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Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Our client, a leading financial services company is looking to bring on an attorney to join its legal team as Associate General Counsel - Privacy/Data/Tech. The person in this role will be joining a team that advises the wider business on privacy, data/AI, technology and cyber security, working closely and collaboratively with multiple stakeholders across the company to solve issues regarding the intersection of financial services, information technology and data. This team will work on a variety of regulatory, compliance and risk management matters and working closely with transactional teams. The role will be based out of the company's Jersey City, New Jersey office Job Responsibilities: • Track evolving regulatory and legislative developments, assess potential business impact, and represent the organization's perspectives through internal working groups and industry bodies, • Build, manage, and support governance and compliance frameworks, including policy upkeep and hands‑on involvement with examinations, disclosures, inquiries, and control reviews, • Lead legal strategy and execution for responses to operational disruptions, data security, and privacy‑related incidents, including ownership of response protocols and playbooks, • Partner with Information Security and Technology teams to interpret legal obligations, evaluate risk exposure, and embed regulatory considerations into operational decision‑making, • Support commercial activity by aligning with deal attorneys, business leaders, and procurement teams to refresh contracting standards and resolve complex or escalated vendor and client agreements, • Serve as a forward‑looking advisor on emerging legal risk areas while designing and delivering targeted training to strengthen organizational awareness and readiness, • Additional responsibilities as needed Qualifications: • 8+ years of relevant legal experience with a preference for AM 100 Law Firm & In-House experience, • Juris Doctor and active bar membership, • Strong project management, organizational and communication skills

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Assist teachers with instruction, assessments, grading, and other classroom responsibilities; As appropriate, perform all duties expected of classroom teachers, including but not limited to: • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation Compensation for this role is $59,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • New Jersey Pension program, • Paid leave of absence options (parental, medical, disability, etc.), • Mental health and counseling support + wellness benefits *A detailed list of all benefits is located HERE. At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionCompany Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube. Job Description The Data Domain Architect, Operations and Finance is responsible for defining and driving the data and AI architecture strategy that enables business outcomes across AbbVie Operations and Finance. This role serves as a trusted advisor to business and technology leaders, translating business strategy into actionable architecture roadmaps, reusable data product patterns, and AI-ready capabilities. This position requires deep experience in enterprise architecture, cloud data platforms, analytics, AI/ML enablement, and business process understanding. The role will provide strategic direction across AWS, SAP BDC, Agentic AI, AI SageMaker Studio, Dataiku, and associated data and integration technologies. The architect will also direct and guide data and AI engineers on architectural principles, future-state vision, and delivery roadmaps. Key Responsibilities Define and communicate the architecture vision and strategy for the Operations and Finance data domain. Develop and maintain multi-year roadmaps aligned to business strategy, transformation priorities, and enterprise capabilities. Establish target-state architecture, architecture principles, and reusable patterns for data, analytics, and AI solutions. Lead evaluation and selection of technologies and platforms, including AWS, SAP BDC, Dataiku, SageMaker Studio, and Agentic AI capabilities. Partner with senior business and technology leaders to identify opportunities, assess business needs, and shape scalable solutions. Serve as an advisor to senior leadership on data, AI, and technology investments that drive business value. Incorporate external innovation and emerging technologies into the domain strategy where relevant. Ensure solutions align with enterprise standards, security, governance, compliance, and architectural guardrails. Direct and guide data and AI engineers on the vision, roadmap, standards, and architectural principles needed to execute effectively. Own the reusable Data Product and AI Product Factory and enable the creation of AI-ready data products that can be scaled across the enterprise. Qualifications Required: Bachelor’s degree with 10 years of experience; Master’s degree with 9 years of experience; or PhD with 5 years of experience. Strong experience in complex enterprise environments, preferably in pharmaceutical, healthcare, manufacturing, finance, or operations. Proven experience with AWS-based data architectures and modern cloud data platform patterns. Experience with SAP BDC or related SAP data and integration technologies. Experience with AI/ML platforms such as Amazon SageMaker Studio, Dataiku, and Agentic AI solutions. Demonstrated ability to define roadmaps, influence strategy, and lead architecture governance. Strong business acumen, including understanding of operational and financial processes. Proven ability to communicate effectively with senior and executive leadership. Ability to collaborate across business, technology, and external innovation partners. Preferred: • 10 years of experience in data architecture, enterprise architecture, analytics, or related technology leadership roles. Experience leading large-scale transformation initiatives across Operations and Finance. Strong understanding of enterprise architecture principles and their application in future-state design. Experience building reusable data products, AI products, and product factory operating models. Experience in regulated industries with strong awareness of security, compliance, and quality requirements. Ability to work in matrixed organizations and influence without direct authority. Leadership Expectations • This role is expected to act as a strategic thought leader and trusted advisor, helping shape the long-term direction of data and AI capabilities across Operations and Finance. The Data Domain Architect should proactively identify opportunities, challenge assumptions, promote reuse, and enable scalable delivery through strong architectural leadership. Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. This job is eligible to participate in our long-term incentive programs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit https://www.abbvie.com/join-us/equal-employment-opportunity-employer.html US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more: https://www.abbvie.com/join-us/reasonable-accommodations.html

Job Description Job Title: Human Resources Director Classification: Full Time, Salary, Exempt Department: Human Resources Location: Kearny, NJ Direct Supervisor: President Job Summary: The Human Resources Director is responsible for leading all HR functions for Kuehne’s New Jersey headquarters and multi-site operations, overseeing a team of HR professionals. This role combines strategic leadership with hands-on execution, ensuring that HR programs support the organization’s mission, operational goals, and compliance obligations within a safety-sensitive, manufacturing environment. The Director serves as a trusted partner to senior leadership while maintaining close visibility into day-to-day HR operations, including recruitment, employee relations, compensation, benefits, performance management, compliance, and career development. Supervisory Responsibilities: • Leads, mentors, and develops the Human Resources team to ensure efficient execution of departmental functions., • Recruits, interviews, hires, and trains new staff., • Oversees the daily workflow of the Human Resources department., • Provides constructive and timely performance evaluations., • Handles discipline and termination of employees in accordance with company policies and procedures. Essential Responsibilities: Leadership & Strategy: • Collaborate with executive leadership to align HR programs with organizational objectives, workforce planning needs, and company values., • Identify opportunities to improve retention, engagement, and internal advancement across all departments. Employee Wellness & Engagement: • Lead and maintain Kuehne Company’s Three Pillars of Wellness programs:, • Physical Wellness: promoting health, safety, preventive care, and fitness initiatives., • Mental & Emotional Wellness: supporting access to counseling resources, stress management tools, open communication, and a supportive work culture., • Financial Wellness: managing benefits education, retirement readiness tools, and long-term stability planning., • Evaluate and enhance wellness program effectiveness through participation, feedback, and measurable outcomes. Talent Acquisition & Workforce Management: • Oversee full-cycle recruitment, onboarding, and workforce planning for all locations., • Develop and maintain competitive compensation, benefits, and incentive programs., • Ensure consistent performance management processes, including coaching and corrective action when needed. Compliance & Risk Management: • Maintain strict adherence to federal, state, and local employment laws, including OSHA, DOT, EEOC, FMLA, ADA, and TSA/TWIC-related requirements., • Develop, implement, and update HR policies, procedures, and employee handbooks., • Support safety initiatives in collaboration with operations leadership. Employee Relations & Culture: • Serve as a resource and advisor to managers and employees for conflict resolution, performance matters, and interpretation of policies., • Promote a respectful, equitable, and accountable workplace culture., • Be a key resource of confidentiality for employees in need of support. HR Operations & Continuous Improvement: • Manage HR systems, records, reporting, and departmental budgeting., • Manage and promote use of annual performance review software (Lattice) to promote a culture of continuous improvement and ensure employee engagement., • Recommend process improvements to enhance efficiency, data integrity, and employee experience., • Represent Kuehne at professional HR and industry-related events, as needed. Required Skills/Abilities: • Strong leadership and interpersonal skills, • Excellent verbal and written communication skills., • Excellent organizational, analytical, and problem-solving abilities., • Thorough understanding of HR policies, employment law, and best practices., • Ability to handle confidential information with discretion., • Proficiency in Microsoft Office Suite and HRIS platforms., • Must have reliable transportation., • Must be able to pass a 10-panel controlled substance test and participate in ongoing random testing., • Must be able to pass and maintain eligibility under TSA TWIC background requirements. Education and Experience: • Bachelor’s degree in Human Resources, Business Administration, or related field required., • Minimum of 8–10 years of progressive HR experience, with at least 5 years in leadership roles., • PHR, SPHR, or SHRM-CP, SHRM-SCP certified., • Experience in manufacturing, industrial, logistics, or similarly regulated environments strongly preferred., • Experience working in unionized environments, including familiarity with union rules, labor relations, and participation in negotiations., • Working knowledge of multiple HR disciplines, including compensation, benefits and retirement plan administration, employee relations, performance management, and employment law. Travel Requirements: • This position requires occasional travel to various company sites., • A valid driver's license and reliable transportation are required for this role. Physical Requirements: • Prolonged periods of working at a computer. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills, or working conditions associated with this position. While this position description is intended to reflect the position's activities and requirements accurately, management reserves the right to modify, and or remove duties as necessary. This is a Safety Sensitive Position within the organization. Kuehne is an Equal Opportunity Employer (M/F/Disabled/Veteran)

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial Elite payout structure: 60–80%+, depending on book size and profile True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. Independent, advisor-first platform built to reduce friction and inefficiency Scalable infrastructure that lets you focus on clients, not admin Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors—not trainees or product pushers The Role Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Clear alignment between revenue generation and take-home pay Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job Description Sourgum is transforming the $100B+ waste and recycling industry through cutting-edge technology that makes waste removal simpler, smarter, and more cost-effective. Our innovative haulsourcing platform powers high-quality waste and recycling services for businesses at significantly lower costs—saving our customers an average of 20%. Leveraging proprietary datasets, an advanced operating system, and a carefully curated network of 5,000+ trusted vendors, we help companies of all shapes and sizes streamline their operations while advancing sustainability efforts. We’re a fast-growing, venture-backed company (just closed our Series A!) on a mission to modernize an outdated industry — and we’re just getting started. Our investors include Spark Capital, Founder Collective, Suffolk Technologies, 186 Ventures, and River Park Ventures, the same funds that backed category-defining companies like Slack, Anthropic, Uber, Venmo, and Amazon Pharmacy. If you’re driven by the opportunity to build something groundbreaking, we’d love to meet you. The Team: The Product team sits at the intersection of Engineering, Design, Sales, Operations, and Customer Success, shaping the experiences that power both sides of our business: a SaaS platform and a services-based offering. We partner closely with leadership and cross-functional teams to translate business strategy into product vision, and customer needs into scalable solutions. Our goal is to build products and services that deliver measurable value, drive growth, and create exceptional customer experiences. The Role: As the Head of Product, you will own the strategy and execution of our entire product organization across both the SaaS and services sides of the business. This is a true player–coach role: you’ll lead and develop a small product team (currently two direct reports) while also serving as the Product Manager/Product Owner for our SaaS platform. You’ll be responsible for defining product vision, setting roadmap priorities, and ensuring tight alignment between product, engineering, and go-to-market teams—while staying deeply hands-on with discovery, delivery, and iteration for our core software product. You’ll act as a strategic partner to executive leadership, translating business objectives into product strategy and turning customer insights into shipped outcomes. What you’ll be doing: Own the end-to-end product strategy and roadmap across both the SaaS platform and services-based offerings Serve as the Product Manager/Product Owner for the SaaS business, leading discovery, writing requirements, grooming backlogs, and driving delivery with Engineering Lead, mentor, and develop a small product team while establishing scalable product processes and operating rhythms Define product vision, success metrics, and prioritization frameworks aligned to company goals Partner closely with Engineering, Design, Sales, Operations, and Customer Success to ensure alignment from ideation through launch Translate business needs and customer feedback into clear product requirements, user stories, and acceptance criteria Drive customer discovery through interviews, data analysis, and feedback loops to inform roadmap decisions Own release planning and go-to-market coordination in partnership with Sales and Customer Success Build and maintain product documentation, specs, and internal enablement materials Establish product KPIs and dashboards to measure adoption, engagement, and business impact Balance strategic leadership with hands-on execution—shipping product while building a high-performing product function Identify opportunities to improve operational efficiency and customer experience across both software and services Act as a trusted advisor to leadership by turning insights into actionable product recommendations The qualifications you need: 7+ years of experience in Product Management, with at least 2+ years leading or managing product teams, ideally in a SaaS environment Proven experience owning product strategy while also operating as an individual contributor Strong understanding of agile product development, including backlog management, sprint planning, and cross-functional delivery Experience building B2B software products from discovery through launch and iteration Ability to operate effectively in a player–coach capacity—comfortable zooming between strategy and execution Demonstrated success partnering closely with Engineering and business stakeholders to deliver outcomes Strong product instincts paired with data-driven decision-making Excellent communication and stakeholder management skills, with the ability to align diverse teams around a shared vision Comfort working in ambiguity and fast-moving, high-growth environments Bonus: experience working with or building products that support services-based or operational workflows Benefits Company stock options as part of your compensation package, giving you the opportunity to share in our company's success and build long-term financial growth. A positive and collaborative work environment with a focus on innovation and sustainability. Flexible/Unlimited PTO Comprehensive benefits package including health insurance (medical, dental, vision, LTD, Life Insurance, etc.), retirement plans (401K). Access to hundreds of gyms, studios, and wellness apps—all through one easy membership provided by your Wellhub. Yearly Personal Development Budget Opportunities for professional development and career advancement within a growing company. Compensation Range: $220K - $300K

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: Summit, NJ; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Annual performance bonus target: 5% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 07901; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description:\n\nPosition ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World?Great company culture with an awesome team-oriented atmosphere!\Mentorship OpportunitiesAbility to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environmentEmployee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.Position ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.CompensationThis is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective) Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environment Employee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Powered by JazzHR RXgztPMIjg

Job DescriptionCareer Renew is recruiting for one of its clients a People Operations & Office Coordinator - this is a hybrid role in Jersey City. Salary range: 100-125K USD plus benefits. Our mission is to transform how money moves. We believe stablecoins will underpin a new financial fabric, one that is faster, more global, and more efficient than today’s siloed systems. That is why we are building AUSD and the Agora stack—a full-service platform that makes issuing, managing, and integrating stablecoins seamless for developers, fintechs, and institutions. We’re backed by world-class investors including Paradigm and Dragonfly, and we’re growing a team to reimagine how value moves online. ABOUT THE TEAM We bring the discipline of high-performance finance teams and the creativity of a fast-moving crypto-native startup. We’re a small, mission-driven group of builders who move fast, sweat the details, and hold a high bar for excellence. You’ll be joining a tight-knit team that values clear thinking, extreme ownership, and high-velocity decision making. ABOUT THE ROLE As our People Operations & Office Coordinator, you are our engine room. This is a high-leverage role designed for a "super-generalist" who thrives on operational excellence rather than abstract HR strategy. You will be the "glue" that keeps our team running, acting as a trusted advisor to employees and a direct source of leverage for our Founder. You are someone who finds genuine satisfaction in "closing the loop"—whether that’s ensuring a complex payroll run is flawless, organizing a world-class team off-site, or solving a sensitive internal issue before it reaches the Founder's desk. KEY RESPONSIBILITIES Founder Leverage & Admin: Act as the primary point of contact for administrative tasks, expenses, and office logistics. You are here to clear the path so the leadership team can stay focused on building. Payroll & Finance Ops: Take full ownership of monthly payroll and benefits administration. You’ll manage expenses and ensure our financial "house" is in order from an employee perspective. The "Safe Harbor" for HR: Act as an approachable, confidential point of contact for the team. You’ll handle employee queries and HR issues with common sense and empathy, especially when team members need a neutral space to talk. Event & Culture Logistics: Plan and execute high-impact team off-sites and on-sites. From travel logistics to catering, you ensure our culture thrives in person and remotely. HR Generalist Tasks: Own the "nuts and bolts" of the employee lifecycle—onboarding, offboarding, contract management, and maintaining our internal documentation. WHO YOU ARE Execution-Focused: You aren't interested in corporate "fluff." You want to get things done and you take pride in the accuracy of your work. Operationally Minded: You have 5–10 years of experience in a startup, finance, or fast-paced professional environment. You have a "no task too small" mindset. Trusted & Discrete: You can handle sensitive information and personal employee issues with the utmost maturity and confidentiality. Detail-Obsessed: You sweat the details, whether it’s a decimal point in a spreadsheet or the timing of a flight for a team event.

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com.What You'll Do The Data Center Planning & Construction team at CoreWeave is responsible for delivering a rapidly growing portfolio of data centers and critical infrastructure projects that power our AI cloud platform. We own the full project lifecycle—from site due diligence and design through construction, commissioning, and turnover—while partnering closely with Finance, Operations, and Executive Leadership to scale our footprint responsibly. The Construction Cost Engineer will be the owner-side commercial lead across a portfolio of complex, large-scale developments, with a focus on data centers and mission-critical infrastructure. You will build and maintain the financial "source of truth" for your projects, ensuring clarity, accountability, and control over every dollar from pre-construction through closeout. About the role: As a Construction Cost Engineer, you are responsible for the financial integrity of CoreWeave's physical build-outs. You will manage capital expenditure (CAPEX) for large-scale data center projects, ensuring our ambitious AI infrastructure deployment timelines are met without budget overruns. You will act as the "financial conscience" for our Project Managers and General Contractors. In this role, you will: • Own portfolio-level cost planning, control, and forecasting across multiple concurrent projects., • Serve as a strategic advisor to Construction, Real Estate, and Finance leadership on budget, risk, and commercial strategy., • Implement scalable tools, processes, and reporting that support CoreWeave's rapid growth and evolving data center program., • Partner with internal and external teams to anticipate risk, drive value, and protect the company's capital while enabling speed.=Who You Are:, • Cost Planning, Budgeting & Forecasting, • Develop and manage project and program-level budgets, cost plans, and capital forecasts for data center and infrastructure projects., • Build and maintain cost models and benchmarks across markets, asset types, and delivery models., • Own Anticipated Final Cost (AFC) and Estimate at Completion (EAC) forecasting; identify variances and risks early with clear mitigation plans., • Cost Control & Financial Management, • Lead end-to-end cost control for multiple projects, including tracking commitments, accruals, and actuals., • Monitor WIP, invoices, payment applications, and change events to ensure accuracy, compliance, and timeliness., • Prepare and present monthly cost reports and dashboards covering budget, forecast, exposure, contingency, and cash flow., • Implement and refine cost control systems, standards, and KPIs that can scale across the portfolio., • Change Management & Risk Analysis, • Review and validate, and negotiate change orders, claims, and potential change events from GCs, subs, and vendors., • Maintain contingency, exposure, and escalation tracking, including log management and drawdown strategy., • Partner with Construction, Design, and Operations to identify cost risks, model impacts, and recommend mitigation paths., • Lead or support post-mortem cost analyses, lessons learned, and audits to continuously improve cost performance., • Vendor & Consultant Management, • Manage and direct third-party QS/cost consultants and other commercial partners; ensure deliverables are on time, accurate, and actionable., • Review estimates, reconciliations, value engineering proposals, and cost reports for quality and alignment with CoreWeave standards., • Hold vendors accountable for scope, budget, and reporting expectations, and escalate issues as needed., • Data, Reporting & Continuous Improvement, • Build and maintain cost databases, historical benchmarks, and market intel to inform future projects and negotiations., • Analyze trends to identify value-engineering and cost-optimization opportunities without compromising performance or reliability., • Develop standardized tools, templates, and dashboards (e.g., for AFC, exposure, contingency, cash flow) to drive consistency., • Contribute to playbooks and best practices for project controls across the Construction & Data Center Planning organization., • 5+ years in or data center project controls., • Advanced MEP (Mechanical, Electrical, Plumbing) Estimating: Specific expertise in pricing high-density power systems and specialized cooling., • Ability to develop life-cycle cost models that include GPU depreciation, power usage effectiveness (PUE), and carbon offset costs., • Proficiency in using historical data to create "Cost per Megawatt" or "Cost per Rack" benchmarks specifically for AI workloads., • Expertise in validating "AI-driven design changes"—such as mid-project increases in floor loading for heavier GPU clusters or power-train upgrades., • Proficiency as a power user of construction management platforms (Procore, Autodesk Build, or e-Builder)., • Advanced proficiency in Microsoft Excel (including VBA/Power Query) required for synthesizing and analyzing large-scale vendor spreadsheets., • Quantity Surveying Expertise: The ability to perform quantity take-offs from construction drawings to accurately verify vendor quotes., • High-Velocity Performance: Ability to consistently process critical approvals and perform cost analyses with the speed required by CoreWeave's high-velocity operating schedule., • Effective Communication and Presentation Skills: Ability to translate complex cost data into clear, concise narratives and recommendations for diverse audiences., • Proven ability to influence and align cross-functional teams and senior stakeholders using data-driven insights, sound judgment, and structured thinking., • Deep knowledge of:, • Core construction cost drivers, including MEP systems, structure, envelope, and siteworks., • Estimating tools and workflows (e.g., CostX, Bluebeam, On-Screen Takeoff, Excel-based models)., • Project controls best practices, including change management, contingencies, escalation, and exposure tracking.Preferred:, • Professional certifications such as RICS, CCP, FRICS, PMP, or equivalent., • Familiarity with project management and collaboration tools (e.g., Primavera P6, MS Project, Procore, NetSuite, or similar)., • Experience building or contributing to cost databases, benchmarking frameworks, or standardized reporting suites., • Comfort operating in high-growth, ambiguous, and fast-changing environments. Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. • You treat every dollar like it's your own, but you also know when speed and opportunity outweigh marginal savings., • You're curious about how things are built, not just what they cost, and you enjoy being close to the work in the field., • You're energized by building structure, tools, and standards that others rely on., • You love taking ownership of complex financial integrity and serving as the "financial conscience" for large construction projects., • You're curious about continuously analyzing data to find new cost efficiencies and develop better project benchmarks., • You're an expert in maintaining focus and delivering accurate results in a high-velocity, rapidly changing project environment.Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $134,000 to $179,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption Our Workplace While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Solution Director: Data & AI Location: East Coast (NY/NJ, Atlanta, Charlotte, or South Florida) Who We Are AND Digital is a tech company dedicated to accelerating digital delivery and closing the digital skills gap. Since 2014, we have supported organisations in building better digital products and stronger digital teams. We believe our work should always create a remarkable impact for our clients. Through our regional offices, known as ‘Clubs,’ we build strong relationships with our partners, ensuring they are prioritised by teams located nearby. This unique model has driven success for both our clients and ourselves, reflected in our remarkable organic growth since 2014. Today, we are over 1,300 people strong, with Clubs across the UK, Europe, and the USA—and plans for global expansion in the coming years. Join us and help fulfil our mission to close the world’s digital skills gap. Solution Director – Data & AI As a Technical Solution Director within our central Practice Area, you will play a pivotal role in shaping and driving the growth of AND Digital’s Data & AI business. Reporting directly to the US President, you’ll define and execute our go-to-market strategy, build strong ecosystem partnerships, and guide solution delivery through AND’s unique club model. Acting as a senior advisor to clients, you will design and lead the delivery of transformative enterprise-grade Data & AI solutions, leveraging deep expertise across AWS, Snowflake, and other modern data platforms. As part of a rapidly scaling US operation—growing over 400% year-over-year—you’ll collaborate with global powerhouses and C-Suite leaders across industries such as Financial Services, Travel, and beyond. In addition to driving client success, you’ll help shape AND Digital’s AI capability across North America, fostering technical excellence and growing internal capability to meet the expanding demand for intelligent data-driven transformation. What You’ll Do 1. Engage with clients • Act as a trusted advisor to C-suite stakeholders (CTO/CDO/CPO)., • Build relationships that uncover client challenges and opportunities., • Show the art of the possible in Data & AI, connecting innovation to measurable outcomes. 1. Shape solutions • Translate complex business needs into compelling, value-driven Data & AI solutions., • Guide teams to deliver against vision and ensure robust, outcome-focused delivery., • Support business case development and pre-sales. 1. Technical & Delivery Oversight • Client-facing AI architecture, technology-agnostic solutioning (AWS, Google, Microsoft) and technical delivery oversight - The gate keeper for all things AI., • Oversee architecture quality and delivery outcomes across multiple engagements., • Ensure projects align to measurable client KPIs and business results., • Drive automation, MLOps, and engineering best practices through coaching and governance. 1. Drive growth • Identify, qualify, and shape new opportunities across AND., • Partner with Client Teams to develop deals, coach others, and influence outcomes., • Collaborate closely with partners (e.g. AWS) to co-sell and co-market solutions., • Help define go-to-market strategy and reusable accelerators for AI and data offerings., • Represent AND Digital’s AI capability in the market externally, contributing to proposals, events, and industry forums., • Achieve a leveraged revenue impact target of around $2.5m+. 1. Lead our propositions and Practice IP • Own and evolve AND’s Data & AI proposition, partnerships, and thought leadership., • Be a visible leader in the Data & AI community—driving consistency, quality, and innovation., • Develop training and mentoring to grow internal capability. 1. Lead and inspire • Provide senior oversight, coaching, and technical challenge across engagements., • Champion excellence and act as a role model for proactive, positive leadership., • Mentor AI and data engineers across the US and nearshore teams., • Shape the foundation of AND Digital’s AI practice in the US., • Contribute to US recruitment, onboarding, and capability growth across AI, Data and Platform Engineering, as well as more broadly. Key Evaluation Criteria • Minimum 2+ years in recent leadership roles within AI OR a hands-on, client facing individual who is looking for a step up., • Has led teams shipping AI-driven software into production with measurable impact., • Balances deep technical fluency with strong client-facing and commercial ability., • Demonstrated experience embedding AI into client products or workflows., • Has worked with hyperscale clientele and/or consultancies., • Experienced in architecture reviews, code quality, and system design governance., • Proven success in consulting or digital delivery environments, ideally bridging product and services., • Comfortable in fast-paced, outcome-based commercial models (fixed-price and outcome-driven)., • Experienced in coaching, scaling, and enabling teams across multiple geographies., • Uses metrics or OKRs to tie delivery to business outcomes. Experience & Skills • 10 to 15 years in technology or consulting, with 6+ years in Data and AI delivery., • Proven record of leading enterprise AI or data programs for Fortune 1000 or mid-market clients., • Strong technical background in AWS, Snowflake, and other modern data platforms., • For example, able to lead solution architecture and delivery across AWS AI technologies - including Bedrock, SageMaker, and Connect, whilst maintaining a technology-agnostic approach when required., • Strong commercial and stakeholder management skills., • Excellent communication and storytelling ability - credible with both engineers and executives., • Must reside on the East Coast (NY/NJ, Atlanta, or South Florida). Why join AND Digital? We have three core values: wonder, share, and delight. These values inform how we work with clients, and our culture: what it feels like to work for AND. We believe collaboration, ambition, curiosity and fun can drive innovation by creating a better environment for problem-solving. By joining AND, we’ll provide: • Opportunities to work on projects with big clients and produce meaningful work that makes a genuine difference to people’s lives., • A “Blended Working” model, meaning you will be able to work in a range of locations from; your home, in your clubhouse, on a client, as well as just a change of scenery., • The benefits of having a small company feel through being part of an autonomous Club, while being able to take in the benefits of a larger organisation., • A dedicated career scrum team, designed to help you reach your career goals and develop the skills you need to be your best self., • A safe environment for you to be yourself and challenge yourself. Equal Opportunities Statement At AND Digital we embrace diversity and are committed to equal opportunities. We are actively recruiting for a diverse and inclusive workforce so want to ensure we do everything we can to support your application. We want you to feel safe and empowered to let us know if you require any adjustments to be made to your application or interview process so please speak to our recruitment team.

Job Description Position Overview BelovED seeks to add a College Counselor to its team of student support professionals to help our high school students develop a college and/or career vision for their lives, together with a plan of how best to use their remaining time in high school to realize this personal vision. Required Certifications / Qualifications Candidates must hold a School Counselor CE, CEAS or Standard license from the New Jersey Department of Education. In addition, we look for all staff members to possess: • A powerful commitment to the mission and goals of their School;, • A commitment to preparing every student for college and to developing every student’s values and character; and, • A belief in a structured and predictable environment for children and a commitment to education standards, statewide testing, and accountability. Requirements College/Career Advising: • Act as the advisor for 11th and 12th grade students regarding the college admissions process, • Provide specialized post-secondary guidance for students looking for alternative post-graduation opportunities, • Assist the senior class in preparing and submitting college applications and financial aid/EOF documentation., • Develop and hold family workshops related to FAFSA and the college admissions process, • Assist in facilitating conversations with families about programs such as EOF/EOP, Deferred Action for Childhood Arrivals (DACA), etc., • Manage, track and report student data applicable to college applications, including, but not limited to testing data, graduation requirements, enrichment and volunteer opportunities Communication: • Communicate to students, staff, and families about college admissions, financial aid, upcoming events, representative site visits, scholarship opportunities, and more throughout the school year, • Develop external communications with colleges and universities in hope of building and sustaining partnerships, • Manage incoming college and enrichment site visit requests by prioritizing, researching and responding to responses as needed, • Maintain staff, family and stakeholder confidence and protect operations by keeping student and programming information confidential. Scheduling/Coordination/Programming: • Coordinate scheduling of college tours, fairs, and additional college events as needed, • Coordinate scheduling of summer enrichment and volunteer opportunity presentations for all BCCS students, • Coordinate the logistics for representative site visits, events and enrichment presentations, • Coordinate the logistics for special college office events such as college tours/fairs, family workshops, etc., • Participate in some events outside of normal school hours such as family nights, student performances, field trips, and teacher–parent conferences, • Participate in planning and professional development activities, • Coordinate program for juniors and seniors to take college level classes on a college campus for credit College Readiness Curriculum and Instruction: • Prepare and teach College Readiness courses by creating weekly lesson plans and by tracking students’ progress through assessments, weekly homework assignments and classwork reflections., • Develop College Readiness curriculum to prepare students for college application process, • Create and implement exciting classroom systems to develop students’ awareness around professionalism and college-readiness., • Correspond with students and families on a bi-weekly basis regarding the academic performance and growth exhibited by the student. Benefits As an equal opportunity employer, BelovED hires without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, or disability. • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development

Job Description oXya is an independent provider of cloud and managed services, specializing in SAP technical services and cloud solutions. We support midsize and global enterprises in increasing the efficiency, stability, and flexibility of their mission-critical IT systems. Our dedicated teams of experts operate as an extension of our clients’ IT organizations, delivering hands-on technical expertise and long-term partnerships. As an independent advisor, we help clients select the most appropriate technical solutions for their business needs — and manage those solutions end-to-end. oXya runs SAP and related systems across a variety of environments, including private cloud, AWS, Microsoft Azure, and Google Cloud, ensuring secure, reliable, and high-performing operations. About the Role As part of our growth, we are seeking a SAP BTP Integration Specialist responsible for designing, implementing, and managing SAP Business Technology Platform (BTP) solution to support our client’s digital transformation efforts. KEY RESPONSIBILITIES · Analyze client business and technical requirements to design tailored SAP BTP solutions that support enterprise integration and digital transformation initiatives. · Design and implement end-to-end integration architectures between SAP and non-SAP systems using SAP BTP services. · Configure and customize applications, integrations, and extensions using SAP BTP capabilities including Integration Suite, Extension Suite, and SAP HANA Cloud. · Demonstrate deep expertise in SAP Integration Suite, including Cloud Integration (CPI), API Management, Open Connectors, Event Mesh, and B2B/EDI integrations. · Define and implement integration governance frameworks, architectural standards, and reusable integration templates within SAP BTP to ensure consistency, scalability, and best practices. · Enable hybrid cloud and on-premise integrations while building secure APIs and event-driven architectures using SAP API Management and Event Mesh. · Build and manage integrations between SAP S/4HANA, SAP ECC, SuccessFactors, Ariba, Concur, and third-party platforms such as Salesforce, Workday, and ServiceNow. · Design scalable, resilient, and secure architectures leveraging modern DevOps practices including CI/CD pipelines, automation, and cloud deployment strategies. · Monitor, troubleshoot, and optimize integrations and applications using SAP BTP monitoring tools, ensuring high performance, reliability, and cost-efficient cloud workloads. · Stay current with SAP BTP platform innovations, roadmap developments, and industry best practices to continuously enhance client solutions. · Collaborate with SAP BASIS, Network, DevOps, application teams, and other technical stakeholders to ensure seamless solution delivery and operational excellence. · Partner with the Sales and Pre-Sales teams to support client engagements, including solution architecture discussions, technical presentations, proposal development, and effort estimation for SAP BTP opportunities. PROJECT / CHANGE MANAGMENT · Manage the full lifecycle of SAP BTP solutions, from design and architecture through deployment and support. · Lead delivery of SAP BTP solutions in project-based environments while ensuring timelines, quality standards, and budgets are met. · Develop project documentation including architecture designs, integration plans, and operational guides. · Support change management efforts by providing training and transition support for clients adopting SAP BTP solutions. · Participate in Agile or Scrum-based delivery environments when applicable. COMMUNICATION / PRESENCE · Serve as a subject matter expert for SAP BTP across the organization. · Act as the technical liaison between internal teams, clients, and external partners. · Mentor and guide team members on SAP BTP technologies and integration best practices. · Conduct workshops and knowledge-sharing sessions to strengthen internal expertise. ADDITIONAL ROLE SPECIFIC REQUIREMENTs Industry Experience (Preferred) · Experience working with SAP BTP solutions within industries such as manufacturing, retail, or financial services is considered a plus. Integration and Middleware Tools (Preferred) · Experience with middleware or iPaaS platforms such as MuleSoft, Boomi, or Azure Integration Services is beneficial. EDUCATION/EXPERIENCE REQUIREMENTS · Bachelor’s degree in computer science, Information Technology, or a related field. · Minimum 6+ years of SAP experience, including 3–5 years of hands-on SAP BTP experience. · Proven experience delivering complex SAP BTP implementations including integration, extension development, or analytics solutions. · Strong expertise in SAP Integration Suite, API Management, and BTP services. · Experience with SAP Fiori/UI5 development, SAP HANA Cloud, and cloud-native technologies such as Kubernetes or Docker is preferred. · Familiarity with DevOps practices including CI/CD pipelines, automation, and modern deployment strategies. · Understanding of SAP cloud security and compliance standards. · SAP BTP certification or related certifications are highly desirable. Why Join Us Build Real-World Expertise: Gain hands-on experience working in complex, enterprise-grade SAP environments that power global business operations. Learn from the Best: Collaborate with a diverse and experienced team of SAP professionals committed to mentoring and sharing knowledge. Work with Modern Technologies: Engage with cutting-edge cloud platforms and infrastructure solutions (e.g., AWS, Azure, SAP BTP, SAP HANA) that are shaping the future of enterprise IT. Accelerate Your Career: Lay the foundation for long-term success in SAP and IT by developing skills that are in high demand across industries. All qualified applicants will receive consideration for employment without regard to race, color, religion, place of origin, ethnic origin, national origin, ancestry, age, sex, sexual orientation, gender identity, transgender status, genetic information, mental or physical disability, marital status, pregnancy, veteran status, or any other characteristic protected by applicable national, state, or local law.

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

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description oXya is an independent provider of cloud and managed services, specializing in SAP technical services and cloud solutions. We support midsize and global enterprises in increasing the efficiency, stability, and flexibility of their mission-critical IT systems. Our dedicated teams of experts operate as an extension of our clients’ IT organizations, delivering hands-on technical expertise and long-term partnership. As an independent advisor, we help clients select the most appropriate technical solutions for their business needs — and manage those solutions end-to-end. oXya runs SAP and related systems across a variety of environments, including private cloud, AWS, Microsoft Azure, and Google Cloud, ensuring secure, reliable, and high-performing operations. About the Role oXya is seeking an experienced SAP S/4HANA Functional Lead – Finance (FI/CO) to drive Finance transformation initiatives and lead cross-functional delivery across enterprise SAP S/4HANA programs. In this role, you will own the Finance workstream and provide end-to-end leadership across Financial Accounting (FI) and Controlling (CO) within SAP S/4HANA environments. You will bring deep implementation experience across the full lifecycle, including design, configuration, integration, testing, go-live, and post-go-live support. This role is central to oXya transformation strategy. You will serve as a cross-functional orchestrator, ensuring alignment across FI, CO, and integrated modules such as MM, SD, Procurement, and Supply Chain. In addition, you will act as a trusted advisor to clients, guiding Finance transformation strategy, conversion approaches, and industry best practices. You will also represent oXya in pre-sales and solutioning activities, helping shape implementation approaches and contributing to the growth and maturity of our S/4HANA consulting practice. KEY RESPONSIBILITES: FUNCTIONAL LEADERSHIP & S/4 HANA CONVERSION EXECUTION · Own and lead all Finance-related S/4HANA conversion activities: CVI, Simplification Items, ACDOCA design, CO-PA, Universal Journal alignment, and functional remediation. · Ensure seamless integration of FI-CO with other modules (SD, MM, PP, PS, TM, EWM) and external systems. · Deliver full-cycle SAP S/4HANA implementations using Agile and SAP Activate methodologies, including rollouts, conversions, data migrations, and enhancement projects. · Lead workshops, blueprinting, functional design, testing cycles, cutover planning, and hypercare. · Drive the Record-to-Report (R2R) scope with a strong focus on Accounts Payable (AP), Accounts receivable, General ledger (GL). · Validate and guide functional impacts across Z-developments, interfaces, and custom processes. · Produce high-quality functional specifications for WRICEF objects and ensure alignment with technical teams. · Lead functional testing cycles with structured documentation and traceability. · Identify process improvements, automation opportunities (RPA), and best practices. · Work with SAP Fiori apps, Analytical apps, CDS views, and Embedded Analytics for real-time insights. PROGRAM & DELIVERY GOVERNANCE · Act as the functional authority of S/4HANA programs (Brownfield, Bluefield). · Ensure alignment with SAP Activate methodology and oXya delivery standards. · Anticipate risks, cross-module impacts, and propose sustainable remediation strategies. · Support cutover planning, mock conversions, data validation, and readiness assessments PROGRAM & DELIVERY GOVERANCE · Act as the functional authority of S/4HANA programs (Brownfield, Bluefield). · Ensure alignment with SAP Activate methodology and oXya delivery standards. · Anticipate risks, cross-module impacts, and propose sustainable remediation strategies. · Support cutover planning, mock conversions, data validation, and readiness assessments. PRE-SALES & RFP CONTRIBUTION · Participate in pre-sales cycles, discovery workshops, and solution demonstrations. · Shape proposals and RFP responses related to Finance transformation and S/4HANA conversion. · Translate complex SAP concepts into clear, business-oriented guidance for Finance and IT stakeholders. · Act as the trusted advisor for clients on S/4HANA roadmap, Finance transformation, and conversion strategy. LEADERSHIP & PRACTICE DEVELOPMENT · Contribute to the development of oXya’s S/4HANA methodology, templates, and internal knowledge base. · Mentor junior consultants and support capability building within the FI/CO and cross-functional teams. · Stay current with SAP S/4HANA innovations, roadmap updates, and Finance best practices. COLLABORATION & CLIENT ENGAGEMENT · Work closely with internal teams (BASIS, ABAP, delivery) and other functional domains · Engage with diverse stakeholders across Finance, IT, Procurement, and Supply Chain & other functional areas as needed. · Lead client workshops, requirements gathering sessions, and functional design reviews · Act as a Trusted Advisor, translate complex challenges into clear guidance and support client decision-making EDUCATION/EXPERIENCE REQUIREMENTS · Bachelor’s degree in Information Systems, Finance, Accounting, or a related field.10+ years of experience in SAP FI/CO, including strong exposure to multi-client or AMS environments. · 10+ years of SAP FI/CO experience, including exposure to multi-client environments and/or AMS delivery models. · Strong S/4HANA Finance expertise, including Universal Journal (ACDOCA), CO-PA, CVI, and Simplification Items. · Proven experience participating in multiple SAP S/4HANA conversions (Brownfield or Bluefield), including functional lead responsibilities. · Strong understanding of end-to-end integration across FI, CO, MM, SD, Procurement, and Supply Chain. · Experience leading workshops, functional design sessions, testing cycles, and cutover activities. · Ability to develop detailed functional specifications and validate technical deliverables (WRICEF). · Expertise in key Finance processes and concepts, including New GL, Document Splitting, Parallel Accounting, Margin Analysis, Financial Closing, Treasury, and Revenue Accounting. · Strong knowledge of Financial Closing, Treasury, and Revenue Accounting · Understanding of SAP BTP, Clean Core principles, and extensibility frameworks. · Strong communication, presentation, and stakeholder management skills with the ability to lead in complex client environments. · Willingness to travel up to 20% across the US. NICE TO HAVE · SAP certification in SAP S/4HANA Finance · Experience integrating SAP with: SAP SuccessFactors SAP Concur Other enterprise platforms · Familiarity with SAP Cloud ALM for change tracking and incident management · ITIL certification or experience working in an ITIL-aligned delivery model · Experience working with JIRA/Confluence, Service now and other traceability tools. Why Join Us · Build Real-World Expertise: Gain hands-on experience working in complex, enterprise-grade SAP environments that power global business operations. · Learn from the Best: Collaborate with a diverse and experienced team of SAP professionals committed to mentoring and sharing knowledge. · Work with Modern Technologies: Engage with cutting-edge cloud platforms and infrastructure solutions (e.g., AWS, Azure, SAP BTP, SAP HANA) that are shaping the future of enterprise IT. · Accelerate Your Career: Lay the foundation for long-term success in SAP and IT by developing skills that are in high demand across industries. All qualified applicants will receive consideration for employment without regard to race, color, religion, place of origin, ethnic origin, national origin, ancestry, age, sex, sexual orientation, gender identity, transgender status, genetic information, mental or physical disability, marital status, pregnancy, veteran status, or any other characteristic protected by applicable national, state, or local law.

Job Description Account Manager (Contact Center) Location: Remote Worker - N/A About Us: Premier NX is the expert in providing Customer Experience (CX) Solutions and Digital Transformation. We are the next evolution for our clients and your career. Our clients include many prestigious brands in in pharmaceutical, healthcare, food, consumer packaged goods and beauty care companies. As an Account Manager, you will contribute to Premier NX's success by managing one or more of our prestigious, globally recognizable, client programs. Why Work with Us: We are a place for people who love to help people. We provide customer service to some of the nation's most prominent brands. We are experts in regulated industries and help pharmaceutical, healthcare, food, consumer packaged goods and beauty care companies build brand loyalty by providing their consumers with exceptional experiences. Our job is to make a positive impact on a consumer's life, at every single opportunity. We have a passion for the products we support. We are committed to superior account management and continual improvement. Just as important is our commitment to corporate values. We are seeking an Account Manager to join our team managing a food products account. This is a work from home position with occasional travel to our headquarters in New Providence, NJ. SUMMARY: As the primary point of contact for the client, the Account Manager is the consultative advisor to the client, responsible for implementing best practices, dedicated to continual program improvement. They manage customer service teams and are responsible for managing the day-to-day operations including planning, adherence to service delivery and quality KEY RESPOSIBILITIES: • Establish and maintain effective relationships with clients, gaining their trust and respect., • Provide consultative support to the client, including writing and documentation, opportunities to utilize technology and value-added initiatives, • Act as a strategic partner, research industry trends and identify implications that can impact the client., • Leverage internal resources to ensure a successful program (e.g., HR, Workforce Management, training, IT, etc.), • Ensure program objectives and service levels are met, • Deliver on account goals by executing daily, weekly and monthly targets., • Leverage CRM tools such as Emplifi, Salesforce, Zendesk, and AI technologies to deliver results., • Provide meaningful, actionable program-specific reporting and analysis using traditional and BI tools., • Identify and analyze client concerns; take or recommend appropriate action; formulate alternative solutions; and follow-up to ensure accuracy and resolutions., • Coach and motivate a team of consumer contact center representatives, supervisors, and other team members, working remotely., • Oversee customer service team to ensure program goals are met, including quality standards, data accuracy, training and service delivery, • Manage team performance by setting expectations, providing feedback, coaching, and delegating., • Hold regular meetings and calibration sessions with client to ensure transparency through proactive communications, and continual improvement of the consumer experience. Requirements We Need People Who Are Great at: • Strong understanding of the contact center environment to enhance performance and achieve client and financial targets., • Outstanding presentation and writing skills for client meetings and demonstrated successful consultations with multiple levels of client's management team., • Manage clients and successfully support in its service levels and business goals., • Deliver on account goals by executing daily, weekly and monthly targets in support of operating objectives., • Experience utilizing telephony software, CRM systems software and reporting tools., • Advanced skills in Microsoft Office including Word, Excel, Outlook, PowerPoint., • Knowledge of AI capabilities in a contact center environment., • Demonstrated ability providing technical support and troubleshooting via multiple channels., • Management experience across multiple channels (e.g. calls, emails, chat, SMS, social media, e-commerce, ratings and reviews)., • Working collaboratively and effectively while handling multiple projects on various timelines in a fast-paced environment., • Proactive communication, organization, and being a team player., • Excellent interpersonal skills and the ability to work with staff with diverse backgrounds and perspectives., • Skilled trainer, coach, and team builder., • Knowledge of regulatory requirements for CPG products and crisis/recall management. Education/Experience: • Bachelor's Degree preferred with 5-7 years' experience in the contact center industry (CPG/ Food accounts are a plus), • Demonstrated success in account management and call center/customer service management, preferably in the consumer-package goods or healthcare industries handling client relationships We offer competitive salaries and benefits including comprehensive medical, dental, vision, voluntary insurance plans, savings and retirement plans. Together, we can offer endless possibilities! What is next for you? We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.

Job Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial stability through life's ups and downs. As a Licensed Insurance Sales Agent, you'll be part of a dynamic team committed to excellence and client satisfaction. We empower you with comprehensive support, training, and resources to grow your practice and develop meaningful client relationships. You'll have the chance to make a real difference by offering expert financial guidance and creating personalized plans that help clients secure their financial futures. We're looking for driven professionals eager to build a rewarding career in financial services. With structured support and professional growth opportunities, you'll find a supportive environment where your ambitions can thrive. Join us and contribute to our legacy of helping individuals plan for their futures with confidence. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives., • Educate clients on various financial products and services to help them make informed decisions., • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice., • Opportunity to enter into the Management program. Qualifications: • 2+ years of experience as a Licensed Financial Advisor., • Proven track record of successfully managing client portfolios and exceeding sales targets., • In-depth knowledge of financial products and services., • Strong communication and interpersonal skills., • Detail-oriented and able to work in a fast-paced environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Financial Assistance Advisor Part Time.Rutgers University Behavioral Health Care (UBHC), established in 1971, offers a full continuum of evidence based behavioral health and addiction services for children, adolescents, adults, and seniors throughout New Jersey.UBHC's 1,060 experienced behavioral he

Job Description Solution Director: Martech Location: East Coast (NY/NJ, Atlanta, Charlotte, or South Florida) Who We Are AND Digital is a tech company dedicated to accelerating digital delivery and closing the digital skills gap. Since 2014, we have supported organisations in building better digital products and stronger digital teams. We believe our work should always create a remarkable impact for our clients. Through our regional offices, known as ‘Clubs,’ we build strong relationships with our partners, ensuring they are prioritised by teams located nearby. This unique model has driven success for both our clients and ourselves, reflected in our remarkable organic growth since 2014. Today, we are over 1,300 people strong, with Clubs across the UK, Europe, and the USA—and plans for global expansion in the coming years. Join us and help fulfil our mission to close the world’s digital skills gap. Solution Director – Martech As a Technical Solution Director within our central Practice Area, you will play a pivotal role in shaping and driving the growth of AND Digital’s Martech Solutions business. Reporting directly to the US President, you’ll define and execute our go-to-market strategy, build strong ecosystem partnerships, and guide solution delivery through AND’s unique club model. Acting as a senior advisor to clients, you will design and lead the delivery of transformative enterprise-grade Martech solutions, leveraging deep expertise across Adobe, Braze, Dynamic Yield, AWS, Snowflake, and other platforms. As part of a rapidly scaling US operation—growing over 400% year-over-year—you’ll collaborate with global powerhouses and C-Suite leaders across industries such as Financial Services, Travel, Retail, and beyond. In addition to driving client success, you’ll help shape AND Digital’s AI enabled Martech capability across North America, fostering technical excellence and growing internal capability to meet the expanding demand for intelligent data-driven transformation. What You’ll Do 1. Engage with clients • Act as a trusted advisor to C-suite stakeholders (CMO/CDO/CTO)., • Build relationships that uncover client challenges and opportunities., • Show the art of the possible in Martech, connecting innovation to measurable outcomes. 1. Shape solutions • Translate complex business needs into compelling, value-driven Martech solutions., • Guide teams to deliver against vision and ensure robust, outcome-focused delivery., • Support business case development and pre-sales. 1. Technical & Delivery Oversight • Client-facing Martech architecture, technology-agnostic solutioning (AWS, Google, Microsoft) and technical delivery oversight - The gate keeper for all things Martech., • Oversee architecture quality and delivery outcomes across multiple engagements., • Ensure projects align to measurable client KPIs and business results. 1. Drive growth • Identify, qualify, and shape new opportunities across AND., • Partner with Client Teams to develop deals, coach others, and influence outcomes., • Collaborate closely with partners (e.g. Dynamic Yield, AWS) to co-sell and co-market solutions., • Help define go-to-market strategy and reusable accelerators for Martech offerings., • Represent AND Digital’s AI capability in the market externally, contributing to proposals, events, and industry forums., • Achieve a leveraged revenue impact target of around $2.5m+. 1. Lead our propositions and Practice IP • Own and evolve AND’s Martech proposition, partnerships, and thought leadership., • Be a visible leader in the Martech community—driving consistency, quality, and innovation., • Develop training and mentoring to grow internal capability. 1. Lead and inspire • Provide senior oversight, coaching, and technical challenge across engagements., • Champion excellence and act as a role model for proactive, positive leadership., • Mentor AI and data engineers across the US and nearshore teams., • Shape the foundation of AND Digital’s AI practice in the US., • Contribute to US recruitment, onboarding, and capability growth across Martech, AI, Data and Platform Engineering, as well as more broadly. Key Evaluation Criteria • Minimum 4+ years in recent leadership roles within Matech OR a hands-on, senior client facing individual who is looking for a step up., • Balances deep technical fluency with strong client-facing and commercial ability., • Demonstrated experience embedding AI into client martech products., • Has worked with hyperscale clientele and/or consultancies., • Led Design and development of Loyalty and Personalization Programs, • Proven success in consulting or digital delivery environments, ideally bridging product and services., • Comfortable in fast-paced, outcome-based commercial models (fixed-price and outcome-driven)., • Experienced in coaching, scaling, and enabling teams across multiple geographies., • Uses metrics or OKRs to tie delivery to business outcomes. Experience & Skills • 10 to 15 years in technology or consulting, with 6+ years in Martech delivery., • Proven record of leading enterprise AI or data programs for Fortune 1000 or mid-market clients., • Strong technical background in AWS, Snowflake, and other modern data platforms., • For example, able to lead solution architecture and delivery across AWS AI technologies - including Bedrock, SageMaker, and Connect, whilst maintaining a technology-agnostic approach when required., • Strong commercial and stakeholder management skills., • Excellent communication and storytelling ability - credible with both engineers and executives., • Must reside on the East Coast (NY/NJ, Atlanta, or South Florida). Why join AND Digital? We have three core values: wonder, share, and delight. These values inform how we work with clients, and our culture: what it feels like to work for AND. We believe collaboration, ambition, curiosity and fun can drive innovation by creating a better environment for problem-solving. By joining AND, we’ll provide: • Opportunities to work on projects with big clients and produce meaningful work that makes a genuine difference to people’s lives., • A “Blended Working” model, meaning you will be able to work in a range of locations from; your home, in your clubhouse, on a client, as well as just a change of scenery., • The benefits of having a small company feel through being part of an autonomous Club, while being able to take in the benefits of a larger organisation., • A dedicated career scrum team, designed to help you reach your career goals and develop the skills you need to be your best self., • A safe environment for you to be yourself and challenge yourself. Equal Opportunities Statement At AND Digital we embrace diversity and are committed to equal opportunities. We are actively recruiting for a diverse and inclusive workforce so want to ensure we do everything we can to support your application. We want you to feel safe and empowered to let us know if you require any adjustments to be made to your application or interview process so please speak to our recruitment team.

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

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