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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.

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.

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.

The Role We are looking for a Product Engineering Manager to lead a team that provides power systems engineering expertise for off-grid and grid-tied microgrids and data centers. Our projects typically include managing a variety of DER and microgrid assets, including solar, energy storage, switchgear, controls, and reciprocating engines. You will report to our Chief Technology Officer and will ideally be a hybrid role based out of either our Ridgewood, NJ, NYC, Los Angeles, or Oakland, CA offices. Key responsibilities will include: • Provide technical expertise to develop core technologies that our project teams will utilize to deliver distributed energy solutions., • Leverage electrical and power engineering knowledge to define best practices and publish internal standards and guidelines to ensure high-quality microgrid projects are engineered well for our clients., • Review project-specific electrical designs and the sequence of operations for controls, • Provide technical oversight and guidance on relay protection settings and power systems analysis, • Define long-term technical vision and product roadmaps for microgrid design and core technologies., • Work with the business development, execution, and commercial teams to ensure our microgrids are appropriately integrated into the customer site and are technically correct, practical, and cost-effective., • Utilize strong technical and communication skills to interface with all aspects of the business, vendors, and customers., • Support, build, and grow a diverse team., • Provide mentorship and leadership to team members., • Guide individuals in setting clear goals and provide regular feedback on performance to foster career growth., • Coordinate project staffing and prioritization., • Implement new tools and practices as needed to make the team more effective. The Ideal Candidate • 10+ years of power systems experience with 3+ years of experience building and leading technical teams, preferably in a high-growth company., • Thorough technical understanding of distributed energy technologies, including solar, battery, switchgear, and reciprocating engines/turbines., • Understanding of rotating power with reciprocating engines in the 200kW to 5MW size range per engine. This includes parallel operation with the utility and with other DERs, both in grid-parallel and island-mode operations., • Understanding of switchgear and relay protective settings (SEL, Beckwith), • Experience in medium voltage switchgear, including 13.8kV, 23kV, and 34.5kV, • Core competency in transformer design, short circuit analysis, grounding schemes, and power systems analysis, • Strong knowledge of the various DER power sources within the Microgrid and how they best interface with the utility to provide a more efficient system., • Demonstrated expertise and understanding of the US power markets, the interconnection process, and requirements., • Knowledge of systems controls for all the DERs and how they can be utilized to accomplish specific operating goals while part of the Microgrid., • Strong communication skills, including the ability to communicate with technical and non-technical people to make projects work., • Understanding relevant buildings, electrical, civil, etc., codes is a plus., • BS in Electrical Engineering with a focus on the power side., • PE in power and electrical engineering is preferred., • Experience at an engineering/consulting firm is a plus. 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 is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. 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.

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.

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

Job Description The Role: We are looking for a Director, Environmental Permitting, to lead and scale all environmental functions supporting development, permitting, construction, and operations of on-site power generation to support large data center loads across the U.S. You will be responsible for leading all environmental strategy, permitting, compliance, and regulatory interface activities for Scale Microgrids Data Center business, providing executive-level oversight of environmental risk management across natural gas generation facilities, data center infrastructure, and electric transmission and distribution assets. You will establish environmental standards, manage agency relationships, oversee consultants, and ensure projects are delivered on schedule and in full regulatory compliance. This is a leadership role with strategic and operational accountability. Environmental risk can kill a project quietly and expensively, and this role ensures our portfolio moves forward with regulatory certainty, disciplined compliance, and long-term operational stability. The role reports to our Chief Development Officer, Data Centers, and is based in either our NYC, Ridgewood, NJ, Santa Monica/Oakland, CA, or Chicago offices. Key responsibilities will include: Strategic Leadership • Develop and execute environmental strategies for all projects., • Identify environmental risks early in project development and integrate mitigation strategies into siting, engineering, and financial modeling., • Serve as the environmental authority for executive leadership., • Direct permitting strategy for natural gas generation facilities, data centers, substations, transmission infrastructure, and distribution systems., • Oversee federal, state, and local environmental permitting, including Clean Air Act permitting (Title V, PSD, minor source permits), Clean Water Act Sections 404 and 401, stormwater and NPDES compliance, wetlands and listed species coordination, cultural resource coordination, and NEPA documentation where applicable., • Develop permitting schedules aligned with project development milestones., • Ensure compliance across development, construction, and operational phases., • Establish internal environmental compliance frameworks and reporting systems., • Oversee environmental audits and corrective action plans., • Direct environmental due diligence for land acquisition and project development., • Oversee Phase I and II ESA processes., • Evaluate site constraints related to wetlands, species, floodplains, and cultural resources., • Partner with Development, Engineering, Construction, Legal, and Finance teams., • Support investor diligence and lender technical reviews., • Provide environmental risk summaries for board-level presentations., • Periodic travel to project locations, • A combination of office, field, and agency engagement responsibilities.The Ideal CandidateRequired skills:, • Bachelor’s degree in Environmental Science, Environmental Engineering, Biology, or related field., • 10+ years of progressive environmental experience in energy, utility, or infrastructure sectors., • Demonstrated leadership experience managing environmental programs or teams., • Deep working knowledge of environmental regulations., • Experience in natural gas generation and electric infrastructure projects., • Strong understanding of air permitting for combustion turbines or reciprocating engines., • Experience interfacing directly with federal and state regulatory agencies., • Proven ability to manage complex, multi-permit development timelines., • Strong executive communication skills. Preferred skills: • Master’s degree in environmental or related discipline., • Professional certification (e.g., P.E., CEP, CHMM)., • Experience supporting data center infrastructure., • GIS proficiency and ability to interpret spatial environmental data., • Experience in microgrid or distributed energy development. Leadership Competencies: • Strategic thinker who understands how environmental decisions impact capital deployment and schedule., • Calm and decisive under regulatory pressure., • Able to balance compliance with development velocity., • High ownership mindset., • Strong negotiation skills.

Job DescriptionBoutique Established Wealth Management Firm seeks Senior Relationship Manager to serve as primary point of contact for UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management

Job DescriptionThe RoleWe are looking for a Director of Procurement to own commercial relationships with equipment vendors, contractors, and other service providers across the supply chain for our renewable energy projects. This includes identifying vendors, negotiating preferred terms and prices, developing and implementing our procurement strategy, ensuring supply availability, and supporting engineering efforts to standardize designs of distributed energy systems. This role will report to the Chief Operations Officer and be based in the Northeast US or California. Key responsibilities include: • Define and implement the overall procurement strategy, strategic sourcing, and supplier selection, aimed at optimizing costs and operational efficiencies., • Develop Procurement policies, supplier selection procedures, and implementation of sourcing strategies, and conduct supplier selection processes to identify the best sourcing options., • Collaborate with Scale’s engineering team to understand technical requirements for equipment and other components, including battery energy storage, solar PV, generators and generator components, inverters, switchgear, and other balance of system components, • Work with Scale’s project delivery team to understand construction and engineering requirements for projects, and with Scale’s asset management team to understand third-party operations and maintenance service requirements, • Identify suppliers with conforming equipment specifications and/or capabilities, appropriate quality controls, and bankable performance history, • Negotiate terms and pricing with suppliers and drive procurement activities utilizing standard framework agreements to facilitate purchasing activities, • Develop and execute sourcing strategies to ensure continuity of supply while managing risks across the supply chain, • Work with engineering to standardize system designs, implementation, and operations, considering supply chain risks, costs, etc., • Guide internal teams to resolve cross-functional issues related to equipment, construction, and operations, • Track and analyze vendor performance, establish and maintain relevant KPI’s, monitor and manage relevant metrics, including spend analytics, operational efficiencies, supplier performance, warranty recovery, and benefit capture from procurement activities., • Identify and execute initiatives to increase procurement process efficiency & effectiveness, including implementation of procurement software solutions The ideal candidate:, • 10+ years of supply chain development and/or strategic sourcing experience, • Deep working knowledge of the renewable energy market and vendor landscape, pricing, terms, and trends, • Experience vetting vendors for quality and experience, • Comfortable presenting to and negotiating with local distributors as well as high-level executives, • Solid knowledge and demonstrated understanding of sourcing and/or purchasing leadership, vendor relations, procurement, sourcing, distribution, and tracking program savings and supplier service KPIs, • Ability to influence internal and external teams, with strong negotiation skills, • Excellent problem-solving skills with the ability to identify and manage risks, • Ability to communicate with diverse stakeholders, including engineering, on technical subject matters, • Background in mechanical, electrical, or industrial engineering is helpful. MBA is a plus

Job Description The Role We are looking for a Treasury Manager to lead and manage the company’s treasury operations, including cash management, liquidity planning, banking relationships, and debt compliance. This role will be responsible for ensuring the company maintains adequate liquidity to support its operations and growth while optimizing the use of capital and maintaining compliance with financing agreements. You will report to our CFO and be based in Ridgewood, NJ. Key responsibilities will include: • Lead day-to-day treasury operations across multiple banking partners, platforms, and debt facilities while being the treasury/banking point of contact internally as well as with the third-party banks., • Execute and coordinate high-volume, time-sensitive cash transactions based on requests from Accounting and Capital Markets teams, • Monitor and report daily liquidity position, including unrestricted and restricted cash balances, • Manage restricted cash movements in accordance with debt agreements, credit policies, and intercreditor requirements, • Oversee cash receipts and distributions from/to tax equity investors, lenders, sponsors, and other capital providers, • Prepare short-term and long-term cash flow forecasts; identify liquidity risks and funding gaps, • Track and report compliance with debt covenants and other financing requirements, • Support financing transactions, including fundings, repayments, refinancings, and amendments, • Develop and maintain treasury reporting for senior leadership, including liquidity dashboards, exposure reporting, and scenario analyses, • Design, implement, and enhance treasury processes and infrastructure to scale with business growth, • Establish and enforce internal controls over cash, wire activity, banking access, and segregation of duties, • Manage banking relationships, including account openings, platform integrations, fee analysis, and service optimization, • Partner cross-functionally with Accounting, FP&A, Capital Markets, Legal, and external counterparties, • Lead treasury system enhancements and help evaluate/implement treasury management systems (TMS) as needed, • Drive continuous improvement in treasury governance, documentation, and policy development The Ideal Candidate • 5+ years of progressive experience in corporate treasury, structured finance, project finance, or banking, • Strong experience managing cash across multiple banks, entities, and complex capital structures, • Demonstrated experience with restricted cash structures tied to debt facilities (e.g., project finance, asset-backed facilities, warehouse lines, tax equity structures), • Experience coordinating capital inflows/outflows involving institutional investors, lenders, or tax equity partners, • Deep understanding of liquidity management, debt covenant compliance, and financial reporting requirements, • Experience designing and implementing treasury controls, wire authorization protocols, and fraud prevention measures, • Strong analytical and problem-solving skills; able to manage competing priorities under tight deadlines, • Experience working directly with executive leadership and presenting liquidity and exposure analysis, • CPA, CFA, CTP, or MBA preferred but not required

Job Description The Role: This role owns the full lifecycle natural gas and liquid fuels sourcing strategy for power generation assets under development. For gas-fired generation, fuel reliability determines revenue certainty, and this role ensures projects are not only financed and built, but fuel-secure, market-aligned, and operationally resilient across multiple U.S. regions. As a senior individual contributor with strategic oversight responsibility, you will be responsible for securing reliable, cost-effective fuel supply while managing commodity risk, pipeline capacity constraints, operational reliability exposure, and contractual risk. Supporting both development-stage projects and operating assets, you will ensure fuel certainty aligns with construction timelines, electricity market participation strategy, and financial objectives. You will report to our Chief Development Officer, Data Centers, and will be based in either our West Palm Beach, Chicago, or New York City offices. Key responsibilities will include: Fuel Strategy & Market Intelligence • Develop and execute a comprehensive natural gas and liquid fuels procurement strategy aligned with project development schedules and operational reliability requirements., • Curate real-time and forward market intelligence to identify regions with available pipeline capacity, areas with excess marketer supply, and structural pricing advantages., • Lead negotiation of natural gas supply agreements, fuel offtake agreements, transportation and capacity release agreements, and firm and interruptible pipeline capacity contracts., • Structure gas procurement strategies, including fixed versus indexed supply, hedging strategies, basis risk management, and park and loan arrangements., • Manage relationships with gas producers, marketers, and suppliers., • Build and maintain relationships with interstate and intrastate pipeline operators., • Maintain strong working relationships across major gas marketers and trading desks., • Engage pipeline companies early during project development to assess expansion feasibility or capacity constraints., • Partner with Development to align fuel strategy with interconnection and siting decisions., • Coordinate with Finance to model fuel cost assumptions and risk scenarios., • Support Engineering in defining gas interconnection requirements and pressure specifications., • Active coordination with pipelines, marketers, plant operators, and ISO participants., • Requires availability during peak events or emergency operating conditions.The Ideal Candidate:, • Bachelor’s degree in Engineering, Energy Systems, Finance, Economics, or related field., • 10+ years of experience in natural gas procurement at a utility, IPP, energy marketer, or pipeline company., • Direct experience drafting and negotiating natural gas supply, fuel offtake, and transportation agreements., • Strong working relationships with gas marketers and interstate pipeline companies., • Direct experience supporting generation during real-time operations, including gas scheduling, pipeline coordination, marketer coordination, and operational flow order management., • Advanced Excel and analytical capabilities., • Strong commercial judgment and risk evaluation skills., • Excellent communication skills with the ability to operate across development, engineering, finance, and operations teams. Preferred • Advanced degree in petroleum engineering, chemical engineering, mechanical engineering, energy systems, finance, economics, business administration, or energy management., • Experience supporting large-scale gas-fired generation paired with data center loads., • Familiarity with FERC-regulated pipeline tariffs., • Experience managing fuel exposure in extreme weather events., • Experience with structured hedging and financial gas instruments. Leadership Competencies • High ownership mindset., • Strong commercial negotiator., • Calm under operational pressure., • Deep understanding of physical gas markets., • Ability to balance long-term strategy with real-time operational demands.

Job DescriptionThe RoleWe are looking for a Product Engineering Manager to lead a team that provides power systems engineering expertise for off-grid and grid-tied microgrids and data centers. Our projects typically include managing a variety of DER and microgrid assets – such as solar, energy storage, switchgear, controls, and reciprocating engines. You will report to our Chief Technology Officer and will ideally be a hybrid role based out of either our Ridgewood, NJ, NYC, Los Angeles or Oakland, CA offices. Key responsibilities will include: • Provide technical expertise to develop core technologies that our project teams will utilize to deliver distributed energy solutions., • Leverage electrical and power engineering knowledge to define best practices and publish internal standards and guidelines to ensure high-quality microgrid projects are engineered well for our clients., • Review project-specific electrical designs and the sequence of operations for controls., • Provide technical oversight and guidance on relay protection settings and power systems analysis., • Define long-term technical vision and product roadmaps for microgrid design and core technologies., • Work with the business development, execution, and commercial teams to ensure our microgrids are appropriately integrated into the customer site and are technically correct, practical, and cost-effective., • Utilize strong technical and communication skills to interface with all aspects of the business, vendors, and customers., • Support, build, and grow a diverse team., • Provide mentorship and leadership to team members., • Guide individuals in setting clear goals and provide regular feedback on performance to foster career growth., • Coordinate project staffing and prioritization., • Implement new tools and practices as needed to make the team more effective.The Ideal Candidate, • 10+ years of power systems experience with 3+ years of experience building and leading technical teams, preferably in a high-growth company., • Thorough technical understanding of distributed energy technologies, including solar, battery, switchgear, and reciprocating engines/turbines., • Understanding of rotating power with reciprocating engines in the 200kW to 5MW size range per engine. This includes parallel operation with the utility bus as well as with other DERs, both in grid parallel mode as well as island mode operations., • Understanding of switchgear and relay protective settings (SEL, Beckwith)., • Experience in medium voltage switchgear, including 13.8kV, 23kV, and 34.5kV., • Core competency in transformer design, short circuit analysis, grounding schemes, and power systems analysis., • Strong knowledge of the various DER power sources within the Microgrid and how they best interface with the utility to provide a more efficient system., • Demonstrated expertise and understanding of the US power markets, the interconnection process, and requirements., • Knowledge of systems controls for all the DERs and how they can be utilized to accomplish specific operating goals while part of the Microgrid., • Strong communication skills, including the ability to communicate with technical and non-technical people to make projects work., • Understanding of relevant building, electrical, civil, etc., codes is a plus., • BS in Electrical Engineering with a focus on the power side., • PE in power and electrical engineering is preferred., • ·Experience at an engineering/consulting firm is a plus.

Job DescriptionSalary: $60,000 $90,000, commensurate with experience Digital Marketing & Growth Manager Brand, Performance & Strategic Expansion Bianchi Law Group | New Jersey Position Overview Bianchi Law Group is seeking a highly capable Digital Marketing & Growth Manager to lead the firms strategic marketing initiatives, performance campaigns, brand development, and technology-driven growth. This role is both strategic and execution-focused. The Digital Marketing & Growth Manager will collaborate directly with the firms partners to help define and execute the brand's vision, expand market authority, and drive measurable growth in client acquisition and referral relationships. This is not a passive reporting role. This is a high-accountability position responsible for aligning marketing systems with revenue goals while leveraging advanced technology and AI tools to maximize efficiency and impact. Strategic Collaboration & Brand Vision The Position will work closely with the partners to: • Translate firm vision into actionable marketing strategy, • Shape and refine brand positioning as a firm led by former prosecutors, • Amplify partner authority in media, speaking engagements, and thought leadership, • Identify long-term growth opportunities across practice areas, • Align marketing initiatives with strategic business objectives This role requires strong communication skills and the ability to collaborate at a leadership level. Core Responsibilities 1. Performance Marketing & Paid Media Strategy • Manage and optimize Google Ads (Search, Display, YouTube, Retargeting), • Manage and optimize Meta Ads (Facebook & Instagram), • Develop strategic creative concepts for video and graphic campaigns, • Monitor and improve cost-per-lead and cost-per-retained-case, • Conduct ongoing A/B testing of messaging and creative, • Refine targeting based on intake and conversion data 2. Website Management & Organic Growth • Oversee ongoing management and improvement of the WordPress website, • Develop and execute SEO strategy, • Monitor keyword rankings and competitor positioning, • Improve organic blog content and authority-building assets, • Optimize landing pages for conversion performance, • Implement technical improvements in collaboration with developers 3. Google Business Profile & Local Visibility • Manage and update Google Business Profile, • Publish regular updates, posts, services, and event highlights, • Add and maintain locations, photographs, and service descriptions, • Monitor reviews and support reputation strategy, • Improve local search visibility and map ranking 4. Content Strategy & Creative Production • Develop strategic content plans for:, • Firm-level thought leadership, • Attorney branding, • Referral source engagement, • Capture and produce video at:, • Speaking engagements, • Keynotes, • CLE panels, • In-person events, • Edit and distribute video content for social, ads, and website, • Leverage AI tools for script development, editing, research, and production 5. Marketing Technology & AI Leadership Bianchi Law Group maintains a sophisticated marketing technology stack. The Marketing Growth Director is expected to: • Master and optimize existing tools (CRM, automation, analytics), • Integrate platforms using automation tools (e.g., Zapier), • Use AI tools to accelerate content creation and campaign development, • Stay current with emerging marketing and AI technologies, • Implement workflow efficiencies that reduce manual effort and increase output 6. Executive Reporting & Revenue Accountability • Develop monthly marketing dashboards for executive review, • Report on:, • Lead volume, • Cost per lead, • Cost per retained case, • Channel ROI, • Keyword and competitor performance, • Analyze intake-to-retention conversion trends, • Present recommendations for optimization and scaling, • Identify underperforming channels and redirect investment strategically 7. Vendor & Partner Management • Manage relationships with external vendors (SEO, web, media, creative), • Evaluate vendor performance and ROI, • Ensure alignment with firm goals and compliance standards, • Oversee budgets and marketing spend allocation 8. Referral & Relationship Marketing • Develop campaigns targeting attorney referral sources, • Support amplification of speaking engagements and media appearances, • Strengthen firm visibility within legal and professional networks, • Build systems to nurture referral relationships Required Qualifications • At least 5 years of experience in digital marketing or growth roles, • Proven experience managing Google Ads and Meta Ads, • Strong working knowledge of SEO and WordPress, • Experience presenting analytics to leadership, • Comfort with CRM and automation systems, • Strong written and verbal communication skills, • High proficiency with AI tools and marketing technology Preferred Qualifications • Experience in legal or regulated industries, • Experience with intake or call tracking systems, • Video production and editing experience, • Experience integrating marketing automation tools Professional Attributes • Strategic thinker with execution discipline, • Comfortable collaborating with executive leadership, • Technology-forward and AI-fluent, • Data-driven decision maker, • Highly organized and accountable, • Adaptable and growth-oriented Compensation & Benefits Salary Range: $60,000 $90,000, commensurate with experience. Includes: • Paid Time Off (PTO) and holidays, • Healthcare benefits, • 401(k), • Performance-based bonus potential, • Growth opportunity within a rapidly expanding firm Why This Role Matters Bianchi Law Group is not seeking a traditional marketing employee. We are seeking a growth-oriented leader who will collaborate with the partners, leverage modern technology, and drive measurable expansion in a competitive legal market. This role offers a significant opportunity for professional growth for the right candidate who thrives in a high-performance, AI-forward environment.

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.

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Create portfolio proposals for current and prospective clients in collaboration with me

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Minimum 5-7 years of experience in a wealth management related or financial services fi

DescriptionJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate i

Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm.

Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.

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.

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

Job Description Prudential Advisors is seeking experienced Wealth Management Advisors who are ready to grow their practice on a more flexible, advisor-centric platform. If you’ve built a successful book of business and are looking for better support, stronger payouts, and a world-class brand behind you, Prudential provides the platform to help you reach your next level. As a Wealth Management Advisor, you will deliver comprehensive financial planning and investment solutions while maintaining full ownership of your client relationships. You’ll leverage Prudential’s open-architecture platform, planning technology, and practice-building support to expand your business and provide an exceptional client experience. Job Responsibilities • Manage and grow a book of client relationships, • Deliver holistic financial planning across investments, retirement, and protection, • Build long-term client partnerships through consultative, goals-based advice, • Use Prudential’s open platform to offer best-in-class solutions, • Leverage marketing, planning, and growth support to expand your practice Required Qualifications, Capabilities, and Skills • Experience as a Financial Advisor, Wealth Advisor, or similar role, • Active Series 7 Or Series 6 and Series 66 (or 63 & 65), • Active Life & Health Insurance license, • Proven ability to grow and retain client relationships, • Passion for client-focused financial planning Why Prudential • Competitive payouts up to 92%, • W2 and 1099 contracts available, • Open-architecture investment platform, • Transition and onboarding support, • Practice-building programs and marketing tools, • 401(k), pension programs, and full benefits, • Access to Prudential’s national client base Take your practice further with a firm built for advisor growth.

Job Description We are looking for a Commissioning Manager to oversee and manage the preparation and coordination of commissioning activities for a portfolio of microgrid projects utilizing solar PV, battery energy storage systems (BESS), generators, and associated switchgear and controls. You will own the commissioning planning, documentation, scheduling, and resource coordination across multiple active project sites. This is a great role for someone looking to play an important technical role at a fast-growing PE-backed business. You will report to our VP of Project Engineering and Preconstruction and will be a hybrid role based out of our Oakland, CA, Santa Monica, CA, Ridgewood, NJ, or NYC offices. Key responsibilities will include: • Develop, manage, and maintain commissioning plans, schedules, and execution strategies across multiple microgrid projects simultaneously., • Define commissioning scope, sequencing, resource requirements, readiness criteria, acceptance criteria, and handoff requirements for solar PV, BESS, generators, switchgear, protection, and controls., • Establish and maintain standardized commissioning processes, templates, procedures, and documentation to be used across the project portfolio., • Track commissioning progress, risks, and constraints across all active sites and communicate status to project leadership., • Coordinate commissioning activities performed by EPCs, OEMs, integrators, utilities, and third-party independent commissioning agents., • Manage interfaces between commissioning activities and construction completion, energization, and utility interconnection. Support temporary power planning, procurement, and implementation for on-site commissioning activities., • Collaborate closely with Engineering, Project Management, EHS, Controls, and Operations teams to ensure commissioning readiness., • Review and approve commissioning test plans, FAT/SAT procedures, and functional test scripts., • Ensure integrated system testing validates microgrid functionality, including islanding, resynchronization, black-start, and load management., • Coordinate with utilities, AHJs, and inspectors to support energization, witnessing, acceptance, and performance testing., • Ensure proper turnover of commissioned systems to Asset Management, including training coordination and documentation completeness., • Capture lessons learned and continuously improve commissioning processes across the portfolio.The Ideal Candidate:, • 10+ years of experience in commissioning management, power systems engineering, or project delivery for DER, microgrid, or utility-scale power systems., • Demonstrated experience managing commissioning activities rather than solely performing field execution., • Experience coordinating multiple stakeholders across parallel project sites., • Experience managing third-party commissioning agents or EPC-led commissioning efforts., • Familiarity with grid-forming and grid-following inverter-based resources., • Strong program-level planning and organizational skills., • Clear communicator capable of aligning internal teams, vendors, and utilities., • Proactive problem solver with a systems-level mindset., • Comfortable operating in a matrixed, fast-paced project environment., • Understanding of onsite power generation, including parallel operation with the utility bus as well as with other DERs, both in grid parallel mode and island mode operations., • Solid understanding of the utility side of the interconnection., • Ability to interpret single-line diagrams, control narratives, protection schemes, and network architectures., • Willingness to travel selectively to project sites for key commissioning milestones.

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.

Executive Administrative Assistant.Boys & Girls Club of Clifton - 822 Clifton Ave, Clifton, NJ 07013.About the Boys & Girls Club of Clifton:.Clifton, New Jersey is the third most diverse city in America by languages spoken and has a proud history of being a first stop city for generations of immigra

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Located in Wayne, New Jersey 07470.Performs a variety of front desk activities (answering phones/greeting patients) that support the Center and professional staff and performs a variety of essential services (checking-in, checking-out, etc.The duties include, but are not limited to:.Assist with/comp

The Senior Executive Assistant provides comprehensive administrative support to the President - Specialty Products & Services and the President - SGI.This role serves as the primary point of contact for both internal colleagues and external constituencies for all matters pertaining to the President

Fingerpaint was founded on a simple, powerful idea: Put people first.By replacing egos with a "Never Paint by Number" philosophy, we empower our teams to create truly original work while delivering integrated marketing and life sciences solutions for patients and providers alike.Fiercely independent

Medical Assistant/Receptionist FT Paterson.Englewood Health, a leading healthcare system comprising Englewood Hospital and the Englewood Health Physician Network, is committed to delivering exceptional patient care across northern New Jersey.We are dedicated to fostering a supportive and inclusive w

The Administrative Assistant I performs a variety of administrative functions.This position reports to a manager and provides assistance utilizing secretarial support skills to maintain departmental operation.The Center for Discovery and Innovation- CDI was established by Hackensack Meridian Health

Patient Service Representative.The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at CityMD.The person in this position is responsible for registering patients and coordinating with the rest of the team to provi

Senior Administrative Assistant.The Senior Administrative Assistant provides high-impact, proactive administrative and operational support to multiple senior leaders within the Office of the Chief Data Officer (Data Strategy & Governance Organization), typically supporting 58 Leadership team members

Medical Receptionist FT Oncology.Englewood Health, a leading healthcare system comprising Englewood Hospital and the Englewood Health Physician Network, is committed to delivering exceptional patient care across northern New Jersey.We are dedicated to fostering a supportive and inclusive work enviro

Lowenstein Sandler LLP is not accepting resumes from search firms for this position. Regardless of past practice, all resumes submitted by search firms are to be deemed the sole property of Lowenstein Sandler LLP, and no fee will be paid in the event the candidate is hired by Lowenstein Sandler LLP

Executive Assistant - Mechanical Technologies.Formed in 2007, Mechanical Technologies has earned an impeccable reputation in the contracting and engineering communities and has experienced steady and sustainable growth.We specialize in product-based solutions for commercial, industrial, and institut

Marquis Health - 85 Harreton Road - Responsibilities: Provide general administrative support to managers and employees, ensuring smooth office operations.Organize and assist with calendars, appointments, and coordinating meetings; Prepare, proofread, and distribute documents as needed; Follow filing

Affirmative Action/Equal Opportunity Employer, Minority/Female/Disabled/Veteran.

Pigtails & Crewcuts is a high-end, high-volume salon that caters to kids (we also do Mom & Dad cuts).Enthusiastic receptionists that offer outstanding customer service fit into the Pigtails & Crewcuts mission of providing haircutting services and products that create a fun and memorable experience f

Key responsibilities include welcoming patients and visitors, collecting patient identification cards and insurance information, updating patient accounts, collecting payments and deductibles, recording payments in the billing system, creating and organizing patient charts, and other administrative

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