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Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description A program senior leadership role responsible for the Admissions Department’s leadership, strategy, customers, analysis and knowledge management, workforce, operations and results. Serves as an Admissions standard, policies, procedures, and industry subject-matter expert and resource. Position structure • Develop nurse, liaison, program scheduler, and other admissions staff leadership skills through utilization of Admissions Training, coaching, mentoring, and modeling in remote and face-to-face interactions on weekly, daily, monthly, quarterly, and annual basis, and as-needed, • Collaborate with National, Division, Region, and Program leadership to successfully improve program performance, quality, and growth, • Responsible for program’s successful rollout and sustainability of national, divisional, and regional initiatives within their program, • Lead by example through field coaching, account development, and community activities, • Ensure Admissions Department has active and an actionable strategic plan documented in the system, • Develop a customer-service oriented Admissions Department by identifying and responding to the customer’s needs and wants by recognizing the customer is the center of VITAS business, • Review and provide guidance on program-related customer complaints., • Admissions-focused process improvement project management for the program, • Admissions Performance KPI (Can change based on national direction):, • Length of Intake/Same Day Admit, • Speed to Referral/Appointment, • Training Completion/Competency, • Program Scheduler Performance/Quality, • Program oversight and ensured adherence to standards and performance in the areas of:, • Training: Field Coaching, manage completion of required and ad hoc trainings, analyze need based on utilization of data tools, complete ongoing professional development, and is capable of group presentations (internal and external), • Staffing: Demand-based scheduling, productivity management, account development during working hours, and schedule creation, • Recruitment: Monitor and manage initiatives, regular evaluation of FTE efficiently and with efficacy, ensure timely posting and hiring, • Compliance with AM required duties as here and within training materials, • Audits: Daily, weekly, monthly, quarterly and annual, • Monthly program, region, division and national meetings, • 5+ years nursing preferred, • 3+ years in a leadership/management role preferred, • Hospice admissions experience preferred, • Ability to work on various assignments simultaneously, • Knowledge of industry policies and practices, • Ability to motivate and develop others, • Ability to communicate tactfully, both verbally and in writing, with program leadership, patients, families, managers, coworkers, and vendors to resolve problems and negotiate resolutions, • Proficient with technology with ability to adapt to new products and comfortable learning new technologies (i.e. Excel, MS Teams, OneNote, SharePoint, PowerBI, SharePoint, etc.), • Demonstrates experiences of developing strategies and solutions to improve Admissions performance, • Ability to assimilate and analyze large amount of data/information to uncover business, quality and training needs within a data set EDUCATION • Requires completion of accredited Nurse Practitioner program., • Competitive compensation, • Health, dental, vision, life and disability insurance, • Pre-tax healthcare and dependent care flexible spending accounts, • Life insurance, • 401(k) plan with numerous investment options and generous company match, • Cancer and/or critical illness benefit, • Tuition Reimbursement, • Paid Time Off, • Employee Assistance Program, • Legal Insurance, • Roadside Assistance

Job Description Summary: : Ensures compliance with banking regulations established as part of the Community Reinvestment Act (CRA). Analyzes and reports required data to the federal government and examiners. Initiates, prepares and executes grant applications through the Federal Home Loan Bank. Regularly reviews progress of bank in Lending, Investment and Service Test as it relates to CRA. Develops new business and maintains effective relationships with community leaders in targeted markets. Chairs and prepares for CRA Committee Meetings. Job Responsibilities: Community Reinvestment Act (CRA) • Maintains proficiency in the use of the Bank’s compliance software to track and evaluate all HMDA lending, small business lending and community development activity., • Conducts quarterly analysis to monitor and present on the Bank’s CRA performance and compliance., • Conducts self-exams to determine level of compliance as it relates to lending, service and investment performance., • Researches and recommends special lending programs for housing, construction, purchase, rehabilitation, small and minority businesses and industrial development, particularly in low/moderate areas., • Develops and monitors the Bank’s CRA strategy., • Annually reports HMDA and Small Business data to federal government., • Chairs the CRA Committee Meetings., • Prepares CRA reports and presents them directly to the Board of Directors on a quarterly basis., • Annually updates the Performance Context with the latest market conditions and trends., • Develops new business in community development target markets., • Represents Columbia at various civic and community functions for the purpose of enhancing the Bank’s image in the community., • Identifies opportunities for the Bank to provide low-cost housing in low to moderate income areas through special grants and low-rate loan programs., • Works with Commercial Lenders, Business Development Officers, Branch staff, and others to increase visibility in targeted markets., • Oversees the Columbia Bank employee volunteer program “Team Columbia” community events., • Promotes financial literacy throughout the Bank., • Maintains records and documentation on all community development activities and programs., • Keeps up to date with changes in federal and state banking laws and regulations pertaining to CRA., • Reviews and interprets changes in CRA laws and regulations and keeps management informed. Ensures changes are implemented accurately and on a timely basis., • Supervises team members supporting the development and implementation of the Bank’s CRA program., • Establishes clear goals for the staff, ensuring accountability for performance., • Promotes a culture of continuous improvement, professional development, and diversity., • Works directly with Federal Home Loan Bank and prospective grantees to complete application packages for submission. Conducts periodic reviews on outstanding grants as required., • Bachelor's degree and ten or more years CRA and community development experience or equivalent combination of education and experience, • Thorough knowledge of federal regulations pertaining to CRA, • Experience in the preparation and execution of a CRA Strategic Plan, • Experience with public sector financing programs that support the CRA lending and investment products and understanding of the benefits of the public-private partnership, • Experience in evaluating credit facilities to ensure CRA eligibility, • Ability to travel to and participate in frequent civic and community functions and events within the metropolitan area, • Strong verbal/written communication and interpersonal skills, • Strong Microsoft Word, Excel and PowerPoint skills, • Exercise sound judgment, leadership, multi-tasking and problem-solving skills, • Must be a self-starter and able to work independently, • Must be well-organized, accurate and have a high attentive to detail Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. Associate Directors are a clients key contact throughout their compliance process. Associate Directors need strong interpersonal skills and the ability to develop excellent client relationships through interactions with both junior and executive level client personnel. These individuals must show an aptitude for understanding the financial markets, investment strategies and the business climate in which our clients operate. Associate Directors must demonstrate strong organizational skills and work effectively as members of a team. This position requires a particularly strong interest in working on a team and achieving team goals as opposed to individual goals. These individuals must be able to advance projects with minimal guidance or direction. Our environment is entrepreneurial and constantly changing. Our employees all possess a strong entrepreneurial mindset, they are problem solvers, with strong work ethics who are determined to create a world class business one day at a time. ESSENTIAL DUTIES AND RESPONSIBILITIES • Draft SEC and CFTC filings and compliance manuals, • Maintain Code of Ethics programs for clients, • Conduct regular reviews of client compliance programs, • Manage all client deliverables and adhoc requests, • Assist in SEC examinations and draft basic responses, • Assist and complete ERA, RIA and BD registrations, • Draft FINRA filings and provide filings guidance to clients, • Assist with FINRA inquiries by providing thoughtful responses, • Prepare regulatory filings such as Form ADV, Section 13 Filings, Form PF, Form PQR, among others REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A degree in Business Administration, Finance, Accounting, Political Science, or equivalent Experience: • 3-5 years experience working in financial services as a fund or broker dealer accountant or legal or compliance professional OR, • Recent law grad with financial services or fintech experience or business undergraduate degree, • Business undergraduate degrees preferred but not required, • JD, CPA or CFA preferred but not required, • Attorneys must have business undergraduate degrees or financial services experience to qualify., • Experience or technical understanding of trading strategies and the financial markets is highly desirable, • Some travel (5-25%) during peak periods is required. In return • A compensation package that includes a base salary between $120,000 - $150,000, • 401(k) match, • 25 days Holiday, • Health Insurance (EE and family), • Discretionary yearly bonus

Job DescriptionYou will support the organization in managing its contract negotiations and obligations pre- and post-contract execution, and provide hands-on support for due diligence activities required by our capital solutions division. This is a hybrid role (3 days a week) based at our HQ in Ridgewood, NJ. It reports to our Senior Contracts Manager. Key responsibilities will include: • Manage standard form agreements and continually propose and incorporate feedback to improve standard agreements, • Support the commercialization and standardization of new products, • Prepare standard form and customized agreements for customers, partners, and vendors as needed to support day-to-day operations, • Analyze third-party agreements for conformance with Scale’s standard commercial position to identify material inconsistencies, • Liaise with legal counsel and incorporate counsel’s input as appropriate, • Implement version control processes and ensure company-wide training and compliance, • Manage the signature collection process and timely satisfaction of any approvals or conditions precedent, • Manage contracts database, including monitoring existing contracts to ensure conformance with budget, deadlines, performance obligations, customer service, and contract renewals/expiration, • Support the project management and business development teams in clearing conditions to Scale’s obligations and in complying with the terms of the various agreements, • Ensure company-wide compliance with Scale’s internal approval processes, • Manage the legal and regulatory diligence process for purchasing, selling, and/or financing of distributed energy projects and portfoliosThe Ideal Candidate, • Bachelor’s degree required; law degree preferred; 3+ years post-grad work experience, • Strong commercial acumen and familiarity with standard commercial agreements, • Experience preparing power purchase agreements, energy services agreements, M&A transaction agreements, or similar agreements within the distributed energy industry preferred, • Familiar with the electric industry, with a preference for individuals familiar with the distributed energy industry and regulatory frameworks, • Detail and process oriented, with a history of improving and standardizing agreements and contract management processes – balancing speed and agility with internal controls and risk management, • Self-driven, entrepreneurial in nature; willing to step outside of role where needed to support the company’s needs; thrives in a fast-paced environment

Job Description Location: Clifton, NJ Work Setting: Onsite (4 days per week required, 1 day per week work from home) Compensation: $80,000 – $100,000 base salary + discretionary bonus Benefits: Medical, Dental, Vision, Paid Time Off, Paid Holidays, 401(k) with company match Position Summary The Transactional Paralegal will play a key role in supporting a busy in-house legal team with a focus on commercial real estate and corporate transactions. Reporting directly to the Associate General Counsel, this individual will manage all phases of transactions from inception to closing while assisting with title review, due diligence, and documentation. The role also includes support for corporate governance, securities filings, and compliance tracking. This position requires strong attention to detail, exceptional organizational skills, and a collaborative mindset to align with a tight-knit legal team that values professionalism, precision, and teamwork. What You’ll Do • Manage all phases of real estate and corporate transactions from inception to closing, • Coordinate due diligence materials, review title commitments, and prepare closing packages including deeds, affidavits, and conveyance documents, • Draft and review lease amendments, estoppels, and SNDAs, • Maintain transaction checklists, due diligence logs, and post-closing follow-ups, • Prepare corporate resolutions, consents, and maintain accurate entity records, • Assist with annual filings and compliance tracking, • Prepare Form D and Blue Sky filings; assist with investor communications and private equity offerings, • Draft offering memoranda and related documentation, • Maintain organized legal files (electronic and hard copy), • Coordinate with outside counsel and monitor billing activity What You'll Bring • 5+ years of paralegal experience with a focus on real estate and corporate transactions, • Bachelor’s degree or equivalent experience required, • Strong attention to detail and ability to manage multiple active deals, • Proficiency in Microsoft Office Suite and Adobe Acrobat, • Excellent written and verbal communication skills, • Ability to work onsite in Clifton, NJ four days per week — no exceptions Preferred Qualifications • Experience with REIT, DST, or non-traded securities offerings, • Familiarity with SEC compliance and Registered Investment Adviser filings, • Exposure to private equity or real estate investment environments, • Strong interpersonal skills and ability to thrive in a collaborative team setting What You'll Get • Competitive base salary between $80K–$100K with bonus potential, • Comprehensive health, dental, and vision coverage, • 401(k) with employer match, • Generous paid time off and holiday package, • Professional stability and mentorship within a lean, respected legal team

Job DescriptionCompany Description Vichara is a Financial Services focused products and services firm headquartered in NY and building systems for some of the largest i-banks and hedge funds in the world. Job Description Key Responsibilities Architecture & System Design * Architect, design, and lead multi-agent LLM systems using LangGraph, LangChain, and Promptfoo for prompt lifecycle management and benchmarking. * Build Retrieval-Augmented Generation (RAG) pipelines leveraging hybrid vector search (dense + keyword) using LanceDB, Pinecone, or Elasticsearch. * Define system workflows for summarization, query routing, retrieval, and response generation, ensuring minimal latency and high precision. * Develop RAG evaluation frameworks combining retrieval precision/recall, hallucination detection, and latency metrics — aligned with analyst and business use cases. AI Model Integration & Fine-Tuning * Integrate GPT-4o, PaLM 2, and open-weight models (LLaMA, Mistral) for task-specific contextual Q&A. * Fine-tune transformer models (BERT, SentenceTransformers) for document classification, summarization, and sentiment analysis. * Manage prompt routing and variant testing using Promptfoo or equivalent tools. Agentic AI & Orchestration * Implement multi-agent architectures with modular flows — enabling task-specific agents for summarization, retrieval, classification, and reasoning. * Design fallback and recovery behaviors to ensure robustness in production. * Employ LangGraph for parallel and stateful agent orchestration, error recovery, and deterministic flow control. Data Engineering & RAG Infrastructure * Architect ingestion pipelines for structured and unstructured data — including financial statements, filings, and PDF documents. * Leverage MongoDB for metadata storage and Redis Streams for async task execution and caching. * Implement vector-based search and retrieval layers for high-throughput and low-latency AI systems. Observability & Production Deployment * Deploy end-to-end AI systems on AWS EKS / Azure Kubernetes Service, integrated with CI/CD pipelines (Azure DevOps). * Build comprehensive monitoring dashboards using OpenTelemetry and Signoz, tracking latency, retrieval precision, and application health. * Enforce testing and regression validation using golden datasets and structured assertion checks for all LLM responses. Cross-functional Collaboration * Collaborate with DevOps, MLOps, and application development teams to integrate AI APIs with React / FastAPI-based user interfaces. * Work with business analysts to translate credit, compliance, and customer-support requirements into actionable AI agent workflows. * Mentor a small team of GenAI developers and data engineers in RAG, embeddings, and orchestration techniques. Qualifications • Experience:, • 5+ years as an AI or ML Engineer Required Skills & Experience * LLMs & GenAI: GPT-4o, PaLM 2, LangGraph, LangChain, Promptfoo, SentenceTransformers * RAG Frameworks: LanceDB, Pinecone, ElasticSearch, FAISS, MongoDB * Agentic AI: LangGraph multi-agent orchestration, routing logic, task decomposition * Fine-Tuning: BERT / domain-specific transformer tuning, evaluation framework design * Infra & MLOps: FastAPI, Docker, Kubernetes (EKS/AKS), Redis Streams, Azure DevOps CI/CD * Monitoring: OpenTelemetry, Signoz, Prometheus * Languages & Tools: Python, SQL, REST APIs, Git, Pandas, NumPy * Nice-to-Have Skills * Knowledge of Reranker-based retrieval (MiniLM / CrossEncoder) * Familiarity with Prompt evaluation and scoring (BLEU, ROUGE, Faithfulness) * Domain exposure to Credit Risk, Banking, and Investment Analytics * Experience with RAG benchmark automation and model evaluation dashboards Additional Information

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: Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed. • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Series 65, or other relevant financial industry certifications, are a plus but not required. 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.

Job DescriptionThe Role We are looking for a Client Success Manager who will serve our existing customer base that includes a variety of distributed generation assets on the East Coast. You will report to our Senior Director of Client Success and work a hybrid schedule from either our HQ in Ridgewood, NJ, or the New York City office (Union Square area). Key responsibilities will include: • Serve as the primary point of contact for Scale customers, • Monitor and analyze energy and financial asset performance to ensure both internal and external goals are being met, • Identify ways to improve and optimize asset performance to enhance value for Scales customers, • Maintain contractual obligations under PPA, interconnection agreements, and energy service agreements, • Prepare and deliver monthly, quarterly, and annual performance summaries and presentations to customers, • Track performance KPIs, • Work directly with Scale’s customers to build and cultivate strong relationships, ensure operations and goals are aligned, and Scale’s assets are performing, • Coordinate with both internal teams and the customer for all post-installation support and service needs effectively and efficiently, ensuring a high customer satisfaction level, • Complete ad-hoc analysis based on customer needs and feedback, • Regularly gather customer feedback and liaise with Scale’s internal teams to incorporate feedback and enhance customer experience, • Continuously look for opportunities to add value to our customers, offering further energy services/energy solutions to customers, • Managing Scale’s third-party service providers and ensuring a strong understanding of each of their roles to facilitate timely and accurate resolutions if/when issues arise, • Handle customer questions and requests effectively, and proactively communicate with customers, handle service problems politely and efficiently, • Recognize problems and respond by systematically gathering information, sorting through complex issues, seeking input from others, and addressing the root cause of issues, • Make timely decisions to ensure high levels of customer satisfaction, • Ensure Scale’s assets are operating in compliance with all permits and coordinate any ongoing reporting requirements by local regulatory authoritiesTo be successful in the role, you should have:, • 3-7+ years of demonstrated experience being an asset manager, client success manager, or account manager in a clean energy or industrials environment, • Experience with managing distributed solar PV, BESS, natural gas generator, and/or EV charging projects preferred, • A fundamental understanding of energy markets, utility bill calculation, and DERs, • Baseline knowledge of electric infrastructure in commercial and industrial facilities, • Strong understanding of solar plant design, SCADA data, and O&M principles., • Financial modeling and energy performance analytics proficiency (Excel, Power BI, etc.), • The ability to succeed in ambiguous and autonomous environments, • Strong relationship-building skills and willingness to travel to client meetings when needed, • Excellent customer service skills, • Sound decision-making with the ability to balance both short-term and long-term needs, • The ability to manage ambiguity and relay complex concepts in a simplified manner, • Familiarity with asset management platforms and monitoring systems, • Excellent communication, reporting, and stakeholder management skills

The Role We are looking for a Network Engineer to join our IT team to handle the design, implementation, and maintenance of our internal and client-side network infrastructure. You will play a key role in ensuring the stability, security, and performance of our networks, enabling us to deliver exceptional service to our clients and support our internal operations effectively. You should be comfortable with everything from troubleshooting network issues to supporting end-user systems, and contributing to network improvements within the company and on our deployed microgrids. This role will report to our Senior Manager of IT and be based at our HQ in Ridgewood, NJ, with travel up to 20% of the time. Key responsibilities will include: Network Design & Implementation: • Plan, design, and implement network solutions for both internal use and client sites, utilizing routers, switches, firewalls, wireless access points, and other network devices., • Conduct on-site client assessments to understand their needs and develop tailored network architectures., • Ensure network designs meet performance, security, and scalability requirements, incorporating redundancy and future-proofing best practices. Network Maintenance & Optimization: • Proactively monitor network performance, analyze metrics, and identify areas for improvement., • Perform regular maintenance and optimization of network devices and services to ensure reliability and maximize throughput. Security & Compliance: • Implement and maintain network security best practices, including firewalls, VPNs, and intrusion detection/prevention systems., • Ensure the security of both internal and client systems, adhering to industry regulations. Troubleshooting & Support: • Provide Tier 1/2/3 support for network-related issues, resolving escalated or complex problems remotely and on-site at client locations., • Respond to inbound support requests, collaborating with the help desk to address and resolve network incidents promptly., • Work with vendors and service providers to address outages and equipment failures effectively. Documentation & Reporting: • Maintain comprehensive network diagrams, standard operating procedures (SOPs), and configuration records., • Generate reports on network health, capacity planning, and performance trends to support strategic decision-making. Collaboration & Stakeholder Engagement: • Collaborate effectively with the Sr. IT Manager and team leads to align network strategies with business objectives., • Participate in cross-functional teams to evaluate and integrate new technologies, expanding and upgrading infrastructure as needed. The Ideal Candidate • Bachelor's degree in Computer Science, Information Technology, or a related field (or equivalent experience)., • 3+ years of hands-on experience in network engineering or a similar role., • Professional certifications (e.g., CCNA, CCNP) are strongly preferred., • In-depth knowledge of routing protocols (e.g., BGP, OSPF), switching technologies (VLANs, STP), and firewall configurations., • Familiarity with SCADA devices, FortiGate firewalls, and Teltonika modems is highly desirable., • Experience with network monitoring tools (e.g., SolarWinds, Nagios, PRTG) and logging systems (SIEM solutions)., • Familiarity with cloud networking environments (AWS, Azure, or GCP) is a plus., • Strong troubleshooting skills to diagnose and resolve network issues in both on-premise and client-site environments., • Excellent problem-solving and analytical abilities., • Strong communication and interpersonal skills to effectively interact with technical and non-technical stakeholders, including clients., • Detail-oriented with the ability to prioritize tasks, manage time efficiently, and meet deadlines., • Team player with a collaborative mindset and a customer-focused approach., • Willingness to travel to US-based client sites as necessary., • Ability to participate in an on-call rotation when required. This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: • Do the Right Thing, • Act Like an Owner, • Hustle, • Demand Results, • Go Together, • Evolve or Disappear We offer a competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching. About Scale Microgrids Scale Microgrids (“Scale”) is a fully integrated distributed energy platform focused on designing, implementing, and financing innovative distributed clean energy solutions. Through its leading technical expertise and access to scale capital, Scale helps its customers transition to a decentralized energy future by providing and financing sustainable, cost-effective, and resilient power solutions. Scale has its own proprietary microgrid solution, which provides customers with cheaper, cleaner, and more reliable power, and also partners with third-party developers to acquire and/or finance a broader range of distributed energy assets. Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets. To learn more about Scale Microgrids, please visit ___. About EQT EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit ___. Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

InVision is a Professional Recruitment Firm specializing in Engineering, Industrial/Skilled Trades, Information Technology and Professional Services within Canada and the U.S. We have a successful track record working on both small and large recruitment projects, across North America. Our client is a global expert in electrical specialties and advanced materials for high-tech industries. With more than 50 industrial sites and 16 R&D centers in 35 countries around the world, they develop custom built solutions and delivers key products to its clients in order to meet the new technological challenges shaping tomorrow’s world in the wind power, solar power, electronics, electric vehicles, aeronautics, space and countless other industries. They are seeking a Production Manager to join them on a full-time permanent basis. Key Responsibilities Production Leadership & Execution • Plan, organize, and manage daily production operations to meet customer requirements (output, quality, on-time delivery)., • Develop and maintain production schedules while managing labor and equipment resources efficiently., • Coordinates shipping activities to ensure on time delivery., • Manage Maintenance team to ensure OEE targets are met., • Monitor production performance using KPIs such as OEE, Scrap, Downtime, Throughput, and Productivity., • Lead, coach, and develop production supervisors, team leaders, and operators., • Promote a performance-driven culture with clear expectations and accountability., • Conduct regular team meetings, training, and capability development programs., • Ensure product quality meets internal standards and customer specifications., • Implement Lean Manufacturing, 5S, and Kaizen improvement projects to increase efficiency and reduce waste in collaboration with the operational excellence team., • Ensure a safe working environment by ensuring HSE rules and procedures are respected., • Work with HSE Regional manager to identify potential risks and implement safety improvements., • Monitor production budgets and control labor, scrap, and operating costs., • Optimize equipment utilization and drive productivity improvements., • Support capital investment planning and implementation. Qualifications Education & Experience • Bachelor’s degree in Industrial, Mechanical, or Manufacturing Engineering, or equivalent related experience., • Minimum 5–7 years of manufacturing/production experience, including at least 2–3 years in a leadership role., • Experience in Lean Manufacturing, Continuous Improvement, and Quality Management., • Strong leadership and team management capabilities, • Excellent problem-solving and decision-making skills, • Knowledge of ERP/MRP systems (JDE, SAP, Oracle, Microsoft Dynamics, etc.) Employment Rewards: • Full Time Permanent, • Benefits (medical, dental, vision), • Paid Time Vacation, • Annual Bonus, • 401K + Match Application Process: All Qualified candidates will be contacted. InVision is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: It is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

About Grocery Outlet Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network of independent operators, we offer a unique business model that empowers entrepreneurs to run their own stores. Our mission is to deliver exceptional value to customers while fostering a culture of independence, integrity, and community impact. Founded in 1946, Grocery Outlet has a rich history of providing exceptional bargains to customers while supporting local entrepreneurs. Over the decades, we have expanded to more than 500 locations across the United States, maintaining our reputation as the leading extreme-value grocery retailer. Our continued growth and success are driven by our commitment to innovation, strong supplier relationships, and our independent operator model, which has helped countless business owners achieve financial and personal success. The Independent Operator Role The Independent Operator (IO) is a hands-on, entrepreneurial role where individuals take ownership of their Grocery Outlet store. This is a unique business opportunity, not a franchise, giving operators the autonomy to run their business while benefiting from the support and resources of an established retail brand. Key Responsibilities: • Store Operations: Oversee daily store functions, including inventory management, compliance, and financial oversight to ensure profitability and growth., • Leadership & Team Development: Recruit, hire, and train a high-performing team to deliver outstanding customer service and operational excellence., • Buying & Merchandising: leveraging Grocery Outlet’s unique buying model. Order the variety and quantity of products to meet the unique preferences of your local community., • Community Engagement: Support local organizations and causes you are passionate about, aligning with our mission of "Touching lives for the better”, • Financial & Business Acumen: Manage financial performance, including sales, margins, expenses, and overall profitability., • Customer Experience: Create an inviting shopping experience by maintaining a clean, organized, and well-stocked store. Benefits: • Operational Autonomy: Run your store the way you think is best for your community, employees, and business., • Uncapped Earning Potential: There is no limit to what you can earn; the more your store sells, the higher your commission payment will be., • Control Your Schedule: While a full-time commitment is required, you have the flexibility to choose your working hours and manage your own schedule., • Corporate Support: Receive training, mentorship, and support from marketing, finance, and business professionals to assist with any questions or issues that arise. Qualifications: • Minimum of 4 years’ retail store Management or multi-unit restaurant management experience., • Entrepreneurial mindset with a passion for retail and customer service., • Strong leadership skills and the ability to build and develop a team., • Business acumen, including financial and operational management experience., • Willingness to relocate and commit to the full training and onboarding process., • A drive for success and the ability to work independently while leveraging the support of the Grocery Outlet network. This is not the right opportunity for you if you… • Are looking for a passive investment or absentee ownership., • Are interested in selling property or real estate to Grocery Outlet., • Are expecting Grocery Outlet to build a store in a specific location at your request. If you're ready to take control of your future and own your success, the Grocery Outlet Independent Operator opportunity could be the perfect fit for you! Grocery Outlet Privacy Policy -

IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.

State Street Alternative Investment Services.State Street AIS provides fund accounting, administration, tax, compliance and middle office trade support services to hedge fund managers.AIS combines its experienced teams of trained financial service professionals with sophisticated software developmen

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn.Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients portfolios from start to finish. This will include (but is not limited to) the following: Manage the Investor Services team including training and professional development Develop and maintain client confidence and belief in the companys vision and strategy for delivering stakeholder value Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations Deliver a high level of service and immediate response time to all client and investor queries Manage client-specific requests and define projects to develop processes to improve the product offering Work with external auditors in preparation of year-end financial statements for the Funds Manage CRS reporting including FATCA reporting Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual Participate in special projects within the Waystone group including quality control and process improvements Experience: A minimum of 8 years in an Investor Services role in a Fund Administrator A minimum of 4 years in a management position Experience of HWM Mantra would be an advantage Education: A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)