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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description: Client Service Associate (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at OnePoint BFG. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service. Key Responsibilities: • Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings., • CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system., • Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed., • Product Support:Assist with Annuity and Insurance paperwork and support marketing initiatives., • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests., • Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL., • Project Assistance: Support the management team with various projects during downtime. Qualifications: • Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus., • Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively., • Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving., • Education: A bachelor's degree in finance, business, or a related field is preferred., • Plus: Familiarity with key industry platforms and tools, including but not limited to:, • Portfolio Management Systems (e.g., Orion, Morningstar)., • Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro)., • Customer Relationship Management (CRM) Software (e.g., Salesforce)., • Understanding of compliance software relevant to the financial industry.

Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Knowledge, Skills & Abilities: • Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement., • Highly Responsible and accountable, self-motivated, • Excellent organizational and time management skills, • Ability to independently prioritize work, • Ability to handle multiple tasks within tight time frames, • Proficiency with Microsoft Office and computer software and systems to perform duties, • Maintain, improve and optimize office processes, • Strong verbal, written and interpersonal communication skills, • Interest in financial markets and investment securities

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Job Description Summary Onsite #LI-Onsite Cambridge, MA East Hanover, NJ About the role: As Head of Portfolio Strategy & Operations, Neuroscience and Gene therapies (NS & GTx), you will lead the therapeutic area and portfolio strategy. You will serve as a thought partner for the NS & GTx Head and leadership team, in collaboration with key stakeholders along the R-D-C continuum, while considering internal & external factors impacting the neuroscience and gene therapies portfolio. You will have the opportunity to lead the team's operations and oversee program execution by actively partnering with Global Program Heads, development line functions, global medical affairs, and other key stakeholders, while partnering directly with the Global Program Manager function with workforce planning, demand planning, & resource needs in NS & GTx. You may also deputize for the NS & GTx Head. This position reports to the DU Head. Job Description Your Key Responsibilities: * Serve as a thought partner for the NS & GTx unit head and leadership team on all topics related to strategy, portfolio strategy and program-level strategic considerations. * Lead the strategic initiatives within NS GTx and contribute to development or enterprise-level initiatives. * Co-lead the NS & GTx strategy review in collaboration with the NS & Gtx Head and other NS & GTx members; works in collaboration with NS & GTx leadership members and their respective organizations; prepares outputs for Novartis senior management, Board of Directors and external audiences (e.g., investors). * Proactively monitor external landscape (incl. industry, regulatory landscape etc.), assesses impact on portfolio and derives concrete actions / recommendations. * Lead governance, effective discussion and quality decision making at NS & GTx Leadership team; Point person for portfolio & strategy related activities and requests . * Lead effective internal and external communication to include IR and pipeline communications via generation or review of all NS & GTx level reports; lead development of strategic communication and associate engagement plan. * Translate NS & GTx strategy into NS & GTx leadership team and development leadership team objectives jointly with GPTs and DU LFs; continuously tracks status. * Optimize the portfolio value and update relevant NS & GTx strategy. * Prepare (and support leadership team in preparation) for governance meetings, including in-writing memos and monthly updates. Liaising with governance boards to coordinate flow of review. * May manage the NS & GTx Operational Manager(s) and have direct reports ranging from 1-5 associates. * Accountable for external annual DU budget Planning and management of department headcount (10-20 FTEs) and oversight of the DU project development costs. * Ensures resource optimization through influencing trial and program design by matching investment to portfolio prioritization and risk profile. Video Link ___ This position will be located at the Cambridge, MA or East Hanover, NJ site and will not have the ability to be located remotely. This position will require 5% travel as defined by the business (domestic and/ or international). Role Requirements: Essential Requirements: * Master's degree or equivalent education/degree in life sciences or healthcare and 10+ years of drug development experience, and knowledge of drug development strategy. * 5+ years people and matrix management experience. * Excellent problem-solving, negotiation and conflict resolution skills. * Considerable organizational awareness, including significant experience working cross-functionally and in global teams. * Strong relationship builder and communicator with experience leading diverse work teams, driving program excellence, engaging functional partners, and partnering with disease unit Head and Business Franchise Head. * Advanced planning and project management skills, with understanding of business processes. Desired Requirements: * MD, PhD or MBA highly desired. * Global people management experience Novartis Compensation and Benefit Summary: The salary for this position is expected to range between $225,400 and $418,600 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. To learn more about the culture, rewards and benefits we offer our people click ___. Why Novartis: Our purpose is to reimagine medicine to improve and extend people's lives and our vision is to become the most valued and trusted medicines company in the world. How can we achieve this? With our people. It is our associates that drive us each day to reach our ambitions. Be a part of this mission and join us! Learn more here: ___ You'll receive: You can find everything you need to know about our benefits and rewards in the Novartis Life Handbook. Accessibility and Reasonable Accommodations: The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please send an e-mail to call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Join our Novartis Network: If this role is not suitable to your experience or career goals but you wish to stay connected to learn more about Novartis and our career opportunities, join the Novartis Network here: ___ EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $225,400.00 - $418,600.00 Skills Desired Adaptive Strategy And Innovation, Business Partnering, Business Planning, Business Strategy, Drug Development, Financial Modeling, Go-To-Market Strategy, Investment Portfolio, Investor Relations, IT Portfolio Management, Key Account Management, Mergers and Acquisitions (M&A), Npd (New Product Development), Operations, Organizational And Project Design, Pipeline (Software), Prioritization, Project Presentation, R&D (Research And Development), Resource Management (Organizational), Risk Management, Strategic Partnerships, Strategic Planning, Virtual Private Server, Workforce Planning

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Marshall Dennehey, a leading Am Law 200 civil defense law firm with over sixty years of continued service to our corporate, insurance, and individual clients, is seeking an SIU Litigation Attorney for its Roseland, NJ office with at least four (4) years of experience. The ideal candidate for this role will have a passion for combatting fraud against the insurance industry. In this role, you will utilize your strong litigation and investigative talents to help defend against fraudulent medical, and other claims filed against various insurance carriers and commercial insureds, and to bring Affirmative Actions, including RICO based litigation. This position allows for defense and affirmative litigation arising out of BI, UM, Trucking and Transportation, Labor Law, First Party Property, PIP, Work Comp and more. In addition, you will apply your strong legal writing skills, and negotiate on a variety of complex matters. Key Responsibilities: • Partner with various SIU departments to defend against fraudulent claims submitted against various clients, • Research, Prepare, File and Litigate fraud actions on behalf of the Company including Racketeer Influenced and Corrupt Organizations Act (RICO) and other Affirmative Actions, • Prepare litigation strategies, as well as negotiate a variety of complex matters, • Review file assignments, and strategize for resolution, • Propound discovery and drafts motions, memorandums and other legal briefs as required, • Prepare for and conduct depositions and examinations under oath (EUO's), • Attend arbitrations, mediations, and trials including expert witnesses, • Prepare and conduct court appearances (matter management conferences, hearings, status conferences, etc.), in both State and Federal Court, • Draft pre and post-trial motions in Federal and State Courts, • Negotiate settlement and draft related documents Compensation range: $130,000 - $200,000 which is negotiable dependent upon experience level and portable business. The posted salary range for this position is based on several legitimate, non-discriminatory factors set by the Firm. Marshall Dennehey is committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, or local pay equity laws. Marshall Dennehey seeks to hire attorneys who want to find their “forever home.” We welcome candidates who desire to advance within the firm while assisting others to do the same. To that end, we prefer a steady and consistent work history. In return, the firm offers a competitive salary including multiple financial bonus opportunities throughout the year, a comprehensive employee benefits package, a firm funded Lifestyle Account entitled “Marshall Associate Advantage”, and a sound future. Marshall Dennehey supports and encourages workplace diversity and we are an Equal Opportunity Employer AA/M/F/D/V. The firm’s investment in this arena has been observed by numerous publications and we were honored with a 2022 “Tipping the Scales” recognition by the Diversity & Flexibility Alliance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law. Qualified applicants may submit their cover letter and resume for consideration. Marshall Dennehey does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings.

1-4 years of commercial/complex litigation | $120K-$130K + bonus | Roseland, NJ | Collaborative culture | Diverse caseload This Jobot Job is hosted by: Natasha van der Griendt Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $130,000 per year A bit about us: Our client is a Northern New Jersey litigation boutique handling sophisticated matters across multiple practice areas. The firm's diverse docket includes commercial disputes, complex civil litigation, class actions, personal injury, and medical malpractice in both federal and state courts. They seek talented litigators who thrive on challenging work, value autonomy, and want meaningful client interaction from day one. Why join us? • Competitive compensation ($120K-$130K) plus performance bonus, • Unlimited time off - take what you need, • Early deposition and court experience across varied litigation matters, • Casual work environment - no suits unless you're in court, • Comprehensive benefits including 401(k) with employer match, • Flexible schedule with no mandatory face time requirements Job Details LITIGATION ASSOCIATE A sophisticated plaintiff's litigation firm in Northern New Jersey seeks a motivated Associate with 1-3 years of experience for their growing practice. This position offers substantial responsibility handling complex matters including commercial disputes, class actions, and multi-party litigation with direct attorney-client relationships and frequent court appearances. Responsibilities: • Handle complex litigation matters from case inception through trial and appeals, • Draft substantive motions, briefs, and pleadings for federal and state courts, • Conduct depositions and represent clients at court proceedings, • Manage client relationships and provide strategic counseling, • Collaborate across practice areas including commercial litigation, class actions, personal injury, and medical malpractice, • Conduct legal research and develop case strategy, • 1-4 years litigation experience (commercial or complex civil matters preferred), • New Jersey bar admission required, • Strong legal research, writing, and analytical skills, • Self-motivated with ability to manage competing priorities, • Excellent communication and client relations abilities, • Demonstrated ability to work both independently and collaboratively, • Adaptability and comfort with diverse subject matter, • Full-time position in Northern New Jersey (Roseland area), • Flexible arrival times with results-oriented culture, • Collegial, non-hierarchical atmosphere, • Open-door policy with accessible partners Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Join this growing team that is passionate about building innovative solutions to revolutionize how State Street services our customers. This Senior Associate position is within the Private Equity Fund Services Business Unit of the State Street Alternative Investment Services (AIS) group, a recognize

Alternative Investment Solutions Loans Unit Senior Associate. The role of Alternative Investment Solutions Loans Unit (ALU) in the organization is to handle critical and time sensitive controls, executions, and decisions within investment operations. The AIS Loans Unit is a growing, dynamic business

A leading financial services firm in New Jersey is seeking a Senior Associate to prepare, analyze, and report on investment performance data for real estate funds.The ideal candidate will have experience in fund accounting, preferably hold or be pursuing a CPA, and possess strong communication skill

Reporting to the Associate Director of First Year Admissions, the Admissions Counselor performs recruitment and admission and enrollment functions. That investment begins with the Department of Admissions where dedicated Admissions Counselors reach out to prospective students and lend support throug

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused

Job DescriptionPrivate Client International Trusts & Estates Planning Associate / AttorneyLocations Boca Raton; Boston; Greenwich; Hartford; Miami; New Haven; New Jersey; New York; Providence; Stamford; Washington, DC; West Hartford; West Palm Beach Direct Counsel is seeking a Private Client International Trusts & Estates Planning Associate / Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm. This is an exceptional opportunity for an attorney with 4+ years of sophisticated international estate planning experience to work with high-net-worth individuals, multinational families, family offices, and closely held businesses on complex cross-border wealth planning matters. The role offers highly sophisticated exposure to international tax structuring, pre-immigration planning, expatriation matters, foreign trusts, global reporting compliance, and multi-jurisdictional wealth transfer strategies. Position Overview The ideal candidate will have at least 4 years of international trusts and estates planning experience, with demonstrated strength advising U.S. and non-U.S. taxpayers on cross-border tax, trust, estate, and wealth structuring matters. This role is ideal for an attorney experienced in: • Cross-border estate and gift tax planning, • Foreign trust structuring, • Pre-immigration and expatriation planning, • Family office advisory matters, • International tax compliance and reporting, • U.S. real estate ownership planning for non-U.S. persons, • Advise high-net-worth U.S. and international families on sophisticated cross-border estate planning, • Structure and advise on foreign trusts and offshore wealth vehicles, • Handle pre-immigration and expatriation tax planning, • Advise non-U.S. clients on U.S. property acquisitions and ownership structures, • Counsel on tax and reporting obligations involving:, • Foreign financial accounts, • Foreign corporations, • Offshore trusts, • International investment structures, • Support family office and closely held business planning matters, • Coordinate with multidisciplinary teams on:, • Tax, • Corporate, • Real estate, • Trust administration, • Succession planning, • Develop practical wealth transfer solutions across multiple jurisdictionsQualifications, • J.D. from an accredited law school, • Minimum 4 years of sophisticated international trusts and estates planning experience, • Strong experience with:, • Cross-border tax planning, • International wealth structures, • Foreign trusts, • Pre-immigration and expatriation, • Multinational family planning, • Excellent technical, drafting, and client counseling skills, • Strong written and verbal communication abilities, • Practical, solution-oriented problem-solving skills, • Ability to independently manage sophisticated private client matters Compensation will vary based on office location, experience, credentials, and overall fit. Ideal Candidate The ideal attorney will be: • Technically sophisticated in international private client tax planning, • Comfortable advising ultra-high-net-worth and multinational families, • Skilled in balancing tax efficiency with family governance concerns, • Interested in multidisciplinary family office work, • Collaborative, polished, and client-facing

Job DescriptionDescription: Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations Salary: $70-75k About the Role We’re looking for a detail-oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy-specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to AlternativesRequirements: Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Job DescriptionReal Estate Transactional Associate Attorney – Parsippany, NJ Direct Counsel is seeking a Real Estate Transactional Associate Attorney to join a growing New Jersey-focused commercial real estate team in Parsippany, NJ. This is an excellent opportunity for an attorney with 5+ years of commercial real estate transactional experience to handle complex acquisitions, dispositions, financings, equity investments, and leasing matters. Location Parsippany, New Jersey Position Overview The ideal candidate will have: • Minimum 5 years of commercial real estate transactional experience, • Substantial experience in structuring and closing complex commercial real estate deals, including mortgage and mezzanine financings, acquisitions, dispositions, equity investments, and leases, • Knowledge of federal and state environmental law and environmental due diligence for real estate transactions (preferred), • Strong written, verbal, analytical, and client-facing skills, • Ability to work independently and collaboratively within a dynamic team, • Advise clients on all aspects of commercial real estate transactions, • Conduct and review due diligence for acquisitions and dispositions, • Draft, negotiate, and review purchase agreements, leases, financing documents, and equity investment agreements, • Collaborate with multidisciplinary teams on complex real estate and real estate finance matters, • Support environmental due diligence and compliance when applicableQualifications, • JD from an accredited law school, • Minimum 5 years of commercial real estate experience, • Strong drafting, problem-solving, and client service skills, • Self-motivated, driven, and collaborative

Job Description Hey, Visionary Veterinarian – Ready to Practice with Heart in Wayne, NJ? At North Jersey Animal Hospital, we’re not just a full-service practice—we’re a tight-knit family of pet lovers on a mission to deliver exceptional care to the dogs, cats, and families of Wayne, New Jersey, and beyond. We’re searching for you—an innovative, motivated, and empathetic veterinarian—to bring your skills as a full-time veterinarian and grow with us! Picture this: You’re joining a team that thrives on collaboration, where every day is about inspiring excellence and making a real difference—whether it’s through life-stage wellness care, cutting-edge diagnostics, dentistry, surgery, or simply being there for a worried pet parent. You’ll work alongside our talented associate vets, shape our standards of care, and build something truly special in a community that values both adventure and connection. Why Wayne, NJ? Wayne’s got that perfect mix—bustling energy and small-town charm. Think lake communities packed with outdoor fun, top-notch schools, a stellar library, and even William Paterson University right nearby. It’s a place where you can excel at work and live fully outside of it—whether you’re exploring museums, relaxing with family, or hitting the shopping centers. Why Us? We’re part of Suveto Veterinary Health—a network that’s all about veterinary ownership, not corporate vibes. With our Veterinary Stock Ownership Plan (VSOP®), your hard work grows the hospital and your future—no upfront investment needed. Plus, we’ve got your back with benefits that scream care: think 401(k) matching, health/dental/vision insurance, paid parental leave, pet health discounts, relocation help, and a flexible schedule to keep life balanced. What You’ll Bring: A passion for healing pets, a knack for connecting with people, and a drive to practice with empathy and purpose. You’ll advocate for patients and rally as a team team around a shared goal: being the best for pets and their families. Let’s Build Something Together Ready to make North Jersey Animal Hospital your home? Let’s chat. Reach out today and let’s see where this journey takes us. Email or make an appointment for a confidential conversation about this opportunity: All our Benefits are rooted in ownership, growth, and well-being: • Veterinary Stock Ownership Plan (VSOP®), • 401(k) matching, • Flexible spending account, • Health insurance, • Dental insurance, • Life insurance, • Vision insurance, • Paid time off, • Paid parental leave, • Pet Health Discounts, • Voluntary Life and AD&D, and Short-Term Disability, • Long-Term Disability Coverage, • Health savings account, • Employee Assistance Program, • Professional development assistance, • Relocation assistance, • Flexible schedule, • Referral program WE BELIEVE IN VETERINARY OWNERSHIP VSOP® is an innovative and risk free way to have ownership in the network. It will provide you with the tools to grow both financially and professionally, without upfront monetary investment. As the hospital grows from your hard work and dedication, so will the value of your VSOP®. Suveto Hospital Network At Suveto, we’re on a mission. We’re here to empower vets like you (yes, you) to take ownership of the profession for a better veterinary future. Company DescriptionTake the first step in owning your career. We offer diverse, collaborative, and dynamic veterinary job opportunities to fit your unique journey.Take the first step in owning your career. We offer diverse, collaborative, and dynamic veterinary job opportunities to fit your unique journey.

Job DescriptionDescription: Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Requirements: Knowledge, Skills & Abilities: · Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement. · Highly Responsible and accountable, self-motivated · Excellent organizational and time management skills · Ability to independently prioritize work · Ability to handle multiple tasks within tight time frames · Proficiency with Microsoft Office and computer software and systems to perform duties · Maintain, improve and optimize office processes · Strong verbal, written and interpersonal communication skills · Interest in financial markets and investment securities

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Aspiring Financial Advisor Program (Training & Licensing Provided) Investment Associate. People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enabl

People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We are s

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Bilingual (English/Spanish) Legal Receptionist Clifton, NJ.LHH Recruitment Solutions is seeking a highly professional and experienced Bi-Lingual Legal Receptionist to join our team.This is an immediate opening for a dedicated individual who thrives in a fast-paced environment and values excellent c