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Job Description JOB SUMMARY: We are currently seeking motivated and detail-oriented professionals to join our firm. Multiple opportunities are available within our New Jersey and Pennsylvania Foreclosure groups for qualified candidates with experience or interest in foreclosure, legal services, or administrative support. DUTIES & RESPONSIBILITIES MAY INCLUDE: • Preparing, reviewing, and filing legal documents, • Managing foreclosure files and tracking case progress, • Communicating with clients, courts, vendors and other outside parties in a courteous and effective manner., • Data entry, document processing, and file maintenance, • Supporting attorneys and other team members with daily tasks, • Ensuring compliance with state and federal regulations, • Performing general administrative duties as needed, • Developing and maintaining congenial relationships with business associates and clients., • Consistently and accurately updating the firm’s internal case management system, as well as all client systems., • Providing exceptional customer service to clients at every level of interaction., • Previous experience in a legal, real estate, or financial services setting is a plus, • Strong organizational skills and attention to detail, • Excellent written and verbal communication skills, • Proficiency in Microsoft Office and document management systems, • Ability to work independently and as part of a team This job does not require supervisory responsibilities. EDUCATION & WORK EXPERIENCE: • Minimum of a High School Diploma; preferably an associate’s degree in legal services or finance., • 2 years of relevant work experience preferred but the right candidate with less experience may be considered., • Must have excellent verbal and written communication skills., • Must be committed to providing exceptional customer service., • Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties., • Must be able to work with others in a congenial and team-oriented manner., • Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change., • Ability to read and write at a high level for proof reading and editing purposes., • High-level proficiency in MS Office suite., • Proficiency in internet research activities., • Familiarity with case and document management software, • Experience with client systems such as Loansphere, Lenstar, Clairfire, Tempo, Vendorscape and others is preferred., • Good understanding of the legal process surrounding foreclosure preferred., • Experience with review of title reports and identifying chain of title issues is a plus The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit, talk, or hear. The employee is occasionally required to stand, walk, use hands to finger, handle, or feel; reach with hands and arms, and stoop, kneel, or crouch, the employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job: Normal office working conditions, with quiet to moderate noise level within the work environment. We offer a comprehensive compensation package, which includes a salary commensurate with experience and accomplishments. If you possess the requisite qualifications and are seeking the challenge of working in a growing firm, please submit your resume in confidence. All applicants applying for U.S. job openings must be authorized to work in the United States. Because of the high volume of calls received, only qualified candidates will be contacted for consideration. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization. Company DescriptionMcCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel. McCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.McCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel.\r\n\r\nMcCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.

Job Description Job Offer - B2B Field Agent with Protected Territory Position: Field Agent with Protected Territory Compensation: Commission Sales (1099). Unlimited Potential with No Cap. Why Join Freedom Warranty? Freedom Warranty is the fastest-growing company of its kind. We are seeking highly motivated outside sales representatives with automotive experience to join our team. As an "Authorized Agent," you will have the opportunity to develop new accounts and service our existing client base, all while building a rewarding career with residual sales. Key Benefits: Unlimited Earning Potential: Our commission structure is one of the most competitive in the industry, and there's no cap on your earnings. Strong Support: Freedom Warranty provides extensive training, back-office support, and highly-rated customer and client support to ensure your success. Highly Regarded Service: We have a reputation for delivering 5-star customer service and offering affordable, reliable vehicle protection plans to Automobile Dealerships, Licensed Repair Facilities, and Established Lending Institutions. Qualifications: To excel in this role, applicants should have experience in at least one of the following fields: Outside Sales Auto Sales Warranty Sales F&I (Finance & Insurance) Vehicle Service Contracts (VSC) Industry If you've established relationships or networks within the automotive industry, this presents a tremendous financial opportunity. Success in this position requires a sales-oriented spirit, the ability to develop and maintain relationships in a competitive business, excellent listening skills, and the knack for overcoming objections. Responsibilities: Your responsibilities will include educating dealerships, repair shops, and lending institutions on the benefits of adopting Freedom Warranty programs for their customers. You will be expected to follow up with prospects you couldn't close during the initial calls while also maintaining your established accounts. Training and Support: Freedom Warranty provides the training and tools necessary for your success. We offer management and back-office support to help you keep your clients and their customers satisfied. How to Apply: If this position aligns with your skills and career aspirations, please use the form below to submit your resume and tell us more about yourself. We will promptly contact you to schedule an interview. All submissions will receive a response. Join Freedom Warranty and be part of a dynamic, growing team where your earning potential is unlimited, and your career path is full of opportunities. Freedom Warranty 117 Lee Parkway Drive Chattanooga, TN 37421 Company DescriptionFreedom Warranty is the fastest-growing Vehicle Service Contract administrator in the nation, offering a variety of products sold exclusively through Authorized Auto Dealers, Certified Repair Facilities, Established Lenders, and Accredited Insurance Agencies, in 21 states and the District of Columbia. Established in 2015, Freedom Warranty is the administrator and obligor of all plans offered—unlike many other "warranty" resellers who do not service the products they sell. Our goal is to provide a valuable service to automobile owners who want to protect their investment and shield them from unexpected repairs. By providing superior service to our contract holders, we strive to provide dependable coverage with customer care that goes above and beyond. When you purchase a Freedom Warranty vehicle service contract you deal directly with us. We're there every step of the way—from quote to claim.Freedom Warranty is the fastest-growing Vehicle Service Contract administrator in the nation, offering a variety of products sold exclusively through Authorized Auto Dealers, Certified Repair Facilities, Established Lenders, and Accredited Insurance Agencies, in 21 states and the District of Columbia.\r\n\r\nEstablished in 2015, Freedom Warranty is the administrator and obligor of all plans offered—unlike many other "warranty" resellers who do not service the products they sell.\r\n\r\nOur goal is to provide a valuable service to automobile owners who want to protect their investment and shield them from unexpected repairs. By providing superior service to our contract holders, we strive to provide dependable coverage with customer care that goes above and beyond.\r\n\r\nWhen you purchase a Freedom Warranty vehicle service contract you deal directly with us. We're there every step of the way—from quote to claim.

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 DescriptionJewish Federation in the Heart of NJ is a leading philanthropic and social service agency in central New Jersey. We are seeking a lead finance professional with experience in organizational process and management, to oversee: Finance Human Resources Information Technology and Data Systems Facilities and Risk Management This unique position entails a hands-on approach to day-to-day operations of the Finance Department, while also serving a key role as chief financial officer. A strong knowledge of non-profit budgeting and finance, as well as the ability to manage projects, communicate effectively and advance initiatives in a strategic manner is essential. FINANCE: Responsible for day-to-day operations, including payroll, accounts payable, revenue posting, endowment accounting, and general ledger monthly closings Develop, implement, and enforce policies, procedures, and systems to continually improve the efficiency and effectiveness of the department Provide timely and accurate monthly financial reports, analysis of budget variances, cash flow monitoring, and endowment reports Develop the annual budget to align the goals of the organization with the forecasted financial resources expected in the coming year. Partner with senior management and board leadership to monitor the organizations financial health and respond to current operations and the external financial environment Manage relationships with banks, investment managers, external auditor, insurance broker, benefits administrator, facility services, and payroll service. Collaborate with endowment fund holders and impact staff to maximize the use of the endowments for purposes specified in fund holder agreements. Partner with leadership to manage all funds, financial processes, and assets to maximize the use of resources to carry out the Federations mission through strategically aligned programs and grants awarded to partner agencies. Play a key role as the staff liaison to the Finance Committee and the Investment Committee. HUMAN RESOURCES: Partner with third party benefits administrator to ensure high quality, cost effective, health benefits are offered to all eligible staff. Manage the 401(k)-retirement benefit plan, partnering with the plan administrator to ensure regulatory compliance and timely annual reporting. Collaborate with the Personnel Committee to ensure policies and procedures are in place, adhered to, and periodically updated. Ensure staff compliance with all personnel policies. Monitor time and attendance. Support recruiting efforts for all open positions, including orientation about Federation personnel policies. INFORMATION TECHNOLOGY AND DATA SYSTEMS: Manage relationship with 3rd party IT firm. Ensure new technologies and latest platforms are employed when determined appropriate for maximizing resources to Federation, in collaboration with the Database Administrator. Support the Database Administrator in managing the donor database and monitoring and assessing equipment needs. Participate as a key member of the data management team, attending bi-weekly meetings to strategize, provide support, and monitor data quality. FACILITIES AND RISK MANAGEMENT: Manage insurance relationship with broker to obtain adequate coverage, negotiate competitive pricing, and ensure compliance with insurance contracts. Partner with the Executive Assistant to maintain a safe, secure, clean, and productive work environment. QUALIFICATIONS: Minimum of 5 years experience in a non-profit setting preferred, with a record of successfully managing financial resources. In-depth knowledge of accounting practices and procedures required. Excellent organizational, written communication, and presentation skills. Ability to multi-task, meet deadlines, and think strategically and creatively. Strong knowledge of computer and other office systems and the ability to troubleshoot problems. Knowledge of Blackbaud Financial Edge and Blackbaud CRM a plus. Experience in office management and in working as part of a team. Experience working successfully and building relationships with volunteers. Bachelors degree, preferably in business or a related field. CPA preferred.

Acquisitions Analyst / Associate Job Description – Industrial, B&D Holdings Location: 67 Mountain Boulevard, Suite 201, Warren, NJ (On-Site) Compensation: $125k to $175k B&D Holdings, a fast-growing national real estate investment and development firm, is expanding its acquisitions team with an Analyst / Associate role. As an Acquisition Analyst / Associate you will support the evaluation and execution of acquisition opportunities. This role involves market research, financial analysis, due diligence coordination, and assisting in transaction management to help grow the company’s industrial property portfolio. You’ll work closely with senior leadership and the entire acquisitions team in an entrepreneurial environment where your contributions directly impact portfolio growth. This role manages a steady flow of active deals, making it ideal for professionals who thrive in a collaborative, dynamic, and transaction-focused setting. Key Responsibilities: • Build and maintain financial models including scenario and sensitivity analyses, • Conduct initial screening and underwriting of opportunities, • Coordinate documentation and communication during due diligence and closing, • Perform due diligence, including review of leases, operating expenses, and third-party reports, • Prepare investment materials for the Investment Committee and capital partners, • Research market trends, demographics, and economic drivers to support acquisition strategies, • Maintain acquisition pipeline reports, databases, and transaction tracking tools, • Support transaction closings, ensuring all required documents and deliverables are completed accurately and on time, • Support asset management with repositioning, refinancing and disposition strategies. Qualifications: • Bachelor’s degree in Real Estate, Finance, Economics, or related field, • 2+ years (3-5 years preferred) in acquisitions, real estate investment, underwriting, or a related analytical/deal-focused role (private equity, REIT, institutional lending, investment banking, or transferable experience), • Strong financial modeling and analytical skills, • Advanced Excel skills with the ability to translate data into actionable insights, • Proficiency in Argus, PowerPoint, and real estate databases (e.g., CoStar, LoopNet), • Excellent communication, organization, and attention to detail, • Ability to handle high-volume of workflow This is an outstanding career opportunity for the right person interested in working for an owner/operator with an intense focus on growing its industrial presence on a national scale. Salary commensurate with experience plus full benefit package including medical, dental, vision, 401K and paid time off. About B&D Holdings B&D Holdings is a privately held, vertically integrated real estate investment and development firm focused on industrial and IOS assets. We are entrepreneurial at our core, with a strong emphasis on quality, integrity, and value creation. Learn more: B&D Holdings is an equal opportunity employer and values diverse perspectives in building a collaborative, high-performing team.

Job Description We are looking for an Accountant to join our team! You will be responsible for preparing and analyzing financial records for Rutgers Federal Credit Union (RFCU). This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, year-end audit preparation and assistance, along with assisting with the preparation of the budget and forecast activities. The person for this positon requires strong interpersonal communication skills both written and verbal. Responsibilities: • Prepare and examine accounting records, financial statements, and other financial reports, • Obtain and maintain a thorough understanding of the financial reporting and general ledger structure, • Develop and analyze reporting for business operations and budgets, • Prepares for audits, ensuring adherence to standard requirements\, • Accurate and timely processing of accounts payables, • Ensure that the quarterly 5300 report is submitted accurately and on time, • Review documentation of the investments, prepare monthly and quarterly investment reports in accordance to Regulation, • Create new processes to improve financial efficiency, • Ensure accuracy of financial statements in accordance with GAAP and compliance to internal policies and procedures, • Previous experience in accounting, • Fundamental knowledge of GAAP, • Experience with current computer accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem solving skills, • Knowledge of financial institution accounting/finance processes, functions, and workflows, • Willingness to expand role as needed to gain greater knowledge, skills, and abilities

About Grocery Outlet Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network of independent operators, we offer a unique business model that empowers entrepreneurs to run their own stores. Our mission is to deliver exceptional value to customers while fostering a culture of independence, integrity, and community impact. Founded in 1946, Grocery Outlet has a rich history of providing exceptional bargains to customers while supporting local entrepreneurs. Over the decades, we have expanded to more than 500 locations across the United States, maintaining our reputation as the leading extreme-value grocery retailer. Our continued growth and success are driven by our commitment to innovation, strong supplier relationships, and our independent operator model, which has helped countless business owners achieve financial and personal success. The Independent Operator Role The Independent Operator (IO) is a hands-on, entrepreneurial role where individuals take ownership of their Grocery Outlet store. This is a unique business opportunity, not a franchise, giving operators the autonomy to run their business while benefiting from the support and resources of an established retail brand. Key Responsibilities: • Store Operations: Oversee daily store functions, including inventory management, compliance, and financial oversight to ensure profitability and growth., • Leadership & Team Development: Recruit, hire, and train a high-performing team to deliver outstanding customer service and operational excellence., • Buying & Merchandising: leveraging Grocery Outlet’s unique buying model. Order the variety and quantity of products to meet the unique preferences of your local community., • Community Engagement: Support local organizations and causes you are passionate about, aligning with our mission of "Touching lives for the better”, • Financial & Business Acumen: Manage financial performance, including sales, margins, expenses, and overall profitability., • Customer Experience: Create an inviting shopping experience by maintaining a clean, organized, and well-stocked store. Benefits: • Operational Autonomy: Run your store the way you think is best for your community, employees, and business., • Uncapped Earning Potential: There is no limit to what you can earn; the more your store sells, the higher your commission payment will be., • Control Your Schedule: While a full-time commitment is required, you have the flexibility to choose your working hours and manage your own schedule., • Corporate Support: Receive training, mentorship, and support from marketing, finance, and business professionals to assist with any questions or issues that arise. Qualifications: • Minimum of 4 years’ retail store Management or multi-unit restaurant management experience., • Entrepreneurial mindset with a passion for retail and customer service., • Strong leadership skills and the ability to build and develop a team., • Business acumen, including financial and operational management experience., • Willingness to relocate and commit to the full training and onboarding process., • A drive for success and the ability to work independently while leveraging the support of the Grocery Outlet network. This is not the right opportunity for you if you… • Are looking for a passive investment or absentee ownership., • Are interested in selling property or real estate to Grocery Outlet., • Are expecting Grocery Outlet to build a store in a specific location at your request. If you're ready to take control of your future and own your success, the Grocery Outlet Independent Operator opportunity could be the perfect fit for you! Grocery Outlet Privacy Policy -

Asset Management Associate – Industrial, B&D Holdings Location: 67 Mountain Boulevard, Suite 201, Warren, NJ (On-Site) Compensation: $105k to $135k base + Annual Bonus & Benefits B&D Holdings, a fast-growing national real estate investment and development firm, is expanding its team with an Asset Management Associate. As an Asset Management Associate, you will support the oversight, optimization, and performance of a diverse national industrial real estate portfolio. This role involves market research, financial analysis, property performance tracking, lease analysis, and collaboration with internal teams and external partners to drive value creation and achieve investment objectives. You’ll work closely with senior leadership in an entrepreneurial environment where your contributions directly impact portfolio performance. This role manages a steady flow of analysis, making it ideal for professionals who thrive in a collaborative, dynamic, and transaction-focused setting. Key Responsibilities: • Monitor property performance, analyze financial results, and prepare reports for stakeholders, • Maintain and track asset management dashboards and KPIs (occupancy, rent collections, lease expirations, mortgage components, CapEx, etc.), • Conduct financial modeling, valuations, and scenario analyses, • Support leasing efforts, tenant relations, and critical lease date management, • Coordinate capital improvement projects with property management and construction teams, • Assist in due diligence, dispositions, refinancing, and strategic business plans Qualifications: • Bachelor’s degree in Real Estate, Finance, Economics, or related field, • 2+ years in asset management, real estate investment, underwriting, or a related analytical role, • Advanced Excel skills with the ability to translate data into actionable insights, • Proficiency in Argus, PowerPoint, and real estate databases (e.g., CoStar, LoopNet), • Excellent communication, organization, and attention to detail, • Ability to handle high-volume of workflow This is an outstanding career opportunity for the right person interested in working for an owner/operator with an intense focus on optimizing a national portfolio. Salary commensurate with experience plus full benefit package including medical, dental, vision, 401K and paid time off. About B&D Holdings B&D Holdings is a privately held, vertically integrated real estate investment and development firm focused on industrial and IOS assets. We are entrepreneurial at our core, with a strong emphasis on quality, integrity, and value creation. Learn more: B&D Holdings is an equal opportunity employer and values diverse perspectives in building a collaborative, high-performing team.

Job DescriptionCompany Description Vichara is a Financial Services focused products and services firm headquartered in NY and building systems for some of the largest i-banks and hedge funds in the world. Job Description • Performing financial statement analysis and other quantitative and qualitative assessments;, • Reviewing client investment memoranda, board of directors' presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed;, • Reviewing and compiling published financial information, such as public company filings,, • Performing EBITDA Review, • Develop DCF modelsQualifications, • Bachelor's degree in Finance, Accounting, Business, or Applied Economics, • A minimum of 5 years of experience in valuation for experienced Financial Analysts, • A minimum of three years of experience in valuation for Associates, • Prior equity and/or debt valuation or related experience., • Advanced accounting, finance, financial modeling, and analytical abilities Additional Information Compensation - 100K

Senior Data Analyst with Salesvision Experience Chicago or Iselin, NJ (Hybrid) Duration: 9+ months Pay: $60-91/hr No C2C allowed - Please do not apply if you require visa sponsorship MUST have strong salesvision experience The Lead Data Analyst reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The Lead Data Analyst oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system needs and requirements. Responsibilities: • Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives., • Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions., • Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions., • Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries., • Analyzing results for multiple functions and communicating conclusions from complex models to a wide range of audiences., • Partners with other areas of the business to model outcome of implementing potential business strategies. This position will partner closely with business stakeholders to ensure deliveries create tangible value for the business and resolve pain points, and partner closely with the Sales operations team to advise and design cutting-edge strategic solutions. This will be instrumental in building, applying, and expanding our capabilities in supporting our US Wealth and Retirement business stakeholders. Educational Requirements: • University (Degree) PreferredWork Experience:, • 10 Years Required; 15 Years PreferredRequired Qualifications:, • 10+ years of experience in Asset Management industry supporting Intermediary channel., • 10+ years of experience in analyzing business requirements, working with large data sets, developing, and implementing solutions., • 5+ years of experience with Client Salesvision., • Experience with SalesPage., • Experience in reference data management.Preferred Qualifications:, • Experience in Data Domain Knowledge with Salesforce, Sales teams., • Experience in collaborating with diverse stakeholders across departments., • Excellent leadership and communication skills., • Ability to drive innovation and lead a team in a dynamic environment., • Experience in Alteryx, PowerBI, Tableau or equivalent tools for data preparation, blending and automation., • In-depth knowledge of data governance, data quality, and data integration.

Job Description Candidates must be either a US citizen or a green card holder. The compensation for this position is performance-based, where advisors earn a first-year commission, substantial bonuses, and residual income that becomes their salary over time. Visit the RU Financial Website Job Description: RU Financial is a financial services company located in Warren, NJ, and Manhattan, NY, specializing in coaching current and former college athletes on financial strategies. Since 2010, we've helped clients execute a full life experience and turn their vision of prosperity into a winning reality. We also provide crucial career advice and support throughout their college journey, while also boosting the academic playbook with our Financial Literacy program. At RU Financial, our mission is to educate and empower our clients. Responsibilities: This is a full-time hybrid Financial Coaching role located in Warren, NJ, and Manhattan, NY, with the flexibility to work from home at times. As a member of the RU Financial team, you will be responsible for providing financial planning and investment management services to clients. You will work closely with clients to identify their financial goals and create customized game plans to help them achieve those goals. Additionally, you will be responsible for staying up to date on industry trends and regulations to ensure clients receive the best possible service. Qualifications: Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you. Please feel free to contact Jeff Durr at 908-285-1052. Industry: Financial Services

Job Description About the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life. About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business. Responsibilities • Expertise in Financial Planning, Wealth Management, and Retirement Planning, • Strong background in Investments and Finance, • Excellent analytical and problem-solving skills, • Strong communication and interpersonal skills, • Ability to build and maintain client relationships with effective client acquisition outreach, • Knowledge of financial regulations and industry trends, • Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus, • Bachelor's degree or higher

Job Description Client Service Associate-New Jersey Location: Remote (Must reside within 30 miles of New Brunswick, NJ – preferred locations: Red Bank, Woodbridge, Jersey City, Hoboken, Hackensack) *This role is remote to start, however will transition to a hybrid schedule (3 days in office per week) within 6–12 months. About the Role We are seeking a Client Service Associate (CSA) to join a growing wealth management practice with $150M AUM. This is a client-facing, service-focused position supporting a team that primarily serves clients virtually. The ideal candidate will bring prior experience in financial services operations, excellent client communication skills, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities • Account Administration: Open new accounts, process account maintenance requests (beneficiary changes, bank linking, cash requests), and ensure accurate documentation for compliance., • Client Communication: Serve as the first point of contact for clients via phone and email. Provide exceptional service, answering questions and resolving issues promptly., • Meeting Support: Schedule client investment reviews, prepare reports, and assist with follow-up actions., • Operational Tasks: Process RMDs (Required Minimum Distributions), coordinate money movements, and maintain accurate client records in Wealthbox CRM., • Experience: 2+ years of experience in a financial services, brokerage, or banking environment. Direct experience with Schwab, Fidelity, Pershing, or similar platforms is highly preferred., • Knowledge Base: Strong understanding of brokerage account types (e.g., IRAs, Trusts, Joint Accounts) and basic investment operations., • Technical Skills: Experience with CRMs (Wealthbox experience a plus); familiarity with Black Diamond portfolio reporting software preferred., • Soft Skills:, • Professional, approachable, and proactive communicator., • Highly organized, detail-oriented, and able to manage multiple priorities., • Flexible and willing to support multiple teams when needed., • Education: Degree in finance or related field preferred, but not required if equivalent experience is demonstrated., • Schedule: 9:00 AM – 5:00 PM ET, • Flexibility: Remote to start; hybrid 3 days/week after 6–12 months, • Benefits: Unlimited PTO, full benefits through TriNet, 401(k) (no match)

Fund Finance – Vice President, Underwriting & Portfolio Management. The candidate will be responsible for managing the Underwriting & Portfolio Management of a defined portfolio of Fund Finance transactions. The Portfolio is primary comprised of Fund Finance loans comprising of NAV, Subscr

Strategic Partners Finance Investment Operations, Analyst. Blackstone Strategic Partners is seeking an Analyst to join its Investment Operations team within its Finance department. This role encompasses a wide range of responsibilities, with a focus on providing support and fostering collaboration

As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will oversee, including but not limited to, the accounting, reporting, and financial statements for alternative investment products across multiple jurisdictions.

The ideal candidate will bring deep understanding of Asset Backed Finance markets, transaction structuring, and significant market connectivity, strong analytical skills and excellent interpersonal abilities. The team is responsible for sourcing, structuring, and executing asset based transactions a

The Portfolio is comprised of Project Finance and Fund Finance loans. Structured/Project Finance - Underwriting & Portfolio Management Associate. The Associate, Underwriting & Portfolio Management will be responsible for managing the Underwriting & Portfolio Management of a defined portf

The team is integrated with Investment Banking and Mizuho's Project Finance platform is a global business which is consistently ranked as a top-tier global Project Finance franchise. Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportu

We're looking for an experienced investment operations leader to be a key member of our investment team. Work directly with VP Investments to lead top-down investment execution for Range. Lead the implementation of Range's investment strategies efficiently across various investment vehicles.

Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking sup

This role sits at the intersection of finance, strategy and emerging technologies, serving as the primary finance partner to the Vice President of Platform Strategy. Finance Partner For Platform Strategy. We are entering an exciting new phase of growth, fueled by platform investments and AI innovati

Past experience at top investment bank or management consulting or PE firm is preferred. We're looking for a sharp and analytical Strategic Finance Lead to help build the financial backbone of Kalshi. Support finance leadership in building scalable processes for reporting and planning.

The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment services backed by the research and insights of Merrill Lynch in a single solution designed to help clients pursue meaningful outcomes. Advice and guidance is informed by our Chief Inve

The Investment Strategist will work closely with the Investment Group to help shape and influence the use of derivatives in CG's investment portfolios. The Investment Strategist will act as subject matter expert and proactive educator of derivatives internally and will also regularly liaise between

Barclays Bank PLC seeks Treasury Funding and Investments – USD Portfolio Manager, VP in New York, NY (multiple positions available):. Needs to actively assess and manage portfolio risk exposure to align with current market views, within parameters of investment guidelines. Conduct stringent due di

Our clients rely on our investment acumen to help secure their future. Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. In our asset management business, we see

Minimum of 8+ years' experience at a top investment firm, investment bank, advisor or similar organization, which might include experience in fund finance, leveraged finance, buy-side M&A, structured product sales/syndications and/or principal investing experience. The Principal will focus on a vari

We are seeking an experienced SAP Finance Architect with a strong background in the Utilities industry to lead the design, build, and support of end-to-end finance processes within our SAP landscape. Experience: 10+ years of experience in SAP Finance (FICO) with at least 3 full lifecycle implementat

Working directly with Investment Officers in preparing investment memos for senior management and Investment Committee. Prologis' Investment Analyst Program (IAP) is a rigorous two-year foundational training program for excellent emerging real estate investment leaders. Bachelor's Degree, preferably

We're looking for a strategic finance rockstar who will be a key player in driving our financial strategy and fueling our growth journey.

We’re building from scratch our Finance team, and this role will be foundational in not just the business financials but laying the foundation for strategy. Own all finance and accounting operations across the company.

Exhibited interest in and knowledge of the investment industry, particularly the alternative investment industry. GCM Grosvenor is seeking an Analyst for its Private Equity Investment Team, focusing on primary fund investments. The candidate will be involved in all aspects of private equity fund inv

Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products. VP - Investment Banking - Specialty and Diversified Financials. The overall objective of this role is to act as a strategic advisor to our clients by formu

As a member of the Global Credit team in New York, this role is focused on leading investments within the Alternative Investments, Private Credit portfolio at OMERS, which includes direct lending partnerships, Infrastructure Credit, Asset-based Finance, co-investments and private credit fund investm

We are looking for a dedicated and skilled professional to join our team.This role will play a crucial part in our operations, and we are excited to bring on someone who shares our passion for excellence.If you are ready to take on a challenging and rewarding opportunity, we want to hear from you.Ma

Collaborate with the business' pricing and assumptions teams to enhance investment assumptions and investment risk methodologies used in new product pricing and in-force management. Global Portfolio Management (GPM) is a unit of the Chief Investment Office (CIO) organization that is responsible for

Tax Senior - Private Equity (Credits, Securities & Investment Funds). We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in t

Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Develop and amend investment models to provide input to senior colleagues and/or help manage as

You have 5+ years of experience across Strategic Finance, FP&A, Corporate Development, Private Equity and/or Investment Banking. We are seeking a Strategic Finance Manager to join its Financial Planning and Analysis (FP&A) team. You will be the Finance business partner to the Strategic Partnerships

INTERNSHIP OPPORTUNITY: Join our 16-person private equity investment team this summer to develop your investing toolkit and explore actionable investment ideas. Thoroughly researching an investment theme and presenting key findings to the investment team. Private Equity Investment Intern.

Lead investment and activation across appropriate media channels as needed, including direct account and client service responsibilities. Oversee investment plan development and implementation, incorporating necessary and appropriate rationale and research for client buy-in. Own client relationship

The Investment Analyst will work closely with the Investment Office team to support the management of New York University's endowment. Provide critical due diligence, research, and analysis across prospective and existing external investment managers to support the investment decision-making process

Monitor NA Finance sector performance indicators NFE/NFB/profits/positive equity/AR/losses/investments. Identify key investments (acquisitions and technology) that will maintain or drive HDR into industry leadership position. They will also lead and/or assist with the identification and recruitment

Provide critical due diligence, research, and analysis across prospective and existing external investment managers to support the investment decision-making process. Required Experience: 1+ years relevant experience, including experience at an investment company, bank, endowment, foundation, invest

Develop analytical and presentation material for US private equity direct primaries, secondaries, co-investments, and selectively also for concentrated secondary and other hybrid private equity investments. Build valuation models, comparable companies analysis, and business model review and market a

We are looking for a Corporate Finance Senior Lead to shape Faire's consolidated financial model, guide investment decisions, ensure operational excellence, and partner with senior leaders to drive efficient, long-term growth. The Corporate Finance team's mission is to translate strategy into clear

Develops and implements investment and insurance strategies for clients. Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners.