Real estate finance jobs in Westfield, New JerseyCreate job alerts

The position is open to candidates in New York, New Jersey, and Connecticut Key Responsibilities Draft, review, and negotiate commercial real estate loan documents Assist with acquisition, bridge, construction, permanent, mezzanine, and other real estate financing transactions Conduct and manage leg

\n Background: \n Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. \n \n Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the construction industry. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. \n \n With all the disruption in the public accounting market, at Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we’re building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. \n \n Core Responsibilities: \n\n • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of construction and engineering clients.\n, • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication.\n, • Oversee complex corporate and partnership tax compliance, including preparation and review of S & C Corps and partnership returns, allocations, basis calculations, and multi-tiered entity structures.\n, • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support.\n, • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings.\n, • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking.\n, • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm.\n, • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand.\n\n \n Qualifications: \n\n • CPA required; MST preferred\n, • Minimum of 10 years of progressive tax experience, with significant exposure to construction and engineering clients\n, • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies\n, • Extensive experience reviewing complex corporate and partnership returns\n, • Prior experience leading, motivating and developing a team of Tax professionals\n, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients\n\n \n Compensation: Target Salary - Commensurate with the level of experience + discretionary bonus and comprehensive benefits including 401K. \n \n "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. \n \n Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. \n \n To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Client Overview Our client is a growing financial services organization that provides outsourced accounting and operational support to investment managers across a variety of alternative investment strategies. The organization offers a collaborative, hands-on environment with exposure to sophisticated investment structures and a diverse client base. This is an opportunity to join an established team where the Manager will have meaningful client interaction, leadership responsibility, and visibility within the organization. Our client is seeking a Fund Accounting Manager – Private Markets to join their team.\n \n Salary/Hourly Rate $125k - $135k\n \n Position Overview The Fund Accounting Manager – Private Markets will oversee the accounting and reporting functions for a portfolio of alternative investment clients. This individual will serve as a key point of contact for clients while leading a team responsible for financial reporting, investor activity, and ongoing fund accounting operations.\n \n \nThe ideal Fund Accounting Manager – Private Markets will bring a strong private markets accounting background and be comfortable operating in a hands-on review capacity. This position is well suited for an experienced fund accounting professional who can independently manage complex engagements, develop junior staff, identify and resolve accounting issues, and communicate effectively with clients and external service providers.\n \n Responsibilities Of The Fund Accounting Manager – Private Markets \n\n • Lead the accounting and reporting process for multiple alternative investment fund engagements.\n, • Review financial statements, general ledger activity, reconciliations, supporting schedules, and accounting workpapers.\n, • Review investor capital activity, including capital calls, distributions, and related allocation calculations.\n, • Review realized and unrealized investment allocation and waterfall calculations.\n, • Interpret partnership agreements and other fund documentation to ensure accounting and allocations are consistent with applicable terms.\n, • Oversee recurring and ad hoc reporting requirements, including performance calculations and investor-related deliverables.\n, • Serve as a primary accounting contact for assigned clients and respond to technical and operational inquiries.\n, • Coordinate with external auditors, tax professionals, legal counsel, banks, and other third-party service providers.\n, • Support the onboarding and transition of new investment vehicles, entities, and investor relationships.\n, • Review work completed by accounting staff and provide technical guidance, training, and ongoing development.\n, • Manage competing client deadlines while maintaining a high level of accuracy and service.\n, • Identify opportunities to improve accounting processes, controls, and workflow efficiency. \nRequired Experience/Skills For The Fund Accounting Manager – Private Markets \n\n • 7+ years of progressive fund accounting, alternative investments, or fund administration experience.\n, • Strong experience with one or more private-market asset classes, including private equity, venture capital, private credit, real estate, or infrastructure.\n, • Prior experience reviewing the work of Fund Accountants and/or Senior Fund Accountants.\n, • Demonstrated knowledge of capital calls, distributions, partner allocations, and fund-level financial reporting.\n, • Experience reviewing and interpreting partnership agreements and other investment-fund governing documents.\n, • Strong understanding of realized and unrealized waterfall calculations.\n, • Experience managing multiple funds, entities, or client engagements simultaneously.\n, • Strong client-facing communication and relationship-management skills.\n, • Advanced Excel skills and strong overall technical accounting aptitude.\n, • Ability to work effectively in a deadline-driven environment. \nPreferred Experience/Skills For The Fund Accounting Manager – Private Markets \n\n • Previous experience working for a third-party fund administrator.\n, • Experience supervising, mentoring, or formally managing fund accounting professionals.\n, • Investran experience or experience with comparable fund accounting platforms.\n, • Experience supporting private equity and/or private credit fund structures.\n, • Exposure to fund launches, conversions, or client onboarding.\n, • Experience coordinating year-end audits and tax-related requests. \nEducation Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related discipline required. \nBenefits \n\n • Competitive benefits package including medical, dental, and vision insurance.\n, • Paid time off.\n, • Paid holidays.\n, • Retirement plan.\n, • Annual performance-based bonus opportunity.\n, • Hybrid work flexibility. \n

Job DescriptionCorporate Finance Associate Attorney (3–6 Years) Direct Counsel is seeking a Corporate Finance Associate Attorney to join a highly respected national law firm. Positions are available in Chicago, Denver, Florham Park, Fort Wayne, Indianapolis, Minneapolis, New York City, Philadelphia, and Washington, D.C. Role Overview This position is part of the firm’s Corporate practice and is suited for attorneys with three to six years of experience in corporate finance and transactional matters. Ideal Experience Includes: Representing financial institutions, private credit lenders, or borrowers in finance transactions Loan originations and real estate financings Drafting loan agreements, security documents, intercreditor agreements, and related transactional documents Advising on covenant compliance Leading due diligence teams and coordinating with specialists Managing matters with minimal supervision Candidate Qualifications: 3–6 years of corporate finance experience at a law firm Strong academic credentials Excellent drafting and writing skills Ability to manage multiple assignments simultaneously Compensation & Work Model Salary range: $180,000 – $315,000, depending on location and experience Hybrid structure with three in-office days per week Comprehensive benefits package, including bonuses, insurance, and 401(k) Application Materials Candidates should be prepared to submit a: Cover letter Resume Law school transcript Writing sample This role offers exposure to sophisticated transactional work for public and private companies, private equity funds, and financial institutions in a collaborative, growth-focused environment.

Job Description:\n\nREPORTS TO: CEO\nLOCATION: 229 South Ave. W, Westfield, New Jersey, 07909\nCOMPENSATION STRUCTURE: $60,000 - $84,000\nPlease Read This Full Job Post Before You Apply:\nDo you thrive on solving problems and figuring out the possible... and impossible? \n Do you like to research tried and true solutions on the web and then adapt those solutions to make anything you do more optimal, efficient, and doable? \n You'll read web pages, books, watch videos... whatever it takes... to gain what you need to quickly solve a problem. Every day. \n That's just who you are and how you get stuff done.\n Then this might be the perfect position for you..ROLE\nYou serve as the liaison between the CEO of Client Accelerators, and the rest of the company. This means you are responsible for executing processes and making decisions on behalf of the CEO. You will work on a one-to-one basis on a variety of tasks related to the CEO’s working and personal life.\nYou'll work directly with our accomplished CEO who usually has his head in the clouds thinking abstractly about visionary projects and client strategies. \nYour sole job is to make sure that many of his day-to-day necessities are taken care of so his time is freed up for thinking, business development and executing. Given his time constraints and personality, some of his requests to you will be abstract and ambiguous. \nBut you're an independent and critical thinker who isn't intimidated by that. You never fear asking a "stupid" clarifying question. \n But you also don't need step-by-step instructions and you frequently do quick research to generally educate yourself on the topic, so you can ask smarter, clarifying questions to zero in on the right approach and solution for the task at hand.\nTo be the best executive assistant for him, you will need to be flexible, calm under pressure, a strategic thinker, and also able to work quickly when needed.\nThe CEO's requests won't always be easy. He's always stretching and growing himself and that will mean the same for you. If you get stumped easily, this is definitely not the right job for you. He's ONLY interested in someone who thrives on being stretched, challenged, intellectually stimulated... and never broken. How This Role Is Weighted\nThis is one role with a clear focus. Most of your time goes to a small number of core areas. Other responsibilities come up regularly but take less of your week, and a few items are occasional or seasonal.Core Responsibilities (≈60% of your time)\nThis is the heart of the role and where you'll spend most of your week.CEO Time & Calendar Management\n\n Pre-plan the CEO's calendar weekly (complete by EOD Friday or Monday 9am).\n Filter, prioritize, and delegate the 80% of incoming requests that don't need the CEO.\n Debrief the CEO at the start of each day on items needing his input.\n Keep non-urgent interruptions to fewer than 5 per week.\nProject & Meeting Coordination\n\n Take meeting minutes for the Weekly Executive Meeting, and document project status to hold attendees accountable.\n Act as liaison between the CEO and the leadership team — capture what they need from him and book the time on his calendar.\n Keep Asana updated and accurate (Monday / Wednesday / Friday at minimum).\n Manage projects on behalf of the CEO so KPIs and deadlines are met.\nCommunications\n\n Handle all incoming communication on behalf of the CEO — email, Slack, YouTube, Facebook, Instagram.\n Respond to all social media and email inquiries by EOD each day, escalating only what needs his judgment.\n Draft letters, documents, and correspondence on his behalf.\nSupporting Responsibilities (≈30% of your time)\nImportant and recurring, but not where most of your week lives.Personal Finance & Banking\n\n Coordinate with the CPA, banks, and lenders.\n Monthly reconciliation of personal financial transactions.\n Ensure 100% of bills are paid on time.\n Deliver a weekly cash flow update and a monthly financial summary by the 5th.\nReal Estate Portfolio Coordination\n\n Maintain rent roll accuracy and log rent collection within 72 hours.\n Track tax, mortgage, and insurance deadlines so none are missed.\n Coordinate maintenance requests within 48 hours of receipt.\n Deliver a quarterly portfolio summary.\nTravel & Logistics\n\n Organize travel and complex itineraries — including multi-stop, international, and points-optimized trips.\n Research and book lodging, transportation, and reservations.\nOccasional Responsibilities (≈10% of your time)\nComes up in cycles or on an as-needed basis. Not a daily burden, but part of the scope.Household & Personal Support\n\n Maintain a rolling meal plan and keep home/office food and supplements stocked.\n Prepare a fresh meal per day on days the CEO has requested it.\n Coordinate dog care: daily walks, feeding schedule, grooming, vet visits, and boarding when the CEO travels.\n Research and purchase gifts for business and personal occasions.\nSpecial Projects\n\n Office asset cataloging and inventory control (one-time build-out in the first 30 days, then maintenance).\n Assist with new initiatives as they come up — funnel launches, book launches, vendor onboarding, hiring projects.\n Adapt contract templates and coordinate revisions with the company's lawyer.\nWhat This Job Actually Feels Like\nA few real examples so you can picture the work:\n\n Admin: "Clean up my Asana so it only shows what I haven't completed, sorted by due date and priority."\n Travel: "Book a complex multi-stop international trip. Compare business vs. economy on the long legs and check whether points can lower the total cost."\n Vendors: "We have 100+ domains on Network Solutions and the renewals are getting expensive. Figure out how to move them to GoDaddy at a bulk discount."\n Legal: "Adapt this contract template to include these points, then coordinate with our lawyer to finalize."\n Hiring support: "Source 3 assistants for our top media buyers from the Philippines and help us run them through the hiring process."\n Real estate: "Find 3 brokers in these specific areas who can send us multi-family deals matching our investment parameters."\nWhat Success Looks Like\n\n The CEO spends his time on the top 20% of activities that move the company forward — the rest is handled or delegated.\n His calendar is pre-planned every week so his time is fully optimized.\n Personal and business appointments run smoothly, accounting for drive times and spacing.\n All inquiries are screened and either handled directly or escalated with context.\n Asana is current Monday/Wednesday/Friday and all action items are tracked.\n Social media and email inquiries are responded to by EOD each day.\nWho You Are\n\n A strong, proactive problem solver who'd rather figure something out than wait for instructions.\n Calm under pressure and able to shift gears when priorities change.\n Detail-oriented with strong follow-through — you don't drop balls.\n A clear written and verbal communicator who can "manage up" when the situation calls for it.\n Comfortable owning operational systems and improving them as you go.\n Quick to learn new software and tools.\n Genuinely energized by variety and breadth — this role spans business and personal, strategic and tactical.\nRequirementsExperience\n\n Minimum 2+ years supporting a C-level executive, founder, or business owner.\n Background in consulting, operations, chief-of-staff work, or executive support preferred (not required to be from a top-tier firm).\n Bachelor's degree.\n Proficient with Microsoft Office and able to pick up new software quickly.\n Proven track record in a fast-paced, dynamic environment.\nSchedule\n\n Monday – Friday, in-office at our Westfield, NJ location.\n "On call" expectations: you'll need to be reachable by phone or Slack for genuine urgencies outside business hours (e.g., last-minute travel change, property emergency). This is not a 24/7 expectation — most evenings and weekends are yours.\n Occasional weekend availability for travel coordination or time-sensitive projects (a few times per quarter, not weekly).\n\nRequirements\nREQUIREMENTS\n\n Works well under tight deadlines and pressing situations\n\n Ability to adapt to a fast growing company and changing/moving up of role\n\n Operationally excellent\n\n Ability to “manage up” the CEO and give assertive directions when it’s best for the company\n\n HIGH managerial skills\n\n Ability to design organizational systems on behalf of CEO\n\n HIGH communication skills\n\n Ability to learn software quickly\n\n Efficient with email, phone, scheduling, etc..\n\n Able to consistently maintain a positive attitude and reflect the demeanor of CEO\nCOMMUNICATION CYCLEDAILY\n\n Communications on priority items via Slack with CEO\n\n Communications with CEO’s Direct Reports on short or priority items via Slack\n\n Long-form questions or requests, as well as low-priority items, are consolidated as best possible and communicated via Email, with potential for follow-up via Voxer\n\n All requests / responsibilities are added to the Asana board and updated daily\n\n Asana board is up to date Monday/Wednesday/Friday\nWEEKLY\n\n Asana is updated by EOD Friday each week.\n\n Attends all meetings requested, including but not limited to (subject to change):\n\n Weekly & Monthly Strategic Team Meetings\n\n Weekly Executive Meeting\n\n Predefined 1:1s between CEO and certain Direct Reports\nSchedule:\n\n Monday to Friday\n On call\n Weekend availability\nExperience:\nHard Qualifications:\n\n Minimum of 2+ years experience supporting a C-level executive or business owner\n Excellent interpersonal skills with the ability to work well with individuals at all levels of the company\n Demonstrated proficiency with Microsoft Office Suite including Word, Excel and PowerPoint\n Proven ability to perform in a fast-paced, dynamic environment\n Ability to handle multiple high priority tasks at a time without losing focus on daily responsibilities\n\nSoft Qualifications:\n\n Strong business acumen\n Self-directed, flexible and enthusiastic with a focus on Results\n Exceptionally strong time management and organizational skill set, excellence in both written and verbal communication with superior follow-through skills\n Proactive in nature with the ability to multitask while still providing a high attention to detail and deadlines\n Excellent analytical and problem solving skills with the ability to “think on your feet”\n\nWHO ARE WE?\nClient Accelerators is the 'go to' company for coaches, consultants, experts, & authors who want to achieve sustained growth through paid acquisition channels like YouTube, Facebook, TikTok & Google. \nWe were the 207th fastest growing company on the Inc 5000 list last year, and have had record growth for an advertising agency, growing an incredible 2,574% over the past 3 years.\nWe’ve been able to have this record growth because of the incredible results we’ve been able to get for our clients, which has allowed us to speak on stages all over the world on our strategies & tactics to doubling, tripling or even 10x their profits by working with us.\n We take a hands-on approach to growing each client we bring in by scripting all of their creatives, video production, tracking, & running their ads on these channels to hit agreed upon targets. \n Our proven approach has allowed us to spend over $150 Million Dollars & generate over $300 Million Dollars in verified sales in the past 5 years. Currently, our company is focused on founder-led businesses across the e-learning, SaaS and service-based internet space.\nWe believe great people are at the center of every successful business. Employees are provided a full suite of benefits, including competitive compensation, healthcare, unlimited paid time off and access to world class training material.\nWhat makes Client Accelerators so different? For one, our founder, Mike Buontempo is a consultant himself, who has been consulting with different companies & entrepreneurs for the past 13 years. \n Our vision is to attract and hire the very best people to help our clients grow profitably and systematically through paid media. Client Accelerators Core Values\n\n We are problem solvers: If you spot a problem in our company or a client’s company, provide a solution. There’s millions of problems, and not as many problem solvers, be the solution.\n Open Source Code: We share what’s working with everyone\n Empty The Bucket: Picture this, if you just spent two hours cleaning your car, you put all of the cleaning materials away, but you notice you missed a spot. What do you do? You go back, get everything back out, and complete the job to perfection\n We’re a ‘TEAM’ not a Family: Leaders at CA hire, develop, and cut smartly, so we have Superstars at every position\n Ownership Thinking: Going out of your way to make sure your actions and the actions of your peers are in the best interest of the company\n Being The Best: Mastering your domain so you’re the best in the world at it\n\nBenefits\n\n Competitive Salary Package with bonus structure\n Unlimited PTO\n Great career growth opportunity - You’ll be working with ‘A’ players in Operations, Sales, Creative, and Media Buying\n Company Leadership Events and Industry Conferences

At Oscillas, we help our clients (industrial, manufacturing, real estate, finance) to automate: .We do this by creating unique tools that operate on trading floors and shop floors.Our software is used daily to make products, refine portfolios, and run companies.We’re looking for someone excited

Starting Salary: $72K Annually. (negotiable dependent upon experience) This is an in-office role located in Lakewood, New Jersey. Requirements Credit Analyst II • Minimum of 3 years experience in commercial underwriting (with a focus on commercial real estate) OR a minimum of 5 years banking experience (or related commercial real estate finance experience), • Bachelor degree in Accounting, Finance, or related field of study, • Specialized bank lending education/training preferred (but not required), • Intermediate commercial real estate underwriting skills and experience, SBA experience preferred, • Proficient in:, • English (reading, writing, grammar, and mathematics), • Interpersonal relations and communication, • Organizational skills, • PC skills, including Microsoft Office, and ability to learn specific financial software, • Ability to manage a moderate workload on a consistent basis with limited oversight, • Attention to detail, • Ability to work under strict time requirements or under tight timeframes, • Developed financial analysis skills, • Thorough knowledge of current related obligations We offer the following excellent benefits to our Full-Time employees: • Medical benefits, • Dental benefits, • Vision benefits, • Life insurance (employer paid), • 401(k) matching, • PTO (Paid Time Off), • Paid Federal Bank holidays, • LTD insurance (employer paid), • Flexible spending account, • Health savings account (employer contribution), • LifeMart (employee discount programs) Responsibilities: • Receives application and related financial data on prospective and active borrowing accounts, e.g., tax returns, financial statements, credit reports, and lender interview and investigation sheets., • Analyzes data and evaluates the short- and long-run prospects of the individual or business; determines the degree of risk involved in extending credit or lending money; assists in determining the likelihood that the borrower will be able to meet their financial obligations on an on-going basis., • Ensures that all credit analysis activities are conducted in accordance with prescribed lending policy., • Prepares necessary cash flow analysis to evaluate the ability of the individual and/or borrower to service the requested debt., • Generates financial ratios to evaluate customers financial status., • Provides thorough documentation of all financial analysis work, including ratios and other related information; provides a complete analysis suitable for presentation to appropriate approving authority; prepares related reports., • May make recommendations to appropriate personnel on the granting or denying of loans; prepares sufficient information to document recommendations to approve, decline or counteroffer an application., • Evaluates customer records and recommends repayment options based on cash flow, earnings, savings data, payment history, and purchase activity., • Reviews individual and commercial customer files to identify and select delinquent accounts for evaluation and action., • Compares liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations., • Evaluates data and information contained in various third party reports and documents, such as appraisals, environmental reports and lease agreements., • Prepares written compilation of their analysis in the prescribed format for review and presentation., • Confers with credit association and other business representatives to exchange credit information., • Consults with customers to verify financial and credit transactions., • Ability to manage and process multiple credit requests of varying degrees of complexity on an on-going basis., • Review, update and evaluate existing loan customer relationships and credit files to determine continued creditworthiness and ability to meet the their financial obligations; prepare written recommendation with sufficient support to document the credit file or recommend for a risk rating adjustment., • Assembles, maintains and reviews credit files to ensure all necessary information is in the file and the file contains all the appropriate information and documentation. First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity of expression, genetic information or any other characteristic protected by applicable law. Compensation details: 72000-72000 Yearly Salary PI2b0d029df213-26289-41543667

Job Description Summary: The Collateral Risk Analyst II provides operational, workflow, and vendor management support for the Bank's valuation and environmental risk management programs. The position is responsible for coordinating appraisal, evaluation, environmental, and related due diligence assignments; supporting vendor panel administration; monitoring workflow activities; and ensuring assignments are processed in accordance with departmental policies, regulatory guidance, and service standards. Job Responsibilities: Workflow | Residential/Commercial Valuation & Environmental • For residential appraisals, orders reports, and other valuation products by selecting the appropriately qualified local professional within established time frames using the department’s workflow tool or developing an RFP as needed., • For basic and moderately complex commercial appraisals and environmental assignments, analyzes the specifications for the proposed loan, coupled with supplemental independent research as needed, to develop an RFP in the vendor management system. Coordinates the management of RFPs, including portfolio projects, and the engagement process., • For basic and moderately complex projects, analyzes valuation and environmental assignment requirements to determine appropriate report scope, vendor qualifications, service levels, and engagement criteria consistent with departmental policy, regulatory guidance, and workflow procedures., • Tracks and reports assignment status; coordinates the routing and assignment of completed reports to qualified internal or external review resources., • Closes, tracks, and processes appraisal and environmental reviews completed by external service providers., • For basic and moderately complex projects, selects the appropriate vendor for and orders supplemental services including construction, insurance, and commercial site visit inspections., • Supports reviewers when complex situations arise to coordinate the bank’s response, including disputes, to internal customers and vendors. Vendor Management | Residential/Commercial Valuation & Environmental • Builds and maintains strong partnerships with outside professionals to promote a high level of service to internal customers and external partners, including appraisers, environmental professionals, and other vendors., • Works with other members of the team to create and maintain vendor profiles in the appropriate systems; ensures that the required documentation is properly cataloged and retained in the departmental files., • Supports approved vendor panel administration, including onboarding, credential verification, license and insurance tracking, service area maintenance, vendor record retention, and monitoring compliance with departmental requirements., • Assists with training and coaching vendors relative to turnaround time and workflow related issues as they arise., • Monitors vendor performance metrics, maintains vendor service areas, coordinates onboarding, and provisional approval activities, and supports documentation of coaching, compliance, and panel management activities., • Prepares periodic reports for the management of vendors. Administrative & Department Support • Responsible for departmental accounts payable processes, including invoice validation in accordance with bank accounting requirements., • Assists with monitoring departmental continuing education records and related tracking requirements., • Assists with departmental reporting, supply ordering, and administrative support activities. Other Responsibilities • Performs other job-related duties as may be assigned. Qualifications: Required Qualifications: • Highschool Diploma., • Minimum 2 years of experience in real estate, appraisal operations, collateral risk, vendor management, banking operations, or related discipline., • Strong organizational skills with the ability to manage multiple assignments and deadlines simultaneously., • Proficiency in Microsoft Office applications, including PowerPoint, Excel, Word, and Outlook. Preferred Qualifications: • Bachelor’s degree in Business, Finance, Risk Management, Real Estate, or a related field., • Experience working with workflow management systems and/or vendor management platforms., • Knowledge of appraisal, evaluation, environmental due diligence, and collateral risk management processes., • Experience in commercial and residential valuation administration within a financial institution. Core Competencies/Skills: • Time management and prioritization., • Written and verbal communication skills., • Collaboration and teamwork., • Vendor relationship management., • Strong attention to detail., • Process oriented. 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., • Employees may participate in the 401k program Schedule: This position is based at Columbia Bank's headquarters in Fair Lawn, NJ or Roselle, NJ, Freehold, NJ ,Voorhees, NJ and requires regular on-site attendance.

The Senior Analyst, Compensation delivers strategic consultation and end-to-end analytical support across global compensation programs. Merging base pay governance with incentive compensation administration, this role supports market pricing, job architecture maintenance, variable pay execution, and data-driven rewards modeling. Working closely with HR Business Partners, Finance, and leadership, you will translate complex compensation analytics into actionable insights that drive business strategy, maintain market competitiveness, and ensure regulatory compliance. Key Responsibilities: Base Pay & Job Architecture Governance: • Evaluate, price, and level job roles across multiple business units; maintain enterprise Job Architecture and salary band structures., • Support external benchmarking efforts, participate in salary surveys, and analyze market trends to ensure competitive pay positioning., • Conduct internal equity analyses and consult with HR Business Partners and business leaders on offer recommendations, promotions, and retention packages. Incentive Compensation & Variable Pay Administration: • Administer incentive pay processes, including document drafting, eligibility management, payout calculations, and file consolidation., • Audit payments for plan compliance, policy rules, guaranteed terms, and state payday laws prior to payroll submission., • Serve as the primary point of contact and first escalation level for pay discrepancies, calculation inquiries, and manual check requests. Annual Rewards Planning & Strategic Analytics: • Play a core role in the annual compensation planning cycle (merit, short-term incentives, and performance rewards)., • Structure, analyze, and present complex compensation datasets to help leadership make informed pay decisions., • Partner with Finance to model variable incentive metrics and evaluate program effectiveness across diverse business lines., • Drive process improvements, compensation reporting automation, and data analytics initiatives. Qualifications & Requirements: • Experience: 3+ years of dedicated compensation experience combining base pay analysis and incentive/variable pay administration., • Education & Credentials: Bachelor's degree in Human Resources, Business Administration, Finance, or a related field preferred; Certified Compensation Professional (CCP) designation is a plus., • Technical & Analytical Proficiency: Advanced skills in Microsoft Excel/Google Sheets (complex formulas, modeling, pivot tables) and HRIS/Payroll systems; proven ability to synthesize large, complex data sets into executive-ready insights., • Regulatory Knowledge: Deep understanding of total rewards principles, global compensation strategies, and labor regulations (FLSA, Equal Pay Act, state payday laws)., • Skills: Excellent written and verbal communication skills, strong project management capability in fast-paced environments, and a self-starter mindset. Compensation & Benefits: We offer a competitive compensation package, including a base salary range of $90,000 - $120,000, plus bonus eligibility. In addition, employees have access to a comprehensive benefits program that includes medical, dental, and vision coverage, retirement savings options, paid time off, and other company-sponsored benefits. Final compensation will be determined based on experience, qualifications, and location. Anywhere Real Estate Inc. (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby's International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report. We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: • Great Place to Work, • Forbes World's Best Employers, • Newsweek World's Most Trustworthy Companies, • Ethisphere World's Most Ethical Companies

About Atrium: What you do matters. Guided by our Applicant-Centric approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team committed to your growth and success. Client Overview: We are partnered with a growing, financially stable company recognized for delivering complex, large-scale projects across multiple industries. They prioritize innovation, collaboration, and professional development and are committed to creating an environment where team members can thrive and advance their careers. They are currently looking to add a Senior Project Accountant to their team. Salary/Hourly Rate: $115k - $125k Position Overview: The Senior Project Accountant will oversee financial management, reporting, and analysis for multiple active projects. This role will work closely with Project Managers, Operations, and senior leadership to ensure accurate financial performance, strong internal controls, and timely reporting. The ideal candidate is detail-oriented, proactive, and experienced in managing complex project accounting environments. Responsibilities of the Senior Project Accountant: • Manage the full project accounting lifecycle, including budgeting, forecasting, cost tracking, and revenue recognition., • Prepare monthly project financial reports and variance analyses for management review., • Monitor project profitability and recommend corrective actions when needed., • Review and approve project-related invoices, purchase orders, and subcontractor payments., • Ensure compliance with company policies, GAAP, and internal controls., • Collaborate with Project Managers to maintain accurate job cost projections., • Support month-end close activities, including journal entries, accruals, and reconciliations., • Assist with annual audit documentation related to project financials., • Develop and streamline project accounting processes to improve operational efficiency. Required Experience/Skills for the Senior Project Accountant:, • 5 - 8+ years of accounting experience, with a strong focus on project accounting., • Advanced proficiency in Microsoft Excel and project accounting/ERP systems., • Strong understanding of GAAP and financial reporting principles., • Proven ability to analyze financial data and communicate actionable insights., • Excellent attention to detail and organizational skills., • Ability to manage multiple concurrent projects and deadlines., • Strong interpersonal skills and the ability to collaborate with cross-functional teams. Preferred Experience/Skills for the Senior Project Accountant:, • Experience in construction, engineering, real estate development, or other project-based industries., • Experience with percentage-of-completion accounting., • PMP, CPA, or CMA certification, or progress toward certification., • Experience implementing or optimizing project accounting software. Education Requirements:, • Bachelor's degree in Accounting, Finance, or a related field is required., • CPA or MBA is preferred. Benefits:, • Free medical, dental, and vision coverage., • 401(K) with company match., • Paid time off, holidays, and sick leave., • Annual performance bonus., • Professional development and certification support., • Employee wellness programs. Job Wrapping ID: #LI-AJ3, • Apply now By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, 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 opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. EOE/M/F/D/V/SO

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Franchise Enablement Coordinator opportunity with the nation's leading residential real estate services organization, supporting top brokerages, agents, and brands across the country. Be part of a company that empowers homeownership dreams while offering you growth, innovation, and career advancement. The Franchise Enablement Coordinator is responsible for supporting franchise system growth and compliance by coordinating recruiting program operations and franchise compliance activities, ensuring operational excellence, accuracy, and adherence to brand and legal standards. Your specific duties will include: Franchise Recruiting & Support • Manage recruitment intake, monitor shared inboxes, and process CRM requests., • Draft, track, and execute recruitment documents (e.g., Conversion Promissory Notes) through contract lifecycles., • Serve as a primary contact for franchisees and internal stakeholders. Franchise Compliance • Support compliance tracking, international watch lists, contract violations, and terminations., • Partner with Legal and business teams to draft compliance notices, agreements, and termination letters., • Maintain accurate franchisee audit trails, documentation, and records. Cross-Functional Support & Operations • Collaborate across Finance, Legal, Compliance, Brand, and IT to resolve issues and streamline workflows., • Deliver high-quality customer service and clearly communicate policy and program updates., • Identify operational gaps and recommend improvements to systems and reporting. Required qualifications for the position include: • Experience in operations, franchise support, compliance, contract administration, or a related field., • Strong communication and customer service skills., • High attention to detail and commitment to accuracy., • Proficiency in Microsoft Office and experience with CRM or contract management systems., • High School Diploma or Equivalent Preferred qualifications for the position include: • Franchise industry experience., • Familiarity with franchise agreements, compliance standards, or contract lifecycle processes., • Experience with data analysis or reporting tools., • Exposure to MLS data or real estate operations. Pay Rate: $23.41 per hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan. Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances.

AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. Responsible for leading the strategic direction and execution of Global Facility Planning and Project Management across East Coast and LATAM regions, aligning projects with corporate goals and anticipating industry trends. Manages the development and implementation of a comprehensive global strategy for facility and infrastructure utilization, overseeing over 2.8MM SF of facilities with over 13,000 employees including a full range of office, MFG, RD and warehouse space. Strategic planning, asset utilization, long-range planning, and change management are leveraged to enhance global facility productivity. Maintaining relationships with stakeholders at all levels, integrating technology with business needs, and ensuring alignment with organizational objectives. Responsible for coordinating efforts of global teams and external partners, guiding project teams to achieve budgetary and strategic goals. Manages key partnerships to facilitate outsourced models, collaborating with affiliate general managers and Finance Directors. Responsibilities: • Lead the strategic direction and execution Global Facility Planning and Project Management across East Coast and LATAM regions, driving multiple large-scale, global projects or programs to meet key business objectives. Anticipate industry trends and shape a future vision aligned with corporate goals and critical business objectives., • Develop and implement a comprehensive global corporate strategy for facility and infrastructure utilization, managing over 2.8MM SF of facilities with over 13,000 employees including a full range of office, MFG, RD and warehouse space, to support the corporation's business strategies., • Oversee all phases of project execution, from strategic analysis/planning, asset utilization, project and change management, long-range planning (LRP) development, funding, construction, project delivery and capital planning to increase the utilization and productivity of the corporation's facilities on a global basis., • Assess and address global facility demands by maintaining a network of key partners from commercial, R&D, operations, and headquarters functions, while maintaining relationships at all stakeholder levels, including senior leaders and Area and Intercontinental VPs., • Develop project scopes by integrating technology with business needs, understanding the strategic needs of customers, and ensuring alignment with organizational objectives., • Coordinate efforts of internal global teams (Real Estate, Business Technology Solutions, Security, Environmental Health & Safety, Finance) and manage relationships with external partners in project management, engineering, interior design, and workplace strategy., • Guide project teams in applying established project management tools to maintain budgetary constraints and achieve project goals, while developing strategies that align with customer business objectives and fostering long-term business and organizational strategies., • Manage key stakeholder partnerships with external entities to facilitate an outsourced model, leading groups or divisional task forces, and contributing to leadership roles in professional affiliations. Provide mentoring across technical and organizational areas within various work groups and functions., • Develop facility strategies in collaboration with affiliate general managers and Finance directors to drive strategic alignment and performance. Qualifications: • Bachelors Degree required, with preferred fields in Engineering, Architecture, Construction Management or closely related discipline is desired. A post-graduate education / degree is desired and may contribute towards the desired years of experience, • At least 10 years of experience of significant experience in facility planning and project management., • Excellence depth of knowledge in global facility planning, strategy development, and project management., • Interacts well with stakeholders at all levels of the organization and maintains strong working relationships and communication with internal and external collaborators., • Works well with other engineers, architects, and real estate professionals in a collaborative, fast-paced goal-driven environment., • Consistently demonstrated competency with financial systems and in fiscal control. Project accounting experience. Understanding and management of procurement and contracting processes. The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. This job is eligible to participate in our long-term incentive programs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit https://www.abbvie.com/join-us/equal-employment-opportunity-employer.html US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more: https://www.abbvie.com/join-us/reasonable-accommodations.html Recruitment Fraud Alert • AbbVie will never request sensitive personal information (such as bank account details, social security numbers, or payment of any kind) during the recruitment process., • If you suspect you have received a fraudulent offer or communication claiming to be from AbbVie, please do not respond, open any attachments, or click on any hyperlinks. If you have any questions or concerns regarding the authenticity of a communication alleged to have been made by or on behalf of AbbVie, please contact us immediately. Protect yourself by verifying job offers and communications. Your safety is important to us. Pay Range: $ 141500 - 268500 USD

100% onsite position -- Madison, NJ Duration: 3 months Hours: 8 AM - 4 PM Position Overview: The Franchise Enablement Coordinator is responsible for supporting franchise system growth and compliance by coordinating recruiting program operations and franchise compliance activities. This role ensures operational excellence, accuracy, and adherence to brand and legal standards. This position works cross-functionally with internal stakeholders (Finance, Legal, Brand Leadership, IT, Compliance) and external partners (franchisees, vendors) to deliver high-quality service, manage high-volume workflows, support contract-related processes, and uphold compliance requirements. The ideal candidate is detail-oriented, highly organized, analytical, and driven to improve processes while delivering exceptional customer service in a fast-paced, high-volume environment requiring exceptional attention to detail and accuracy. Key Responsibilities: • Franchise Recruiting & Program Support, • Manage recruiting program intake, including monitoring shared inbox and responding to franchisee inquiries and submissions., • Create and manage CRM requests to validate and process agent submissions., • Prepare, track, and support execution of recruitment-related documents (e.g., Conversion Promissory Notes) within contract lifecycle systems., • Serve as a key point of contact for franchisees and internal stakeholders., • Franchise Compliance, • Support compliance processes, including compliance of domestic and international watch lists., • Identify, research, and track potential compliance issues and partner with stakeholders to resolve them., • Maintain accurate franchisee records and ensure proper documentation, approvals, and audit trails, including monitoring shared inbox., • Assist with tracking violations, intent to terminate, termination and other contractual obligations. Prepare, draft, and coordinate compliance-related agreements, notices, intent to terminate letters, termination documents, and other franchise compliance correspondence in partnership with Legal and business stakeholders., • Cross-Functional Collaboration & Service, • Partner with Finance, Legal, Compliance, Brand teams, and IT to support initiatives and resolve issues., • Deliver responsive, high-quality customer service., • Communicate program updates, compliance requirements, and process improvements effectively., • Operational Excellence & Continuous Improvement, • Maintain strong attention to detail across high-volume administrative and compliance workflows., • Identify process gaps and recommend enhancements to systems, workflows, and reporting. Qualifications: Required • Experience in operations, franchise support, compliance, contract administration, or related field, • Strong analytical and problem-solving skills, • Excellent organizational and time management abilities, with the ability to handle multiple priorities, • Strong communication and customer service skills, • High attention to detail and commitment to accuracy, • Proficiency in Microsoft Office and experience with CRM or contract management systems, • Ability to work both independently and cross-functionally in a fast-paced environment Preferred • Franchise industry experience, • Familiarity with franchise agreements, compliance standards, or contract lifecycle processes, • Experience with data analysis or reporting tools, • Exposure to MLS data or real estate operations Ability to pass Background, Drug Screen and if applicable Medical (i.e. Vision, Hearing, or Physical) if Required by Client. Medical, dental, vision, ancillary coverage and 401k benefits are available.

Background: Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within business tax ideally serving in a consultative manner with business owners. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. Core Responsibilities: • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of real estate clients., • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication., • Oversee complex partnership tax compliance, including preparation and review of partnership returns, allocations, basis calculations, and multi-tiered entity structures., • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support., • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings., • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking., • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm., • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand. Qualifications: • CPA required; MST preferred, • Minimum of 10 years of progressive tax experience, with significant exposure to small to mid-market clients across diverse industries (Manufacturing, Engineering, Real Estate, Consumer Packaged Goods, etc)., • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies, • Extensive experience reviewing complex partnership returns, • Prior experience leading, motivating and developing a team of Tax professionals, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients At Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we're building a different model one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age. Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.

Job Description An independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have been looking for. GIA Legacy Planning is a life insurance distribution agency helping families protect what they have built and plan for what is ahead. We work with independent agents across Houston and all of Texas who are building their own books of business through a system that is already proven and already in motion. This is not a job in the traditional sense. There is no boss, no punch clock, and no ceiling. It is an independent contractor opportunity where your results are a direct reflection of your effort, your consistency, and your willingness to follow a system that works. WHAT MAKES THIS DIFFERENT You control your schedule — mornings, evenings, weekends, you decide 100% remote — serve clients across Houston and the surrounding Harris County area from wherever you are most productive Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling Carrier-paid training and mentorship from agents who are actively producing right now You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team No ceiling on your income — your results are a direct reflection of your effort and consistency WHAT YOU WILL DO Connect with interested clients through our proprietary lead system — people who have already requested information about coverage Present life insurance and protection solutions tailored to each family's situation Follow our step-by-step system for consistent daily activity and follow-up Build and manage your own pipeline of active clients and referrals Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level WHO THIS IS FOR You are self-motivated and do not need someone standing over you to get things done You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required You are a career changer or part-timer in the Houston area looking for something with real long-term upside You are coachable and willing to follow a proven system even if it is new to you You are ready to get licensed if you are not already (we will show you exactly how) WHO THIS IS NOT FOR You want a guaranteed paycheck regardless of effort You are not willing to follow a system or take direction You expect results without putting in consistent daily activity You want someone to hand you success without accountability If you are ready to take ownership of your income, your schedule, and your future — we want to hear from you. Apply now and a member of our team will reach out within 24 to 48 hours. IMPORTANT: This is an independent contractor (1099) commission-only opportunity. There is no base salary, guaranteed income, or employment relationship. Earnings depend entirely on individual performance, activity level, and consistency. Past results of other agents are not a guarantee of your results.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Estate Settlement Advisor within PNC Private Bank, you will be based in Millburn, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence. Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities. Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts. Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling. Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) No Required or Preferred Language Assessments Base Salary: $134,400.00 $249,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 03/17/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.