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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Overview This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. In addition to Stable Pay, financial professi

Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causati

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Due diligence for both buy side and sell side transactions.

World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers combined with attentive service from local agents. Founded in 2011 World now has over 2200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines surety and bonding employee benefits financial and retirement services and human capital management solutions. This individual will play a key role in the overall management and growth of our mid-large market addition to managing the day-to-day service on an assigned book of clients this individual will bring middle/large market employee benefits client management experience to help implement new solutions with clients and prospects. Key Responsibilities Include • Manage and support middle and large market clients ensuring quality service delivery within established scope of work workflow standard operating producers and professional excellence standard., • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives underwriting and funding concepts., • Drive utilization and ensure accuracy of all agency management system information for marketing benchmarking policy premium and commission detail updates system with ongoing client activities., • Participate in new business presentations for middle and large market clients promoting our value proposition scope of services and product offerings to prospective clients/new client contracts., • Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective., • Project manage the client service plan collaborating with internal team members and external carrier partners to execute on scope of services key initiatives and project timelines; coordinate a smooth transition process for onboarding new clients., • Deliver proactive day to day client service and consulting collaborating with the team toresolve issues (eligibility carrier coverage and claims issues compliance; health care reform HIPAA)., • Lead the delivery of enrollment benchmarking financial and utilization data based on financial review standards and make recommendations as appropriate., • Support the renewal process including marketing activities underwriting and renewal development and negotiating on behalf of client and providing program recommendations., • Educate clients on the regulatory and compliance environment within employee benefits., • Maintain relationships with internal and external business partners and carriers., • Oversee renewals and marketing efforts of clients act as an advisor to teams in carrier selection financial negotiations and client service planning and recommendation.Qualifications, • Minimum of 5 years experience with mid-large broker experience and self-funded knowledge., • Bachelors degree in a business-related program or equivalent education and/or experience in the insurance industry., • Active Life/Health insurance license required., • Strong Project Management skills comfortable leading client strategy and benefit plan recommendations., • Demonstrated understanding of carrier implementation and the full scope of service deliverables for mid/large clients including some exposure to benefit harmonization with M&A activities., • Advance knowledge of group benefits in multiple product lines (i.e. medical dental life AD&D disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry., • Strong financial acumen with the ability to manipulate and interpret financial data for effective decision making and plan performance., • Demonstrate knowledge in plan design underwriting and funding concepts with experiences in delivering benchmarks plan design modeling pricing/budget setting., • Strong knowledge of industry trends and internal and external third-party products/solutions beyond traditional insurance products., • Strong negotiation and relationship management skills supported by technical knowhow., • Strong project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines., • Ability to participate in leading client decision makers through the development of a multi-year strategic plan that includes tactics solutions and program recommendations., • Advanced skills in Excel PPT and EB analytical tools models and capabilities., • Strong verbal and written communication and presentation skills with the ability to build rapport. present with clarity and impact and adapt communication style at various levels. This position is located in New Jersey. The base salary for this position at the time of this posting may range from $120000 to $125000. Individual compensation varies based on job-related factors including business needs experience level of responsibility and qualifications. We offer a competitive benefits package and variable pay programs please visit ___

Location: 810 McKeesport Road - Elizabeth Pennsylvania 15037 Job Summary Be a problem solver trusted advisor and partner to the people and businesses in our KeyBank communities. As a Lead Teller you act as a resource in identifying and resolving client servicing issues serve as the primary troubleshooter for complex problems and client service needs and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling staffing issues and branch compliance with regulatory security and internal audit controls. At KeyBank we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture being present with every client and teammate and realizing the impact we can have on their day personally professionally and financially., • Assumes responsibility for the efficient effective and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting., • Acts as a resource to identify and resolve more complex client servicing issues., • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients to a Banker., • Assists clients in achieving their financial goals and objectives through the use of financial wellness tools., • Attends and participates in in-person morning huddles and end-of-day debriefs., • Follows compliance audit and security procedures balances cash drawer within balancing guidelines., • Manages day-to-day duties for the branch teller line including scheduling of tellers observing and providing coaching to tellers to enhance effectiveness and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures., • Reviews and maintains knowledge of product guides fees and policies to stay current on offerings., • Supports the Branch Manager in onboarding and training new Tellers to the team., • Work on Saturdays as directed by management, • Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key. Education • High School Diploma GED or equivalent business experience (required) Work Experience • Minimum of 3 years demonstrated superior client relationship skills (required), • Minimum of 3 years experience in cash handling (required), • Working knowledge of PC with Windows based applications and calculator (required), • Demonstrated ability to lead motivate and foster teamwork (required), • Demonstrated organizational skills while managing multiple tasks (required) Licenses and Certifications • Notary License (preferred) Skills • Knowledgeable about the clients accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills presenting products and services while proactively educating clients on utilizing available access channels (e.g. ATM Online and Telephone Banking)., • Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction., • Excellent time management skills., • Managing the daily activities of the teller line ensuring efficient and accurate processing of transactions maintaining compliance with banking regulations and providing exceptional client service, • Accurately and securely processing of cash transactions including deposits withdrawals and balancing cash drawers at the end of each shift, • Promoting the banks products and services to clients identifying sales opportunities and achieving sales targets., • Helping clients achieve their financial goals through education and the use of financial tools Core Competencies • All KeyBank employees are expected to demonstrate Keys Values and abide by Keys Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day) frequent use of hands to manipulate/grasp objects ability to communicate face to face and on the phone with clients occasional bending and lifting from floor height frequent forward reach frequent lifting of 1 10 lbs. occasional lifting of up to 30 lbs. Driving Requirements • Ability to occasionally operate a motor vehicle with a valid drivers license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click ___

Relationship Banker Perth Amboy NJ Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized enabling you to thrive both professionally and personally. Here you will find ample opportunities to connect and collaborate with talented colleagues from around the world sharing insights and driving innovation together. Join us at Santander where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers focusing on building strong long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services resolving issues and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the banks growth objectives. • Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers., • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions., • Proactively prospect for new clients through internal and outbound interactions such as: networking referrals lead calling portfolio management and community engagement., • Responsible for meeting the financial needs of the customer to include transactional servicing and product., • Ensure an elevated customer experience delivering personalized seamless and attentive service., • Ensure an elevated customer experience delivering personalized seamless and attentive service., • Foster customer loyalty by addressing concerns and providing timely resolutions., • Engage customers through digital platforms to enhance customer interactions and educate them on self-service options., • Communicate clearly and effectively with customers in person over the phone or through digital channels., • Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense., • Collaborate with team members and partners to achieve branch goals and drive overall performance., • Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • High school diploma GED or equivalent education: : Business Management Finance or equivalent field - Required., • Bachelors Degree: in related field or equivalent demonstrated through a combination of work experience training military service or education - Preferred., • 3 Years Experience selling products and/or services in an incentive-based environment - Required. (OR), • 12 Months Experience in Retail Banking sales financial services sales or consultative relationship sales role in a related industry with proven success in establishing new customers deepening customer relationships and delivering results - Required. (OR), • 12 Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive District Operations Manager and Region President endorsement of performance - Required. (AND), • 12 Months Customer service experience within a high volume fast paced and constantly changing environment - Required., • Established relationship-building skills with a focus on customer experience and loyalty., • Excellent customer service skills and a passion for helping others., • Proven track record in sales and cross-selling products and services., • Ability to work collaboratively in a team-oriented environment., • Excellent communication consultative and influence skills both verbal and written., • Ability to display a credible trustworthy and professional image at all times., • Proficient in using digital tools and technology to enhance customer engagement., • Ability to follow directions policies and procedures., • Ability to identify and escalate concerns of risk to appropriate channels., • Ability to work in a fast-paced environment and manage multiple priorities., • Computer proficiency and basic math skills., • Ability to work branch hours which can include weekends and evenings. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience training military service or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt) the annual range is based on a 40-hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location. Minimum: $38250.00 USD Maximum: $59000.00 USD Link to Santander Benefits:

Create accurate financial aid award packages and collect necessary documentation. Financial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Union, NJ. Key Requirements for Financial Aid Advisor -- Continuing Students.

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Financial Strategy Development. Understand clients' financial objectives and risk tolerance to devise p

Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of

Entry Level - Financial Advisor - NJ, Woodbridge (2363) ( 25000001 ).

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Equitable Advisors, LLC, member FINRA, SIPC,

Financial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Union, NJ.Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students - On-Site at our Union, NJ campus to join our team and help students navigate their financial aid journey.Make a meani

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. TD is one

Bank Of America Financial Advisor. Shift: 1st shift (United States of America). We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serv

Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and compl

This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Due diligence for both buy side and sell side transactions.

Relationship Banker, Perth Amboy, NJ. As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. Relationship Bankers proactively engage with customers to identify opportunities for c

An interest in financial services/markets and how they work.

Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.

Job Description HOSPITALITY & LEISURE ASSOCIATE ATTORNEY Hotel, Mixed-Use, and Complex Real Estate Transactions Locations: New York, NY | Chicago, IL | Phoenix, AZ | Washington, DC A top-15 AmLaw firm is seeking a talented mid-level Associate Attorney to join its highly-regarded Hospitality & Leisure Practice Group in New York, Chicago, Phoenix or Washington, DC. This position offers the opportunity to work with market-leading clients on sophisticated hotel, mixed-use, and complex real estate and corporate transactions across the U.S. and internationally. Candidate Profile • JD from a top-tier law school with an excellent academic record, • Active Bar Admission in applicable jurisdiction, in good standing, • 2-4 years of substantive experience in real estate or transactional matters, • Experience drafting and negotiating purchase and sale agreements, joint venture agreements, commercial contracts, or related transactional documents, • Familiarity with hotel, mixed-use, or hospitality transactions is strongly preferred, but not required, • Prior law firm experience with large, sophisticated deal work is required, • Ability to manage complex workstreams, competing deadlines, and multifaceted transactions, • Ability to manage closings, oversee due diligence, and drive transactions forward efficiently, • Excellent written and verbal communication skills, • Strong analytical capability and demonstrated attention to detail, • Collaborative mindset with the ability to work closely with partners, clients, and cross-office teams, • Strong interpersonal skills and a commitment to exceptional client service Key Responsibilities • Represent owners, investors, developers, operators, and financial institutions in hospitality and mixed-use real estate transactions, • Review, draft, and negotiate a wide range of transactional documents, including letters of intent, purchase and sale agreements, hotel management agreements, franchise agreements, license agreements, and joint venture contracts, • Support financing transactions, including negotiation of loan documents and related deliverables, • Manage deal closings from inception through completion, coordinating all parties and documentation, • Conduct comprehensive due diligence, including title and survey review, corporate structuring, zoning, and property-level analysis, • Collaborate with colleagues across disciplines and global offices to support cross-border and multi-jurisdictional deals, • Work directly with clients and become a trusted advisor through consistent, high-quality service Why Join Us? This is a rare opportunity to join a practice widely regarded as the gold standard in hospitality and leisure transactions. Associates will gain hands-on experience, deal autonomy, and exposure to a uniquely specialized practice consistently ranked Band 1 by Chambers USA . You will work closely with industry-leading partners and a globally integrated team,

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description Director of Accounting - Woodbridge, NJ (Hybrid, onsite 3 days per week) One of our fintech clients is seeking an experienced and strategic Director of Accounting to lead the financial operations of their growing organization. In this leadership role, you will be responsible for overseeing budgeting, forecasting, financial reporting, and day-to-day accounting operations. You'll play a critical role in managing the company's treasury function and ensuring compliance with accounting standards and financial regulations. This position serves as a key advisor to the CFO and collaborates closely with the executive team to drive business performance, evaluate growth opportunities, and communicate actionable financial insights to internal stakeholders and the Board of Directors. You will also manage external relationships with auditors, financial institutions, and regulatory bodies, while leading and developing a high-performing finance team to support the company's long-term goals. Desired Qualifications • Bachelor's degree in Accounting or Finance, • Certified Public Accountant (CPA), • Minimum of 8+ years of progressive experience in public/private accounting or finance, • Experience in financial services or lending preferred, • Proven ability to lead and scale finance and accounting teams, • Strong knowledge of GAAP, financial regulations, and compliance standards, • Proficiency in ERP systems and financial reporting tools, • Excellent analytical, communication, and leadership skills, • Willing and able to commute to the office 3 days per week

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

Job DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This individual will play a key role in the overall management and growth of our mid-large market clients. In addition to managing the day-to-day service on an assigned book of clients, this individual will bring middle/large market employee benefits client management experience to help implement new solutions with clients and prospects. Key Responsibilities Include • Manage and support middle and large market clients, ensuring quality service delivery within established scope of work, workflow, standard operating producers, and professional excellence standard., • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts., • Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities., • Participate in new business presentations for middle and large market clients promoting our value proposition, scope of services and product offerings to prospective clients/new client contracts., • Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective., • Project manage the client service plan, collaborating with internal team members and external carrier partners to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients., • Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA)., • Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate., • Support the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations., • Educate clients on the regulatory and compliance environment within employee benefits., • Maintain relationships with internal and external business partners and carriers., • Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation.Qualifications, • Minimum of 5+ years' experience with mid-large broker experience and self-funded knowledge., • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry., • Active Life/Health insurance license required., • Strong Project Management skills, comfortable leading client strategy and benefit plan recommendations., • Demonstrated understanding of carrier implementation and the full scope of service deliverables for mid/large clients, including some exposure to benefit harmonization with M&A activities., • Advance knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry., • Strong financial acumen, with the ability to manipulate and interpret financial data for effective decision making and plan performance., • Demonstrate knowledge in plan design, underwriting and funding concepts with experiences in delivering benchmarks, plan design modeling, pricing/budget setting., • Strong knowledge of industry trends and internal and external third-party products/solutions, beyond traditional insurance products., • Strong negotiation and relationship management skills, supported by technical knowhow., • Strong project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines., • Ability to participate in leading client decision makers through the development of a multi-year strategic plan that includes tactics, solutions, and program recommendations., • Advanced skills in Excel, PPT and EB analytical tools, models, and capabilities., • Strong verbal and written communication and presentation skills, with the ability to build rapport. present with clarity and impact and adapt communication style at various levels. This position is located in New Jersey. The base salary for this position at the time of this posting may range from $120,000 to $125,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-Hybrid Powered by JazzHR OfvBjkceCr

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $225,000 to $250,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR kLcTD1R8oS

Job Description Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. POSITION OVERVIEW Strong ability to influence and negotiate with trading partner to achieve optimal outcomes for clients and prospective clients. Work under the direction of senior staff to coordinate placement activities on new and renewal business in support of business retention and production goals. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. Build and grow relationships with clients, carrier representatives, and fellow World associates. WORK EXPERIENCE / JOB QUALIFICATIONS • 3 to 5 years industry experience in commercial insurance brokerage, placement, carrier underwriting, and carrier relationship management role; or in combination, • Small Commercial and Middle Market account segments, • Standard property and casualty products, • Excess and Surplus Lines marketplace and how to access, • Commercial Insurance program designs, • Coordinate placement strategy with World Client Advisers and Account Executives to achieve optimal outcomes for clients and prospective clients, • Lead a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriters at World’s key Trading Partners, • Participate as requested by senior staff in program design and placement strategy meetings with client advisors and account executives, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with National Placement resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addressed, • Support senior staff in larger, more complex placements as requested, • Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff, • Assist with the preparation of submissions and applications required by the underwriting community, • Direct submissions to the appropriate trading partners and negotiate best in class coverage terms, conditions, capacity, and cost, • Prepare coverage comparisons based upon quotations and proposals received from underwriters, • Serve as secondary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Proficient in all Microsoft office products, • Preferred insurance designation such as ARM or CPCU, • Licensed Property & Casualty insurance producer in resident state EDUCATION 4-year college degree from an accredited institution or equivalent professional designation Compensation This position is located in New Jersey.. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Compensation This is a remote position with a competitive benefits package. The base salary ranges from $75,000 to $80,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR ifarwNGrPm

Job DescriptionInvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We are seeking a dynamic and strategic Senior Project Manager to lead the successful execution of critical implementations, drive operational excellence, and expand our footprint within the financial services sector. This individual will play a key role in delivering technology-driven solutions that empower our clients, ensuring seamless project execution and alignment with their evolving needs. As a key member of the InvestorFlow Services team, you will be responsible for scoping, planning, and managing the implementation of InvestorFlow products, as well as leading internal strategic initiatives. Your ability to drive cross-functional collaboration, provide strategic direction, and maintain a client-centric approach will be essential in achieving success. We would expect this employee to work at least 3x/week from our Clark, NJ office.Key Responsibilities • Strategic Project Execution: Define and lead high-impact projects for enterprise clients, ensuring alignment with their business objectives and InvestorFlow’s strategic goals., • Stakeholder Engagement: Build and manage relationships with executives, internal teams, and external partners to drive alignment, foster collaboration, and ensure seamless execution., • Project Planning & Governance: Develop and oversee governance models, project roadmaps, resource allocation, and financial oversight to drive execution efficiency., • Risk & Issue Management: Proactively identify risks, develop mitigation strategies, and drive issue resolution to keep projects on track., • Executive Reporting & Communication: Deliver high-level project updates, dashboards, and presentations to senior leadership and key stakeholders, ensuring transparency and data-driven decision-making., • Cross-Functional Leadership: Lead and coordinate activities across multiple business functions, ensuring seamless integration across technology, operations, and client teams., • Operational Excellence:Establish best practices, enhance project delivery methodologies, and ensure adherence to Agile principles where applicable., • Client-Centric Solutioning: Act as a trusted advisor, working closely with clients to understand their needs and provide strategic, technology-driven solutions. What You Bring, • 5+ years of project management experience, with a strong track record of leading complex, enterprise-level initiatives., • Proven executive presence with exceptional communication skills, able to influence and drive outcomes at all levels, including C-suite executives., • Financial services expertise, ideally with experience in alternative asset management, wealth management, or institutional investing., • Salesforce knowledge preferred., • Experience in DX, portals, and portal links highly desirable., • PMP Certification preferred., • Agile & Strategic Execution: Deep experience with Agile methodologies and the ability to pivot strategies as needed., • Strong analytical and problem-solving skills, with a solution-oriented mindset., • Ability to manage competing priorities in a fast-paced, matrixed environment., • Experience leading cross-functional teams, fostering collaboration, and driving impactful results.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR StqFIlAOE4

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