage in a fast-paced and performance-driven environment, • A passion for helping others and providing consultative customer advice and service, • Excellent communication skills, both written and verbal, • High level of ownership, accountability and the ability to work with a sense of urgency, • Commitment to ongoing service, process, and efficiency improvements, • Comfortable managing client escalations and able to problem-solve creatively, • Able to work in fast paced environment, • Must have high-speed internet, • Basic knowledge Google docs, Microsoft Office ISI Advisor Job DAILY Description: -30 Minute Pre-shift Meeting • Cameras are required to be on at all times, • Personal work area must be free from distractions -88% or More Productive Time • In ready, • Talk Time, • Training or Meeting (example Pre-Shift) -Over 75% Talk Time Hours -AVG 10 Live Transfers Daily -Follow Sales systems to close sales -Utilize I-APP program to properly quote customers • Input all client Information Appropriately, • Play all Questions, • Play all disclosures -Document all answers appropriately following all life insurance guidelines and regulations -Present appropriate life insurance products and services with clarity and compliance -Participate in ongoing coaching & individual development sessions -Participate in group coaching and development sessions -Ensure adherence to company policies, state regulations, and ethical standards -Must be available to work all shifts in full -Must be responsive in company communication including emails and Slack Direct Messaging -Must be receptive to phone feeding and sales assistance -Meet All Sales Floor Minimum Requirements Physical Demands This is a remote, primarily sedentary position. The physical demands of the role include: • Ability to remain seated and work at a computer for extended periods., • Ability to use a computer, keyboard, mouse, headset, and other standard office equipment throughout entire 8-hour shift., • Ability to communicate verbally by phone and/or video conferencing for extended periods., • Ability to read and review information displayed on a computer screen for extended periods., • Ability to perform repetitive hand and wrist movements associated with typing and computer use., • Ability to maintain a suitable home work environment that supports safe and effective remote work. Remote Work Environment • Ability to maintain a professional, quiet, and distraction-free home office environment conducive to focused work and confidential client conversations., • Ability to protect sensitive, confidential, and personal information by maintaining a secure and private workspace and following all company privacy and information security requirements., • Ability to ensure reliable internet connectivity and a workspace that supports consistent productivity and professional communication. Requirements: • Ram - 12gb, • CPU - 5k Benchmark Score, • Windows 11 or MacOS 15 Sequoia or Tahoe, • Hardwired Connection 20mb DL and 10mb UL Speed Minimum, • Smartphone running most recent OS version, • A monitor (must have at least 2 screens), • USB Wired Headset Please note that there will also be a BASIC SKILL TEST (basic Computer Applications and Technology test) during the Interview process. Who we are: With operations in Canada and US, Insurance Supermarket Inc. is one of the largest and fastest-growing independently owned Insurance Technology companies in the US. We offer comprehensive Life Insurance products that help many Americans with their life insurance needs. Over 250,000 Canadians a year have relied on our advice, and we have provided more than 10 billion dollars in insurance coverage and well on our way to achieve the same within the US. Our employees are professional, proactive, passionate, team players and persevere in the face of challenges. We hire individuals based not only on their expertise, but also on their passion for helping others, and those who live by our core values every day. Our position will appeal to individuals who want to work for an exciting and growing organization and are mature and self-motivated – we look forward to meeting you! If you can confidently demonstrate that you meet the criteria above, we encourage you to contact us as soon as possible. Please note: Due to the high volume of applications, we will only be reaching out to candidates whose qualifications closely align with the role requirements. We appreciate your interest and understanding. Insurance Supermarket Inc. is committed to providing equal employment opportunities and maintaining an inclusive, accessible workplace in compliance with applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA). Reasonable accommodations are available to qualified individuals with disabilities throughout the recruitment and employment process. If you require an accommodation during the application or interview process, please let us know. Job Types: Full-time, Permanent Pay: $38,500.00 - $180,000.00 per year Benefits: • Dental insurance, • Health insurance, • Paid time off, • Vision insurance, • Work from home Experience: • Sales: 1 year (Required) License/Certification: • Life Insurance License (Required)

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

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

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

Tax Manager/Senior Tax Manager – Office Lead Our client is an accounting platform that acquires established CPA practices and gives them the resources, capital, and infrastructure to grow beyond what most independent firms can access on their own. They're seeking a Tax Manager or Senior Tax Manager to serve as principal in charge of an established, well-regarded practice in the West Caldwell area. The practice already has a loyal client base and a team in place, this is a chance to step into real ownership of the business and shape where it goes next. This role is hybrid and based in West Caldwell. Key Responsibilities • Lead the office as principal in charge, owning its clients, quality, delivery, and day-to-day operations, • Manage and develop a team of 4 to 6, supervising work and coaching staff in a collaborative environment, • Review and sign off as the senior technical authority on returns and client deliverables, • Stay hands-on with tax preparation and planning for clients where your expertise matters most, • Own client relationships and serve as the trusted advisor clients rely on through and beyond the transition, • Partner on growth initiatives, integrate AI tools into the practice, and help scale what's working Required Qualifications • CPA preferred; experienced EAs will be considered, • 6-8+ years of public accounting experience including multistate tax work, • Experience leading or mentoring a team, or clear readiness to step into that role, • Comfortable being hands-on through busy season as a true player-coach, • Strong, warm client-facing communication skills, • Tech-forward mindset with genuine interest in how AI is reshaping the accounting industry What's Offered • Performance bonus tied to client retention and office growth, • Access to modern AI-assisted technology that handles the drudgery so you can focus on judgment and clients, • A deliberately sane busy season, • A real seat at the table as the platform continues to scale This is a strong opportunity for an experienced tax professional who's ready to lead, not just execute, and wants to do it inside a firm that's building something genuinely different. For immediate consideration, please contact Gage Plueger or Gatlin Johnson directly. About The Agency Recruiting The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success. All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting. Equal Employment Opportunity Statement The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

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

Retail Sales Manager, Wholesale Distribution $80K–$100K base + performance bonus About the Company Our client is a leader in their industry with a long track record in the Northeast. They supply independent retailers and commercial customers, and they operate distribution centers in several Northeast states. They're looking for a proven sales manager to take over an established book of business and grow their retail relationships across the region. The Opportunity You'll work closely with the internal sales team to grow a strong network of retail accounts across the company's full territory. That territory runs from Delaware to Massachusetts. What You'll Do • Manage and grow relationships with retail store accounts across the Northeast territory, • Sell product lines to retail partners and win new display placements in stores, • Work with the internal sales team on account strategy, promotions and product rollouts, • Find new retail accounts and develop them into long-term partners, • Keep track of sales performance, display activity and market trends to spot growth opportunities, • Act as a trusted advisor to retail owners and buyers on product mix, merchandising and sell-through What You Bring • 2+ years of sales management experience, • A track record selling to retail customers, • Experience in durable goods is ideal; consumer products backgrounds selling for manufacturers are also welcome., • Comfort with about regional travel., • A self-starter who can build relationships and likes working independently in the field, • Strong communication, negotiation and organizational skills Compensation & Benefits • Base salary of $80,000–$100,000, depending on experience, • A performance bonus tied to sales volume and display placements, with meaningful upside for top performers, • A high-visibility role taking over an established and well managed client base. Interested or know someone who'd be a great fit? Apply here or message me directly to talk confidentially.

Director of Accounting & Tax Services | Public Accounting / Advisory | Morris County, NJ We are recruiting for a Director of Accounting & Tax Services with experience in small to regional public accounting firms and a background advising small to mid-sized businesses. This role is ideal for a CPA who wants to move beyond maintaining someone else’s book of business and take ownership of building and growing an accounting and tax practice. The right candidate will be personable, entrepreneurial, and comfortable serving as a trusted advisor to business owners, founders, and executives. Key responsibilities may include: • Serving as the primary client-facing advisor for domestic and foreign-owned U.S. businesses, • Providing corporate tax planning, sales tax, multi-state compliance, and business advisory services, • Overseeing outsourced accounting, financial statement reviews, business planning, and client onboarding, • Designing accounting workflows, compliance processes, and internal operating procedures, • Selecting and implementing accounting, tax, ERP, and automation platforms, • Supporting M&A due diligence, entity structuring, estate planning, and high-net-worth advisory engagements, • Partnering with legal and advisory professionals on transactional and estate-related matters, • Identifying cross-referral and business development opportunities, • Building and leading a supporting accounting and tax team as the client base grows Ideal background: • Active CPA license required, • 5+ years of recent public accounting experience with a small, regional, or mid-tier firm, • Experience serving small to mid-sized companies, privately held businesses, and business owners, • Strong corporate tax, sales tax, multi-state tax, and regulatory compliance experience, • Background in tax planning, entity structuring, outsourced accounting, and business advisory, • Exposure to high-net-worth individuals, estate and trust planning, or M&A due diligence, • Strong client communication skills and the ability to explain complex tax matters clearly, • Entrepreneurial mindset with an interest in growing a book of business and pursuing a future Partner-level opportunity, • Experience with foreign-owned U.S. entities, international expansion, or cross-border tax matters is a plus This role offers a flexible, hybrid arrangement with potential for more time spent working remotely versus on-site.

Job Description As an integral part of the firm's wealth management business, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts. Responsibilities Responsibilities and essential job functions include but are not limited to the following: • Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling., • Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings., • Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing., • Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios., • Any other duties as requested by the Wealth Advisor or Team Lead.

Job Title: Associate Job Description: Position Overview: The Advisor Transition Associate will assist in the onboarding and transition of advisor teams and firms. This role will support the Transition Operations Manager in managing the operational details of transitions, specifically the custodial aspects, and will be primarily data input for paperwork and transfer of assets. The ideal candidate will have a passion for operations and a background in the financial services industry, with a strong ability to manage tasks, track progress, and communicate effectively with both internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Transition Operations Manager as needed., • Coordinate with internal teams, including compliance, legal, IT, and client services, to ensure a seamless onboarding experience for new advisors., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Transition Operations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on Bleakley’s systems, providing guidance and troubleshooting when necessary. Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems

Advisor Asst / Sales asst — On-Site Monday–Friday Location: Parsippany, NJ Compensation: $55k-$60k ($70+ if licenced) Our client, a broker-dealer in Parsippany, NJ, is seeking an Advisor Assistant / Sales Asst to join their team and play a key role in helping two partners grow their Assets Under Management (AUM). This is a relationship and service-driven role with for someone who enjoys working directly with retail investment clients, and supporting Advisors in growing AUM. What You’ll Do • Identify opportunities to deepen relationships and support AUM growth, • Take ownership of client requests and work to resolve them efficiently, • Take charge of service responsibilities, including new client onboarding, • Work closely with the partners and broader team to deliver a high level of client service What We’re Looking For • 2–3+ years of experience working in retail investment clients (retail preferred), • Strong verbal and written communication skills, • Outgoing, motivated, and highly engaged personality, • Strong follow-through skills, • A genuine interest in helping clients and contributing to business growth Compensation & Growth • $55k-$60k ($70k+ if licensed), • Oopportunity for increased compensation based on the value you bring This is an on-site, Monday–Friday opportunity in Parsippany, NJ

Family Advisor Location: Fairfield, NJ Schedule: Full-Time Salary: $65,000 to $70,000 annually Position Overview Our client is seeking a compassionate and organized Family Advisor to support individuals with developmental disabilities and their families. This role combines care coordination, staff supervision, and client advocacy to ensure high-quality services that meet Medicaid, DDD, and state regulatory standards. The ideal candidate will have experience managing client relationships, leading teams, and navigating community-based support programs. Key Responsibilities • Supervise and support a team of Direct Support Professionals (DSPs), ensuring compliance with all training and regulatory requirements, • Coordinate onboarding activities, including background checks, fingerprinting, required training, and orientation, • Provide ongoing coaching, mentorship, and performance support to DSP staff, • Serve as the primary point of contact for clients, families, caregivers, and community partners, • Monitor service delivery and ensure quality care standards are consistently maintained, • Attend ISP meetings and assist with developing and implementing individualized support plans, • Ensure compliance with NJ DDD, Medicaid, DHS, and other applicable regulations, • Respond promptly to client and staff concerns, resolving issues professionally and efficiently, • Analyze service and client-care data to identify opportunities for improvement, • Build and maintain relationships with community organizations, providers, and stakeholders, • Participate in community outreach and networking events to support client resources and engagement, • Support urgent client needs outside normal business hours when necessary, • Maintain CPR/First Aid certification and all required DDD/DHS training requirements, • Act as a mandated reporter and cooperate with audits, investigations, and inspections as needed, • Perform additional duties as assigned Qualifications • Bachelor's degree in Social Work, Healthcare Administration, Human Services, Psychology, or a related field preferred, • Minimum of 5 years of experience in client services, case management, healthcare, home care, or a related field, • Prior supervisory or team leadership experience preferred, • Strong interpersonal, communication, and problem-solving skills, • Ability to build trust with clients, families, and caregivers, • Experience working with individuals with developmental disabilities is highly preferred, • Proficient with Microsoft Office and electronic documentation systems, • Strong organizational skills with the ability to manage multiple priorities Requirements • Must be at least 18 years of age and authorized to work in the United States, • Valid driver's license and reliable transportation preferred, • Ability to read, write, and communicate effectively in English, • Successful completion of background screening, fingerprinting, drug testing, and all NJ DDD-required clearances Why Apply? • Competitive salary up to $70,000, • Opportunity to make a meaningful impact in the lives of individuals and families, • Leadership role with direct influence on quality of care and service delivery, • Collaborative and mission-driven team environment, • Professional growth and development opportunities This is an excellent opportunity for a client-focused professional who is passionate about supporting individuals with developmental disabilities while leading a dedicated care team. Benefit offerings for full-time employment include paid Holidays, and PTO days, prorated based on hire date within the calendar year. Also included: Medical, dental, vision Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

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

Pay: $120,000.00 - $160,000.00 per year Why This Is a Great Opportunity • Join a respected New Jersey firm handling high-impact matters for municipalities and public agencies, • Work on sophisticated eminent domain/condemnation cases from acquisition strategy through litigation, • Strong compensation plus an excellent benefits package (including an onsite gym), • Meaningful, community-facing work with visible outcomes across New Jersey, • Limited hybrid flexibility may be available for the right attorney Location: Roseland, NJ (primarily on-site, with limited hybrid flexibility considered) Note: Must be admitted to the New Jersey Bar and have 3+ years of relevant eminent domain/condemnation experience representing governmental entities. About Our Client Our client is a well-established New Jersey law firm known for its work at the intersection of public and private sector matters, advising municipalities and other public agencies across the state. They are collaborative, quality-driven, and committed to mentoring strong attorneys who want to build a long-term practice in New Jersey. Job Description • Advise municipalities and public agencies on the lawful exercise of eminent domain authority in New Jersey, • Draft and review acquisition documents, including purchase and sale agreements and related conveyance materials, • Prepare condemnation complaints and supporting documents through filing and case progression, • Analyze title issues, property valuation materials, and tenant relocation considerations, • Draft and respond to legal briefs and motion practice in eminent domain litigation, • Coordinate with stakeholders and maintain clear, professional client communication throughout matters, • Support hearings and case proceedings; opportunity to gain additional litigation exposure as needed Qualifications • Admission to the New Jersey Bar (in good standing), • 3+ years of experience in eminent domain/condemnation and public agency representation in NJ, • Strong legal writing, drafting, and negotiation skills, • Confident communicator with a client-service mindset, • Experience with condemnation commissioners’ hearings and or trials is a plus, not required Why You’ll Love Working Here • Supportive team environment with a strong reputation statewide, • Interesting public-sector work with real impact on communities, • High-quality benefits and resources that make day-to-day work easier, • Long-term growth opportunity for an attorney who wants to specialize and become a go-to advisor in this space JPC-648 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

Job Details Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want The Relationship and Operations Manager serves as a key partner to advisors and leadership, overseeing client service, operational execution, office support, and strategic initiatives. This role is responsible for delivering exceptional client experience, ensuring efficient business operations, managing complex workflows and priorities, and supporting organizational growth through process improvement, project management, and operational excellence. The ideal candidate is highly organized, proactive, client-focused, and capable of balancing multiple responsibilities while maintaining the highest standards of professionalism, accuracy, and confidentiality. This is primarily an in-office position with an expectation of working onsite four days per week. Operational Responsibilities • Serve as the primary relationship manager for clients, delivering an unparalleled concierge-level experience characterized by extraordinary responsiveness, proactive ownership, flawless execution, and an unwavering commitment to uncompromising service excellence., • Coordinate and prepare all client meeting materials, documentation, and account information to ensure a seamless and exceptional client experience., • Manage the full lifecycle of client accounts, including account opening and maintenance, asset transfers, money movement, and other service and operational requests with precision and urgency., • Oversee daily client service and operational activities to ensure accurate, efficient, and timely execution of transactions while maintaining the highest standards of quality and service excellence., • Maintain complete, accurate, and confidential client records while ensuring operational consistency across CRM systems, workflows, and service processes., • Partner with custodians, vendors, advisors, and internal stakeholders to facilitate seamless operations and continuously enhance the client experience., • Develop, document, and optimize operational procedures, workflows, and controls that support scalability, consistency, risk management, and continuous improvement., • Monitor operational metrics, account activity, and key performance indicators to identify trends, mitigate risk, and drive operational excellence., • Ensure adherence to regulatory requirements, firm policies, and supervisory standards by supporting audits, compliance reviews, regulatory reporting, and risk management activities. Executive & Advisor Support • Maintain awareness of advisor and leadership scheduling priorities to support cross-functional coordination and ensure visibility into key commitments., • Provide occasional backup support during peak periods, team absences, or coverage needs, helping ensure continuity while not serving as the primary owner of executive calendars. This may include: meeting coordination, travel arrangements, itinerary preparation, and expense related tasks., • Monitor shared workflows and systems, proactively identifying and escalating items that may impact advisor or leadership commitments. Project & Strategic Initiatives • Partner and support internal projects, technology implementations, operational enhancements, and strategic initiatives., • Develop project plans, timelines, milestones, and accountability measures to ensure successful execution., • Facilitate communication among stakeholders, track project progress, and provide updates to leadership., • Support firm-wide initiatives that contribute to organizational growth, scalability, and operational excellence. What You Need • 5+ years of experience in wealth management operations, client service, business operations, financial services, or a related professional environment., • Proficiency with Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, Docusign, and the Microsoft Office Suite (Excel, Word, Outlook, PPT, Access), • Strong understanding of wealth management operations and client service workflows., • Familiarity with custodial platforms such as Schwab Advisor Center, Fidelity, or similar systems., • Experience with electronic document management and workflow systems. Professional Skills • Exceptional organizational, project management, and execution skills, with the ability to manage complex calendars, competing priorities, and multiple deadlines in a fast-paced environment., • Outstanding attention to detail, analytical thinking, and problem-solving capabilities, with a commitment to accuracy, quality, and continuous improvement., • Excellent verbal and written communication skills, with the ability to build trusted relationships and collaborate effectively across clients, advisors, and internal teams., • Demonstrated ability to anticipate needs, exercise sound judgment, and proactively resolve issues before they impact clients or business operations., • High degree of professionalism, discretion, and confidentiality, coupled with an unwavering commitment to exceptional client service and service excellence EEO Statement: In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: • Starting annual base salary between $77,500 - $95,000., • Variable compensation potential (Bonus and/or commissions), • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing

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

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

Senior Wealth Advisor Fairfield, NJ | Hybrid Industry: Registered Investment Advisor (RIA) / Wealth Management Compensation: $175,000-$250,000 base salary plus bonus About the Senior Wealth Advisor Role Our client is an established and rapidly growing Registered Investment Advisor seeking an experienced Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs. The Senior Wealth Advisor will serve as the primary Relationship Manager for a growing book of business and will be supported by a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals. The firm benefits from a strong and consistent pipeline of client referrals allowing advisors to focus on client relationships, planning, and advice rather than business development. A portable book of business is not required. This is an excellent opportunity to join a collaborative, team-oriented organization with strong leadership, significant resources, and continued growth. Key Responsibilities of the Senior Wealth Advisor • Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients, • Develop and maintain trusted, long-term client relationships, • Deliver comprehensive wealth management and financial planning solutions for clients with complex needs, • Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities, • Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, • Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization, • Collaborate closely with advisors and internal specialists to deliver an exceptional client experience, • Contribute to the continued growth and development of the firm and its client relationships Qualifications of the Senior Wealth Advisor • 8+ years of relevant experience in wealth management, private wealth, or financial advisory services, • Demonstrated experience managing relationships with HNW and/or UHNW clients, • Strong financial planning expertise and the ability to address complex client needs, • CFP designation required, • CFA, CIMA, and/or CPA designation is a significant plus, • Strong client relationship management, communication, and interpersonal skills, • Stable career history with a demonstrated record of long-term tenure and professional progression What They Offer • This hire is part of the firm’s long-term succession plan as several advisors approach retirement., • Strong Compensation Package: Base salary of $200,000–$250,000 plus performance-based bonus, • Strong, collaborative team culture with highly experienced leadership, • Support from a deeply credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, • Established pipeline of clients and referrals, with no portable book required, • Significant opportunity for professional growth and long-term career development Keywords CFA, CFP, CIMA, complex financial planning, CPA, high-net-worth, HNW clients, hybrid, private client advisor, relationship manager, Registered Investment Advisor, RIA, Series 65, UHNW clients, ultra-high-net-worth, wealth advisor, wealth management

Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice. This is not a production shop looking to hire multiple advisors. The owner is looking for one professional who wants to build a career, become a trusted partner, and ultimately have the opportunity to play a significant role in the firm's long-term succession plan. If you have built a solid practice but are tired of managing every aspect of the business yourself, this opportunity provides the infrastructure, support, and economics to help you focus on what you do best: serving clients and growing relationships. Ideal Background • Five or more years as a Financial Advisor, • Minimum of approximately $10 million in assets under management, with $15 million or more preferred, • Proven ability to build and retain client relationships, • Comprehensive financial planning approach (see below), • Entrepreneurial mindset with a desire to continue growing What Makes This Opportunity Different • Approximately 60% payout on your existing book, • An approximate check around .8% of assets, • Expected internal referrals of approximately $2-3 million in new client assets annually, • Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading, • Established marketing support and planning technology, • No company-paid dedicated assistant initially. ., • Comprehensive financial planning environment serving high-net-worth clients, • Potential long-term opportunity to become the owner's successor, • Transition compensation can be structured to help offset any temporary income gap while assets are transferred This opportunity is ideal for an advisor who has proven they can build a business and is now looking for a permanent home with an experienced advisor who is committed to investing in their long-term success. All inquiries will be handled with complete confidentiality. A full-service, holistic wealth management practice providing: • Comprehensive Financial Planning, • Investment Management, • Retirement Planning, • Retirement Income Planning, • Tax Planning & Tax Strategy, • Estate & Legacy Planning, • Trust Planning, • Insurance & Risk Management, • Wealth Preservation, • Wealth Transfer Strategies, • Cash Flow Planning, • Social Security Planning, • High Net Worth Wealth Planning, • Multi Generational Wealth Planning, • Coordination with CPAs and Estate Attorneys

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

Here’s What You’ll Be Doing Coyne is looking for an experienced Assistant Vice President to join our growing Business/Industry group. You will have a strong understanding of business-to-business and corporate communications, with the ability to develop integrated public relations programs for organizations operating in complex industries. You will be a big-picture thinker, strategic counselor, idea generator and media relations strategist across multiple client accounts. As a trusted day-to-day point of contact, you will help lead client strategy, oversee account management and develop communications programs that elevate corporate reputation, engage key stakeholders and support business objectives. This role will involve media relations, executive visibility, thought leadership, industry influencer engagement, issues and crisis communications, content development, event planning and collaboration with internal and external partners. Here Are the Specifics • Develop integrated client strategies, communications plans and budgets, • Serve as a strategic advisor and day-to-day client contact, • Lead client account management and campaign execution, • Develop and execute proactive media relations programs across business, trade and industry media, • Identify opportunities for executive visibility, thought leadership and speaking engagements, • Monitor industry trends and translate them into communications opportunities, • Lead or participate in creative and strategic planning sessions, • Manage vendor and partner relationships, • Support issues management and crisis communications efforts, • Oversee and mentor junior staff, • Measure program results and provide clients with meaningful insights and recommendations What You Should Have • Bachelor’s degree, • 7+ years of public relations or strategic communications experience on the agency side or in-house, • Experience developing communications programs for B2B, corporate or industry-focused clients, • Strong understanding of business, trade and industry media landscapes, • Proven ability to secure meaningful media coverage and guide teams in developing compelling story angles, • Experience with executive communications, thought leadership and/or corporate reputation programs, • Ability to think strategically and creatively while serving as a solutions-oriented problem solver, • Strong written and verbal communication skills, • Excellent client management, project management and organizational skills, • Experience managing, mentoring and developing a team, • Ability to work collaboratively across teams and manage multiple priorities in a fast-paced agency environment

Company Overview: Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquarters in Parsippany, New Jersey. Summary: Summit is looking to add a Transition Client Service Associate to support new advisors transitioning into the company. This person must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills. The Client Service Associate must have previous experience working with a Registered Investment Advisory firm. Must be willing to travel as needed. Role and Responsibilities: • Client Service is a priority, previous experience working within an RIA/BD a must., • Partner with financial advisors and their staff to gather and organize client data from multiple sources to support account opening., • Reconcile and validate client account data to ensure accuracy and integrity during the transition process., • Act as the point of contact between the Financial Advisor and clients., • Process insurance & investment applications and paperwork., • Prepare agendas and supporting material for client meetings., • Develop a thorough understanding of the end-to-end account opening lifecycle to ensure all requirements are met and accounts are processed in good order., • Provide support and guidance to advisors and their teams regarding account-related inquiries and issues., • Assist with client transaction requests., • Schedule and coordinate appointments and manage calendars., • Sort incoming mail if applicable for advisors and team., • Collaborate closely with the Transition Team to provide ongoing operational support and maintain workflow efficiency., • Troubleshoot and resolve transition-related issues in collaboration with custodians and internal teams., • Participate in special projects, process improvement initiatives, and cross-departmental training and project opportunities., • Ability to multitask and prioritize daily workload., • Perform additional duties and responsibilities as assigned. Qualifications and Education Requirements: • Proficiency in Microsoft Office products including Outlook, • Requires a minimum of 5 years’ experience in Financial Services, • Bachelor’s degree preferred, but not required, • Strong written and verbal communication skills and excellent customer service skills, • Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions to issues., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks and meet deadlines., • Strong Microsoft Office skills, including Outlook., • Ability to travel up to 20% of the time. Preferred Skills: • Salesforce and eMoney knowledge a plus., • Previous experience working with a multi-custodial RIA a plus., • Experience with Fidelity Investments, Goldman Sachs, Charles Schwab, Pershing and Docusign preferred.

With over forty years of experience, CP Engineers delivers innovative solutions in site/civil, water/wastewater, municipal, MEP, environmental engineering and construction management and administration services. Our project portfolio spans private, municipal, county, and regional clients, many of whom have partnered with us for decades, a testament to the trust we earn and the value we deliver. At CP Engineers, we don't just execute projects, we build careers. Remote work flexibility, competitive compensation and benefits, and a collaborative, people first culture have resulted in high employee satisfaction and retention and helped us earn Best Places to Work awards three years in a row. As a result of our continued strategic growth, we are seeking a Project Manager to join our highly respected Commercial & Industrial Services team. This role is responsible for leading and managing MEP engineering projects for industrial and manufacturing clients from concept through construction while serving as a trusted advisor to clients and project stakeholders. The ideal candidate will combine strong project management experience with technical knowledge of building systems, proven leadership abilities, and client relationship management skills. This individual will oversee multidisciplinary teams, manage project budgets and schedules, ensure quality and compliance, and support business development efforts that contribute to the continued growth of our CIS practice. Compensation Range: $120,000-$140,000 Key Responsibilities • Project Management: Lead and manage MEP engineering projects for industrial and manufacturing clients from concept through construction. Develop and maintain project plans, budgets, and schedules aligned with client expectations. Oversee project staffing, scope changes, contract compliance, profitability, invoicing, and receivables., • Client Coordination: Serve as the primary point of contact for clients, contractors, and internal teams, ensuring effective communication and collaboration throughout project execution. Conduct regular project status meetings and foster strong client relationships to identify opportunities for additional work and services., • Team Leadership: Coordinate multidisciplinary engineering teams, including mechanical, electrical, plumbing, structural, and fire protection disciplines. Promote collaboration and accountability to achieve successful project outcomes., • Design & Documentation: Oversee and contribute to the preparation of engineering reports, design drawings, technical specifications, permit applications, and bid documents. Review deliverables to ensure project requirements and contractual obligations are satisfied., • Quality Control & Compliance: Provide quality control of engineering documents and ensure all work complies with applicable codes, standards, and client requirements., • Risk & Financial Management: Proactively identify and manage project risks, delays, and design conflicts. Monitor project profitability and implement corrective actions when necessary to maintain project performance., • Business Development: Participate in proposal development, presentations, and relationship-building efforts with existing and prospective clients. Support the identification of new market opportunities and help align technical solutions with client business objectives.

Pay: $120,000.00 - $160,000.00 per year \n \n Why This Is a Great Opportunity \n\n • Join a respected New Jersey firm handling high-impact matters for municipalities and public agencies\n, • Work on sophisticated eminent domain/condemnation cases from acquisition strategy through litigation\n, • Strong compensation plus an excellent benefits package (including an onsite gym)\n, • Meaningful, community-facing work with visible outcomes across New Jersey\n, • Limited hybrid flexibility may be available for the right attorney\n\n \n Location: Roseland, NJ (primarily on-site, with limited hybrid flexibility considered) \n Note: Must be admitted to the New Jersey Bar and have 3+ years of relevant eminent domain/condemnation experience representing governmental entities. \n \n About Our Client \n Our client is a well-established New Jersey law firm known for its work at the intersection of public and private sector matters, advising municipalities and other public agencies across the state. They are collaborative, quality-driven, and committed to mentoring strong attorneys who want to build a long-term practice in New Jersey. \n \n Job Description \n\n • Advise municipalities and public agencies on the lawful exercise of eminent domain authority in New Jersey\n, • Draft and review acquisition documents, including purchase and sale agreements and related conveyance materials\n, • Prepare condemnation complaints and supporting documents through filing and case progression\n, • Analyze title issues, property valuation materials, and tenant relocation considerations\n, • Draft and respond to legal briefs and motion practice in eminent domain litigation\n, • Coordinate with stakeholders and maintain clear, professional client communication throughout matters\n, • Support hearings and case proceedings; opportunity to gain additional litigation exposure as needed\n\n \n Qualifications \n\n • Admission to the New Jersey Bar (in good standing)\n, • 3+ years of experience in eminent domain/condemnation and public agency representation in NJ\n, • Strong legal writing, drafting, and negotiation skills\n, • Confident communicator with a client-service mindset\n, • Experience with condemnation commissioners’ hearings and or trials is a plus, not required\n\n \n Why You’ll Love Working Here \n\n • Supportive team environment with a strong reputation statewide\n, • Interesting public-sector work with real impact on communities\n, • High-quality benefits and resources that make day-to-day work easier\n, • Long-term growth opportunity for an attorney who wants to specialize and become a go-to advisor in this space\n\n \n JPC-648 \n Job Type: Full-time \n Benefits: \n \n\n • Dental insurance\n, • Paid time off\n, • Retirement plan\n, • Vision insurance\n\n

Job Description About Agadia Agadia specializes in healthcare management technology and provides clients with a suite of utilization management software solutions. Our mission is to improve the quality of care and accelerate the delivery of healthcare services by advancing and automating utilization management processes. Based in Parsippany, New Jersey, with clients across the United States, we are growing and looking for a detail-oriented, self-motivated Account Manager who thrives in a client-facing role and enjoys driving customer success. Position Overview The Account Manager is the primary client contact for relationship management, upsell opportunities, change requests, new projects, contract coordination, communication, and client satisfaction. In this role, you will serve as a trusted advisor to clients, articulate solution value to both business and technical audiences, and partner closely with internal technology teams to ensure seamless execution and strong customer experience. Key Responsibilities • Serve as the primary point of contact for assigned client accounts and build strong, long-term relationships., • Maintain and grow client relationships through ongoing communication, annual reviews, and proactive support., • Analyze client data to identify opportunities, recommend solutions, and support business growth., • Gather client requirements and partner with internal technology teams to develop and deliver effective solutions., • Develop and deliver Professional Services statements of work for client review and approval., • Provide product guidance, training webinars, and technical information to support client success., • Act as a client advocate and project manager within Agadia, collaborating across functional teams., • Support client implementations and help ensure successful delivery within established timelines., • Support release activities, including reporting, testing, post-production verification, communication, and follow-through., • Promote the full range of Agadia products and services, and identify additional opportunities to add value. Desired Skills • Strong verbal and written communication skills, • Substantial knowledge of pharmacy benefits, managed care, or utilization management, • Familiarity with utilization management processes, preferably prior authorization across lines of business, • Strong problem-solving, analytical, and business analysis skills with attention to detail, • Ability to explain complex information clearly and simply to a variety of audiences, • Strong execution, organization, flexibility, and follow-through, • Negotiation skills and the ability to manage competing priorities, • Motivated, self-directed, and comfortable working in a collaborative environment Qualifications • Bachelor’s degree or equivalent experience, • 3–5 years of relevant experience in account management, client services, healthcare technology, pharmacy operations, or managed care, including at least 2 years in a client-facing or account management role preferred.”, • Management or business degree preferred, • Certified Pharmacy Technician certification or nursing degree with pharmacy experience preferred, • Experience in clinical programs and services such as MTM, Transitional Care, Medication Synchronization, Drug Management Program, Medication Reconciliation, and/or Specialty Pharmacy preferred, • Knowledge of CMS, regulatory, and compliance requirements, • Call center or direct patient interaction experience is a plus, • Ability to travel to customer sites on a limited basis (0–4 times per year) The listed salary range will vary based on relevant experience, skills, and location. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, Parental Leave, Paid time off, and Holidays Core Skills Client Relationship Management, Account Growth, Customer Success, Cross-Functional Collaboration, Solution Consulting, Contract and Statement of Work Coordination, Client Communication, Project Coordination, Problem Solving, Managed Care, Pharmacy Operations, Utilization Management, Prior Authorization, Training and Client Enablement, Attention to Detail Key Competencies Communicates effectively– Attentively listens to others, provides timely and helpful information, and is effective in a range of professional settings. Gives and receives feedback in a productive, professional manner. Demonstrates excellent oral and written communication skills. Manages Ambiguity - Operates effectively even when things are uncertain or the way forward is unclear. It is flexible and adaptable to changing business needs. Manages complexity -Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Has strong organizational skills and can manage multiple tasks simultaneously. It pays close attention to detail. Ensures Accountability -Follows through on commitments and makes sure others do the same. Able to work independently as part of a small team.

Job Description Service Technicians - A & B Techs needed - McGuire Buick We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles while maintaining a positive attitude, then let’s talk! Responsibilities • Examine and diagnose vehicles, • Discuss repairs with shop foreman or service advisor, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Monitor repair time and update service advisor, • Maintain strict adherence to dealership policies on vehicle care and operation, • Complete story and/or documentation for client repairs, • Assist in mentoring technician trainees, • Attend company and factory training, • Keep current with factory technical bulletins, • Understand and follow federal, state and local regulations (such as disposal of hazardous waste) Education and/or Experience High school diploma or GED (general equivalency diploma); or 1 to 3 months related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Operator Driver's License About Us Based out of Northern New Jersey, Fidelity Dealer Services was founded in 2005 by the company’s President, Greg Scarano. Greg started in the automotive industry in 1975 and after 30+ years in dealerships as F&I, decided that it was time to make a larger impact with Dealers nationwide. Fidelity Dealer Services was created with the ambition to service every aspect of the Dealership. The goal was to gather a team of highly trained, extremely motivated account managers, who all share the same passion and knowledge of the Automotive Industry. These account managers could immerse themselves into any Dealer’s routine and provide the tools and training necessary to push Dealers to the next level. After years of training seminars, F&I summits and NADA conferences, Fidelity Dealer Services has found that perfect Team!

Job Description Porzio, Bromberg & Newman, P.C. is seeking a full-time Associate or Counsel to join our expanding Tax, Trusts & Estates / Wealth Preservation practice. We represent families and business owners with complex planning needs and provide comprehensive solutions that integrate estate planning, tax strategy, and business succession. This role will be based in our Parsippany, NJ office. This position is designed for a highly motivated lawyer with the experience and drive to serve as a trusted advisor and, over time, to take on a leadership role within our practice. Responsibilities • Estate Planning for Families:, • Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts)., • Advise on tax-efficient transfers involving estate, gift, and GST taxes., • Develop asset protection and beneficiary-controlled trust structures., • Provide guidance for blended families, special needs planning, and high-net-worth families., • Business Planning & Succession:, • Structure entities (LLC, S-corp, C-corp) for tax and liability efficiency., • Draft and negotiate buy-sell agreements, liquidity planning, and exit strategies., • Advise on governance for closely held businesses., • Integrate business succession with estate planning., • Support seller-side M&A strategy and transactions., • Tax Strategy:, • Advise on federal and state estate, gift, income, and GST tax matters., • Coordinate and review filings including Forms 706, 709, 1040/1041, 1120, and 1065., • Implement charitable and other advanced planning strategies for high-net-worth clients. Qualifications • Minimum of 5 years of experience in trusts and estates, tax planning, and business succession matters., • Demonstrated ability to design and execute sophisticated strategies for high-net-worth families and business owners., • LL.M. in Taxation strongly preferred., • Admission to practice in New Jersey, New York or Florida required., • Outstanding research, writing, and client communication skills., • Ability to work independently and manage significant client responsibility. Required Experience • Demonstrated ability to research, design, and implement tax strategies (income, estate, gift, GST), particularly for business owners., • Drafting and funding advanced estate planning strategies, including related corporate documents (Operating Agreements, Buy-Sell Agreements, equity transfers)., • Sell-side M&A advisory experience, including structuring, due diligence, and integrating transactions into estate and tax planning., • Experience with mid-to-high net worth planning, including revocable and irrevocable trusts (IDGT, SLAT, GRAT, CRT, dynasty, non-grantor)., • Tax return coordination/review: estate (706), gift (709), fiduciary (1041/IT-R), and business filings where relevant (1120, 1065)., • Client communication excellence:, • Ability to translate technical legal and tax strategies into actionable guidance rather than purely informational memos., • Skilled at presenting recommendations through flowcharts, PowerPoint, Excel models, and visual decision tools., • Writes and speaks with clarity, ensuring clients understand not just the law, but what to do next. Preferred Experience • Estate planning and succession for owners of closely held businesses., • Exposure to charitable planning and complex trust structures., • Income tax knowledge (individual and business level)., • Experience leading or mentoring junior lawyers or staff. Fit / Style (Qualitative Qualities) • Seeks to join and grow with an existing practice, not build a standalone book., • Thrives as a trusted advisor supporting clients and families — reliable, approachable, and professional., • Strong interpersonal skills: pleasant, good humor, resilient, and steady in client-facing roles., • Independent thinker with the judgment to handle client matters responsibly., • Committed to excellence, with the ambition to grow into a practice leadership/successor role over time. Why Porzio This is an exceptional opportunity to join a dynamic and growing practice with a reputation for excellence in wealth preservation and business owner advisory services. Our lawyers are deeply committed to client service and to building enduring legacies for families and entrepreneurs. The right candidate will not only bring technical depth but also the judgment, adaptability, and presence to become a trusted counselor to clients with complex and evolving needs. Company Benefits: • Medical, Dental, and Vision insurance, • 401(k) retirement plan with employer matching, • Individual and Dependent Life Insurance, • Short- and Long-Term Disability, • Paid Time Off, • Paid Holidays, • Employee Assistance Programs We are an equal opportunity employer and encourage applications from women, minorities, and individuals from diverse backgrounds.

Job Description This position is located in Fairfield, NJ. Relocation or commute is required. Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice. Pay: $100,000.00 per year $5,000-$10,000 signing bonus Benefits: • 401(k), • Continuing education credits, • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Health savings account, • Mileage reimbursement, • Paid time off, • Professional development assistance, • Travel reimbursement, • Vision insurance Job Type: Full-time, Monday-Friday Experience: Public Accounting: 10 years (preferred) Responsibilities: · Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience. · Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus. · Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis. · Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms. · Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards. · Preparation and review of high net worth individual and small to medium size business tax returns · Knowledge in gift, estate and tax-exempt entities a plus · Professionally manage all aspects of the client relationship · Prepare financial statements and assist in providing necessary adjustments to clients accounting systems. · Client communication and supervising firm staff · Offsite work at the client’s location Other Requirements: · Active CPA License with 10+ years of small to mid-size firm experience · Excellent verbal and written communication skills · Strong analytical and time management skills · Willingness to travel to clients · Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products · Master’s degree in accounting or taxation is a strong plus #hc159998

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location, • Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description SVP / Chief Financial Officer – Property & Casualty Insurance Location: Parsippany, New Jersey | Executive Leadership | National Insurance Carrier Are You a Controller or VP of Accounting Ready to Step Into a CFO Role? Our client, a national property and casualty insurance carrier, is seeking an accomplished Senior Vice President / Chief Financial Officer (SVP/CFO) to join its Senior Leadership Team and lead the company's entire finance organization. This is an exceptional opportunity for an experienced insurance Controller, VP Accounting, VP Finance, Corporate Controller, Chief Accounting Officer, or senior insurance finance executive who is ready to expand their leadership responsibilities and take ownership of the full financial function of a national insurance organization. The ideal candidate will bring deep experience in insurance accounting, statutory accounting, GAAP financial reporting, financial planning and analysis, budgeting, forecasting, cash flow management, expense management, financial controls, regulatory reporting, and P&C insurance finance. If you are an experienced Controller or VP of Accounting in the insurance industry who has demonstrated the ability to move beyond accounting and become a strategic business partner to senior leadership, this opportunity warrants a conversation. The Opportunity The SVP / Chief Financial Officer will have enterprise-wide accountability for the company's finance function and will serve as a key member of the Senior Leadership Team. This executive will oversee accounting, financial reporting, budgeting, forecasting, expense management, cash flow, compliance, billing, collections, and strategic financial planning, while partnering with senior leadership to strengthen financial performance, operating efficiency, financial discipline, and enterprise risk management. The CFO will be expected to transform complex financial information into clear business insight and actionable recommendations, while ensuring the organization maintains strong financial controls, statutory compliance, regulatory compliance, and P&C insurance accounting disciplines. Key Responsibilities Finance & Accounting Leadership Lead the company's complete finance and accounting function, including accounts payable, accounts receivable, billing, collections, general ledger, and cash flow management. Provide executive leadership across insurance accounting, financial reporting, financial planning and analysis, budgeting, forecasting, and expense management. Maintain a strong financial control environment designed to protect and strengthen the company's financial position. Translate complex financial data and financial analysis into clear, actionable business recommendations. Serve as a strategic financial advisor to the Senior Leadership Team and other key stakeholders. Insurance Financial Reporting & Compliance Oversee financial reporting and ensure compliance with statutory accounting, GAAP, regulatory requirements, and property & casualty insurance requirements. Maintain strong internal controls and financial reporting disciplines. Ensure accurate and timely financial information is available to executive leadership for decision-making. Partner with leadership on financial and operational risk identification, assessment, and mitigation. Budgeting, Forecasting & Financial Planning Own the annual budgeting and forecasting process. Lead capital allocation and monitor financial performance against the operating plan and budget. Identify opportunities for cost optimization, expense management, and operational efficiency. Provide senior leadership with financial analysis and recommendations supporting strategic planning and long-term financial strength. Reinsurance & Enterprise Risk Management Partner with senior leadership to evaluate and manage the financial impact of reinsurance transactions and related strategic decisions. Lead the company's enterprise risk management strategy with a focus on identifying, assessing, and mitigating material financial and operational exposures. Evaluate the financial implications of significant business decisions and transactions. Finance Transformation & Technology Drive continuous improvement across the finance and accounting organization. Identify opportunities to improve finance processes, accounting processes, reporting, controls, and operational efficiency. Advance the use of automation, RPA, BPO, artificial intelligence (AI), and other financial technologies where they can improve efficiency, accuracy, and control. Leverage financial systems and technology to modernize the finance function and improve decision support. Leadership & Talent Development Build, lead, develop, and retain a high-performing finance and accounting team. Establish a culture of accountability, ownership, trust, innovation, and continuous improvement. Develop finance professionals and strengthen the organization's overall financial leadership capabilities. What We're Looking For The ideal candidate may currently be a: Insurance Controller | Corporate Controller | VP Accounting | Vice President of Accounting | VP Finance | Vice President of Finance | Chief Accounting Officer | Assistant Controller | Director of Accounting | Insurance Finance Executive | Senior Finance Executive We are particularly interested in professionals who have progressed through increasingly senior insurance accounting and finance leadership roles and are ready to assume broader enterprise-level responsibility. Required Experience & Qualifications Bachelor's degree in Accounting, Finance, or a related discipline. 10+ years of progressive finance leadership experience, preferably within the property and casualty insurance industry. Significant experience leading insurance accounting, financial reporting, budgeting, forecasting, FP&A, cash flow, billing, collections, and expense management. Strong knowledge of statutory accounting and GAAP financial reporting within the insurance industry. Strong understanding of insurance regulatory compliance and internal financial controls. Demonstrated success improving finance and accounting processes and implementing automation, RPA, BPO, AI, or similar technologies. Experience leading annual budgeting, capital allocation, financial performance management, forecasting, and cost optimization. Strong analytical and strategic judgment with the ability to translate complex financial and business issues into practical recommendations. Working knowledge of enterprise risk management and financial/operational risk mitigation. Experience with reinsurance transactions and assessing their financial impact is preferred. Proven ability to recruit, develop, motivate, and retain high-performing finance and accounting professionals. Excellent executive-level communication and presentation skills. Ability to communicate financial performance and complex financial issues clearly to senior executives, CFO leadership, and board-level stakeholders. Advanced Excel skills and experience with enterprise financial systems; Oracle and PeopleSoft experience is preferred. MBA and/or CPA is desirable. Why This Opportunity Will Appeal to an Insurance Accounting Leader This is more than a traditional CFO accounting position. For an experienced insurance Controller or VP of Accounting, this role provides an opportunity to expand from core accounting and financial reporting into enterprise finance leadership, strategic planning, capital allocation, enterprise risk management, reinsurance, technology transformation, and executive decision-making. The successful candidate will have the opportunity to influence the company's operating strategy while leading the finance organization and serving as a trusted advisor to the Senior Leadership Team. If you have built your career in P&C insurance accounting, statutory reporting, financial reporting, controllership, or insurance finance, and you are ready for a broader executive leadership opportunity, we would welcome a confidential conversation. 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Job Description Insurance Manager - Life Insurance, Disability Insurance, Long-Term Care & Annuities Job Summary: We are seeking an experienced Insurance Manager to lead our Life Insurance, Disability Insurance, Long-Term Care, and Annuities division. This role will oversee underwriting, case placement, illustration support, team leadership, and advisor engagement while driving business growth and operational excellence. Key Responsibilities Underwriting & Case Management Develop, implement, and optimize underwriting and case placement processes for life insurance, disability insurance, long-term care insurance, and annuity products. Collaborate with insurance carriers to obtain competitive underwriting offers and favorable client outcomes. Manage complex insurance cases from application through policy issuance. Illustration & Case Design Oversee the preparation of accurate insurance illustrations and product comparisons. Ensure illustrations align with client objectives, regulatory standards, and advisor recommendations. Support advisors with case design and product selection strategies. Team Leadership Recruit, mentor, and manage a high-performing insurance operations team. Establish performance expectations and provide ongoing coaching and professional development. Foster a collaborative, client-focused work environment. Advisor Support & Training Serve as the primary insurance subject matter expert for financial advisors. Provide technical guidance on life insurance, disability insurance, long-term care, and annuity solutions. Develop and conduct product training sessions, workshops, and educational programs. Assist advisors through licensing and onboarding processes when required. Business Development Identify opportunities to grow insurance and annuity business lines. Build and maintain strong relationships with insurance carriers, wholesalers, and strategic partners. Support initiatives that increase advisor engagement and insurance production. Compliance & Operations Ensure all underwriting, placement, and illustration activities comply with regulatory requirements and company policies. Maintain accurate documentation and operational workflows. Monitor industry trends, product updates, and regulatory changes. Required Qualifications: Minimum 8 years of experience in life insurance, long-term care insurance, disability insurance and annuities, preferably within a registered advisory or broker-dealer environment. Bachelor's degree in business, finance, or a related field; advanced credentials (CLU®, ChFC®, CFP®) are highly valued. Demonstrated expertise in underwriting, placement, and illustration production for life insurance, disability insurance and annuity products. Strong understanding of regulatory requirements and compliance standards. Proven track record in team leadership and staff development. Desired Skills and Competencies Exceptional leadership and team management abilities. Outstanding communication and interpersonal skills. Strategic thinking and business development acumen. Comprehensive industry knowledge and technical proficiency in insurance and annuities. Ability to build effective relationships with advisors, carriers, and partners. Problem-solving orientation and attention to detail. Benefits Competitive base salary Performance-based incentive opportunities Medical, Dental, and Vision Insurance Disability Insurance 401(k) Retirement Plan Paid Time Off (PTO) Professional development and continuing education support Career advancement opportunities This is an excellent opportunity for an experienced insurance professional to lead a growing division, build a high-performing team, and make a significant impact by supporting financial advisors and delivering exceptional insurance solutions to clients. \nCompany Description Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries. Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.

Job Description Position Overview Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors. As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed. Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals. Position Key Responsibilities • Participate in the firm’s Financial Advisor training and licensing program, • Study for and complete FINRA licensing examinations with firm support, • Learn investment products, financial markets, and wealth management strategies, • Develop communication and relationship-building skills through advisor mentorship, • Assist in building and maintaining client relationships, • Collaborate with advisors and internal teams in a fast-paced financial services environmentPosition Must Haves, • Bachelor’s Degree required, • Strong communication and interpersonal skills, • Goal-oriented, motivated, and coachable mindset, • Professional work ethic and strong attention to detail, • Ability to multitask and work in a fast-paced environment, • Excellent organizational and time management skills, • Interest in financial markets, investing, and wealth managementPosition Preferences (if applicable), • Prior internship, sales, finance, or customer service experience, • Entrepreneurial mindset with an interest in business development, • Interest in pursuing a long-term career as a Financial AdvisorBenefits, • Competitive base compensation plus variable compensation opportunities, • Paid training and licensing support, • Mentorship and professional development programs, • Full medical and dental benefits, • 401(k) plan with company match, • Open and supportive team-based environment, • Career growth opportunities within a growing financial services firm The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

Job Description Managing Director - Financial Services Player - Coach Role Join us at Integrated Financial Concepts, where our mission to "Do Good" has guided us for over 175 years in providing financial stability to families and communities. As a Managing Director in a player/coach role, you'll have the opportunity to grow your personal practice while mentoring a team of passionate financial professionals. We're committed to your success, offering comprehensive support, training, and resources to help you develop client relationships and offer tailored financial solutions. Our supportive, family-like culture ensures you're surrounded by top-tier professionals who collaborate closely to deliver holistic advice. You'll benefit from a robust support system, allowing you to focus on high-impact activities such as client meetings, business development, and team coaching. With proven marketing channels at your disposal, you'll consistently generate leads and empower your team to do the same. If you're an ambitious professional eager to elevate your career while helping others achieve their financial goals, we invite you to take this next step with us. Let's connect and explore how you can make an impact with Integrated Financial Concepts. Compensation: $100,000 - $200,000+ Base + Commission Responsibilities: • Lead and inspire a team of financial professionals, fostering a culture of collaboration and continuous learning., • Develop and implement strategic plans to grow your personal practice and support team members in achieving their goals., • Provide personalized coaching and mentorship to team members, helping them enhance their skills and client relationships., • Oversee client relationship management, ensuring exceptional service and tailored financial solutions are consistently delivered., • Drive business development initiatives, leveraging proven marketing channels to generate leads and expand the client base., • Collaborate with cross-functional teams to align on strategies and deliver holistic financial advice to clients., • Monitor industry trends and regulatory changes, ensuring the team remains informed and compliant with best practices and standards. Qualifications: Active life/health insurance license and relevant securities licenses (or willingness to obtain). Strong ability to lead, mentor, and inspire others. Self-motivated with a passion for growth, both personally and as a leader. Excellent communication and relationship-building skills. Proven track record of success in financial services, insurance, wealth management, or a related industry. Minimum of 5 years of experience as a financial advisor or in a sales leadership role. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Job Title: Senior Counsel / Partner-Level Healthcare Regulatory Attorney Location: Roseland, NJ (Hybrid) Employment Type: Full-Time Salary: $180,000 – $250,000 annually, commensurate with experience and qualifications About the Opportunity Our client, a prestigious law firm with a growing healthcare practice in Roseland, New Jersey, is seeking a Senior Counsel or Partner-Level Healthcare Regulatory Attorney to join their team. This is a high-impact role for an experienced attorney with deep regulatory expertise and the ability to serve as a subject matter expert across a broad range of healthcare compliance matters. The firm offers a hybrid work arrangement, a clear partnership track, and a collaborative culture. Day-to-Day Responsibilities • Advise clients on complex healthcare regulatory, compliance, and enforcement matters, including risk mitigation strategies., • Provide regulatory guidance in connection with healthcare transactions, including mergers, acquisitions, and affiliations., • Serve as a trusted advisor to clients on evolving regulatory requirements and enforcement trends., • Collaborate with internal teams and external stakeholders to manage legal and compliance risk., • Develop and deliver training and guidance to clients and internal teams on regulatory issues., • Monitor and interpret changes in healthcare laws and regulations and advise accordingly., • Build and maintain client relationships and contribute to practice growth., • Mentor junior attorneys and contribute to team development. Credentials & Qualifications Required • Juris Doctor (JD) from an accredited law school required; strong academic credentials essential., • Active Bar Admission in New Jersey required; New York bar admission is a plus., • 10+ years of relevant healthcare regulatory experience., • Prior law firm experience is required., • Law school transcripts must be submitted with application., • Billable Hour Requirement: The firm maintains a standard expectation of 1,850 billable hours per year (typical for this level of practice)., • Deep knowledge of the Stark Law, Anti-Kickback Statute, Medicare/Medicaid reimbursement, and corporate practice of medicine doctrines., • Experience advising healthcare providers, health systems, or related entities., • Experience handling government investigations, audits, or enforcement matters, including interactions with regulatory agencies (e.g., OIG, DOJ, CMS, state authorities)., • Experience advising on regulatory aspects of healthcare transactions is a plus., • Familiarity with healthcare privacy laws (HIPAA and related regulations)., • Strong analytical, problem-solving, and business judgment., • Excellent communication and client-facing skills., • Entrepreneurial mindset with demonstrated ability to build client relationships and contribute to practice growth., • Experience as a former Deputy Attorney General (DAG), or in a prosecutorial, board, or advisory/counseling role, is strongly preferred. Compensation & Benefits • Base Salary: $180,000–$250,000 annually, commensurate with experience and qualifications., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit — performance and client contributions directly impact total compensation., • Partnership Track: This role offers a non-equity position with a merit-based path to equity partnership. Advancement is earned through demonstrated excellence, business development, and contributions to the firm's growth., • Comprehensive Benefits: Medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs., • Hybrid Work Arrangement: Flexible hybrid schedule combining in-office collaboration with remote work after an initial 90-day period. Why This Opportunity Is Attractive This role offers a rare combination of a strong base compensation package (up to $250,000), a merit-based partnership track, and the chance to step into a senior leadership position within a well-established firm that is deliberately growing its healthcare practice. The hybrid work arrangement provides flexibility without sacrificing the collegiality and mentorship opportunities of in-office collaboration. For an attorney with substantial healthcare regulatory experience — particularly one with a background in government or enforcement — this is an opportunity to transition into a client-facing, business-building role with significant autonomy and upside. The firm's focus on healthcare regulatory work at the intersection of transactional, compliance, and enforcement matters means the work will be varied, sophisticated, and highly impactful. People Placers Staffing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or any other characteristic protected by applicable law.

Job DescriptionDescription: Tax Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Tax Manager. Position Overview: We are seeking a Tax Manager for a growing tax department to provide high-touch tax planning, manage an offshore team for tax prep and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance. Key Responsibilities: · Deliver exceptional tax planning, tax prep management, compliance, and advisory services for our high-net-worth clients. · Manage and review work done by offshore tax team and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission. · Lead client meetings to discuss tax-related inquiries and provide strategic recommendations. · Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance. · Analyze tax returns to identify planning opportunities, efficiencies, and potential risks. · Conduct research on complex tax issues and document clear responses to client and Advisor questions. · Mentor and train junior tax staff as the department grows. · Manage and execute special projects as assigned. Qualifications: · Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA. · Experience managing offshore tax team preferred. · Active CPA certification is required. · Bachelor's degree in accounting, finance, economics, or a related field. · Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships. · Detail-oriented with excellent time management skills. · Experience with Holistiplan is preferred. · Proficiency in MS Office applications. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Requirements: Qualifications: · Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA. · Experience managing offshore tax team preferred. · Active CPA certification is required. · Bachelor's degree in accounting, finance, economics, or a related field. · Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships. · Detail-oriented with excellent time management skills. · Experience with Holistiplan is preferred. · Proficiency in MS Office applications.

Job DescriptionFamily Advisor Location: Fairfield, NJ (On-Site) Schedule: Full-Time Salary: Up to $70,000 annually Position Overview Our client is seeking a compassionate and organized Family Advisor to support individuals with developmental disabilities and their families. This role combines care coordination, staff supervision, and client advocacy to ensure high-quality services that meet Medicaid, DDD, and state regulatory standards. The ideal candidate will have experience managing client relationships, leading teams, and navigating community-based support programs. Key Responsibilities • Supervise and support a team of Direct Support Professionals (DSPs), ensuring compliance with all training and regulatory requirements, • Coordinate onboarding activities, including background checks, fingerprinting, required training, and orientation, • Provide ongoing coaching, mentorship, and performance support to DSP staff, • Serve as the primary point of contact for clients, families, caregivers, and community partners, • Monitor service delivery and ensure quality care standards are consistently maintained, • Attend ISP meetings and assist with developing and implementing individualized support plans, • Ensure compliance with NJ DDD, Medicaid, DHS, and other applicable regulations, • Respond promptly to client and staff concerns, resolving issues professionally and efficiently, • Analyze service and client-care data to identify opportunities for improvement, • Build and maintain relationships with community organizations, providers, and stakeholders, • Participate in community outreach and networking events to support client resources and engagement, • Support urgent client needs outside normal business hours when necessary, • Maintain CPR/First Aid certification and all required DDD/DHS training requirements, • Act as a mandated reporter and cooperate with audits, investigations, and inspections as needed, • Perform additional duties as assignedQualifications, • Bachelor's degree in Social Work, Healthcare Administration, Human Services, Psychology, or a related field preferred, • Minimum of 5 years of experience in client services, case management, healthcare, home care, or a related field, • Prior supervisory or team leadership experience preferred, • Strong interpersonal, communication, and problem-solving skills, • Ability to build trust with clients, families, and caregivers, • Experience working with individuals with developmental disabilities is highly preferred, • Proficient with Microsoft Office and electronic documentation systems, • Strong organizational skills with the ability to manage multiple prioritiesRequirements, • Must be at least 18 years of age and authorized to work in the United States, • Valid driver's license and reliable transportation preferred, • Ability to read, write, and communicate effectively in English, • Successful completion of background screening, fingerprinting, drug testing, and all NJ DDD-required clearancesWhy Apply?, • Competitive salary up to $70,000, • Opportunity to make a meaningful impact in the lives of individuals and families, • Leadership role with direct influence on quality of care and service delivery, • Collaborative and mission-driven team environment, • Professional growth and development opportunitiesThis is an excellent opportunity for a client-focused professional who is passionate about supporting individuals with developmental disabilities while leading a dedicated care team. Benefit offerings for full-time employment include paid Holidays, and PTO days, prorated based on hire date within the calendar year. Also included: Medical, dental, vision Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Pay Details: $65,000.00 to $70,000.00 per year Search managed by: Ellen Slovikowsky Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: 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 CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: You'll join CoreWeave's Total Rewards organization, the team responsible for how we pay, incentivize, and retain the people building the infrastructure behind modern AI. We operate at the intersection of People, Finance, Legal, and the business, designing programs that hold up to public-company scrutiny while moving at the speed of a company still in hyper-growth. About the role: As Director, Compensation, you'll own executive compensation end to end — including preparation of Compensation Committee materials and executive pay recommendations developed in partnership with our independent compensation consultant. You'll serve as the senior compensation advisor to executive leaders, lead a team supporting offer strategy and exceptions, and drive the retention of critical talent across the company. You'll also own the design, deployment, communication, and governance of broad-based compensation programs at scale. This is a highly visible role with direct exposure to the executive team, and cross-functional leadership. Executive Compensation & Board Governance • Own executive compensation end to end, including program design, benchmarking, pay positioning, incentive plan structure, and annual and off-cycle recommendations for the executive team., • Own the preparation of Compensation Committee materials, partnering with the independent compensation consultant on agendas, market analyses, pay recommendations, plan design proposals, and supporting appendices; manage the annual Committee calendar and pre-read cycle., • Serve as the primary day-to-day partner to the independent compensation consultant, directing scope, data requests, market studies, and analysis so that recommendations are defensible, timely, and aligned to CoreWeave's strategy., • Partner with Legal and Finance on disclosure and governance, including CD&A and proxy compensation tables, pay ratio and pay-versus-performance reporting, Say-on-Pay considerations, and evolving regulatory and proxy advisor expectations., • Advise on incentive plan economics, modeling cost, dilution, share usage, accounting treatment, and performance-metric design in partnership with Finance and Accounting. Executive & Leader Advisory • Own compensation consulting with executive leaders, acting as the trusted advisor on pay decisions for their organizations — leveling, promotions, market pressure, internal equity, and the compensation implications of organizational design., • Translate complex compensation concepts into clear guidance and crisp recommendations for audiences ranging from front-line managers to the Board., • Partner closely with HR Business Partners and Recruiting to align pay strategy with workforce plans, hiring demand, and the competitive landscape for AI and infrastructure talent. Team Leadership, Offers & Retention • Lead, coach, and develop a team of compensation professionals who manage job offer review and exception approvals, partnering with Recruiting to deliver competitive offers with speed and consistency., • Set and govern the offer exception framework — thresholds, approval routing, escalation paths, and reporting — so exceptions are principled, tracked, and defensible rather than ad hoc., • Own retention strategy for critical talent, identifying flight risk in partnership with leaders and People teams and designing and executing targeted retention actions, including equity refresh, off-cycle awards, and cash retention programs., • Build the analytics and reporting that give leadership visibility into offer trends, exception rates, competitive positioning, attrition, and program effectiveness. Compensation Programs at Scale • Own the design and deployment of broad-based compensation programs, including salary structures, geographic differentials, leveling and job architecture, annual and off-cycle merit and promotion cycles, bonus plans, and equity refresh programs., • Run compensation cycles at scale, owning planning calendars, budget modeling, systems configuration and testing, manager enablement, approval workflows, and post-cycle audits., • Lead change management and communication, developing manager toolkits, employee-facing materials, and training so programs land with clarity and buy-in across a rapidly growing global workforce., • Build scalable infrastructure and governance, including compensation systems, controls, documentation, and SOX-aligned processes that support a global public company., • Ensure compliance with federal, state, local, and international pay regulations, including pay transparency and pay equity requirements. Who You Are: • 10+ years of progressive compensation experience, including meaningful ownership of executive compensation., • Demonstrated people management experience, with a track record of building, leading, and developing high-performing compensation teams., • Direct experience preparing Compensation Committee and Board materials and partnering with an independent compensation consultant., • Proven experience designing and deploying compensation programs at scale, including the communication, enablement, and approval mechanics that make them stick., • Deep technical fluency across base pay, short- and long-term incentives, and equity vehicles (RSUs, PSUs, options, ESPP), including how they interact with accounting, tax, and disclosure requirements., • Strong cross-functional partnership skills across Finance, Legal, HR Business Partners, and Recruiting, with the credibility to influence senior stakeholders and hold the line when it matters., • Advanced analytical and modeling skills, paired with the judgment to know which analysis actually drives the decision., • Excellent written and verbal communication skills, including experience presenting to executives and Board members., • Bachelor's degree in Human Resources, Business, Finance, Economics, or a related field. Preferred: (if applicable) • Experience at a high-growth, public company., • Experience supporting a global workforce and multi-country pay programs., • Experience with Workday or comparable HCM and compensation planning platforms. Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. • You're energized by moving between a Board-level pay discussion in the morning and a scrappy offer escalation in the afternoon., • You build programs that scale rather than one-off decisions, and you're comfortable creating structure where none exists yet., • You can make a complex compensation recommendation simple, clear, and persuasive for whoever is in the room. Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $182,000 to $242,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: The CoreWeave Legal and Government Affairs (LGA) team at CoreWeave is highly collaborative and partners closely with teams across the company to navigate complex policy, regulatory, and business environments while enabling innovation and growth. The team is pragmatic, solutions-oriented, and deeply engaged in strategic decision-making, with a strong emphasis on building trusted relationships across the organization. As Senior Community Affairs & Partnerships Manager, you will lead community engagement across assigned markets and strengthen CoreWeave's social license to operate. You will build trusted local relationships, guide cross-functional engagement strategies, and ensure community considerations inform site selection, permitting, construction, and operations. If you thrive in a dynamic, fast-paced environment, enjoy solving complex problems, and are eager to make a significant impact, CoreWeave is the place for you. About the role: Reporting to the Director, Community Affairs & Partnerships, you will serve as a trusted advisor to senior leadership and will independently assess local risks and opportunities, translate community developments into clear business recommendations, and help ensure the company makes informed decisions throughout the project lifecycle. You will lead the development and negotiation of community benefit agreements and support PILOTs, RDAs, and other development agreements that advance CoreWeave's business objectives while creating meaningful value for host communities. You will also oversee local partnerships and community investments and work with CoreWeave Cares and our Employee Action Networks to direct employee-driven community impact toward the markets where CoreWeave operates. In this role you will: • Own and lead cross-functional community engagement strategies across assigned markets, partnering with Government Affairs, Communications, People, Legal, Development, Operations, and other teams to align engagement with business objectives, permitting milestones, construction schedules, and operational priorities., • Lead Community Affairs input into site selection and project due diligence, assessing community sentiment, political dynamics, stakeholder priorities, local opposition, and reputational risk in prospective and active markets., • Build and maintain trusted relationships with elected officials, community leaders, faith-based organizations, nonprofits, unions, business groups, and other local stakeholders; represent CoreWeave in community, political, and public forums., • Develop and execute market-specific engagement plans that identify key stakeholders, anticipate emerging issues, establish engagement milestones, and recommend practical courses of action and escalation paths., • Lead the development and negotiation of community benefit agreements and coordinate with the Incentives, Legal, and Development teams on PILOTs, RDAs, and similar development agreements., • Identify, recommend, and oversee local partnerships and community investments aligned with business and community priorities, including initiatives with CoreWeave Cares and Employee Action Networks., • Establish KPIs and provide senior leaders with concise reporting and recommendations regarding stakeholder alignment, community sentiment, issue resolution, partnership outcomes, and material local risks and opportunities., • Manage budgets for engagement activities, events, sponsorships, partnerships, and community investments while developing scalable processes, stakeholder-management practices, and coordination models for the growing Community Affairs function.Who You Are:, • Bachelor's degree in Public Affairs, Political Science, Urban Planning, or a related field., • 10+ years of progressive experience in community affairs, stakeholder engagement, social performance, public affairs, government affairs, or external relations., • Experience supporting data centers, energy, or other large-scale critical-infrastructure development, including permitting or entitlement processes., • Demonstrated experience independently leading complex, multi-market stakeholder strategies and translating local developments into clear business recommendations., • Demonstrated success building trusted relationships with senior government officials, community organizations, business groups, labor representatives, and other local stakeholders., • Experience advising senior leaders and coordinating specialized cross-functional teams in politically sensitive or high-visibility environments., • Experience using stakeholder-management tools and metrics to track engagement activity, risks, commitments, and outcomes., • Ability to travel up to 50% and manage priorities across multiple markets.Preferred:, • Experience negotiating community benefit agreements, PILOTs, RDAs, or similar development agreements., • Experience managing corporate-giving, community-investment, sponsorship, or corporate partnership portfolios.Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams, even if you are not a 100% skill or experience match. Here are a few qualities we have found compatible with our team. If some of this describes you, we would love to talk. • You love turning local engagement into durable business and community outcomes., • You're curious about how artificial intelligence, cloud computing, and digital infrastructure affect and can contribute to thriving communities where they operate., • You're skilled at listening across perspectives, finding common ground, and turning ambiguity into practical action plans.Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $143,000 to $191,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want The Relationship and Operations Manager serves as a key partner to advisors and leadership, overseeing client service, operational execution, office support, and strategic initiatives. This role is responsible for delivering exceptional client experience, ensuring efficient business operations, managing complex workflows and priorities, and supporting organizational growth through process improvement, project management, and operational excellence. The ideal candidate is highly organized, proactive, client-focused, and capable of balancing multiple responsibilities while maintaining the highest standards of professionalism, accuracy, and confidentiality. This is primarily an in-office position with an expectation of working onsite four days per week. Operational Responsibilities • Serve as the primary relationship manager for clients, delivering an unparalleled concierge-level experience characterized by extraordinary responsiveness, proactive ownership, flawless execution, and an unwavering commitment to uncompromising service excellence., • Coordinate and prepare all client meeting materials, documentation, and account information to ensure a seamless and exceptional client experience., • Manage the full lifecycle of client accounts, including account opening and maintenance, asset transfers, money movement, and other service and operational requests with precision and urgency., • Oversee daily client service and operational activities to ensure accurate, efficient, and timely execution of transactions while maintaining the highest standards of quality and service excellence., • Maintain complete, accurate, and confidential client records while ensuring operational consistency across CRM systems, workflows, and service processes., • Partner with custodians, vendors, advisors, and internal stakeholders to facilitate seamless operations and continuously enhance the client experience., • Develop, document, and optimize operational procedures, workflows, and controls that support scalability, consistency, risk management, and continuous improvement., • Monitor operational metrics, account activity, and key performance indicators to identify trends, mitigate risk, and drive operational excellence., • Ensure adherence to regulatory requirements, firm policies, and supervisory standards by supporting audits, compliance reviews, regulatory reporting, and risk management activities. Executive & Advisor Support • Maintain awareness of advisor and leadership scheduling priorities to support cross-functional coordination and ensure visibility into key commitments., • Provide occasional backup support during peak periods, team absences, or coverage needs, helping ensure continuity while not serving as the primary owner of executive calendars. This may include: meeting coordination, travel arrangements, itinerary preparation, and expense related tasks., • Monitor shared workflows and systems, proactively identifying and escalating items that may impact advisor or leadership commitments. Project & Strategic Initiatives • Partner and support internal projects, technology implementations, operational enhancements, and strategic initiatives., • Develop project plans, timelines, milestones, and accountability measures to ensure successful execution., • Facilitate communication among stakeholders, track project progress, and provide updates to leadership., • Support firm-wide initiatives that contribute to organizational growth, scalability, and operational excellence. What You Need • 5+ years of experience in wealth management operations, client service, business operations, financial services, or a related professional environment., • Proficiency with Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, Docusign, and the Microsoft Office Suite (Excel, Word, Outlook, PPT, Access), • Strong understanding of wealth management operations and client service workflows., • Familiarity with custodial platforms such as Schwab Advisor Center, Fidelity, or similar systems., • Experience with electronic document management and workflow systems. Professional Skills • Exceptional organizational, project management, and execution skills, with the ability to manage complex calendars, competing priorities, and multiple deadlines in a fast-paced environment., • Outstanding attention to detail, analytical thinking, and problem-solving capabilities, with a commitment to accuracy, quality, and continuous improvement., • Excellent verbal and written communication skills, with the ability to build trusted relationships and collaborate effectively across clients, advisors, and internal teams., • Demonstrated ability to anticipate needs, exercise sound judgment, and proactively resolve issues after they impact clients or business operations., • High degree of professionalism, discretion, and confidentiality, coupled with an unwavering commitment to exceptional client service and service excellence EEO Statement: In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: • Starting annual base salary between $77,500 - $95,000., • Variable compensation potential (Bonus and/or commissions), • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing #LI-JS1

Job Description Tax Manager/Sr Manager www.thealtagrp.com Opportunity to join a regional leader, rapidly growing with a team focused culture. Flexibility, balance and compensation set this organization apart. Due to their growth and success they are adding staff at various levels including Tax Manager which will develop deep relationships with clients acting as a trusted financial advisor. The Manager's focus will be on tax planning and financial strategy, compliance and planning for businesses in a variety of industries, fiduciaries and high net-worth individuals. In addition, the Manager will be active in staff development as well as business development for the firm. Benefits: A team focused family culture, and a progressive compensation package including bonuses, profit sharing and commission for new business. Flexibility Pathways to partnership for entrepreneurial minded professionals. A history of strong client relationships and the ability to make an impact on your client’s lives through understand their unique needs of each client. Leadership in the real estate industry. Qualifications: • A BS in Accounting along with at least 4 years of diverse tax compliance and review, planning and strategy experience for businesses and individuals., • Experience with tax software required., • An entrepreneurial spirit and desire to develop business/partnership aspirations, • CPA and/or MS in Tax is required

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Build Relationships. Deliver Strategy. Shape the Future. At Magone & Company, we believe great tax professionals do more than prepare and review tax returns—they become trusted advisors who help businesses and individuals make smarter financial decisions. As a growing public accounting firm, we partner with privately held businesses, business owners, and individuals to provide proactive tax planning, strategic guidance, and practical solutions that extend far beyond compliance. If you're looking for a role focused solely on tax return preparation and review, this may not be the right fit. If you're excited about building long-term client relationships, delivering strategic tax advice, expanding your advisory skills, participating in business development, and helping shape the future of a growing CPA firm, we'd love to meet you. About the Role We're seeking an experienced Tax Manager to lead tax compliance and planning engagements while serving as a trusted advisor to our clients. You'll work directly with business owners, executives, and high-net-worth individuals, helping them navigate complex tax issues and make informed financial decisions. This role goes well beyond compliance. You'll collaborate with clients throughout the year, provide proactive planning, identify opportunities to improve their businesses, mentor and develop staff, and help expand our firm's advisory services. You'll also have meaningful exposure to firm leadership, business development, process improvement, and long-term career advancement while helping shape the future of our growing tax practice. Why You'll Love It Here At Magone & Company, you'll have the opportunity to: • Build trusted relationships with business owners, executives, and high-net-worth individuals, • Develop proactive tax strategies that support clients' long-term business and financial goals, • Become a valued advisor by delivering practical guidance beyond tax compliance, • Participate in business development by strengthening existing client relationships and identifying opportunities to provide additional advisory, accounting, audit, and consulting services, • Collaborate directly with Partners on strategic client initiatives and complex tax matters, • Mentor and develop talented professionals while helping shape the next generation of leaders, • Leverage technology, AI, and automation to improve efficiency and enhance the client experience, • Gain exposure to multi-state, international, and sophisticated tax planning opportunitiesWhat You'll Do, • Review complex individual, partnership, S corporation, C corporation, trust, and other business tax returns, • Develop and implement proactive tax planning strategies for business and individual clients, • Serve as the primary relationship manager for a portfolio of clients, providing responsive guidance throughout the year, • Advise clients on entity structure, business transactions, tax-saving opportunities, and emerging legislation, • Identify opportunities to expand client relationships through advisory, accounting, audit, outsourced accounting, and consulting services, • Lead client meetings and communicate complex tax concepts in a practical, understandable manner, • Mentor, coach, and develop tax professionals while fostering a collaborative, high-performing team, • Collaborate with Partners on business development, firm initiatives, and strategic growth, • Drive process improvements through technology, automation, and innovationWhat You'll Bring, • CPA license required, • Bachelor's degree in Accounting (Master's in Taxation or related field is a plus), • 7+ years of progressive public accounting tax experience, • Strong knowledge of federal, state, and local tax compliance and planning, • Experience reviewing complex individual and business tax returns, • Demonstrated success managing client relationships and serving as a trusted advisor, • Excellent communication, leadership, and relationship-building skills, • A proactive, entrepreneurial mindset with an interest in advisory services, business development, and practice growth, • Experience mentoring and developing team members, • Proficiency with tax preparation software, Microsoft Office, and technology toolsCompensation & Benefits Compensation: $120K+ Competitive and based on experience. We offer a comprehensive benefits package, including: • Hybrid schedule (3 days in office / 2 days remote), • Employer-paid health and life insurance, • 401(k) with a 4% company match, • 16 days PTO plus paid holidays, • Paid company-wide shutdown during the week of July 4th, • Three paid 4-day holiday weekends each year (Memorial Day, Labor Day, and Thanksgiving), • CPA support, continuing professional education, and leadership development, • Long-term career growth opportunitiesWhy Magone & Company? At larger firms, it can take years before you have meaningful client relationships or the opportunity to influence the direction of the practice. At Magone & Company, you'll have a seat at the table. You'll work directly with Partners, collaborate with business owners, influence firm strategy, and build a career that extends beyond tax compliance into business advisory, strategic planning, client consulting, business development, and leadership. If your goal is to become more than a Tax Manager—to become a trusted advisor, business leader, and future Partner—we're ready to invest in your success. Build More Than Tax Returns. Build Relationships. Build Businesses. Build Your Future. Ready to make an impact? Apply today and grow with Magone & Company. #TaxManager #CPAJobs #PublicAccounting #TaxCareers #BusinessAdvisory #AccountingCareers #Leadership #CareerGrowth #ParsippanyNJ Flexible work from home options available.

Job Description CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: The Legal and Government Affairs team at CoreWeave is highly collaborative and partners closely with teams across the company to navigate complex legal landscapes while enabling innovation and growth. The team is pragmatic, solutions-oriented, and deeply engaged in strategic decision-making, with a strong emphasis on building trusted relationships across the organization. As Associate General Counsel, Product Regulatory, you will play a critical role in shaping how CoreWeave develops, launches, and scales its products as our business and the regulatory landscape continue to evolve. You will help anticipate what's ahead, navigate novel and complex regulatory questions, and establish the legal and regulatory foundation that enables CoreWeave to innovate responsibly and grow globally. This is an opportunity to have a meaningful impact on both our products and how we operate at a pivotal stage of growth. If you thrive in a dynamic, fast-paced environment, enjoy solving complex problems, and are eager to make a significant impact, CoreWeave is the place for you. About the role: Reporting to the Senior Director & Lead Managing Counsel, Privacy, Regulatory & Compliance, you will set the legal framework for how products are designed, reviewed, approved, launched, and operated in a rapidly evolving global regulatory environment. You will advise senior leaders and partner closely with Product, Engineering, Privacy, AI, Security, Commercial Legal, Supply Chain, and Global Operations to translate complex requirements into practical decisions and scalable controls. In this Role You Will: • Own and mature CoreWeave's product regulatory governance program, including product-review processes, approval frameworks, policies, decision records, training, control mappings, and evidence demonstrating compliance., • Lead legal review of new and evolving products, features, AI capabilities, data uses, and infrastructure initiatives throughout the product lifecycle; identify requirements, conduct international product regulatory risk assessments, and recommend controls, approvals, and launch conditions., • Partner with Product and Engineering to embed privacy by design and default, responsible AI, security, data-governance, transparency, and other requirements into product architecture, roadmaps, and development processes., • Advise Supply Chain and Global Operations on product-related regulatory matters, including technology transitions, state packaging requirements, equipment compliance, and scalable supply-chain regulatory programs., • Partner with Product Commercial Legal to align product functionality, customer commitments, contracting positions, disclosures, technical documentation, and marketing claims with legal requirements and approved controls., • Monitor, interpret, and operationalize U.S. and international product, privacy, AI, data, cybersecurity, consumer-protection, and digital-services laws; advise senior leadership on product roadmaps, market entry, and business models., • Lead significant regulatory inquiries, audits, investigations, and policy engagements involving CoreWeave's products and services; coordinate cross-functional responses, oversee outside counsel, drive remediation, and provide subject-matter leadership across Legal and Compliance.Who You Are:, • 7+ years of relevant legal experience, including substantial experience counseling complex technology products; a mix of law firm and in-house experience is preferred., • Demonstrated ability to serve as the senior legal advisor to Product and Engineering leaders and independently resolve novel, high-impact regulatory issues throughout the product lifecycle., • Deep expertise in multiple regulatory areas relevant to AI and cloud products, such as AI governance, privacy and data protection, cybersecurity, consumer protection, data regulation, or digital-services regulation., • Strong technical fluency and the ability to translate product functionality, system architecture, data flows, model behavior, and technical documentation into clear legal and engineering actions., • Experience designing and leading product governance programs, including review and approval frameworks, policies, controls, training, audit-ready evidence, and monitoring., • Experience conducting international product risk assessments and advising on market entry, product launches, technology transitions, and cross-border requirements., • Exceptional judgment and executive presence, with the ability to identify material risk, present practical options, and make defensible recommendations in ambiguous situations., • Excellent drafting and communication skills, including the ability to influence senior technical and business leaders and explain complex regulatory requirements clearly and concisely., • Proven ability to lead through influence, build trusted cross-functional relationships, coordinate complex initiatives across multiple teams, and provide subject-matter leadership without direct management authority., • J.D. from an accredited law school and active membership in at least one U.S. state bar (NY, NJ, CA, DC, or WA preferred).Preferred:, • Experience advising a high-growth cloud, AI, SaaS, data center, infrastructure, or other technology company, • Experience with product compliance issues involving supply chains, equipment, packaging, environmental requirements, or global operations, • Experience engaging directly with regulators, standards bodies, industry groups, or external counsel on novel technology issues Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. • You take ownership of ambiguous, enterprise-wide problems and build durable frameworks that help teams move faster with confidence., • You're deeply curious about how AI, cloud infrastructure, data, global operations, and regulation intersect., • You combine recognized subject-matter expertise, executive-level judgment, and a practical approach that protects customers and enables responsible innovation.Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $177,000 to $237,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description Financial Reporting Manager www.thealtagrp.com Opportunity to join a regional leader with a team focused culture and a long-term career runway. Flexibility, balance and compensation set this organization apart. Due to their continued growth, they are seeking an accountant with strong GAAP financial reporting skills to develop deep relationships with clients acting as a trusted advisor. The focus will be combined in accounting, financial reporting, compilation and review engagements and advisory. Additionally, an opportunity to assist in business tax planning & compliance in a variety of industries. In addition, the Manager will be active in staff development as well as business development for the firm. Benefits: A team focused family culture, flex schedule and a progressive compensation package including bonuses, profit sharing and commission for new business. Mentorship and professional development. Pathways to partnership for entrepreneurial minded professionals. A history of strong client relationships and the ability to make an impact on your client’s lives through understand their unique needs of each client. Qualifications: • A BS in Accounting along with at least 4 years of diverse accounting, financial reporting, specifically in the construction sector., • Experience with QuickBooks or a similar GL system required., • An entrepreneurial spirit and desire to develop business/partnership aspirations, • CPA, CPA track with parts passed required.

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description:\n\n \n \n \n \n \n CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com.\n \n \n \n \n \n\nABOUT COREWEAVE\nCoreWeave is the essential cloud for AI — purpose-built to power the infrastructure that trains, deploys, and scales AI at the frontier. We operate one of the world's largest GPU-accelerated compute platforms, serving the teams building the most demanding AI workloads in the world. As we scale rapidly toward and beyond 4,000 employees, CoreWeave University exists to ensure our people grow as fast as the company does — building the capabilities that make CoreWeave not just the best place to work in AI infrastructure, but the best place to develop a career in it.\nABOUT THE ROLE\nCoreWeave is building a leadership culture from the ground up — and at the pace we're growing, that work can't wait. The Learning Partner for Management & Leadership Development, is one of the most senior individual contributor roles in CoreWeave University. This person will own CWU's enterprise leadership development portfolio: designing and delivering programs that build managerial capability at the frontline, leadership effectiveness at the director and VP level, and the kind of consistent leadership culture that scales as the company does. This is not an execution role — it's a strategy-and-build role. The person we're looking for has deep expertise in leadership and management development, strong instincts for what works in fast-moving, high-growth environments, and the credibility to influence senior stakeholders across every function at CoreWeave. They will work directly with the Senior Director of CWU, and the CWU learning team, to partner closely with the People Business Partners (PBPs) and broader Talent teams, and serve as CWU's primary point of expertise on all things leadership and management development.\nWHAT YOU'LL DO\nLeadership Development Strategy & Design\n\n Own CWU's leadership development portfolio end-to-end — from strategic framing through program design, delivery, and evaluation — across both management and leadership audiences.\n Collaborate on the continued development and scaling of Management Essentials, CWU's flagship program for frontline managers, including curriculum design, facilitator strategy, and post-program learning architecture.\n Design and build Leadership Essentials, CWU's learning program for director-level and above, including needs analysis, curriculum architecture, and delivery approach.\n Develop scalable frameworks, toolkits, and resources that extend the reach of leadership learning beyond formal programs — into the flow of work.\n Ensure all leadership development work is grounded in CoreWeave's leadership expectations and translates those expectations into observable, learnable behaviors.\n\nStakeholder Partnership & Influence\n\n Serve as CWU's senior expert and trusted advisor on leadership and management development to senior leaders, PBPs, and the entire People organization.\n Build and sustain strong relationships with key stakeholders across all functions — Engineering, GTM, DC Operations, Finance, Legal, and G&A functions — to understand leadership needs and design programs that meet them.\n Influence without authority: this role requires the credibility and judgment to shape how senior leaders think about their own development and the development of their teams.\n Partner with the Talent and PBP teams to connect leadership development to performance, succession, promotion, and all talent cycles & frameworks.\n\nDelivery & Facilitation\n\n Facilitate leadership and management development programs with authority, adaptability, and presence — including in rooms with VP and C-suite participants.\n Design and manage a facilitator strategy that allows programs to scale beyond a single facilitator, including internal facilitation certification or external facilitation partnerships.\n Create and maintain high-quality facilitator guides, participant materials, and supporting resources across all programs.\n\nMeasurement & Continuous Improvement\n\n Define what great looks like for leadership development at CoreWeave — including how we measure behavioral change, not just program satisfaction.\n Build evaluation frameworks for all major programs; use data to continuously improve program design and demonstrate impact to senior stakeholders.\n Stay current on the leadership development field; bring external research, models, and benchmarks in where they raise the quality of CWU's work.\n\nCWU Team Contribution\n\n Act as a senior voice and thought partner within the CWU team — sharing expertise, contributing to how the function operates, and helping shape CWU's overall approach to learning.\n Mentor and support other Learning Partners, particularly those newer to the field or to CoreWeave, and those earlier in their career.\n Contribute to CWU's design principles, practices, and methodology as a collaborative leader within the function.\n\nWHAT YOU'LL BRING\nExperience\n\n 7–10+ years of progressive experience in leadership and management development, organizational learning, or a closely related field.\n Demonstrated experience designing and delivering enterprise leadership development programs — including both frontline manager and senior leader audiences.\n Experience working in a high-growth technology company is strongly preferred; comfort navigating rapid change, shifting priorities, and ambiguous scope is essential.\n Track record of influencing senior stakeholders (VP-level and above) through credibility, expertise, and strong relationship-building.\n Experience building programs from scratch — not just inheriting and running existing curricula.\n\nSkills & Knowledge\n\n Deep expertise in leadership and management development theory and practice — including adult learning, behavior change, and program evaluation.\n Strong facilitation skills across audience types and seniority levels; this person must be as effective in a room of senior executives as they are with new managers.\n Ability to translate complex organizational dynamics into clear, actionable learning experiences.\n Comfort with data: defining success metrics, interpreting evaluation results, and communicating impact in terms that resonate with business leaders.\n Strong written and verbal communication; produces materials that are clear, polished, and appropriate for senior audiences.\n\nWays of Working\n\n Owns complex, multi-stakeholder workstreams end-to-end without close supervision — this is a role for someone who runs toward ambiguity, not away from it.\n Brings both strategic vision and hands-on execution; at this stage of CWU's build, the Senior LP cannot delegate what doesn't yet exist.\n Builds trust quickly with stakeholders across functions and seniority levels by demonstrating rigorous preparation, clear thinking, and consistent follow-through.\n Contributes to CWU as a community — shares openly, mentors generously, and cares about the team's collective success.\n\nHOW YOU'LL BE EVALUATED\nThe dimensions below reflect the profile we're hiring against — not a checklist, but a signal of what success looks like at this level.\n\n Expertise & Impact: Recognized as CWU's go-to expert in leadership and management development. Drives improvements by redesigning learning systems and influencing how leadership development is done across the organization. Mentors peers and contributes to the team's internal knowledge base.\n Ownership & Execution: Leads execution of complex, multi-stakeholder learning workstreams across functions. Holds accountability for program impact, not just delivery. Anticipates how organizational shifts affect the leadership development portfolio and adjusts before being prompted.\n Collaborate & Multiply: Builds strong cross-functional relationships across all functions and seniority levels. Actively promotes best practices within and across teams. Coaches others in effective stakeholder communication and navigates disagreement with clarity and care.\n Strategic Application: Connects leadership development strategy to CoreWeave's workforce planning, engagement, and retention priorities. Contributes to CWU-level planning and goal-setting. Communicates program strategy with influence at the VP and senior director level.\n\nA note on AI fluency: At this level, we expect AI tools to be standard, not supplemental. This means using AI to process complexity faster and at greater scale — synthesizing stakeholder input, accelerating content research and development, designing evaluation instruments, and identifying patterns across program data. Equally important: this person should be an active voice in how CWU thinks about AI fluency in leadership development, modeling and promoting AI-enabled approaches for the managers and leaders they serve.\nWondering if you're a good fit?\nWe believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match.\nWhy CoreWeave?\nAt CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values:\n\n Be Curious at Your Core\n Act Like an Owner\n Empower Employees\n Deliver Best-in-Class Client Experiences\n Achieve More Together\n\nWe support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!\nThe base salary range for this role is $149,000 to $198,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).\n \n\n What We Offer\n The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location.\n In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include:\n \n Medical, dental, and vision insurance - 100% paid for by CoreWeave\n Company-paid Life Insurance \n Voluntary supplemental life insurance \n Short and long-term disability insurance \n Flexible Spending Account\n Health Savings Account\n Tuition Reimbursement \n Ability to Participate in Employee Stock Purchase Program (ESPP)\n Mental Wellness Benefits through Spring Health \n Family-Forming support provided by Carrot\n Paid Parental Leave \n Flexible, full-service childcare support with Kinside\n 401(k) with a generous employer match\n Flexible PTO\n Catered lunch each day in our office and data center locations\n A casual work environment\n A work culture focused on innovative disruption\n \n California Applicants\n California Consumer Privacy Act \n Equal Opportunity & Accommodations\n CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.\n As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com.\n Export Control Compliance\n This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Commercial Real Estate & Debt Financing Associate § Practice Area: Commercial Real Estate Transactions, Secured Lending & Real Property Development § Location: Northern New Jersey (Roseland Area / Metropolitan NYC Area) § Salary: $170,000 to $225,000 Base Salary (Plus discretionary performance bonus, origination credits, and full benefits) § Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable target § The Firm: Our client is an established New Jersey legal powerhouse with nearly a century of distinguished service, consistently ranked among the top mid-sized law firms in the region. Recognized in regional Chambers and Best Law Firms rankings, the firm’s real estate and commercial finance departments are celebrated for managing complex transactions across the tri-state area and beyond. Fostering an entrepreneurial, collegial environment, the firm affords associates significant client autonomy, direct partnership access, and structured merit-based advancement. This position offers a premier platform for a commercial real estate practitioner seeking sophisticated deal flow without mega-firm bureaucracy. § Duties: The incoming Senior Real Estate Associate will act as a pivotal advisor across commercial real estate transactions, debt instruments, and project developments, guiding institutional lenders, commercial borrowers, equity investors, and property owners. Primary responsibilities encompass: ⨖ Structuring, drafting, and negotiating complex real property conveyances, master commercial leases, and joint venture documentation. ⨖ Representing financial institutions and corporate borrowers in senior, mezzanine, construction, and permanent financing matters. ⨖ Directing comprehensive title reviews, land surveys, environmental assessments, and corporate due diligence protocols. ⨖ Orchestrating commercial real estate closings from preliminary term sheet drafting through post-closing execution. ⨖ Advising corporate clients on zoning compliance, land entitlement, municipal permitting, and regulatory matters. ⨖ Collaborating cross-functionally with corporate, tax, and litigation practice groups on structured commercial deals. § Qualifications: Candidate evaluation will center on established transactional capability and professional credentials: ⨖ Juris Doctor (J.D.) from an accredited institution. ⨖ Active Bar License in the State of New Jersey in good standing. ⨖ Five (5) or more years of substantive experience managing commercial real estate transactions and commercial lending matters. ⨖ Substantive experience counseling institutional lenders, real estate developers, and investor groups. ⨖ High-level transactional drafting, negotiating, and contract analysis capabilities. § Skills: The following credentials and capabilities are considered highly advantageous: ⨖ Admission to the State Bar of New York (or eligibility for prompt motion admission). ⨖ Practical experience presenting before planning boards or handling land use and zoning entitlements. ⨖ Demonstrated experience leading multi-property portfolio acquisitions and refinancings independently. ⨖ Strong orientation toward strategic client management and practice development. !Notice¡ This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.