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Job Description A full-time position is available at the new location of our state-of-the-art prosthodontic dental office in Madison NJ for a CDA or highly experienced dental assistant. Take your career to the next level with SmilesbySpecialists, the office of Dr. Ashley Azizian! We offer a dynamic, professional work environment and highly competitive compensation with bonus potential and salary. We are seeking polished, kind, professional with a minimum of 4-6 years of dental assisting experience, background in prosthodontics and AOX treatment is a plus. The successful candidates will possess exceptional chairside skills, a CDA license, excellent communication skills and be excited to help patients with their care. An N2O certification is an asset. We are willing to teach a qualified assistant with an eagerness to learn the nuances of prosthodontics. Regular office hours: Mon Tues Wed Thurs 8 am – 5:30 pm, Fri 9am -4 pm and One Saturday per month. This outstanding opportunity will be a good fit for a candidate who: • Provides exceptional customer service every day to every patient, • Possesses a strong background with assisting within a dental practice, • Understands the positive impact prosthodontic treatment has and is dedicated to helping us change the lives of our patients by restoring their function and self-esteem, • Values and exemplifies a workplace culture of service to patients and team members in a positive environment, • Enjoys ongoing, supportive learning, • Multi-tasks effectively, • Thrives with varied responsibilities, • Has a solid understanding of digital scanning

Job Description The Finance Manager plays a key role in driving financial performance and supporting strategic decision-making across the business. This role partners closely with C-Level executives and senior leaders on budgeting, forecasting, and investment optimization, while delivering insights that shape the company’s direction. The Finance Manager will also contribute to executive and board-level reporting and presentations. What does a great Finance Manager do? A great Finance Manager goes beyond reporting the numbers—bringing clarity, insight, and foresight to financial performance. This individual acts as a trusted partner to leadership, combining strong analytical skills with business acumen to influence outcomes and improve decision-making. Key Responsibilities • Consolidate and report monthly, quarterly, and annual financial performance, including variance analyses against budget and forecast, highlighting risks, opportunities, and operational metrics., • Perform financial analyses on results and forecasts to provide actionable insights., • Manage the consolidation of submissions for month/quarter-end results and forecast updates, preparing concise variance analysis for executive review., • Develop, update, and maintain financial reports and operational review materials for executive leadership., • Support decision-making with forward-looking insights, including scenario and sensitivity analyses., • Partner with functional leaders to align on financial assumptions, evaluate trade-offs, and drive accountability for results., • Deliver accurate financial results and analysis of key expenses during the budget, forecast, and close processes., • Prepare C-level and Board presentations and support the coordination of the long-range plan, annual budget, and monthly forecast updates., • Drive continuous improvement in FP&A processes, tools, and capabilities., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or Master’s degree a plus)., • Minimum 5 years of professional experience in Corporate Finance or FP&A., • Fintech or SaaS/software industry experience strongly preferred., • Strong analytical, quantitative, and Excel skills; experience with NetSuite and Power BI is a plus., • Excellent written and verbal communication skills, with the ability to present to senior leadership., • Demonstrated ability to make sound, data-driven decisions and solve problems with judgment and experience., • Self-starter with the ability to thrive in a fast-paced, dynamic environment. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description Overview Who we are— Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond. With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every Measure promise to our customers in vital industries, including life sciences, aerospace, defense, energy, and utilities. We fulfill this promise through our employees, who live Our Values every day, the Transcat Way. Our employees are at the center of the rewarding, challenging, and life-changing work we do for our customers and those they serve. Are you ready to join a company where the work you do makes a difference, and where you can grow in your career? Here’s what Transcat has to offer— • Work that matters., • A values-based culture where people care about each other and the work they do together., • Flexibility., • Training and development to accelerate learning and career advancement. A CMMS Engineer, to support our clients with activities related to the use, operation, migration, or analysis of their Computerized Maintenance Management Systems (CMMS). This is a on-site position with occasional travel up to 25% of the time. You will report directly to our CMMS Service Lead. This is a project-centered role. In your first project, you will be responsible for- data migration and configuration of CMMS work instructions, workflows, asset hierarchy creation, and system integrations to ensure seamless implementation. You will also provide change management support to site teams, helping them drive system adoption and operational efficiency. Responsibilities Essential Duties and Responsibilities— • Project/ Migration, • Perform field walkdowns to verify the accuracy of the equipment data., • Carry out all technical data reviews and data entries in the system., • Translate and cleanse raw data in preparation for Data Migration., • Assist in the preparation of client project status reports and immediately communicate project deviations or delays to the Project Manager., • Meet regularly with all stakeholders to discuss progress, communicate changes, and support the entire change effort., • Assist with other continuous improvement and optimization projects, as required., • BI/ Optimization, • Extract and analyze data using business intelligence tools to aid business decisions., • CMMS Support, • Provide support to end-users in navigating and utilizing the CMMS., • Input and maintain asset and equipment data in the CMMS., • Track client requests and assist with metric and key performance indicators (KPI) reporting., • Other duties as assigned. Qualifications Required Knowledge, Skills and Abilities: • Preferred: Associate degree in a STEM field, or trade certification in instrumentation, mechanical, electrical, or related engineering field., • 1 -3 years’ experience in CMMS-related work (front end). Life Science experience preferred but not required., • Experience with either SAP or Hexagon., • Proficient in MS Office platforms, particularly MS Excel. BI Tool knowledge a distinct advantage., • Familiarity with data management processes (paper-based / digital change control processes)., • Ability to perform field verification / data collection for assets to be added to / changed on the CMMS., • Ability to complete projects on time that meet our quality standards., • Ability to quickly understand new software platforms., • Ability to build data for CMMS systems to the highest level of quality (averaging zero errors consistently)., • Able to travel up to 25% of the time. If this sounds like you, apply today! Equal Opportunity and Non-Discrimination Transcat is an equal-opportunity employer and prohibits discrimination based on any protected status. As required by United States law, all qualified applicants will receive consideration for employment without regard to age, color, disability, genetic predisposition or carrier status, national origin, race, religion, sex (including pregnancy, sexual orientation, and gender identity), status as a protected veteran, or as a member of any other protected group or activity under federal, state, and local law. We will make reasonable accommodations for employees with disabilities to enable them to perform the essential functions of their position unless doing so poses an undue hardship to the company or a direct threat to health or safety. Contingencies All offers of employment are contingent upon successfully completing all pre-employment requirements, which include verification of identity and employment eligibility, and when applicable, a motor vehicle driving record report. Salary Range $55,000 - $67,499 per year. #ZR

Job Description Overview Who we are— Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond. With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every Measure promise to our customers in vital industries, including life sciences, aerospace, defense, energy, and utilities. We fulfill this promise through our employees, who live Our Values every day, the Transcat Way. Our employees are at the center of the rewarding, challenging, and life-changing work we do for our customers and those they serve. Are you ready to join a company where the work you do makes a difference, and where you can grow in your career? Here’s what Transcat has to offer— • Work that matters., • A values-based culture where people care about each other and the work they do together., • Flexibility, • Training and development to accelerate learning and career advancement. A Maintenance and Reliability Engineer, to serve as a key technical resource supporting clients in optimizing maintenance and reliability programs, driving performance improvements, and sustaining asset health. You will balance hands-on maintenance leadership with analytical reliability strategies that reduce downtime, extend asset life, and improve overall equipment effectiveness (OEE). This is an on-site position with occasional travel up to 25% of the time. You will report directly to our Maintenance and Reliability Service Leader. This is a project-centered role. In your first project, you will be responsible for- data migration and configuration of CMMS work instructions, workflows, asset hierarchy creation, and system integrations to ensure seamless implementation. You will also provide change management support to site teams, helping them drive system adoption and operational efficiency. Responsibilities Essential Duties and Responsibilities • Adhere to stringent regulatory requirements, such as FDA regulations, ensuring all activities and equipment meet industry standards for quality and safety., • Lead and execute preventive and predictive maintenance activities on production, utility, and process equipment., • Conduct data-driven analyses of equipment reliability trends and develop improvement recommendations., • Implement and sustain CMMS processes including PM optimization, asset hierarchies, and work management best practices., • Support and facilitate root-cause analysis (RCA) and corrective action implementation., • Partner with cross-functional teams (engineering, operations, quality, EHS) to align M&R initiatives with business goals., • Support regulatory compliance (FDA, GMP) and ensure documentation meets company and industry standards., • Coordinate vendor and contractor support for maintenance and reliability improvement activities., • Contribute to MRO spare parts management, bill of materials accuracy, and lifecycle cost reduction., • Participate in continuous improvement and digital transformation initiatives leveraging data visualization, AI, or BI tools. Qualifications Required Knowledge, Skills and Abilities • 3 – 5 years of experience in maintenance and/or reliability engineering., • Experience with either SAP or Hexagon., • Demonstrated experience in preventive and predictive maintenance programs., • Working knowledge of reliability analysis methods and continuous improvement tools., • Proficiency with Computerized Maintenance Management Systems (CMMS)., • Understanding of mechanical, electrical, pneumatic, and hydraulic systems., • Experience with MRO and spare parts management and BOM development., • Knowledge of EHS and GMP regulations., • Familiarity with Business Intelligence tools (Spotfire, Power BI, Tableau) or AI technology., • Strong verbal, written, and presentation skills; proficiency in Microsoft Office platforms (Excel, Word, PowerPoint)., • Bachelor’s or Associate degree in a STEM field or trade certification in instrumentation, mechanical, electrical, or related engineering field., • Life Science experience., • Certified Reliability Leader (CRL) or Certified Maintenance & Reliability Professional (CMRP) certification. If this sounds like you, apply today! Equal Opportunity and Non-Discrimination Transcat is an equal-opportunity employer and prohibits discrimination based on any protected status. As required by United States law, all qualified applicants will receive consideration for employment without regard to age, color, disability, genetic predisposition or carrier status, national origin, race, religion, sex (including pregnancy, sexual orientation, and gender identity), status as a protected veteran, or as a member of any other protected group or activity under federal, state, and local law. We will make reasonable accommodations for employees with disabilities to enable them to perform the essential functions of their position unless doing so poses an undue hardship to the company or a direct threat to health or safety. Contingencies All offers of employment are contingent upon successfully completing all pre-employment requirements, which include verification of identity and employment eligibility, and when applicable, a motor vehicle driving record report. Salary Range $64,000 - $90,000 per year.

Job Description The Tax Manager plays a critical role in overseeing InvestCloud’s global tax compliance, reporting, and provision processes while supporting strategic tax planning initiatives. This role partners closely with Finance, Accounting, Treasury, and external advisors to ensure compliance with tax laws, accurate reporting, and effective management of tax risk, while identifying opportunities to optimize tax efficiency. What does a great Tax Manager do? A great Tax Manager goes beyond compliance—bringing clarity, rigor, and strategic thinking to tax reporting and planning. This individual acts as a trusted advisor to finance leadership, combining deep technical expertise with strong business judgment to ensure accurate reporting, proactive risk management, and thoughtful collaboration across the organization. Key Responsibilities • Prepare and review the effective tax rate, cash tax rate, tax account reconciliations, tax account analyses, and tax reserves, including all computational and reporting aspects of ASC 740., • Support the preparation and review of tax journal entries, as well as cash flow and balance sheet account analyses., • Identify, analyze, and document uncertain tax positions., • Serve as a key liaison and business partner with external advisors (tax planning, audit, R&D, and tax compliance) to ensure timely communication and coordination on tax filings and potential impacts., • Prepare and review foreign tax provisions., • Review U.S. federal, state, and international tax compliance forms prepared by third-party service providers., • Prepare and submit quarterly estimated income tax payments., • Manage and mentor the indirect tax analyst., • Research tax law implications related to planning activities, transactions (including acquisitions), audits, transfer pricing, and compliance., • Collaborate closely with tax planning, FP&A, accounting, and treasury teams to understand transactions and data impacting tax provisions and returns., • Assist with tax audits and special projects as needed., • Bachelor’s degree in Accounting, Finance, or a related field; CPA required., • Minimum 7 years of corporate tax experience with a strong focus on tax provision and compliance., • Deep knowledge of ASC 740 and corporate income tax accounting., • Advanced proficiency in Microsoft Excel for data analysis and reconciliations., • Excellent written and verbal communication skills, with the ability to partner cross-functionally and with external advisors., • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Experience with NetSuite and Avalara strongly preferred., • SaaS, fintech, or technology industry experience a plus. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job DescriptionDescription: About The Company: About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. PCS offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built. PCS employs approximately four hundred staff members. The company has offices in New York, NY, St. Petersburg, FL, and Schaumburg, IL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Producing Strategic Relationship Manager will report directly to the Sales Leader and will be responsible for driving new business growth, expanding PCS’s presence in the high-net-worth (HNW) market, and managing client relationships. This role will focus on developing new accounts, deepening new and existing relationships and delivering a premium advisory experience. The successful candidate is a motivated sales professional who thrives in a client-focused environment, can influence key stakeholders, and consistently delivers tailored insurance solutions that protect the lifestyle and assets of HNW individuals. Success is measured by consistent growth, exceptional client experience, and disciplined pipeline execution. Key Responsibilities: Relationship Management & Education o Execution of broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities. o Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources. o Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools. Business Development & Sales o Drive new opportunities through prospecting, networking, referrals, and digital engagement. o Identify and target opportunities with high-net-worth clients and strategic distribution partners. o Execute business development strategies to achieve assigned sales and revenue targets. o Handle select inquiries end-to-end and close business compliantly. Partnership Development o Collaborate with brokers, agents, and distribution partners to increase PCS product adoption. o Represent PCS in industry events, webinars, and virtual meetings to build brand awareness. o Deepen PCS’s reach in the HNW market with strategic outreach and enablement efforts. Pipeline, Performance & Compliance Management o Manage sales pipeline and accurately report progress using Salesforce and other CRM tools. o Track and report on production metrics, conversion, cycle time, revenue growth, and account retention. o Consistently meet or exceed performance goals aligned with PCS’s distribution strategy. o Uphold compliance standards (e.g., licensing, recordkeeping, TCPA/Do-Not-Call) and documentation best practices Collaboration o Partner with PCS underwriting, service, marketing, and distribution teams to deliver premium client experience. o Partner with leadership to refine strategies that align with market and distribution strategy. o Share structured market feedback and insights on industry trends, client needs, and competitive positioning. Qualifications & Skills: Experience: o 5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth. o Demonstrated ability to generate new business and achieve revenue growth targets. o Active Property/Casualty License Skills: o Advanced consultative selling and negotiation attributes – from initial discovery and solution design to close and onboarding. o Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals. o Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas). o Clear, compelling written and verbal skills; confident presenter in both personal and small executive settings as well as webinars. Proficiency in AMS/CRM platforms digital quoting/rating platforms, e-signature, virtual presentation tools, and spreadsheets (Excel/Sheets). Location preference: Ideally, the candidate is within a reasonable commuting distance of a PCS office to support occasional on-site collaboration; however, this role may be remote or hybrid based on business needs and candidate fit. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status. Requirements:

Job Description The Data Architect will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to participate in building the data platform for a greenfield ecosystem, creating a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Key Responsibilities * Build reliable and scalable data pipelines and capabilities across the platform, with full ownership under mentorship of talented engineers * Design and support complex data models and architectures, tying multiple services, SaaS tooling, and third-party data together in a cloud-based environment * Promote data availability, accuracy, and coherence throughout its lifecycle, documenting models in relevant data management tools * Write well-rounded, reusable, and documented code that captures the essential nature of the solution * Maintain high standards across documentation, testing, resiliency, monitoring, and code quality * Ensure compliance with data quality, governance, and security across the platform, adhering to relevant regulations * Collaborate cross-functionally to enhance data processes, automation, and integration across teams Preferred Skills, Experience, and Education * Bachelor’s degree in Computer Science, Data Engineering, or a related field; advanced degree is a plus * 2+ years of professional experience in Data Engineering or a related discipline * Hands-on experience with cloud data platforms (AWS, GCP, or Azure) * Experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and/or streaming (Kafka, Kinesis, Flink, Spark) data pipelines * Developed data models in modern cloud data warehouses (Snowflake, BigQuery, dbt) and/or legacy ecosystems (Oracle, Postgres) * Exposure to Data Management platforms (DataHub, OpenMetadata, Atlas, Horizon) and developing data quality tests * Familiarity with Infrastructure as Code (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions) * Strong skills in SQL and Python, with eagerness to deepen expertise * Demonstrated growth mindset, curiosity, and ability to thrive in a fast-paced, collaborative environment * AI-proficient or AI-curious, with interest in applying emerging technology to improve productivity Travel Required 0-10% About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $100,000 – $115,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description About the Role The Senior Contract Administrator is a key member of the Legal Operations, Contract & Risk Management team, responsible for independently managing the contract lifecycle, supporting legal counsel in negotiations, and ensuring compliance with enterprise and regulatory standards. This role requires advanced contract expertise, strong redlining and negotiation skills, and the ability to triage complex agreements for attorney review. The Senior Contract Administrator reports to the Director, Legal Operations, Contract & Risk Management. What does a great Senior Contract Administrator do? This role supports the Legal team and partners with Strategic Sourcing, Finance, Compliance, and business stakeholders to ensure contracts are efficiently and accurately processed. Responsibilities include, but are not limited to: • Independently redlining and negotiating vendor and client contracts under Director, Legal Operations, Contract & Risk Management or attorney guidance, as applicable, • Managing contract intake and triaging complex agreements for legal review, • Ensuring contracts comply with internal policies and regulatory standards, • Facilitating vendor and client contract amendments, renewals, and terminations, • Maintaining and updating contract templates and clause libraries, operating within the process developed to review and approve templates and clause libraries, • Providing reporting and analytics to enhance visibility into contract status and risk, • Support TPRM efforts as applicable, to ensure the mitigation of single points of failure, • Continually monitor processes and identify changes needed to optimize workflows, • Publish and edit Standard Operating Procedures to support Legal Operations, Contract and Risk Management processes The Senior Contract Administrator will: • Lead contract lifecycle management (CLM) system administration, ensuring metadata accuracy and repository integrity, • Execute contract workflows, including e-signature processes and stakeholder approvals, • Independently redline and negotiate standard vendor and client agreements, escalating complex issues to Director, Legal Operations Contract & Risk Management or directly to legal counsel, as applicable, • Maintain standardized templates and clause banks to promote consistency and reduce risk, • Partner with Legal, TPRM, business teams, Strategic Sourcing, as applicable, to ensure timely contract review and resolution, • Generate dashboards and reports to monitor contract volumes, turnaround times, and risk indicators The ideal candidate will demonstrate advanced contract administration capabilities, strong negotiation and redlining skills, and the ability to support Legal team to meet and exceed departmental and company goals in a fast-paced environment. Preferred Skills / Experience • Minimum 5–7 years of experience in contract administration or legal operations, with direct experience supporting a legal team and company in a contract administration role, • Proven ability to independently redline and negotiate vendor and client documents such as amendments, renewals, statements of work, change orders, etc., • Expertise in CLM platforms, e-signature tools, and document management systems, • Experience with workflow development and process optimization, • Experience leading process improvement and change management initiatives, • Strong understanding of contract law and third-party risk principles to decipher when issues need to be escalated for further review, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), • Excellent organizational, communication, and interpersonal skills InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. $85,000 - $105,000 #LI-BH1

Job Description The Senior Data Engineer will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to shape the architecture and technical execution patterns of a greenfield ecosystem to create a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Core Stack • AWS as our cloud provider, • Oracle as our legacy data warehouse, • Snowflake as our next-generation data warehouse, • Mage AI for data ingestion and processing, • Kafka as our message bus, • Build reliable and scalable data pipelines and capabilities across the platform, and monitor and support the capabilities offered, • Construct complex architectures integrating multiple services, SaaS tools, and third-party data sources in a cloud-based environment, • Contribute to the team’s technical strategy and its execution through prioritization and delivery management, • Set and enforce high standards for documentation, testing, resiliency, monitoring, and code quality, • Drive efficiency, optimize cloud spend, reduce technical debt, and simplify code, infrastructure, and data models, • Write reusable and well-documented code that captures the essential nature of the solution, • Inspire and guide team members through design sessions, code reviews, and operational process ownership, • Promote data quality, governance, and security as core principles of the platform, ensuring compliance with relevant regulations Preferred Skills, Experience, and Education • Bachelor’s degree in Computer Science, Data Engineering, or a related field; advanced degree is a plus, • 6+ years of professional experience in Data Engineering, • Experience shaping the architecture of a mature cloud data platform (AWS, GCP, or Azure) designed for different consumer types and delivering measurable business value, • Hands-on experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and streaming (Kafka, Kinesis, Flink, Spark) data pipelines at scale (>1 TB/day), • Experience designing and implementing performant, reusable, and scalable data models in a cloud data warehouse (dbt, BigQuery, Snowflake) and with legacy ecosystems (Oracle, Postgres), • Proven experience running PoCs, leading large data or code migrations, and contributing to roadmap planning, • Ability to build and maintain infrastructure using IaC (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions), • Experience with operational monitoring tools for data and infrastructure observability (Monte Carlo, Datadog, Prometheus), and incident management (PagerDuty, incident.io), • Proficiency in SQL and Python, with confidence applying them across data engineering tasks, • Strong communication and collaboration skills with both technical and non-technical stakeholders, • AI-proficient or AI-curious, with interest in using emerging technologies to enhance productivity InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $190,000 – $220,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1