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We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Title: Principal Software Engineer Experience: 13+ Years Location: Hybrid- Johnston Ri/Iselin NJ/Short Hills NJ Position Summary: As a Principal Software Engineer, you will collaborate with engineering teams and architecture to deliver high-quality, scalable technology solutions. This role offers autonomy to lead, design, and develop innovative solutions to complex challenges in the banking industry. You will serve as a peer-leader, driving cutting-edge initiatives and fostering a culture of technical excellence and innovation. We are looking for someone who is hands on with Angular and Typescript and can also develop on backend using Spring Boot Java. This role requires a blend of business acumen, technical proficiency, and strategic leadership, making it ideal for professionals who thrive at the intersection of banking, technology, and innovation. Key Responsibilities: • Lead full-stack development efforts with a strong emphasis on frontend engineering using Angular and TypeScript., • Build micro frontends using the Single SPA framework to support modular and maintainable UI architecture., • Design, develop, and maintain scalable microservices using Spring Boot (Java) and responsive, dynamic web applications using Angular., • Collaborate with cross-functional teams to define, design, and ship new features, ensuring alignment with enterprise architecture principles., • Infuse quality of service characteristics such as scalability, manageability, and maintainability into distributed service-based frameworks., • Ensure code quality and security using tools like SonarQube, Fortify, and Nexus IQ., • Troubleshoot and resolve issues efficiently, maintaining high standards of performance and reliability., • Participate in Agile ceremonies and contribute to sprint planning, retrospectives, and continuous improvement., • Mentor and guide software engineers, fostering a culture of innovation, accountability, and technical excellence., • Mentor and develop team members to strengthen organizational knowledge in Loan IQ capabilities and best practices Required Tech Stack & Tools Experience • Frontend: Angular (TypeScript), Single SPA, • Backend: Spring Boot (Java), • Database: PostgreSQL, • DevOps & CI/CD: Jenkins, OpenShift, • Source Control: Bitbucket, • Agile Management: Jira, • Code Quality & Security: SonarQube, Nexus IQ, Fortify, • Cloud: AWS, OpenShift technologies Required Qualifications: • 7+ years of hands-on software development experience, including full-stack development., • Proven experience leading and mentoring software engineers., • Mastery of multiple programming languages, • Required expertise in Angular/TypeScript., • Experience building micro frontends and working with Single SPA., • Solid understanding of RESTful APIs, secure coding practices, and vulnerability remediation., • Experience with CI/CD pipelines and containerized deployments., • Strong communication and interpersonal skills., • Cloud certifications such as AWS Solutions Architect., • Familiarity with data structures such as linked lists, dictionaries, arrays, and custom object creation. Preferred Qualifications: • 3+ years of experience in the financial services industry, especially in commercial banking, portfolio management, trading, compliance, or wealth management., • Experience working on Commercial Card platform is a plus., • Understanding of banking systems and custodial/commercial banking operations., • Experience with technologies such as Apache, Lucene, Memcache, RabbitMQ, and NoSQL. Education • Required: Bachelor’s degree in software engineering, Computer Science, Engineering, Mathematics, or related discipline., • Preferred: Master’s degree in software engineering, Computer Science, or related discipline Company Profile: Stratacent is a Global IT consulting and Services firm, headquartered in Jersey City, NJ, USA with offices in UK, Canada, and South Africa and global capability centers (GCC) in Pune and Gurugram in India. Our focus areas include Data and AI, Cloud Services, Automation, IT Operations, Application Development, and Information Security. URL - Stratacent - data driven solutions Global managed services firm assisting customers with digital transformation, including data and analytics, cloud services, automation, and IT service management. stratacent.com Employee Benefits: • Group Medical Insurance, • Cab facility, • Meals/snacks, • Continuous Learning Program Stratacent India Private Limited is an equal opportunity employer and will not discriminate against any employee or applicant for employment on the basis of race, color, creed, religion, age, sex, national origin, ancestry, handicap, or any other factors.

Job Description We are seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirements for capital markets engagements. Key Skills and Responsibilities • Asset and Wealth Management Industry PoVs, Pre-sales Support, Business transformation propositions., • Understanding the full lifecycle of trades in FI, Equity and Derivatives., • Lead and facilitate project meetings & workshops effectively and produce documentation such as Business Requirement Documents, Functional Specification. Documents, Business Process Flows and Data Flow Diagrams, • Client and Internal Relationship Management and Presales Support, • Front to Back operational processes involved for execution to settlement from a Data view, • Support workflows around Trading with a firm understanding of ( any one in depth), • Risk Management, • Compliance, • Data Lineage/Integrity/Stewardship, • Customer Enablement/CRM/Onboarding, • Internal/External Reporting Must have skills • Good product knowledge covering all investment classes FI, Equity and Derivatives., • An excellent understanding of end to end trade flow process, • Good product knowledge covering all investment classes including OTC derivatives, • An excellent understanding of end to end trade flow process, • Asset management experience/knowledge, • Specification. Documents, Business Process Flows and Data Flow Diagrams., • Excellent communication skills, • Delivery and implementation skills, including assisting business users with UAT testing and obtaining sign-off from key stakeholders., • Applications used in achieving the above – Need to understand overview of (Any 1), • BlackRock Aladdin, • Charles River, • Simcorp, • Charles Schwab, • Bloomberg, • Wall Street Office, • Murex, • Data Analytics Platform/ Tool Exposure, • Databricks, • Snowflake Good to Have • Knowledge of Agile delivery, SDLC, technical architectures, AI/ML processes and data oriented lifecycles, • Experience of assimilating a lot of detailed information, identify the important points and present them back in the appropriate format, • Ability to look at the bigger picture and make connections, • Business modelling and diagramming for the purpose of explaining complex issues, • Process maps and operating model design and definition, • Highly developed PowerPoint and presentation skills, • Understanding of databases of SQL skills, ETL skills like Abintio etc., • Experience of complex and large change projects and analysis of the end-to-end data and operating model, • Expertise in eliciting, analyzing, prioritizing and validating requirements and building partnerships with business stakeholders, • Ability to plan & monitor own work activities meeting time and quality targets., • Thrive in a team environment., • Build and maintain excellent work relationships. Qualifications: • 13+ years of relevant experience, • The consultant has to be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes., • Prior experience in Banking Financial and Insurance combined with strong articulation skills, strategic Thinking exposure, Leadership traits, Strong business acumen, Customer focus, Social are essential Excellent communication and presentation skills, experience of working senior / executive stakeholders from IT and Business., • Candidate will interface with external stakeholders like Customer (CDO,CAO,CMO,COO,CIO,CTO, Senior executives and other CXOs/Senior Data related stakeholders) and Partners; Internal Stakeholders like Geo Sales, Presales & Delivery, Practice, ISU Relationship Teams. On Financial front, Candidate will Direct Revenue through consulting/advisory/delivery services and influenced opportunities resulting in downstream revenues. Must strive to maintain billability thru strategic/consultative engagements. Represent TCS A&I unit in customer workshops, panel /speakers in key events and proposal discussion.

Strong capital market product implementation knowledge for various asset classes (Equity, Fixed Income, Derivatives, Forex) JD: Excellent domain knowledge in Capital markets areas like Asset & Wealth management, Asset servicing and In.

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. In this role you will need to h

Job Description The Data Architect will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to participate in building the data platform for a greenfield ecosystem, creating a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Key Responsibilities * Build reliable and scalable data pipelines and capabilities across the platform, with full ownership under mentorship of talented engineers * Design and support complex data models and architectures, tying multiple services, SaaS tooling, and third-party data together in a cloud-based environment * Promote data availability, accuracy, and coherence throughout its lifecycle, documenting models in relevant data management tools * Write well-rounded, reusable, and documented code that captures the essential nature of the solution * Maintain high standards across documentation, testing, resiliency, monitoring, and code quality * Ensure compliance with data quality, governance, and security across the platform, adhering to relevant regulations * Collaborate cross-functionally to enhance data processes, automation, and integration across teams Preferred Skills, Experience, and Education * Bachelor’s degree in Computer Science, Data Engineering, or a related field; advanced degree is a plus * 2+ years of professional experience in Data Engineering or a related discipline * Hands-on experience with cloud data platforms (AWS, GCP, or Azure) * Experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and/or streaming (Kafka, Kinesis, Flink, Spark) data pipelines * Developed data models in modern cloud data warehouses (Snowflake, BigQuery, dbt) and/or legacy ecosystems (Oracle, Postgres) * Exposure to Data Management platforms (DataHub, OpenMetadata, Atlas, Horizon) and developing data quality tests * Familiarity with Infrastructure as Code (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions) * Strong skills in SQL and Python, with eagerness to deepen expertise * Demonstrated growth mindset, curiosity, and ability to thrive in a fast-paced, collaborative environment * AI-proficient or AI-curious, with interest in applying emerging technology to improve productivity Travel Required 0-10% About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $100,000 – $115,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description InvestCloud is looking for a practical, detail-focused Data Engineer with a passion for financial data and a desire to grow into a hands-on Data Architect role. This is a great opportunity for someone early in their data career who enjoys working with real-world investment data, learning from experienced architects, and helping build the foundation for next-generation wealth technology. You’ll work on data pipelines, optimize SQL queries, model data for performance and scale, and gain exposure to both transactional systems and analytical workflows in the US wealth space. What does a Great Data Engineer do You’ll partner with engineers, product managers, and data architects to design, build, and maintain clean, scalable, and reliable data domains that power key digital experiences in wealth management. If you’re energized by structured data, interested in how trades, accounts, and positions come together behind the scenes—and want to sharpen your skills with modern cloud tools—this is your path. Principal Responsibilities • Design and maintain SQL-based schemas and pipelines for ingesting, transforming, and exposing wealth-related data (accounts, positions, transactions, performance)., • Support structured and unstructured data across file-based, relational, and NoSQL storage solutions—from raw landing zones to curated data marts., • Write efficient, well-structured SQL queries and scripts for ETL/ELT jobs, data validation, and data modeling., • Assist in building out data access layers that support APIs, reports, dashboards, and performance analytics., • Collaborate with data architects and engineers to implement data modeling and management best practices., • Work with QA and product teams to ensure data accuracy, completeness, and business alignment., • Contribute to data documentation and internal knowledge sharing to improve onboarding and reduce confusion. Preferred Skills & Experience, • 8+ years of experience in data engineering and/or ETL-focused roles., • Strong SQL skills and familiarity with relational databases (e.g., Oracle, Postgres, SQL Server, Snowflake)., • Solid understanding of data modeling and management principles, including data cataloging, dictionaries, canonicals, normalization, indexing, and performance tuning., • Interest in or exposure to US Wealth Management data, especially trades, positions, custodians, or portfolio accounting systems., • Eagerness to learn, collaborate, and grow your technical skills in a production environment. Preferred Qualifications, • Experience in the wealth or asset management industry., • Familiarity with financial data domains or vendors (e.g., custodians, CRMs, performance systems)., • Exposure to data pipeline tools (e.g., dbt, Airflow, Talend) and scripting languages (e.g., Python, Shell)., • Understanding of file-based formats (e.g., Parquet, JSON, CSV) and batch ingestion patterns., • Experience working in Agile/Scrum environments with tools such as Jira, Confluence, and Git.What Sets You Apart, • You care deeply about data lifecycle, quality, structure, maintainability, supportability, and traceability—not just getting the job done, but getting it right., • You’re curious about the business side of wealth data—why something is modeled a certain way and how it will be used. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Value • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law #LI-HJ1

Job Description Advance Your Real Estate Career with The Joe Oz Real Estate Group! Join our dynamic team, where a wealth of leads empowers our agents to achieve outstanding success month after month. We are a forward-thinking, technology-driven real estate team with a robust internet lead generation system. Our rapid expansion is fueled by dedication, exceptional training, and unparalleled lead quality. What We Offer at The Oz Group: Abundant Leads: Access more opportunities than you can handle. Premium Marketing Materials and Sales Support: Benefit from our top-tier coaches and leadership team. Comprehensive Back-Office Support: We handle the paperwork, allowing you to focus on excelling as an agent. Proven Training Program: Whether you're a novice or experienced, we'll transform you into a lead conversion expert. Weekly Mentoring: Collaborate directly with our team leader to accelerate your success. Highly Competitive Splits: Our leads and structure empower you to easily surpass $100k/year. Who We're Looking For: • Self-Starters: You aspire to build a career, not just hold a job., • People-Focused: If helping others is your passion, you'll thrive here., • Team Players: You excel in a supportive, close-knit environment where your contributions matter. Successful candidates are driven, energetic, flexible, and eager for success. Real Estate Sales Agent Responsibilities: • Engage with leads to drive sales., • Cultivate relationships with clients to foster repeat and referral business., • Conduct consultations with buyers and sellers to understand their needs and showcase suitable homes., • Host open houses to promote listings., • Oversee the entire transaction process, from listing to closing, ensuring a seamless client experience., • Attract new clients to expand your business., • Stay informed about the local community, market conditions, and properties. Qualifications: • Sales experience preferred but not mandatory., • Tech-savvy and ready to leverage industry tools., • Strong communication, negotiation, and networking skills., • Highly motivated, organized, and adept at time management., • An active Real Estate License is required—we can guide you on obtaining one! The Oz Group is expanding rapidly. While others may be slowing down, we're scaling up and setting new standards. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job Description About the Role The Senior Contract Administrator is a key member of the Legal Operations, Contract & Risk Management team, responsible for independently managing the contract lifecycle, supporting legal counsel in negotiations, and ensuring compliance with enterprise and regulatory standards. This role requires advanced contract expertise, strong redlining and negotiation skills, and the ability to triage complex agreements for attorney review. The Senior Contract Administrator reports to the Director, Legal Operations, Contract & Risk Management. What does a great Senior Contract Administrator do? This role supports the Legal team and partners with Strategic Sourcing, Finance, Compliance, and business stakeholders to ensure contracts are efficiently and accurately processed. Responsibilities include, but are not limited to: • Independently redlining and negotiating vendor and client contracts under Director, Legal Operations, Contract & Risk Management or attorney guidance, as applicable, • Managing contract intake and triaging complex agreements for legal review, • Ensuring contracts comply with internal policies and regulatory standards, • Facilitating vendor and client contract amendments, renewals, and terminations, • Maintaining and updating contract templates and clause libraries, operating within the process developed to review and approve templates and clause libraries, • Providing reporting and analytics to enhance visibility into contract status and risk, • Support TPRM efforts as applicable, to ensure the mitigation of single points of failure, • Continually monitor processes and identify changes needed to optimize workflows, • Publish and edit Standard Operating Procedures to support Legal Operations, Contract and Risk Management processes The Senior Contract Administrator will: • Lead contract lifecycle management (CLM) system administration, ensuring metadata accuracy and repository integrity, • Execute contract workflows, including e-signature processes and stakeholder approvals, • Independently redline and negotiate standard vendor and client agreements, escalating complex issues to Director, Legal Operations Contract & Risk Management or directly to legal counsel, as applicable, • Maintain standardized templates and clause banks to promote consistency and reduce risk, • Partner with Legal, TPRM, business teams, Strategic Sourcing, as applicable, to ensure timely contract review and resolution, • Generate dashboards and reports to monitor contract volumes, turnaround times, and risk indicators The ideal candidate will demonstrate advanced contract administration capabilities, strong negotiation and redlining skills, and the ability to support Legal team to meet and exceed departmental and company goals in a fast-paced environment. Preferred Skills / Experience • Minimum 5–7 years of experience in contract administration or legal operations, with direct experience supporting a legal team and company in a contract administration role, • Proven ability to independently redline and negotiate vendor and client documents such as amendments, renewals, statements of work, change orders, etc., • Expertise in CLM platforms, e-signature tools, and document management systems, • Experience with workflow development and process optimization, • Experience leading process improvement and change management initiatives, • Strong understanding of contract law and third-party risk principles to decipher when issues need to be escalated for further review, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), • Excellent organizational, communication, and interpersonal skills InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. $85,000 - $105,000 #LI-BH1

Job Description The Senior Financial Analyst will play a critical role on the Finance team, reporting directly to the Senior Finance Manager. This individual will be responsible for driving financial insights through budget and forecast support, month-end close activities, and preparing executive-level reporting packages. What does a great Senior Financial Analyst do? A strong Senior Financial Analyst partners with business leaders to deliver clear, data-driven insights that shape decision-making. This role requires balancing technical expertise, business acumen, and strong communication skills to influence strategy and support the company’s growth. Key Responsibilities • Conduct moderate to complex financial analyses on business unit performance, including revenue, expenses, product profitability, and cash flow., • Manage the consolidation of submissions for month-end results and forecast updates, preparing concise variance analyses for executive review., • Develop, update, and maintain monthly financial reports and operational review materials for executive leadership., • Research and deliver financial and business-related analyses to evaluate the impact of corporate projects and transactions., • Prepare C-level presentations and contribute to the annual long-range plan, annual budget, and recurring forecast updates., • Identify and drive enhancements to FP&A processes, reporting, and business capabilities., • Bachelor’s degree in Accounting, Finance, or related field (CPA or Master’s degree preferred)., • 4–7 years of progressive experience in Finance, with a focus on accounting, financial analysis, and business partnering., • Proven ability to make sound, data-driven decisions and solve problems independently., • Advanced Excel skills; strong technical aptitude with financial systems (NetSuite experience preferred)., • Demonstrated ability to thrive in a fast-paced, dynamic environment., • Experience leading cross-functional projects and collaborating across departments., • Strong communication skills—both written and verbal—with the ability to present to senior leadership. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description The Finance Manager plays a key role in driving financial performance and supporting strategic decision-making across the business. This role partners closely with C-Level executives and senior leaders on budgeting, forecasting, and investment optimization, while delivering insights that shape the company’s direction. The Finance Manager will also contribute to executive and board-level reporting and presentations. What does a great Finance Manager do? A great Finance Manager goes beyond reporting the numbers—bringing clarity, insight, and foresight to financial performance. This individual acts as a trusted partner to leadership, combining strong analytical skills with business acumen to influence outcomes and improve decision-making. Key Responsibilities • Consolidate and report monthly, quarterly, and annual financial performance, including variance analyses against budget and forecast, highlighting risks, opportunities, and operational metrics., • Perform financial analyses on results and forecasts to provide actionable insights., • Manage the consolidation of submissions for month/quarter-end results and forecast updates, preparing concise variance analysis for executive review., • Develop, update, and maintain financial reports and operational review materials for executive leadership., • Support decision-making with forward-looking insights, including scenario and sensitivity analyses., • Partner with functional leaders to align on financial assumptions, evaluate trade-offs, and drive accountability for results., • Deliver accurate financial results and analysis of key expenses during the budget, forecast, and close processes., • Prepare C-level and Board presentations and support the coordination of the long-range plan, annual budget, and monthly forecast updates., • Drive continuous improvement in FP&A processes, tools, and capabilities., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or Master’s degree a plus)., • Minimum 5 years of professional experience in Corporate Finance or FP&A., • Fintech or SaaS/software industry experience strongly preferred., • Strong analytical, quantitative, and Excel skills; experience with NetSuite and Power BI is a plus., • Excellent written and verbal communication skills, with the ability to present to senior leadership., • Demonstrated ability to make sound, data-driven decisions and solve problems with judgment and experience., • Self-starter with the ability to thrive in a fast-paced, dynamic environment. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description The Senior Data Engineer will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to shape the architecture and technical execution patterns of a greenfield ecosystem to create a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Core Stack • AWS as our cloud provider, • Oracle as our legacy data warehouse, • Snowflake as our next-generation data warehouse, • Mage AI for data ingestion and processing, • Kafka as our message bus, • Build reliable and scalable data pipelines and capabilities across the platform, and monitor and support the capabilities offered, • Construct complex architectures integrating multiple services, SaaS tools, and third-party data sources in a cloud-based environment, • Contribute to the team’s technical strategy and its execution through prioritization and delivery management, • Set and enforce high standards for documentation, testing, resiliency, monitoring, and code quality, • Drive efficiency, optimize cloud spend, reduce technical debt, and simplify code, infrastructure, and data models, • Write reusable and well-documented code that captures the essential nature of the solution, • Inspire and guide team members through design sessions, code reviews, and operational process ownership, • Promote data quality, governance, and security as core principles of the platform, ensuring compliance with relevant regulations Preferred Skills, Experience, and Education • Bachelor’s degree in Computer Science, Data Engineering, or a related field; advanced degree is a plus, • 6+ years of professional experience in Data Engineering, • Experience shaping the architecture of a mature cloud data platform (AWS, GCP, or Azure) designed for different consumer types and delivering measurable business value, • Hands-on experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and streaming (Kafka, Kinesis, Flink, Spark) data pipelines at scale (>1 TB/day), • Experience designing and implementing performant, reusable, and scalable data models in a cloud data warehouse (dbt, BigQuery, Snowflake) and with legacy ecosystems (Oracle, Postgres), • Proven experience running PoCs, leading large data or code migrations, and contributing to roadmap planning, • Ability to build and maintain infrastructure using IaC (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions), • Experience with operational monitoring tools for data and infrastructure observability (Monte Carlo, Datadog, Prometheus), and incident management (PagerDuty, incident.io), • Proficiency in SQL and Python, with confidence applying them across data engineering tasks, • Strong communication and collaboration skills with both technical and non-technical stakeholders, • AI-proficient or AI-curious, with interest in using emerging technologies to enhance productivity InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $165,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information s

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This Elite Growth Practice (EGP) Wealth Management Specialist is for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Merrill Wealth Management is

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information s

Asset And Wealth Management Domain Consultant. Travel: Yes - 40% Location: Edison, NJ preferred Full Time Role Must Have Skills: Thorough understanding across a broad spectrum of capital markets areas: asset and wealth management, full service banks, finserv utilities, broker-dealers, custodians and

Experience in Financial Services sector (Banking Capital Markets, Wealth and Asset Management, or Insurance). You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $65,000 - $125,000 yearly Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisorQualifications:, • Must have effective relationship management skills, • Ability to successfully network to prospect new potential clients is a must, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is requiredAbout Company New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

Job Description GENERAL FUNCTION / SUMMARY The Health Insurance Customer Service Representative (CSR) is responsible for providing exceptional customer support to clients by assisting with health insurance inquiries, policy servicing, and claims resolution. This role requires strong communication skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate has group health insurance experience and can quickly learn and adapt to new processes. MAJOR DUTIES AND RESPONSIBILITIES Client Support & Policy Servicing • Assist clients with health insurance inquiries, including plan details, benefits, and policy changes., • Provide guidance on group health insurance policies, including employee enrollments, renewals, and coverage updates., • Address billing questions, claims issues, and ID card requests, ensuring prompt resolution., • Follow up with clients and carriers to ensure timely policy approvals and documentation updates., • Maintain accurate client records, update CRM systems, and ensure proper documentation of service requests., • Process policy changes, enrollments, terminations, and premium adjustments accurately., • Prioritize and manage multiple tasks to ensure efficient workflow and timely customer responses., • Work closely with internal teams, agents, and carriers to resolve client issues efficiently., • Attend training sessions and carrier webinars to stay updated on health insurance products and industry changes., • Adapt quickly to new procedures, software, and insurance regulations to enhance job performance., • Perform other tasks as assigned to support departmental and organizational goals. BASIC QUALIFICATIONS • Preferred experience in group health insurance, benefits administration, or customer service., • Strong communication and interpersonal skills to effectively assist clients., • Ability to prioritize tasks, manage time efficiently, and handle multiple responsibilities., • Detail-oriented with excellent organizational skills., • Fast learner with the ability to adapt to new processes and insurance guidelines., • Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM systems is a plus., • Bilingual in Mandarin., • High school diploma or equivalent required; bachelor's degree preferred. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • H-1B sponsorship available.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job Description 2Bridge has been engaged in the search for multiple full-time, direct-hire Lead Full Stack Software engineers with a background in Python, React, and Typescript on AWS with our financial client located near Colonia, NJ. They offer a comprehensive package that includes a base, bonus, 401k, PTO, medical, dental, vision, and other benefits! Software Engineering Lead Are you ready to step into a Technical Lead role in a rapidly evolving technical environment? Our client is investing significantly in technology and expanding their software engineering organization. This is an opportunity to join an established and well-known firm and build innovative engineering solutions. Key Responsibilities: Technical Leadership: • Lead the design, development, and deployment of scalable software solutions using Python, React, AWS, and modern scripting languages., • Make strategic architecture decisions to enhance scalability, performance, and maintainability., • Utilize AWS services, including Lambda, DynamoDB, and cloud storage, for application development., • Optimize applications for performance, security, and cost-efficiency., • Oversee the design, development, and management of RESTful and GraphQL APIs for seamless system integrations., • Design and implement automated CI/CD pipelines to enhance development efficiency., • Lead and mentor a team of engineers, fostering a culture of collaboration and technical excellence., • Utilize TypeScript, JavaScript, and Python to build robust, high-performance software solutions., • Work closely with cross-functional teams, including Business Solution Engineers, QA, and stakeholders., • Clearly articulate technical concepts to non-technical audiences. Qualifications: • Bachelor’s degree in Computer Science, Engineering, or a related field., • 10+ years of experience in software engineering and system architecture., • 10+ years building Financial or Portfolio Management, Trading, Risk, or other complex financial or SaaS applications., • Expertise in Python and React for building modern, responsive web applications., • Strong experience with AWS services such as Lambda, DynamoDB, and Redshift., • Deep understanding of API design and management (WSO2, REST, GraphQL)., • Advanced proficiency in TypeScript, JavaScript, and Python., • Experience with SQL development and optimization., • Familiarity with Agile/Scrum methodologies for project delivery., • Hands-on experience with CI/CD pipelines using tools like BitBucket, Docker, and Terraform., • Strong leadership experience in mentoring teams and guiding junior developers., • Excellent problem-solving and decision-making abilities., • Preferred: Cloud certifications and industry expertise in fintech, wealth management, or enterprise SaaS.

Job Description 2bridge has been engaged in the direct hire search for a Senior Full Stack Python Developer to join our Financial Client based near Colonia, NJ. They offer a comprehensive package including base, bonus, 401k, PTO, Medical, dental, and vision. Senior Software Engineer We seek several highly skilled Senior Software Engineers to join a dynamic team. In this role, you will design, develop, and maintain cutting-edge software solutions that drive business growth. Your expertise in full-stack development, cloud infrastructure, API integrations, and automation will be essential in delivering high-performance applications that scale efficiently. Key Responsibilities: Software Development & Deployment: • Design, develop, test, and deploy high-quality applications using Python, React, AWS, and modern scripting languages., • Implement scalable and maintainable software architectures that meet business requirements., • Utilize AWS services, including Lambda, DynamoDB, and cloud storage, to optimize application performance and scalability., • Ensure cost-effective and secure cloud-based application deployments., • Design and maintain RESTful and GraphQL APIs for seamless integration across various platforms., • Ensure APIs adhere to performance, security, and scalability standards., • Leverage TypeScript, JavaScript, and Python to build robust and efficient software solutions., • Design and optimize SQL queries and database architectures to support application needs., • Work closely with cross-functional teams, including product managers, QA engineers, and business stakeholders., • Participate in Agile/Scrum methodologies to drive project success., • Share expertise and mentor junior developers to foster a culture of technical excellence. Qualifications: • Bachelor's degree in Computer Science, Engineering, or a related field., • 6+ years of experience in software development and system architecture., • 6+ Experience building financial applications for wealth or portfolio management disciplines, trading, or financial applications., • Proficiency in React for building modern, responsive web applications., • Hands-on experience with AWS services (Lambda, DynamoDB, Redshift, cloud storage, etc.)., • Strong expertise in API development (REST, GraphQL, WSO2) and backend integration., • Advanced skills in TypeScript, JavaScript, and Python., • Experience in SQL development and optimization., • Knowledge of Agile/Scrum frameworks for managing and delivering projects., • Strong communication and problem-solving skills., • Preferred: Cloud certifications and experience in fintech, wealth management, or enterprise SaaS. Why Join our client? • Work on high-impact projects in a fast-paced, collaborative environment., • Be part of a team that values innovation, security, and scalable solutions., • Opportunities for career growth, professional development, and mentorship.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday, Wednesday, Thursday: 11:00am-3:00pm, Tuesday: 10:00am-2:00pm, Friday: 9:00am-5:00pm and Saturday: 9:00am-1:00pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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