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Job DescriptionWant to make the world a better place?Helping families find long term financial stability is a good place to start. As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Please register for our upcoming virtual career presentation to learn more. Monday, October 28th, 10am You will receive an email with the Webinar link once you register. We look forward to meeting you soon!

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

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

Job Description 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 $235,000. 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 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 DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Our thriving office is located at: 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540 Meet Our Local Leaders: Jesse May Managing Director: • Time with NM: 21 years., • Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative., • Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact., • Time with NM: 16 years., • Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym., • Passionate About: A proud father to his daughter, Nicks favorite activity is coaching her flag football club team, which he led to a championship victory last year., • Time with NM: 7 years., • Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University., • Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game., • Time with NM: 6 years., • Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director., • Passionate About: Mikayla is currently planning her wedding with her fianc, Lucas. An avid soccer player in a local womens league, she also enjoys frequent trips to Florida to visit her parents. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local, supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Unlimited earning potential with incentives and enhancements, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jesse May Managing Director: • Time with NM: 21 years., • Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative., • Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact., • Time with NM: 16 years., • Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym., • Passionate About: A proud father to his daughter, Nicks favorite activity is coaching her flag football club team, which he led to a championship victory last year., • Time with NM: 7 years., • Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University., • Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game., • Time with NM: 6 years., • Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director., • Passionate About: Mikayla is currently planning her wedding with her fianc, Lucas. An avid soccer player in a local womens league, she also enjoys frequent trips to Florida to visit her parents. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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 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 World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job 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 Our mission: Our mission at APluscare Behavioral Health is to serve individuals, groups, and communities with special needs by the means of comprehensive care and individualized support services that will maximize their independence, empowerment, personal growth and quality of life. APluscare Behavioral Health provides care and support services to our clients with various health care needs in the areas of personal care, behavioral support, recreational and employment services. We are looking for kindhearted staff willing to go above and beyond in supporting our clients. Responsibilities and Duties • Coordinates all necessary team meetings for the program., • Develops, modifies, and/or recommends necessary amendments of the service plans to Support Coordinators/Case Managers., • Demonstrates key knowledge of Division of Developmental Disabilities regulations, circulars, and licensing standards., • Maintains service programs compliance with DDD, DHS, and other relevant state departments as well as federal rules and regulations., • Leads and guides program staff to assess clients' strengths and needs in relevant development areas through observation and assessment tools, and in accordance with APluscare guidelines., • Supervise support and service program supervisors to facilitate desired positive outcome for clients served., • Promote and model appropriate support system and activities for clients served., • Maintains service programs full adherence to the Policies and Procedures of APluscare., • Maintains service programs full adherence to relevant service programs manuals., • Conducts weekly program visits and supervision with program supervisors., • Conducts weekly, monthly, and quarterly program audits to ensure quality supports and services for clients., • Develops, distributes as appropriate, and monitor staff schedule., • Coordinates the planning and implementation of care and support plans, and assuming the responsibility for the implementation and appropriate documentation as needed., • Provides the Program Director with regular updates and reports on all clients., • A bachelor's degree, • Employee must cooperate with the licensee and department staff in any inspection or investigation., • Employee must successfully complete and demonstrate proficiency in all areas of required training., • Valid Driver's License Must be at least 18 years of age, • A comprehensive benefits package with a choice of health plans that include medical, dental, and vision, • Life-Insurance, • 401(k) investment package, and free consultation and/or with the company's financial Advisor, • Bonus Check (Performance Based), • Employee Referral Incentive, • Birthday Incentive, • Paid Time Off

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

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

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

Job 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 comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. 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

Job Description The Lead Data Architect will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients through enhanced intelligence. This is a unique opportunity to help build the data platform for a greenfield ecosystem, creating a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Key Responsibilities • Build reliable and scalable data pipelines and capabilities across the platform, with full ownership under mentorship of talented engineers, • Design and support complex data models and architectures, integrating multiple services, SaaS tooling, and third-party data in a cloud-based environment, • Promote data availability, accuracy, and coherence throughout its lifecycle, documenting models in relevant data management tools, • Write well-rounded, reusable, and well-documented code that captures the essential nature of each solution, • Maintain high standards across documentation, testing, resiliency, monitoring, and code quality, • Ensure compliance with data quality, governance, and security across the platform, adhering to relevant regulations, • Collaborate cross-functionally to enhance data processes, automation, and integration across teams Required Skills & Experience • 7–10 years of relevant professional experience in Data Engineering or a related field, • Experience working with mature cloud data platforms (AWS, GCP, or Azure), • Hands-on experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and streaming (Kafka, Kinesis, Flink, Spark) data pipelines, • Experience developing data models in modern cloud data warehouses (dbt, BigQuery, Snowflake) and/or working with legacy ecosystems (Oracle, Postgres), • Experience working with Data Management platforms that define and document the nature of the data in your pipelines (DataHub, OpenMetadata, Atlas, Horizon), including developing data quality tests, • Ability to build platform components using IaC (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions), • Strong SQL and Python skills, with eagerness to deepen technical expertise, • Growth mindset and appetite for stretch challenges, • Curiosity and collaboration skills — excited to learn from others, tackle open-ended problems, and grow through feedback About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $180,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description You will be joining InvestCloud’s newly formed AI, Data & Analytics team — a group responsible for driving increased value from the data InvestCloud captures to enable a smarter financial future for our clients. The team is focused on enabling “enhanced intelligence,” modernizing capabilities, and embedding AI and ML solutions into our next-generation advisor and client experience. This is a unique opportunity to influence a greenfield ecosystem and shape the long-term AI strategy across the enterprise. Core Stack • Cloud: AWS (others such as GCP/Azure also valuable), • Data Warehouses: Snowflake, Databricks, Oracle, • ML Frameworks: TensorFlow, PyTorch, Scikit-learn, • LLM + Generative AI: LangChain, LLM APIs, agentic frameworks, • Tooling: Git, Docker, ML lifecycle tools, data processing frameworks, • Implement applications powered by Generative AI and Machine Learning models, and deploy them into production environments., • Develop and maintain datasets, feature sets, and data pipelines used for ML model training, evaluation, and inference., • Analyze large and complex datasets to identify patterns, trends, correlations, and actionable insights., • Interpret ML model outputs, communicate findings to technical and non-technical stakeholders, and influence decision-making., • Evaluate and integrate third-party AI products or APIs to support InvestCloud’s business objectives., • Stay up to date with advancements in Machine Learning, Generative AI, NLP, and LLM technologies to continuously improve model performance and platform capabilities., • MSc degree in Mathematics, Statistics, Computer Science, Data Science, Machine Learning, or a related technical field (or equivalent practical experience)., • 4+ years of professional experience in Data Science, Machine Learning, and AI., • Strong proficiency in Python for ML applications., • Hands-on experience with ML frameworks such as TensorFlow, PyTorch, Scikit-learn, and LLM frameworks such as LangChain., • Experience working with LLMs, Generative AI, and agentic frameworks., • Knowledge of feature engineering, model evaluation metrics, and ML best practices., • Experience with database technologies (Oracle, PostgreSQL) and cloud-scale data platforms such as Snowflake or Databricks., • Proven experience developing and deploying ML models in production., • Experience with Docker, Git, and CI/CD development workflows., • Excellent written and verbal communication skills, with the ability to engage technical and non-technical stakeholders., • Ability to work in a fast-paced environment across multiple projects simultaneously., • Experience with vector database technologies for retrieval-augmented generation (RAG). Join a diverse and international cross-functional team — including data scientists, software engineers, product managers, and business analysts — building cutting-edge capabilities to power InvestCloud’s next-generation advisor and client experience. You will have the opportunity to work on high-impact AI initiatives, influence product strategy, and help define the future of AI in wealth technology. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity The actual salary will vary based on education, experience, skills, and abilities, as well as internal equity and alignment with market data. Salary may also be adjusted based on geographic location. Salary Range: $190,000 – $210,000 Benefits include: Medical/Rx, dental, vision, disability, and life/AD&D insurance; FSA and HSA accounts; EAP; health advocacy; voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, pet insurance); 401(k) with company match; and paid time off. #LI-HJ1

IT Auditor For the firm’s Information Security & Privacy | Financial Services ***Must be a US Citizen or Green Card Holder. Must live in the NYC, or Staten Island vicinity. PLEASE DO NOT APPLY IF YOU LIVE OUTSIDE OF THE NYC AREA Willing to travel to Woodbridge New Jersey. Full Time 3 days onsite Base comp around $180k Key skills • GLBA, • FFEIC, • Implement risk-based testing and monitoring program, • IT and Data privacy regulations, • Risk mitigation A leading financial institution is seeking an experienced IT Auditor to play a critical role in developing and executing a robust second line of defense program focused on IT, Information Security, and Privacy compliance. This position ensures alignment with regulatory requirements, industry best practices, and internal policies, while serving as a trusted advisor to senior leadership on emerging risk and compliance issues. This is an exciting opportunity to join a high-performing compliance team and help shape the technology risk management framework in a highly regulated, client-centric environment. Key Responsibilities: • Develop and implement a risk-based testing and monitoring program covering IT, Information Security, and Privacy to ensure compliance with relevant regulations (e.g., GLBA, FFIEC IT Handbooks) and internal standards., • Review and provide challenge to risk assessments conducted by IT and Information Security teams, particularly those aligned with GLBA-related obligations., • Design and execute compliance testing programs tied to controls identified through risk assessments or ongoing monitoring efforts., • Advise senior management on current and emerging IT and data privacy regulations, expectations, and industry standards., • Prepare and deliver compliance reporting to senior stakeholders on the status of risk mitigation and control effectiveness., • Support incident response activities, including breach investigations, remediation efforts, and, when applicable, regulatory communications in partnership with Legal and Security teams., • Collaborate with IT, Information Security, and Internal Audit teams on regulatory exam preparation and response efforts., • Develop and deliver training programs to educate staff on IT security and privacy compliance responsibilities., • Ensure compliance is embedded into the organization’s technology initiatives, data governance efforts, and business processes., • Participate in or report to internal governance committees focused on IT, Information Security, and Privacy oversight. Qualifications: • Bachelor’s degree in information technology, Computer Science, Business Administration, or a related field (preferred)., • 5–10 years of experience in IT compliance, information security/privacy, internal audit, or as a regulatory examiner, ideally within banking, asset management, or broader financial services., • Strong knowledge of relevant regulatory frameworks and standards, such as GLBA, FFIEC IT Handbooks, and industry best practices., • Solid understanding of cybersecurity, IT controls, information systems, and data protection principles., • Exceptional analytical, problem-solving, and communication skills, with the ability to engage stakeholders across business, IT, and legal functions., • Comfortable working both independently and collaboratively across cross-functional teams., • Preferred certifications: CISA, CIPP, or equivalent credentials in IT risk, audit, or privacy compliance.

Job Description Our mission: Our mission at APluscare Behavioral Health is to serve individuals, groups, and communities with special needs by the means of comprehensive care and individualized support services that will maximize their independence, empowerment, personal growth and quality of life. APluscare Behavioral Health provides care and support services to our clients with various health care needs in the areas of personal care, behavioral support, recreational and employment services. We are looking for kindhearted staff willing to go above and beyond in supporting our clients. Responsibilities and Duties • Coordinates all necessary team meetings for the program., • Develops, modifies, and/or recommends necessary amendments of the service plans to Support Coordinators/Case Managers., • Demonstrates key knowledge of Division of Developmental Disabilities regulations, circulars, and licensing standards., • Maintains service programs compliance with DDD, DHS, and other relevant state departments as well as federal rules and regulations., • Leads and guides program staff to assess clients' strengths and needs in relevant development areas through observation and assessment tools, and in accordance with APluscare guidelines., • Supervise support and service program supervisors to facilitate desired positive outcome for clients served., • Promote and model appropriate support system and activities for clients served., • Maintains service programs full adherence to the Policies and Procedures of APluscare., • Maintains service programs full adherence to relevant service programs manuals., • Conducts weekly, monthly, and quarterly program audits to ensure quality supports and services for clients., • Develops, distributes as appropriate, and monitor staff schedule., • Coordinates the planning and implementation of care and support plans, and assuming the responsibility for the implementation and appropriate documentation as needed., • Provides the Program Director with regular updates and reports on all clients., • A bachelor's degree, • Employee must cooperate with the licensee and department staff in any inspection or investigation., • Employee must successfully complete and demonstrate proficiency in all areas of required training., • Valid Driver's License Must be at least 18 years of age, • A comprehensive benefits package with a choice of health plans that include medical, dental, and vision, • Life-Insurance, • 401(k) investment package, and free consultation and/or with the company's financial Advisor, • Bonus Check (Performance Based), • Significant Sign-On Bonus and Employee Referral Incentive, • Birthday Incentive, • Paid Time Off

Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support many industries worldwide. You will have the opportunity to develop yourself through meaningful service work and learning opportunities. We strive to provide our employees with experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away! What we offer • Competitive salary, • Paid vacation/holidays/sick time- 10 days of vacation first year, • Comprehensive benefits package including 401K, medical, dental, and vision care – Available day one, • Encouraging and collaborative team environment, • Dedication to safety through our Zero Harm policy What you will do Under minimal supervision, conducts preventive maintenance, repair, installation, and commissioning and general servicing of systems (including detailed troubleshooting of systems). Responsible for high levels of customer satisfaction through direct, on site, customer interface. With a high level of complete technical competence, mentors control technicians, service technicians and mechanical technicians on building automation activities. Properly completes required project and service documentation. Provide our customers with the highest level of service to solve building inefficiencies and resolve service-related items. As a trusted advisor to our customers, you will provide solutions and outcomes at the time of service How you will do it • Diagnoses and repairs complex control systems malfunctions requiring extensive knowledge of a variety of electronic or digital controls systems and ability to test and write modifications in multiple languages of systems software., • Consults with the customer through data gathered and site assessments. Provides field proposals for retrofits, upgrades and or enhancements to existing equipment. Assists sales by providing technical recommendations for sales leads., • Manages assigned work to meet professional and efficient execution of time and customer satisfaction. Reports problems or changes to management immediately. Interfaces with branch manager, service manager, service project manager or subcontractors on projects to coordinate activities as required ethically and professionally., • Provides sketches of field changes and discrepancies for engineering corrections and drawings. May assist with job layouts and bid proposals., • Install and modify software and graphics., • Communicates with customers upon arrival and before leaving the work site. Ensures high levels of customer satisfaction. Meets regularly with customers to become familiar with operating problems. Keeps customer informed on the service provided, outstanding issues and recommends system enhancements, upgrades, and replacement. Promotes the sale of add-on work., • Adheres to all Johnson Controls and customer safety standards. Provides safety leadership and instruction to all control's technicians in the branch. Provides safety awareness while working onsite with Johnson Controls subcontractors., • Trains the customer in control systems operations. Delivers manuals and documentation to the customer for training needs as required., • Provides mentorship for certification of Controls Technicians and Service Technicians on complex building automation systems. Coaches, supports and trains the technical workforce on non-complex, non-critical equipment., • Compiles job documentation, such as certificate of completion, customer training form, training certificates and punch lists., • Conducts extensive self-study (reading, research and practice) to improve and maintain technical proficiency in company's product lines. Completes certifications as required by the company., • Other duties related to the installing, commissioning and servicing of building controls and facilities management systems and energy management systems, as assigned., • Assists in the design and configuration of building control systems as defined by the contract documents. Creates flow diagrams, sequence of operations, and bill of material, network layouts and electrical schematics as required., • Assists in developing and testing software programs necessary to operate the system per the project requirements' intent., • Compiles and/or completes project as built and close-out documentation., • Assists in the coordination and creation of necessary drawings and equipment schedules for submittals and installation., • Selects, orders, and tracks the delivery of materials for assigned., • Assists in the loading and commissioning of all system and network-level controllers as required. Assists in validation of complete system functionality and troubleshoots problems with subcontractors and other trades to ensure proper operation., • May provide field change information to the project team for the creation of as-built drawings and software., • Keeps management and JCI contractor or customer informed of job progress and issues., • Assists in performing site-specific training for owner / operator on the total building control system., • Participates in release meeting with project field team., • Provide recommendations and solutions to ensure facility is running efficiently to include upselling opportunities. Required • Be a dedicated member of a North America Branch team willing to learn and be responsible for system trouble shooting, repair and aftermarket services for this fast-growing business., • Minimum of Six (6) years Commercial Controls troubleshooting experience in the HVAC industry. This includes buildings, chiller plants and systems., • Vocational School program graduate or associate's degree in a technical field, or two years’ experience in servicing electronic and or mechanical systems., • Demonstrated ability to install and/or service electronic control systems and HVAC equipment., • Effective communication skills to represent Johnson Controls on customer sites., • Possesses the ability to explain technical information to technical and non-technical people., • Demonstrate effective writing skills as well as understanding of programs and software applications., • Knowledge of control theory, automatic temperature controls, building automation systems and other building subsystems. HIRING HOURLY RANGE: $31.25-41.83 (Hourly rate to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, location and alignment with market data.) This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at