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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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Administrative Project Assistant (East Brunswick, NJ) Location: East Brunswick, NJ – Home Office (Remote work possible for part of the project) Pay Rate: $20–$25 per hour Employment Type: Part-Time (15-30 hours per week) Job Description: Our client is seeking a reliable and detail-oriented Administrative Project Assistant in East Brunswick, NJ. The primary responsibility will be scanning and organizing file documents in the home office of an executive (former CEO). This role requires proficiency in operating scanning equipment and general tech-savviness. While some of the work must be completed on-site, a portion may be done remotely. Key Responsibilities: • Scan and organize physical documents into digital files, • Assist with ad hoc research, organizational, and home/vendor-related projects as needed, • Errands as requested, • Maintain confidentiality and accuracy when handling sensitive information, • Must be trustworthy, reliable, and detail-oriented, • Proficiency in operating scanning equipment and general technical competence, • Prior relevant administrative and technical experience preferred, • Ability to work independently with minimal supervision, • Open to both part-time and full-time candidates, • Must be local (within 30 minutes of East Brunswick), • Must pass a reference and background check Right Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. We have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. Placing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships. We love what we do and it is evident in our people, process, and of course our results!! *Additional Information: -Specialties: Industries: Financial Services, FinTech, Professional Services Finance: Accounting, Analysts, FP&A, Controlling, CFO General: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology Human Resources: Generalist, HR Management, Recruitment Sales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership Support: Admin, Exec, Sales & Trading Assistant, Client ServiceHiring on behalf of our clients...\r\nRight Executive Search: Relationship driven executive search services with an emphasis on matching...\r\n"The Right Candidate for the Right Position... Right from the Start".\r\n \r\nRight Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. \r\n\r\nWe have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. \r\n\r\nPlacing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships.\r\n\r\nWe love what we do and it is evident in our people, process, and of course our results!!\r\n\r\n*Additional Information:\r\n-Specialties:\r\n\r\nIndustries: Financial Services, FinTech, Professional Services\r\n\r\nFinance: Accounting, Analysts, FP&A, Controlling, CFO\r\nGeneral: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology\r\nHuman Resources: Generalist, HR Management, Recruitment\r\nSales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership\r\nSupport: Admin, Exec, Sales & Trading Assistant, Client Service

Job Description InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Analyst do? In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications. How you will provide meaningful contributions: You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality. Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs. Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality. Basic Qualifications for Consideration: • Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science, • 5 to 7 years of experience in Business or Systems Analysis in the Fintech space, • Deep knowledge and experience with Portfolio Accounting and Performance Measurement, • Proven ability to map data through the lifecycle of an account or account workflow, • Strong communication skills to clearly convey complex technical specifications to clients and internal teams, • Ability to collaborate with a cross-functional team to achieve results, • Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders, • Experienced in gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios, • Knowledge of managed accounts and the platforms that support them, • Ability to collaborate with project sponsors to define project scope and vision, • Experience representing the voice of the customer, • Skilled in making rapid tactical development decisions that impact functionality or usability, • Understanding of data structures and databases, and how to use that data for integration, • Experience with the APL separately managed accounts platform, • Certificate of Investment Performance Management (CIPM) from the CFA Institute 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 Launch Your Career at the Intersection of Mathematics and Finance Are you a mathematically minded problem solver who wants to build technology that powers the future of investing? At InvestCloud, we build modern, scalable platforms used by some of the largest financial institutions in the US. We're looking for early-career talent—particularly graduates with strong analytical thinking and curiosity—who are ready to make an impact on real-world systems from day one. In this role, you'll learn to develop in Dyalog APL, a unique and powerful language used to drive mission-critical investment processes like model management, trading, and reconciliation. You’ll join a team that values mentorship, continuous learning, and the creativity that mathematical thinkers bring to financial technology. No prior software engineering experience required—just a strong foundation in mathematics, logic, or analytics, and a willingness to learn by doing. What does a Great Junior APL Developer do • Develop, enhance, and support APL-based software systems that power managed account operations, • Learn to translate business and investment logic into clear, testable APL code, • Work with senior developers to understand functional requirements and deliver working solutions, • Participate in code reviews, pair programming, and quality assurance activities, • Help troubleshoot issues and contribute to solutions used in live investment environments, • A Bachelor’s or Master’s degree in Mathematics, Applied Mathematics, Computer Engineering, Computer Science, or a related analytical field, • Logical thinking, problem-solving skills, and a love for working with patterns and structure, • Eagerness to learn programming (APL or otherwise), even if you haven’t done much after, • Good communication skills and a collaborative mindset—you enjoy learning from others and asking questions, • Exposure to programming concepts in APL, MATLAB, Python, or similar languages, • Familiarity with data formats like CSV, XML, or JSON, • Understanding of investment workflows or the finance industry 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 #LI-BH1

Job Description InvestCloud is seeking a highly technical, detail-oriented Data Architect with deep experience designing and delivering data platforms for the financial services industry — especially U.S. Wealth Management. This is a hands-on architecture role for someone who thrives at the intersection of data modeling, engineering, and real-world delivery. The ideal candidate is fluent in transactional systems (relational, NoSQL, caching strategies) and can shape scalable, performant data ecosystems that serve both operational and analytical needs. What Makes a Great Data Architect We’re looking for a pragmatic, skilled architect who can turn messy, evolving business requirements into well-governed, well-modeled, and easily consumable data systems. You’ll partner with engineering, product, and client teams to define models, patterns, and integration strategies that support everything from account-level operations to performance reporting and regulatory needs. If you’re energized by solving complex data problems in a demanding industry — and know what it means to ship durable solutions — this is your role. What You’ll Do • Architect with intent: Design and evolve scalable, high-performance data architectures for both transactional and analytical domains., • Model the business: Create logical and physical data models for key wealth domains (accounts, positions, transactions, advisors, portfolios) and validate them against real-world use., • Design for access: Collaborate with teams on access patterns across APIs, event streams, queries, and batch pipelines — ensuring the right structure and storage format supports each use case., • Guide data structure choices: Make well-reasoned choices based on performance, usage, and governance needs., • Lead integrations: Support data integration efforts across custodians, CRMs, portfolio management systems, and client reporting tools., • Drive clarity: Document models, data flows, and lineage clearly — enabling self-service access and reducing rework or misunderstandings., • Balance theory and pragmatism: Deliver in an agile, delivery-focused environment with a bias for action while applying sound data architecture principles., • Partner for impact: Work closely with engineers, DevOps, product owners, and client stakeholders — making data architecture a shared concern, not an ivory tower. Basic Qualifications • 15+ years in the industry, with at least 8 years in data architecture, data engineering, or enterprise data design roles., • Deep knowledge of transactional data design, normalization, and access strategies for OLTP and OLAP systems., • Fluency in data ingestion and integration patterns, including batch and real-time ingestion, transformation, and distribution., • Proven competency in performance optimization and tuning., • Familiarity with U.S. Wealth Management data and workflows (accounts, trades, reconciliations, performance, custodial data feeds)., • Strong communication skills with the ability to translate architecture into actionable, understandable documentation and decisions. Preferred Skills & Experience • Experience with portfolio management or portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond, APX)., • Exposure to custodian integrations (e.g., Schwab, Fidelity, Pershing) and their data formats., • Experience supporting client reporting, tax lot accounting, or performance measurement systems., • Familiarity with modern data management tools and best practices., • Understanding of data mesh principles or “data product” thinking. What Sets You Apart • You are experienced and confident enough to drive solutions from architecture to implementation and production., • You believe in documented clarity over tribal knowledge, helping others succeed by making good data architecture visible and usable., • You bring both technical excellence and domain fluency — you understand data structures and why they matter in Wealth., • You thrive in a collaborative, agile environment and enjoy making complex things simple. 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 As a member of the HR Operations team, the Sr. Benefits/HR Operations Specialist is responsible for managing the global benefits and leave management programs for our employees in the US, Canada, Europe and APAC regions. In this role you will be responsible for managing benefits programs, including vendor relationships, reconciliation, audit, open enrollment, and communications; and responding to HR inquiries from team members, collaborating with HR Business Partners and HR Centers of Excellence to provide outstanding customer service, and executing on a seamless onboarding and offboarding processes. Additional responsibilities may include primary or backup support for compensation administration, HRIS updates/reports/audits, employee files, HR compliance, documentation, process improvement, global mobility and immigration. What does a great Sr. Benefits/HR Operations Specialist do? A great Sr. Benefits/HR Operations Specialist embodies InvestCloud values, acts with empathy, is focused on the employee experience, has a keen eye for detail, acts with integrity when dealing with sensitive data or situations, and always maintains professionalism. This person will be responsible for managing the benefit programs, while implementing proactive recommendations to ensure employee knowledge of the related programs. The person in this role will interact with employees and people managers at all levels across our organization, as well as managing the relationships with our benefit providers. How you will provide meaningful contributions: • Manages the company health & welfare, retirement and other benefit plans for our US, Canada, Europe, and APAC based employees., • Leads the relationships with our benefit providers, including brokers, vendors, and advisors to ensure accuracy in plan and claims administration., • Leads employee education and communications for Open Enrollment, intranet pages, and addressing employee inquiries. Acquires and distributes/posts relevant information and documentation. Explains benefit plan policies, procedures, and legal requirements to employees and beneficiaries. Conducts/arranges group benefits education presentations., • Ensures the accuracy of all benefits enrollments and set up in the HRIS to provide vendors with accurate information., • Ensures plans are administered in accordance with company and regulatory guidelines. Manages the timely completion of plan audits and government filings., • Researches and recommends appropriate benefits plan designs and services based on data analysis. Informs the company of benefits trends in the market to advise on plan needs, trends, regulations and practices, to achieve company goals. Leads the modification of existing benefits programs., • Manages all LOA and accommodation requests., • Communicates with employees regarding leaves and/or modified work schedules. Ensures that employees are aware of their responsibilities, documentation, and notice requirements. Maintains complete and accurate records in accordance with specified legal requirements and documentation of best practices., • Advises managers and employees on the interaction of leave laws with paid time off, workers compensation, and short-term and long-term disability benefits. Ensures Payroll has accurate time off records for paid LOA., • Effectively interprets FMLA and ADA implications as they relate to leaves of absences/disabilities., • HR Operations, • Onboarding and offboarding activities for US/Canada employees including pre-hire communications, new hire documentation, employment eligibility verification (Form I-9, E-Verify), orientation presentations/logistics, departure meetings, and answering employee questions. Communicate with internal team members including the manager, HR Business Partners, Talent Acquisition, IT, Payroll, and Benefits., • Manage benefits/employment-related inquiries from employees and supervisors; independently respond or make suggestions to the appropriate teams to keep all concerned parties informed. Provide research and background information as appropriate. Coordinate with HR Business Partners, COE, and other teams for timely responses., • HRIS and employee documentation. Provide HR data and changes to payroll. Maintain records, process changes, and provide reports. Analyze data to identify trends/issues and make recommendations to leadership on actions., • Manage digital solutions for HR processes to ensure the proper information is gathered, reported, and communicated to the appropriate teams., • Work with HR Ops, HR Business Partners, and COE teams on other HR workstreams and projects, including compliance, compensation & benefits, HRIS, global mobility, leave & accommodation request management, talent acquisition, background checks, recognition programs, company culture, etc., • Administers and executes human resource projects as needed. Complete data requests, audit requests, analysis, or special projects., • Maintains company compliance with federal (US, Canada), state/province, and local employment laws and regulations, and recommended best practices; reviews policies and practices to maintain compliance., • Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources and employment law., • Demonstrated ability to apply Benefits and Human Resources KSA’s as demonstrated through a combination of work experience, academic achievement, and/or professional certifications:, • Prior in-depth benefits experience (in a software, finance, or professional services organization, or similar industry preferred), • Degree in Human Resources, Business Administration, or a related field, • CEBS, SHRM-CP, HRCI PHR, or similar certification, • Computer Proficiency, • Microsoft Office Suite or related software; proficiency in Excel, • Proficiency with or the ability to quickly learn the organizations HRIS, LMS, and related HR systems; UKG experience preferred, • Knowledge/Skills/Abilities, • Ability to thrive in a fast-paced environment, work a varied work schedule to meet company and employee needs across multiple time zones and countries; primary focus is on US/Canada, • Advanced knowledge of employee benefits and applicable laws and regulations to ensure the company remains compliance, • Experience partnering with/managing 3rd party vendor relationships, • High-level verbal and written communication skills, with both internal and external stakeholders, • High-level organizational skills and attention to detail; accuracy, • High-level time and project management skills with a proven ability to meet deadlines, • High-level interpersonal skills and emotional intelligence, • Strong presentation skills, both in-person and virtual formats, • Strong analytical and problem-solving skills, • Good negotiation, and conflict resolution skills, • Ability to prioritize tasks and act with a sense of urgency 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 InvestCloud is looking for a practical, detail-focused Database Engineer with a passion for financial data and a desire to grow into a hands-on architecture or platform engineering 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 ingestion pipelines, optimize SQL queries, help 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 Database Engineer do You’ll partner with engineers, product managers, and data architects to build and maintain clean, scalable, and reliable datasets 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 you want to sharpen your skills with modern cloud tools—this is your path. Principal Responsibilities • Help design and maintain SQL-based schemas and pipelines for ingesting, transforming, and exposing wealth-related data (accounts, positions, transactions, performance).• Support file-based and table-based storage solutions—from raw data landing zones to curated data marts.• Write efficient, well-structured SQL 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 senior data architects and engineers to implement data modeling best practices.• Work with QA and product teams to validate accuracy, completeness, and business alignment of data.• Contribute to data documentation and internal knowledge sharing to reduce onboarding time and system confusion. Preferred Skills & Experience• 3+ years of experience in data engineering, database development, or ETL-focused role• Strong SQL skills and familiarity with relational databases (e.g., Postgres, SQL Server, Snowflake)• Exposure to cloud data services (e.g., AWS RDS, S3, Glue, Redshift, or equivalent)• A solid understanding of data modeling principles, including 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 with financial datasets 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• Familiarity with Agile/Scrum workflows, Jira, Confluence, GitWhat Sets You Apart• You care about data quality, structure, 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.• You’re looking for a place to grow your skills with mentorship and hands-on exposure to a modern financial data stack. 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 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 Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. 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-BH1

Job Description Elevate Your Real Estate Career with Us! Join The Joe Oz Real Estate Group, where our wealth of leads empowers our agents to achieve remarkable success month after month. We are an innovative, technology-driven real estate team with a powerful internet lead generation system. Our rapid growth is driven by commitment, exceptional training, and unmatched lead quality. What We Offer at The Oz Group: Abundant Leads: Access more opportunities than you can manage. 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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, inc

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Job Description Financial Professional – Insurance & Wealth Management Location: Hybrid – Based in Edison, NJ or Wall Township, NJ Schedule: Monday to Friday | Flexible hours – set your own schedule Compensation: $76,370 – $87,988 per year + performance-based bonuses Job Type: Full-time Are you motivated by purpose, growth, and helping others achieve financial security? At New York Life, we’re building a team of driven Financial Professionals who want more than just a job — they want a meaningful career helping families, individuals, and small businesses plan for a better future. Why Join Us? * Fortune 100 Company with 175+ years of stability and trust * Work independently with the backing of a nationally recognized brand * Be your own boss with a flexible schedule * Get paid while you train — with subsidies available during your ramp-up period * Note: You’ll be required to report to our Edison, NJ or Wall Township, NJ office 2–3 times per week What You'll Do * Build long-term relationships and provide financial solutions * Educate clients on life insurance, retirement planning, college savings, and more * Guide clients through key financial decisions with clarity and care * Grow your client base through referrals, digital marketing, and networking What You’ll Get * Comprehensive training & mentorship * Access to industry-leading digital sales and CRM tools * Ongoing career development and advancement opportunities * Compensation: Commission-based with average agent income of $91,351 (2020)* * Full benefits package: 401(k) + match, health, dental, vision, life insurance, and more What We’re Looking For * Entrepreneurial spirit with a desire to help others * Strong communication and relationship-building skills * Coachable, self-motivated, and driven to succeed * Prior sales or financial services experience is a plus — but not required Perks & Recognition * National sales incentives & reward trips * Professional development assistance * Diversity & inclusion recognition: * Forbes Best Employers for Diversity (2022) * Latino Leaders Best Companies for Latinos (2022) Make a difference while building the life you want. Apply now to explore a career that offers unlimited potential and the tools to succeed.

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 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 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 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 This role will work with the Manager of Reporting and Technical Accounting closely to prepare the Company’s external financial reporting documents and supporting other accounting operation activities. What does a great Senior Accountant of Reporting and Technical Accounting do? This role is responsible for overseeing and performing advanced accounting functions to ensure accurate financial reporting and compliance. Collaborate with various team members on different projects and needs to foster a productive work environment. Identify opportunities for continuous improvement and embrace innovative ideas in daily work How you will provide meaningful contributions: • Partner and collaborate with the team on the coordination and preparation of all external and internal financial reports on an annual and quarterly basis., • Lead conversations with Accounting, Finance, and Legal to collect information and input for the consolidated financial statements and disclosures. Prepare and maintain the consolidated financial operating model; complete disclosure checklists and reporting questionnaires., • Prepare journal entries for equity accounts and stock-based compensation., • Prepare month-end close and perform financial statement reviews., • Develop and maintain a quarterly reporting timetable and monitor progress against reporting cycle milestones., • Assist with the annual financial statement audit., • Assist with the establishment, documentation, and maintenance of company accounting policies., • Monitor the development and applicability of emerging accounting and reporting rules deliberated by the SEC, US GAAP, PCAOB, or other regulatory bodies, and report nuances or updates to ensure compliance., • Conduct research on technical accounting matters and provide updates that may impact the accounting environment., • Bachelor’s degree in Accounting, • Certified Public Accountant (CPA) or actively working toward licensure, • 3–5 years of progressive accounting experience, • Strong knowledge of US GAAP and SEC reporting requirements, • Solid understanding of the financial statement consolidation process, including intercompany eliminations and foreign currency translation, • Advanced Excel skills, • Exceptional planning and organizational abilities, • Strong project management and communication skills, • Experience with public accounting firm or a publicly traded company is preferred, • Experience with NetSuite and Workiva is preferred, • Advanced technical accounting knowledge in leases and equity is a plus. 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-

Sr Ba, Wealth Management Lifecycle And Capital Markets. The key required skill is strong project management coupled with d.

Genesis10 is seeking a Reinsurance Business Solutions Analyst for a 6 month contract with a Global P&C/Reinsurance agency.This hybrid position requires being onsite 3 days a week in Warren, NJ.Responsibilities: Perform Business Analyst responsibilities for a Reinsurance Administration application wh

Proficiency in data management tools and software (e.

Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience. Minimum of 5 years' experience in business analyst, product management or product devel

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Data Governance, Data Quality, Master Data Management knowledge.

Lead retail operations, including inventory management, product launches, and sales growth. Strong problem-solving, communication, and project management skills.

Work and learn from management teams to stay up to date on new products, services, and policies.

Work and learn from management teams to stay up to date on new products, services, and policies.

Work and learn from management teams to stay up to date on new products, services, and policies.

The successful candidate will work closely with the Customer Service Center, Underwriting, and Sales management teams, while also interacting with Product, Finance, and IT departments. Collaborate with IT and data management teams, including Product and Finance, to ensure data integrity and accuracy

Work and learn from management teams to stay up to date on new products, services, and policies.

Familiarity with project management software, scheduling tools, and the Office suite, or similar tools.

Work and learn from management teams to stay up to date on new products, services, and policies.

In-depth Project Management experience handling Project Financials, Schedules, Scope, and Testing with strong communication / presentation skills Solid understanding and previous experience of Project Management and Project Management Office processes and procedures required Working knowledge of Mic

Work and learn from management teams to stay up to date on new products, services, and policies.

The ideal candidate will bring a proactive approach, strong project management experience, and seasoned task tracking and people communication and coordination skills. Handle all project management responsibilities, supporting the team.

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and project management tools (e. Ascendia provides development, manufacturing and testing services - from discovery-stage molecules to life-cycle-management projects - creating formulation solutions with enhanced biopharmaceutic

Works closely with in-house Project Management teams to actively manage client budgets and schedules.

QUALIFICATIONS: Bachelor’s degree, preferably in Computer Science, Electrical Engineering, or equivalent; 10 years of applicable experience may be considered in lieu of a degree Minimum 5 years of proven project management experience, including the design of mid-to-large-scale projects Minimum 1 t

Client management and staff management for assigned projects. Mechanical or HVAC project management experience with HVAC projects. Preferably, but not required, Mechanical/ Electrical Engineering degree/ certification and/or Construction Management degree/ certification.

Identify opportunities to streamline project management strategies. Bachelor’s degree in Pharmaceutical Sciences, Business, Project Management, or related field. Proficient with Microsoft Office and project management tools (e.

Job Title: Technical Product Owner (TPO)/ Business Analyst Location: NJC, NJ Experience: 12–15 Years Employment Type: Full-Time Overview: We are looking for a seasoned Technical Product Owner / Business Analyst with 12–15 years of experience in the financial services domain, specializing in secu

Genesis10 is seeking a Reinsurance Business Solutions Analyst for a 6 month contract with a Global P&C/Reinsurance agency.This hybrid position requires being onsite 3 days a week in Warren, NJ.Responsibilities: Perform Business Analyst responsibilities for a Reinsurance Administration application wh

A National General Contractor specializing in commercial projects, from full build outs and renovations to large scale projects is seeking a talented Assistant Project Manager to help assist with new and existing construction.This position is based out of their office in Union County, NJ.Benefits +

Experience in electrical engineering, applications, or project management.