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Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR bhiLx6hOAF

Job Description Pricing & Contracts Manager (Generics | Formulations) – Piscataway, NJ (On-site) My client is a rapidly growing generic pharma company (U.S. sales & marketing affiliate of a global manufacturer) and is hiring a Pricing & Contracts Manager to own pricing strategy and contract execution across a formulations portfolio. Job Description: Pricing and Contracts Manager Summary: The Pricing and Contracts Manager is responsible for the development, implementation, and administration of pricing strategies and contract management processes for pharmaceutical products. This role requires a strong understanding of the US pharmaceutical market, including competitive pressures and customer landscape. The Pricing and Contracts Manager will collaborate closely with sales, supply chain, and finance teams to ensure accurate and compliant pricing, optimize contract terms, and support business objectives. This role is within a smaller, entrepreneurial company, requiring a hands-on approach and the ability to manage all aspects of pricing and contracting with minimal support. A complete understanding of the generic pharmaceutical sales lifecycle is imperative, including RFP processes, contract negotiations, order-to-cash, and chargeback/rebate management. Responsibilities: · Develop, implement, and optimize pricing strategies and models, leveraging market data and financial analysis, while considering market conditions, competitive landscape, and profitability goals. · Manage the contract lifecycle, including drafting, reviewing, negotiating, and administering customer agreements, ensuring compliance with company policies and legal requirements. · Ensure timely and accurate administration of pricing information and contracts to enable accurate and timely processing of chargebacks, rebates, and government pricing calculations, order processing and accurate financial reporting, compliance, and efficiency. · Collaborate with sales teams to provide pricing and contract support, including responding to customer inquiries, developing proposals, and negotiating contract terms. · Collaborate with supply chain to align product availability, lead times, and supply constraints with pricing and contract decisions. · Analyze pricing data, contract performance, and market trends, and conduct in-depth financial analyses of contracts, assessing profitability, identifying potential risks, and ensuring alignment with business objectives. · Monitor contract compliance, track utilization, and resolve pricing discrepancies and chargeback issues. · Support the development and implementation of pricing policies, procedures, and systems to improve efficiency and accuracy. · Ensure compliance with all applicable laws, regulations, and industry standards related to pricing and contracting, and continuously monitor and analyze changes in government regulations, assessing their impact on pricing and contracting activities. · Provide guidance and training to sales and other internal teams on pricing and contract processes. · Identify and address system gaps and process inefficiencies related to pricing and contract management, and collaborate with IT and other stakeholders to implement solutions. · Develop and maintain contract templates, ensuring they reflect current legal and business requirements. · Proactively manage and resolve contract disputes, coordinating with cross-functional teams to mitigate potential risks and liabilities. · Effectively communicate pricing and contract information to internal stakeholders, providing clear and concise updates, and addressing any inquiries or concerns. · Independently resolve complex pricing and contract issues, demonstrating strong problem-solving skills and a proactive approach to finding solutions. · Cultivate and maintain strong relationships with key customers and internal stakeholders, serving as a trusted advisor and ensuring alignment on pricing and contract matters. Qualifications: · Bachelor's degree in business administration, finance, or a related field; MBA preferred. · 5+ years of experience in pricing and contract management in the pharmaceutical industry. · Strong understanding of the US pharmaceutical market,. · Proficiency in data analysis, pricing methodologies, and contract negotiation. · Experience with SAP and Vistex systems is highly preferred. · Excellent written, verbal, interpersonal, and problem-solving skills. · Ability to thrive and work independently or as part of a team in a fast-paced, entrepreneurial environment. · Demonstrated ability to take initiative, follow through, and ensure timely completion of critical activities. · Strong analytical, problem-solving, and root cause analysis skills. · Strong negotiation skills with a proven track record of successful contract negotiations. · Ability to effectively manage multiple projects and priorities. · Self-starter with a strong sense of ownership and accountability. · Ability to work under pressure and meet tight deadlines. · Flexibility to adapt to changing priorities and business needs. · Complete understanding of the generic pharmaceutical sales lifecycle, including RFP processes, contract negotiations, order-to-cash, and chargeback/rebate management.

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, • 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, • 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, • 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 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.

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

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 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 About the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life. About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. #LI-MMNJNY1 This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business. Responsibilities • Expertise in Financial Planning, Wealth Management, and Retirement Planning, • Strong background in Investments and Finance, • Excellent analytical and problem-solving skills, • Strong communication and interpersonal skills, • Ability to build and maintain client relationships with effective client acquisition outreach, • Knowledge of financial regulations and industry trends, • Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus, • Bachelor's degree or higher

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes Primary Responsibilities • Perform the services of a Property and Casualty Insurance Broker for all lines of coverage, • Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team., • Execute coverage placement strategy within required timeframe., • Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business., • Help with the development of new and innovative solutions for the Commercial Lines Practice, • Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities., • Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance., • Work as a team member and collaborate with other colleagues within the team., • Execute corporate Trading Partner strategy and influence other team members to do same., • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR FkKJyxoT84

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Consolidations Broking Associate has a strong ability to influence and negotiate with trading partners to achieve optimal outcomes for clients and prospective clients. This position works under the direction of senior staff to coordinate consolidation activities on new and renewal business in support of business retention and production goals. The Consolidations Broking Associate will be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes and will build and grow relationships with clients, carrier representatives, and fellow World associates. Primary Responsibilities • Coordinate consolidation strategy with World Client Advisors and Account Managers to achieve optimal outcomes for clients and prospective clients, • Lead a competitive coverage consolidation process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriters at World’s key Trading Partners, • Participate as requested by senior staff in program design and placement strategy meetings with client advisors and account executives, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with National Placement resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addressed, • Support senior staff in larger, more complex placements as requested, • Recommend commercial insurance program designs to the Client Advisor and/or Account Manager after review with senior staff, • Assist with the preparation of submissions and applications required by the underwriting community, • Direct submissions to the appropriate trading partners and negotiate best in class coverage terms, conditions, capacity, and cost, • Prepare coverage comparisons based upon quotations and proposals received from underwriters, • Serve as secondary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Maintain focus on World-authorized workflow and standard operating procedures to support consistency across the World enterpriseWork Experience, • 2+ years’ experience in Commercial Property and CasualtyProfessional Licenses/Certifications, • Licensed Property & Casualty insurance producer in resident state, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Small Commercial and Middle Market account segments, • Standard property and casualty products, • Excess and Surplus Lines marketplace and how to access Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR OVk0C7YJgN

Job Description Kenvue is currently recruiting for a: Sr. Pipeline Project Manager What we do At Kenvue, we realize the extraordinary power of everyday care. Built on over a century of heritage and rooted in science, we’re the house of iconic brands - including NEUTROGENA®, AVEENO®, TYLENOL®, LISTERINE®, JOHNSON’S® and BAND-AID® that you already know and love. Science is our passion; care is our talent. Who We Are Our global team is ~ 22,000 brilliant people with a workplace culture where every voice matters, and every contribution is appreciated. We are passionate about insights, innovation and committed to delivering the best products to our customers. With expertise and empathy, being a Kenvuer means having the power to impact millions of people every day. We put people first, care fiercely, earn trust with science and solve with courage – and have brilliant opportunities waiting for you! Join us in shaping our future–and yours. For more information, click here. Role reports to: Sr Director Global Portfolio Management Location: North America, United States, New Jersey, Summit Work Location: Hybrid What you will do This role leads multiple, highly complex innovation, renovation, and remediation projects from definition through launch, ensuring disciplined execution aligned with Kenvue’s operating model and project management standards. The individual will own the integrated project execution plan and partner with global, cross‑functional teams across R&D, Marketing, Packaging, Operations, Finance, and other functions to deliver business objectives. Success in this role requires strong business and technical judgment, proactive risk and issue management, and confidence advising governance forums with clear recommendations. The position also plays a key role in strengthening project execution capabilities through continuous improvement, knowledge sharing, and mentorship. Key Responsibilities * Concurrently lead multiple highly complex innovation, renovation, and remediation projects from definition through launch and execution, aligned with Kenvue’s Operating Model, innovation playbooks, and project management standards and tools. * Provide end‑to‑end project management for global, cross‑functional teams including R&D, Marketing, Packaging, Operations, Finance, and other stakeholders to achieve project objectives. * Proactively identify and remove execution barriers, escalate risks and issues appropriately, and engage key decision‑makers when projects deviate from plan. * Own the integrated project execution plan, including scope, business case inputs, schedule, and launch timing; drive compliant, reliable delivery of project outcomes. * Plan and facilitate project activities including planning sessions, team meetings, documentation, milestone tracking, contingency and acceleration planning, decision facilitation, and risk management. * Apply strong business and technical judgment to assess risk, develop mitigation strategies, and elevate issues effectively. * Lead preparation and delivery of project updates, stage‑gate reviews, and recommendations at governance forums; act as an independent advisor providing clear Go/No‑Go recommendations and transparent communication of risks. * Develop deep understanding of assigned Segment, Brand, or Need State strategies, business goals, enabling technologies, and supply chain to support informed decision‑making from charter through launch. * Leverage project metrics and lessons learned to improve business results, processes, and tools; contribute to building project management capability through coaching, peer support, and participation in Communities of Practice. * Maintain accurate project and portfolio data to support tracking, reporting, and visibility across organizational levels. What We Are Looking For Required Qualifications: * A minimum of a Bachelor's Degree * Minimum of 10 years of business/work experience. * Minimum of 7 years of project management experience, with at least 5 years of proven success in management of large, highly complex, new product commercialization or renovation projects from ideation through to benefit realization. * Ability to influence and align cross‑functional teams at all levels of the organization without direct line authority * Clear, concise communicator with strong verbal, written, and presentation skills; able to distill complex issues, risks, and trade‑offs for senior leaders * Strong business and financial acumen, with working knowledge of financial principles and project evaluation methods to support sound recommendations * Inclusive leader who delivers results through collaboration, trust, and constructive challenge * Comfortable operating in ambiguous, fast‑changing environments and acting as a change agent to improve ways of working * Proven track record of delivering projects in fast‑paced environments, balancing scope, quality, timeline, and cost * Able to work independently, manage multiple priorities, and perform effectively under pressure * Comfortable challenging the status quo and driving continuous process improvement. Desired Qualifications: * Master’s Degree or MBA or other advanced degree * PMP certification and/or other industry and project management certification * Experience working in Consumer Goods industry. * Experience in a GMP or regulated environment (Pharmaceutical, Medical Device, OTC) * Experience in Process Excellence / 6 Sigma methodologies What’s in it for you Annual base salary for new hires in this position ranges: $153,850.00 - $217,200.00 This takes into account a number of factors including work location, the candidate’s skills, experience, education level & other job-related factors. * Competitive Benefit Package* * Paid Company Holidays, Paid Vacation, Volunteer Time & More! * Learning & Development Opportunities * Kenvuer Impact Networks * This list could vary based on location/region *Note: Total Rewards at Kenvue include salary, bonus (if applicable) and benefits. Your Talent Access Partner will be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the recruitment & hiring process. Kenvue is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on merit without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you are an individual with a disability, please check our Disability Assistance page for information on how to request an accommodation.

Job Description Kenvue is currently recruiting for a: Pipeline Project Manager What we do At Kenvue, we realize the extraordinary power of everyday care. Built on over a century of heritage and rooted in science, we’re the house of iconic brands - including NEUTROGENA®, AVEENO®, TYLENOL®, LISTERINE®, JOHNSON’S® and BAND-AID® that you already know and love. Science is our passion; care is our talent. Who We Are Our global team is ~ 22,000 brilliant people with a workplace culture where every voice matters, and every contribution is appreciated. We are passionate about insights, innovation and committed to delivering the best products to our customers. With expertise and empathy, being a Kenvuer means having the power to impact millions of people every day. We put people first, care fiercely, earn trust with science and solve with courage – and have brilliant opportunities waiting for you! Join us in shaping our future–and yours. For more information, click here. Role reports to: Sr Director Global Portfolio Management Location: North America, United States, New Jersey, Summit Work Location: Hybrid What you will do This role is responsible for leading cross‑functional projects from development through launch, ensuring disciplined execution aligned with Kenvue’s operating model, innovation playbooks, and project management standards. The individual will own the integrated project plan and partner closely with R&D, Marketing, Packaging, Operations, Finance, and other stakeholders to deliver business objectives on time and in a compliant, reliable manner. Success in this role requires strong business and technical acumen, the ability to proactively manage risk and resolve issues, and confidence presenting recommendations at governance forums. The position also plays a key role in advancing project management excellence through continuous improvement, knowledge sharing, and collaboration across the organization. Key Responsibilities * Lead projects from development through launch and execution in accordance with Kenvue’s Operating Model, project management and innovation playbooks, standards, and tools. * Provide overall project management for regional or global, cross‑functional teams including R&D, Marketing, Packaging, Operations, Finance, and other stakeholders to deliver project objectives. * Proactively support teams by removing execution barriers, escalating issues as needed, and engaging key decision‑makers when projects deviate from plan. * Own the integrated project execution plan, including inputs to scope, business case, schedule, and launch timing. * Oversee and drive team activities to deliver project objectives in a compliant, reliable, and timely manner. * Plan and facilitate project activities including planning sessions, team meetings, decision forums, and documentation of actions and minutes. * Track critical milestones, establish contingency and acceleration plans, and lead issue resolution and risk management efforts. * Apply strong business acumen, technical expertise, and sound judgment to assess risk, develop mitigation strategies, and appropriately elevate issues. * Lead preparation and delivery of project updates, stage‑gate reviews, and recommendations for governance forums; serve as an independent advisor making Go/No‑Go recommendations and clearly communicating risks and trade‑offs. * Develop deep understanding of assigned Segment, Brand, or Need State strategies, business goals, technologies, and supply chain to enable sound decision‑making from charter through design, development, and launch. * Leverage project metrics and lessons learned to improve business outcomes, processes, and tools; contribute to building project management capability through coaching, supporting peers, and participation in Communities of Practice. * Maintain accurate project and portfolio data to support tracking, reporting, and visibility across all organizational levels. What We Are Looking For Required Qualifications: * A minimum of a Bachelor's Degree * Minimum of 8 years of business/work experience. * Minimum of 5 years of project management experience, with at least 3 years of proven success in management of new product commercialization or renovation projects from ideation through to benefit realization. * Ability to influence and align cross‑functional teams at all levels of the organization without direct line authority. * Clear, concise communicator with strong verbal, written, and presentation skills; able to distill complex issues, risks, and trade‑offs for senior leaders * Strong business and financial acumen, with working knowledge of financial principles and project evaluation methods to support sound recommendations * Inclusive leader who delivers results through collaboration, trust, and constructive challenge * Comfortable operating in ambiguous, fast‑changing environments and acting as a change agent to improve ways of working * Proven track record of delivering projects in fast‑paced environments, balancing scope, quality, timeline, and cost * Able to work independently, manage multiple priorities, and perform effectively under pressure * Comfortable challenging the status quo and driving continuous process improvement. Desired Qualifications: * Master’s Degree or MBA or other advanced degree * PMP certification and/or other industry and project management certification * Experience working in Consumer Goods industry. * Experience in a GMP or regulated environment (Pharmaceutical, Medical Device, OTC) * Experience in Process Excellence / 6 Sigma methodologies What’s in it for you Annual base salary for new hires in this position ranges: $124,100.00 - $175,200.00 This takes into account a number of factors including work location, the candidate’s skills, experience, education level & other job-related factors. * Competitive Benefit Package* * Paid Company Holidays, Paid Vacation, Volunteer Time & More! * Learning & Development Opportunities * Kenvuer Impact Networks * This list could vary based on location/region *Note: Total Rewards at Kenvue include salary, bonus (if applicable) and benefits. Your Talent Access Partner will be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the recruitment & hiring process. Kenvue is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on merit without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you are an individual with a disability, please check our Disability Assistance page for information on how to request an accommodation.

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, • 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, • 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, • 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 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 A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

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