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Beacon Health Physical Therapy is seeking a dedicated and skilled Physical Therapist (PT) to join our team at our rehabilitation facility in Metuchen, New Jersey. This full-time position offers an exciting opportunity to deliver high-quality physical therapy services to a diverse patient population, helping them recover, regain mobility, and improve their quality of life. The ideal candidate will have a strong commitment to patient-centered care and will be pivotal in developing individualized treatment plans that align with the unique needs of each patient. Beacon Health Physical Therapy is a respected leader in providing comprehensive rehabilitation services in New Jersey. Our team is composed of board-certified professionals who bring a wealth of knowledge and expertise to the field of physical therapy. We are committed to fostering a workplace culture that emphasizes wellness, collaboration, and continuous professional development. Our mission is to provide accessible, effective, and compassionate care to individuals across all age groups and with various diagnoses. As a Physical Therapist at Beacon Health, you will work onsite at our advanced rehabilitation facility in Metuchen. Our environment is designed to support the delivery of high-quality care, equipped with state-of-the-art rehabilitation technology and equipment. We prioritize a positive workplace culture that encourages open communication, teamwork, and mutual respect among all staff members, creating a supportive atmosphere for both therapists and patients. • Perform thorough evaluations of patients to determine their physical and functional capabilities, assisting in the development of personalized treatment plans., • Implement treatment plans utilizing a comprehensive approach that may include exercise regimens, manual therapy techniques, and the use of therapeutic modalities to alleviate pain and enhance mobility., • Systematically document patient progress, treatments delivered, and any changes in condition, ensuring compliance with health care regulations and organizational policies., • Regularly reassess patient conditions and refine treatment plans as necessary to achieve optimal therapeutic outcomes., • Educate patients, caregivers, and family members on the effective use of assistive devices and the principles of physical therapy to support recovery and self-management., • Participate in case discussions with other healthcare professionals to ensure comprehensive care coordination across disciplines., • Engage in ongoing professional development, attend workshops, and contribute to a culture of learning through sharing knowledge and skills with colleagues. The successful candidate will have the opportunity to work with a diverse range of patients, including those recovering from orthopedic injuries, post-operative rehabilitation, neurological disorders, and various chronic conditions. We emphasize individualized care that recognizes the specific needs and goals of each patient, allowing them to achieve their highest potential for recovery and wellness. • A Doctorate in Physical Therapy (DPT) is required for this role, demonstrating a solid foundation in both theoretical knowledge and clinical skills., • Current state licensure to practice physical therapy in New Jersey., • Exceptional communication and interpersonal skills to effectively engage with patients, families, and team members., • Proficiency in using techno-medical tools and systems relevant to physical therapy practice., • Strong organizational and time-management abilities to manage a dynamic caseload., • A minimum of two years of clinical experience as a Physical Therapist is preferred but not mandatory, as we provide mentorship for new graduates who possess the right skills and attitude., • Prior experience in a rehabilitation setting is a plus, offering familiarity with the specific challenges faced by our patient base. This position offers a competitive salary ranging from $100,000 to $120,000 per year, complemented by a robust benefits package. Benefits include medical, dental, and vision insurance, a 401(k) plan with employer matching, life insurance, disability coverage, paid time off, and opportunities for continuing education credits. We also provide a sign-on bonus for qualified candidates. At Beacon Health Physical Therapy, we are dedicated to the professional growth of our staff. We provide ongoing mentorship programs for new graduates, support for continuing education endeavors, and opportunities to engage in specialized training. Your development within our organization will be supported as we believe in promoting from within while allowing clinicians to explore leadership roles, specialty areas, or advanced practice options. Joining Beacon Health means becoming a part of a compassionate and dynamic healthcare team. We take pride in our commitment to excellence in patient care and foster a nurturing environment that values each member's contributions. As a Physical Therapist in our organization, you will have the chance to make a significant impact on the lives of our patients while enjoying a fulfilling and supportive career. If you are passionate about helping others through physical therapy and are ready to join an organization that values your expertise, we encourage you to apply. Please submit your CV and cover letter detailing your experience and why you would be a great fit for our team. We look forward to welcoming you to Beacon Health Physical Therapy!

Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment and risk management products and services to individuals and families. Role Description This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor, you will be responsible for providing strategic financial planning and consulting services to clients. Your day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning. Qualifications • Financial Planning and Finance skills, • Experience in Retirement Planning and Investments, • Financial Advisory skills, • Strong analytical and problem-solving abilities, • Excellent interpersonal and communication skills, • Ability to work well in a team and collaborate with others, • Attention to detail and strong organizational skills, • Knowledge of tax laws and regulations, • Life and Health, Series 7 and Series 66 licenses are highly desirable

Iris Software has been a trusted software engineering partner to several Fortune 500 companies for over three decades. We help clients realize the full potential of technology-enabled transformation by bringing together a unique blend of domain knowledge, best-of-breed technologies, and experience executing essential and critical application development engagements. We are currently seeking a Capital Market SME based out of Edison, NJ for our Financial Services business unit. Role summary • This role is the domain and solutioning lead for Capital Markets and for Wealth, Asset Management & Securities Services within the Iris Financial Services practice. Clients include bank-owned sell-side dealers and fixed income electronic trading venues; brokerage, wealth and asset management firms; and global custodians and asset servicers. The role owns how Iris shapes and positions technology work across the securities value chain, from trade execution through advice and portfolio management to settlement, safekeeping and asset servicing., • The person is techno-functional: equally credible with a head of fixed income e-trading, a wealth platform owner and a custody operations executive, and able to take a business problem through to target architecture and a delivery approach. The role is primarily measured on solution quality, client advisory impact and pursuit influence, not on direct delivery management or account quota. Key responsibilities • Solutioning and pursuits, • Lead the domain and solution narrative for proposals, RFPs and proactive pitches across Capital Markets, Wealth/Asset Management and Securities Services., • Translate client business problems into target-state capability maps, process flows and solution architectures, with a credible delivery approach, phasing and estimates., • Shape outcome-based and managed-service constructs, not only staff augmentation., • Build reusable solution assets: reference architectures, process models, accelerators and case studies drawn from Iris delivery., • Client advisory, • Act as the domain counterpart to business and technology leaders at client firms, from desk heads and platform owners to operations and CIO organizations., • Run discovery workshops and current-state assessments on trading, post-trade, wealth platform and asset servicing landscapes., • Bring a point of view on industry shifts: T+1 and shorter settlement cycles, front-to-back platform consolidation, cloud and data platform modernization, tokenization and digital custody, and applied and agentic AI in operations., • Working within large-institution vendor models, • Navigate how large banks and custodians engage technology service providers: preferred-supplier and tiered vendor programs, third-party risk, cybersecurity and resilience reviews, and procurement-led sourcing events., • Position Iris alongside in-house global technology centers, platform vendors and other systems integrators, finding where Iris adds distinct value., • Structure engagements that fit client governance, such as SOW-based pods, managed services and capability centers. Delivery assurance

We are seeking a skilled and detail-oriented Business Analyst to join our dynamic FinTech team. The ideal candidate will have a deep understanding of financial services and will work closely with cross-functional teams to translate business requirements into technical solutions, streamline processes, and contribute to the development of cutting-edge financial products. Key Qualifications: • Bachelor’s degree in business, Finance, Computer Science, or a related field., • 6+ years of experience as a Business Analyst, preferably in the FinTech, asset management, or financial services industry., • Knowledge and experience in Mutual Funds, Insurance, Loans, Wealth Management, or other financial products would be preferred., • Strong understanding of financial services and regulatory frameworks., • Proficiency in tools like Excel, SQL is an added advantage., • Familiarity with Agile methodologies and experience working in Scrum teams., • Experience with project management tools such as JIRA, Trello, or similar tools to manage workflows and track project progress., • Strong analytical, problem-solving, and communication skills., • Ability to collaborate effectively with both technical and non-technical teams., • Proficiency in wireframing and prototyping tools such as Balsamiq, Figma is a plus. Key Responsibilities: • Requirements Gathering: Collaborate with stakeholders, product managers, and developers to understand business needs related to financial services, translating them into functional and technical requirements., • Financial Systems Expertise: Provide insights and guidance on the structure and functioning of financial services, ensuring solutions comply with industry standards and regulatory frameworks., • Data Analysis: Conduct data analysis to identify trends, performance insights, and areas for improvement across a range of financial products and services., • Process Improvement: Identify inefficiencies in processes related to financial products, such as operations, investor reporting, or compliance workflows, and propose improvements., • Market Research: Stay updated on the latest FinTech trends and developments in financial services, ensuring that the company remains competitive and innovative., • Documentation: Develop detailed documentation, including use cases, user stories, process flows, and technical specifications, with a focus on financial products and systems., • Project Management Support: Utilize project management tools such as JIRA, Trello, Confluence, or other platforms to manage and track project progress, ensuring alignment with business goals., • Testing & Quality Assurance: Collaborate with development and QA teams to ensure products meet business needs through user acceptance testing (UAT) and ongoing feedback.

About Mitchell Martin: Mitchell Martin Inc. (MMI) is an award winning, innovative and highly recognized company in the technology and healthcare staffing industry. Founded in 1984 on the core values of client and customer satisfaction, drive, passion, tenacity and agility, MMI has been recognized for its innovation and growth. Today, we have over 1,000 employees nationwide; as well as offices in India and the Philippines. As an employee-owned company we offer an Employee Stock Ownership Plan (ESOP), giving you the opportunity to build long-term wealth and share directly in the success of the business. This enables us to be a differentiator in the industry and gives you an opportunity to build long-term equity along with commission. Come join our team as we continue to grow! Position Description: We’re seeking motivated sales professionals who want to take their strong skills in cold calling, prospecting, and closing deals into the world of staffing and recruiting. If you enjoy building relationships, hitting goals, and helping people find meaningful work, this is the perfect next step in your career! With extensive on the job training, you will have all the resources to be a successful sales executive in the staffing industry. As a Staffing Specialist/Account Manager, you will use your sales experience to generate new business and grow pre-existing client accounts. Successful candidates in this position are tenacious, positive, confident, organized, agile and hungry. The environment is dynamic, and you will be in an atmosphere that offers a tremendous amount of support, training and guidance. What will my day be like? Every day in staffing is different, fast paced and challenging. In the beginning, you will start recruiting candidates by sourcing and interviewing to place top applicants in roles that fit their skills and ambitions. Once you have mastered the recruiting cycle, you will have the opportunity to learn the sales side of the business. You will be assigned a manager/mentor who will help set you up for long-term success!You will have the opportunity to get out there and build relationships with potential and existing clients by taking them out and hosting events, attending networking events and conferences, etc. Key Responsibilities: • Develop and maintain strong client relationships, acting as their go to staffing partner, • Manage the full sales cycle from prospecting and pitching staffing services to closing client agreements, • Provide excellent service to both clients and candidates to ensure long-term relationships, • Set up in person client meetings to understand upcoming projects and help find solutions for their talent deficits, • Join various tech communities to build relationships and meet potential prospects What We’re Looking For: • Sales background required (inside/outside sales, account management or business development), • Strong communication, negotiation and relationship-building skills with an outgoing personality, • Competitive, driven, ambitious and motivated by meeting goals, • Ability to thrive in a fast-paced, people-focused environment, • Desire to transition into staffing/recruiting with training and mentorship provided, • 2+ years of sales experience in any industry What We Offer: • Comprehensive training in staffing and recruiting best practices, • A clear career growth path in sales and recruiting, • Supportive, team-oriented environment where your success is celebrated Compensation: Base Salary plus generous commission plan with unlimited potential earnings. Health, Dental and Vision Benefits plus ESOP enrollment. Base salary plus unlimited commission potential

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 17000 and has 58 offices in 22 countries within key global markets. Our Challenge: We are looking for a seasoned Java L3 Production Support [ServiceNow /AWS Cloud experience] to join our dynamic team. The ideal candidate will be responsible for maintaining and enhancing enterprise-grade applications while providing high-level support for complex production issues. The role involves a balance of coding, troubleshooting, and communication with various stakeholders. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within Piscataway, NJ is $110K-120K/year & benefits (see below). Responsibilities: • Manage day-to-day operational aspects for client’s application support engagement., • Collaborate with cross-functional teams, including customer stakeholders, and other vendor teams., • Incident & Problem Management: Oversee L3 troubleshooting, root cause analysis (RCA), and permanent bug fixes for business-critical applications., • Ensure complex incidents are resolved, SLA compliance is maintained, and system stability is driven by automation, • Drive continuous service improvement by implementing intelligent automation, GenAI tools, and proactive monitoring to reduce incident volumes, • Create or execute work plans and revise as appropriate to meet changing needs or requirements, • Work cross-functionally to identify resources needed and assign individual responsibilities, • Effectively apply project management methodology and enforce quality standards, • Effectively facilitate scheduled client meetings, • Make use of new and emerging technologies and practices for potential application in client’s IT environments Requirements: • 10+ years of experience in IT services, consulting, or technology delivery, preferably in IT production support (L2/L3), • Experience with Java full stack, Spring Boot, React, Microservices and AWS Cloud, • Good experience with ServiceNow, • Strong domain expertise in Retirement Services, including 401(k), retirement recordkeeping, benefits administration, or wealth and retirement platforms., • Proven track record of stakeholder management and client engagement., • Excellent communication and leadership skills., • PMP, Agile, or similar project management certifications are a plus. We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 22 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. SYNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: • Assist customers with questions and recommendations, • Manage sales transactions while working assigned cash register, • Maintain security of cash and protect company assets, • Keep the store well-stocked, and recover merchandise, • Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards, • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders, • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable, • Other duties as assigned* Skills and Experience: • High school diploma or equivalent is preferred, • Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred, • Ability to follow instructions and interpret operational documents is required, • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, • Excellent customer service and relationship management skills are required, • Strong organizational and communication skills are required, • Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: • Employee Assistance Program, • Retirement plans, • Educational Assistance, • And much more! We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities. This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

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. #LI-MMNJNY1 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 Columbia Bank is a full-service consumer and commercial bank serving individuals, businesses, and communities across New Jersey, Staten Island, and Brooklyn. Through our banking, title, insurance, and wealth management businesses, we provide a broad range of financial solutions tailored to our customers’ needs. We are also committed to strengthening the communities we serve through employee volunteerism, community partnerships, and the Columbia Bank Foundation. Why this Role Matters: The Commercial Loan Portfolio Manager I is responsible for all aspects of managing a portfolio of commercial loans. The incumbent interacts with customers to maintain and enhance business relationships. The Commercial Loan Portfolio Manager I works with Commercial Lenders in regard to all aspects of loan origination, portfolio management and follow up, including: information compilation and review, submission of loans to the Credit Department, covenant monitoring, renewals, extensions, interest rate modifications, file documentation, exception resolution, delinquencies, etc. What You'll Deliver/Areas of Impact: Portfolio Management • Management of a Commercial loan portfolio., • Works with a team of Commercial Lenders regarding Commercial portfolio maintenance activities including maturity monitoring, renewals, interest rate modifications and documentation collection., • Reviews monthly maturity reports, requests updated financial information, and prepares extension memos, as required., • Prepares Pre-Cams for all renewals and modifications and submits to underwriting., • Provides support to Lenders to ensure that all information needed to place a loan into underwriting is received., • Interacts with customers to maintain and enhance business relationships., • Spreads financial statements, performs debt service calculations and pre-screens new loan requests and modifications alongside Lending Officer., • Performs analysis of financial and related data for credit worthiness and merits of loan requests as well as periodic reviews of customer financials., • Reviews Credit Risk Review Reporting and Loan Documentation Exception reports, assists Lenders with clearing of exceptions., • Acts as a liaison between the Credit, Lending, Risk and Loan Servicing Departments as well as customers during the collection, underwriting, approval, and servicing stages of the loan submission, as needed. Covenants • Regularly monitors, maintains, and updates their respective covenant tracking database., • Determines if loan covenants are met and quickly escalates issues, as appropriate., • Follows up with borrowers for needed information, and notifies Lenders when information is not provided in a timely manner., • Monitors monthly, quarterly, and annual reports to track periodic reporting assigned to any given loan relationship. Monitoring and Recommendations • Monitors’ delinquencies alongside Lending Officer., • Along with commercial lenders, provides recommendations as to loan restructuring, implementing legal collection action, or referral of the loan to the Special Assets Department. Industry Knowledge • Maintains current knowledge of OCC Regulations, local and national economic, financial political and legislative trends. Determines the possible impact on commercial lending activities., • Maintains the ability to train and develop new team members. Other Responsibilities • Performs other job-related duties as may be assigned.

Job Description The Finance Manager, Corporate Finance partners with senior finance leadership to own consolidated reporting and enterprise financial modeling. This role brings together key business drivers, forecasts, and scenario analysis to help explain business performance, momentum, investment highlights, and areas of focus to management, the Board of Directors, owners, debtholders, and other external stakeholders. Key responsibilities Consolidate and report monthly, quarterly, and annual financial performance, including variance analysis against forecast and budget, operational metrics, risks, and opportunities. Coordinate the consolidated strategic and annual planning process, including timelines, deliverables, and review cadence. Prepare reporting, variance analysis, and key talking points for calls with owners and debtholders. Support management meetings and Board reporting by developing clear, concise presentations that translate financial results and analysis into business insights. Maintain enterprise financial models that consolidate business projections across the P&L and cash flow, incorporating key business drivers. Develop scenario planning and what-if analyses to assess the potential impact of market conditions, business decisions, and organizational changes. Conduct moderate-to-complex analysis of results and forecasts, providing insights to inform business decisions. Partner with Accounting on goodwill, equity, intercompany, and allocation processes. Drive alignment on updates to internal allocations for Corporate functions and technology. Gather and align business updates from across the organization to develop a cohesive enterprise view. Provide ad hoc financial analysis, scenario planning, and organizational what-if analysis. Preferred skills, experience, and education Bachelor’s degree in Finance, Accounting, or a related field. CPA or master’s degree is a plus. Five or more years of professional experience, including strategic finance or experience in an early-stage business. Ability to translate strategic business discussions into structured financial outcomes. Extensive financial modeling experience and advanced skills in financial analysis, budgeting, forecasting, and reporting. Strong analytical and quantitative capabilities, with advanced Excel and PowerPoint skills and experience using AI tools. Strong attention to detail, with the ability to synthesize complex information and communicate it clearly at a high level. Proactive, resourceful self-starter with intellectual curiosity and the ability to work independently in a fast-paced, challenging, and evolving environment. Excellent verbal and written communication skills, including the ability to work effectively with senior leaders and business partners. Travel Travel required: 0–20%, depending on hiring location. 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 2026, 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: $160,000 - $185,000. 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 What does a great Finance Manager – Revenue Planning & Analysis do at InvestCloud? The Finance Manager – Revenue Planning & Analysis drives revenue planning and analytics at InvestCloud, covering subscription and professional services revenue, billings, renewals, churn, and ARR/GRR/NRR. This role uses automation tools to streamline forecasting and reporting, creating more time to focus on insight rather than data gathering. How you will provide meaningful contributions Run the monthly revenue and billings forecast, budget, and long-range plan for subscription and professional services revenue, using automated, AI-assisted models to surface key risks and opportunities. Own renewal modeling and SOW pricing analysis for clients. Partner with Account Management on renewals, churn risk, cross-sell opportunities, and organic growth. Build client-level revenue trend reporting to flag renewal and churn risks early. Provide forward-looking revenue analysis and what-if scenario modeling to support pricing, renewal, and growth decisions. Produce the quarterly ARR/GRR/NRR bridge by client and book-of-business reporting. Provide ARR data to Sales Operations to support commission calculations and payout reviews. Partner with Accounting on revenue recognition, including contract review, ASC 606 analysis, and automated forecast-to-actual reconciliation. Deliver month-end revenue variance analysis with AI-assisted written commentary for executive review, along with revenue financials for flash reports, business reviews, and Board materials. Champion AI and automation across revenue reporting tools and standard operating procedures (SOPs) to make the monthly revenue process faster, more consistent, and scalable. Support the broader FP&A team and CFO with ad hoc analysis and strategic projects. Basic Qualifications for Consideration Bachelor’s degree in Finance, Accounting, Economics, or an equivalent field. 4–7 years of Corporate Finance/FP&A experience with a revenue focus. Strong understanding of SaaS revenue metrics, including ARR, GRR, NRR, and churn, as well as ASC 606. Experience in fintech or SaaS software. Strong analytical, quantitative, and Excel skills, with comfort using data and automation tools such as Power BI and Claude. Strong written and oral communication skills, including the ability to turn analysis into clear recommendations and partner with senior leaders and Account Management. Demonstrated ability to work as a self-starter in a fast-paced, challenging, and changing environment. Preferred Skills / Experience CPA or master’s degree. Experience with NetSuite and Salesforce is a strong plus. 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, • 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: $160,000 – $180,000 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 Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job DescriptionAbout Client: The client is a global financial technology (FinTech) company that provides enterprise-grade software solutions for banking, insurance, and financial services organizations. The company develops digital banking platforms, core banking solutions, lending, payments, wealth management, treasury, risk management, and insurance technology products. Its platforms, including eMACH.ai and AI-driven solutions, help financial institutions modernize operations, improve customer experiences, and enable scalable digital transformation across global markets. It serves banks, financial institutions, insurers, and capital market organizations worldwide, offering cloud-native, API-led, and microservices-based technology solutions designed to simplify complex financial processes and accelerate innovation. Salary Range: $130K-$140K/Annum Job Description: • We are seeking an experienced HR professional with strong exposure across the full HR lifecycle., • The ideal candidate will play a strategic and operational role in driving talent initiatives, employee engagement, organizational effectiveness, and leadership development while partnering closely with business stakeholders.Key Responsibilities: Talent Acquisition: • Partner with hiring managers to identify staffing needs and lead end-to-end recruitment processes., • Develop sourcing strategies to attract high-quality talent., • Ensure a positive candidate experience and strong employer branding.Talent Management:, • Drive performance management processes and goal-setting frameworks., • Identify high-potential employees and create development plans., • Support learning & development initiatives aligned with business objectives.Employee Relations:, • Address employee concerns and manage workplace issues with fairness and compliance., • Conduct investigations and recommend appropriate resolutions., • Promote a positive and inclusive work culture.Retention Strategies:, • Analyze attrition trends and implement retention programs., • Conduct stay interviews and employee engagement surveys., • Design initiatives to enhance employee satisfaction and productivity.Organizational Development:, • Lead change management initiatives., • Support workforce planning and organizational design., • Align HR strategies with long-term business goals.Executive Coaching & Succession Planning:, • Provide coaching support to senior leaders and managers., • Develop succession planning frameworks for key roles., • Build leadership pipelines and career progression models.Compensation & Benefits:, • Support compensation benchmarking and salary reviews., • Partner in benefits program administration and policy design., • Ensure compliance with compensation regulations and internal equity standards. About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at compliance@aptask.com. Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

Job Description Fund Accountant – Financial Technology / Wealth Management Put your accounting, analytical, and financial services experience to work for a growing financial technology organization. Our client, a successful financial technology and services company serving family offices, registered investment advisors, private trust companies, and other financial institutions, is seeking a Fund Accountant to join its Partnership Accounting team. The Fund Accountant will be responsible for the day-to-day accounting and financial reporting activities for assigned funds, including cash reconciliations, journal entries, capital activity, partnership accounting, and monthly, quarterly, and annual closings. This position is ideal for an accounting professional with financial services or public accounting experience who enjoys working in a collaborative, deadline-driven environment and takes pride in accuracy, problem-solving, and producing high-quality financial information. Responsibilities Fund Accounting and Period-End Close · Perform day-to-day accounting activities for assigned investment funds and partnerships. · Review daily cash reconciliation reports and research and resolve reconciling items. · Complete monthly, quarterly, and annual closings for assigned funds. · Prepare and enter month-end accruals and other journal entries as required. · Verify that partner and partnership accounts are properly balanced. · Reconcile Trial Balance market values to Partnership Closing and Holdings reports. · Verify that income reported on the Trial Balance agrees with Partnership Closing reports. · Prepare and maintain supporting schedules and closing documentation. · Complete required closing checklists and maintain appropriate supporting documentation. Capital Calls and Distributions · Process capital calls for outside investments and obtain required approvals. · Process distributions from outside investments and properly classify distribution activity based on supporting notices. · Process partner capital calls and distributions for assigned funds. · Process investment trades when required. · Maintain and update commitment schedules, including recallable distributions. · Coordinate capital call and distribution activity with internal trading and operations teams. Partnership and Tax Accounting · Assist with partnership accounting and related reporting requirements. · Complete required tax workpapers for applicable client funds. · Review and maintain K-1 parameter information. · Calculate qualified and non-qualified dividends and enter information into appropriate K-1 reporting categories. · For applicable aggregate funds, calculate long-term capital gains and losses for the closing period. · Complete tax diagnostic reviews and research or resolve identified exceptions. Financial Reporting and Audit Support · Prepare GAAP financial statements for audit purposes. · Provide supporting documentation for annual financial statement audits. · Respond to audit requests related to assigned funds. · Maintain accurate electronic records of Trial Balances, Partnership Closing reports, Holdings reports, and other period-end documentation. Operational Support · Enter opening-day closes for funds with capital movements occurring on the first business day of the month to ensure accurate market values. · Work closely with internal accounting, operations, trading, tax, and client service teams. · Research and resolve accounting discrepancies in a timely manner. · Assist with special projects and other accounting responsibilities as business needs require. Requirements · Bachelor's degree in Accounting, Finance, or a related field. · 2–3 years of financial services industry experience or public accounting experience supporting financial services clients. · Strong accounting and financial analysis skills. · Proficiency in Microsoft Office applications, particularly Excel. · Strong analytical, quantitative, and problem-solving abilities. · Exceptional attention to detail and commitment to accuracy. · Strong organizational and time-management skills. · Ability to manage multiple priorities and meet established deadlines. · Effective written and verbal communication skills. · Ability to work both independently and collaboratively as part of a team. · Strong follow-up skills and responsiveness. Preferred Skills and Qualifications · Previous experience in fund accounting, partnership accounting, private equity, family office, wealth management, or investment accounting. · Understanding of partnership capital activity, including capital calls and distributions. · Experience with financial statement preparation and audit support. · Familiarity with partnership tax reporting and K-1 information. · Experience working within financial accounting, portfolio accounting, or investment reporting systems. Benefits Our client offers a comprehensive benefits package designed to support employees' health, financial well-being, and professional development. Benefits include: · Medical, dental, and vision coverage · 401(k) retirement plan with company match · Flexible spending accounts · Life and disability insurance · Tuition reimbursement · Employee wellness and other benefit programs This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may be modified by management based on organizational and client needs. Please note that only candidates under consideration for the position will be contacted. The Company is an Equal Opportunity Employer. Employment decisions are based on qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other characteristic protected by applicable law.

Job Description Altic is InvestCloud's rules-based digital execution network for private markets. It connects asset managers and general partners on one side with wealth managers and their platforms on the other, and coordinates the service providers between them against a single shared operating standard. Altic exists because wealth management is entering a structural transition in which private markets are increasingly expected to function inside managed and discretionary portfolio environments. However, existing private markets infrastructure was largely designed for: • Institutional workflows, • Low transaction volumes, • High-touch operations, • Document-centric processing Managed-account environments introduce fundamentally different requirements: • Higher operational scale, • Increased lifecycle activity, • Smaller ticket sizes, • Model-driven portfolio construction, • Significantly greater workflow coordination demands Public markets solved this decades ago through shared infrastructure and common standards. Private markets have not, and that is now the binding constraint on how far they can scale inside wealth portfolios. APL provides the managed account operating foundation. PM+ enables private investments to be managed alongside public assets. Altic provides the network and lifecycle coordination layer that makes private markets operations work at managed-account scale. A network is only as good as who is on it. Altic works because the firms that actually process private markets activity - custodians, transfer agents, fund administrators and the wider service ecosystem - are commercially signed up to it and operating to its standard. Building that participant base determines how quickly Altic scales. InvestCloud is seeking a senior partnerships leader to build and own the transfer agent side of the Altic network. Transfer agents are among the most consequential participants: they process the subscriptions, maintain the investor register, and run the lifecycle servicing that everything downstream depends on. The US transfer agent market is fragmented, with a wide field of viable counterparties servicing registered semi-liquid structures. Success depends on breadth and pace — covering the market systematically, prioritizing ruthlessly, and converting a steady flow of partners rather than running a small number of long campaigns. This is not a traditional business development role. It is a founding commercial position, working directly with PMN leadership, Legal and Product, responsible for building the transfer agent base the Altic network depends on to scale. Why This Role Is Different Altic is a fully funded, capitalized operating business inside InvestCloud, whose clients represent more than 40 percent of the $132 trillion of assets under management globally. The platform is built. What determines how fast it scales now is which firms are commercially signed up to it. This role offers: • Ownership of an entire side of a network, not a territory or a quota, • Commercial authority: you structure the deal, you run the negotiation, you sign the partner, • A market you can cover end to end, at a point where the operating standard for private markets in wealth is still being set, • A small, AI-native team that automates its own work after asking anyone else to, • The remit to extend into other network participant types as the network grows You won't be handed a partner list and a target. You'll decide which transfer agents matter, and go and get them. Key Responsibilities Pipeline & Market Coverage • Maintain systematic coverage of the US transfer agent landscape, including agents servicing registered semi-liquid structures, • Score and prioritize transfer agents against a rubric tied to their importance to the Altic network, and keep that prioritization current as product scope evolves, • Use AI-native tooling to keep market scanning, scoring and diligence continuous rather than periodic, • Keep PMN leadership able to forecast the network build accurately, with an honest read on where each partner genuinely sits Commercial Structuring & Negotiation • Own commercial conversations end to end with prospective transfer agent partners, including pricing, deal structure and service commitments, • Convert prioritized targets into signed agreements at a pace that keeps the network build on track, • Run contract negotiations directly, working alongside Legal through to signature, • Hold the network standard where bespoke requests would fragment it, escalating the genuine exceptions rather than absorbing them Relationship Ownership • Act as the named relationship owner for transfer agent partners across the full lifecycle, from first contact through renewal, • Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals, • Represent partner requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration Cross-Functional Delivery • Manage the handoff from signed agreement into Product and Engineering integration scoping, • Remain engaged through integration so partners have a single, consistent point of contact, • Escalate partner-side risks and blockers to the appropriate internal owner after they become delivery issues Basic Qualifications • 7–10 years in commercial partnerships, business development or strategic relationship management within financial services, • Demonstrated experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties, • Direct working experience within US asset management or fund operations, including exposure to transfer agency, • Experience structuring pricing and running contract negotiations directly, working alongside Legal Preferred Qualifications • Existing relationships with US transfer agent firms, • Working knowledge of registered semi-liquid fund structures, including interval funds, tender-offer funds and non-traded BDCs, • Experience owning commercial and operational relationships with financial-services firms over multiple years rather than single transactions, • Actively uses AI and modern research tooling in commercial work — this is how PMN operates day to day, • Experience in a network, platform or infrastructure business where commercial terms must be standardized across many counterparties, • Experience as an early or founding commercial hire 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: $160,000 - $180,000. 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-BH1

Job Description Role Context Altic is the rules-based operational network that enables private markets to operate within managed accounts at scale. It is the infrastructure layer that did not exist after. Not a platform, not a portal, not a workflow tool. The right historical reference is what NSCC and Omgeo did for equities: common standards, rules and infrastructure that allowed an entire asset class to operate at volume. A network is only worth as much as it is connected. An alternatives trade touches a wealth platform, a trading or order management platform, a custodian, and a transfer agent or fund administrator. Today each of those connections is built bilaterally, differently, every time. That is why the industry runs at an 8 to 10 per cent not-in-good-order rate. Altic is targeting less than 0.01 per cent, and connectivity is where that is won or lost. The connectivity itself is unglamorous and genuinely hard. Some counterparties expose modern REST APIs. Many still exchange fixed-width or delimited files over SFTP on a nightly cycle. Some sit behind decades-old platforms with a batch window and no appetite to change it. The job is not to wish that away. It is to design flows that work across all of it and still deliver a trade end to end, in good order, at volume. Purpose of the Role You will own how data moves into, through and out of the Altic network. That means consuming the interfaces our network participants already have, exposing the interfaces Altic offers back to them, and designing the flows in between so that the full lifecycle of an alternatives trade completes without manual intervention. The counterparties in scope are wealth platforms, trading and order management platforms, custodians, and transfer agents and fund administrators. Each has a different technical reality and a different set of constraints. Your job is to build reusable connectivity rather than a series of one-off builds, so that the tenth integration of a given type is materially faster than the first. You work against the network's rules and technical specification rather than inventing requirements from scratch. Where a rule cannot be implemented as written, you are the person who says so and works it back through. Key Stakeholders • Wealth platforms, trading and order management platforms, • Custodians, transfer agents and fund administrators, • GPs and asset managers participating in the network, • Altic Engineering and Architecture, • Altic Network Rules and Governance, • Altic Operations, Business Development and Partnerships Why This Role Is Different This role offers: • The chance to connect network participant types that have never been connected for this asset class. There is no existing integration pattern for alternatives inside a managed account, because the flow did not exist., • Ownership of an integration product, not an integration project. Success is a reusable interface that shortens every subsequent onboarding, rather than a delivered connection., • Real technical heterogeneity to solve for. Modern APIs on one side, nightly flat files on the other, and a trade that has to complete across all of it., • A specification that already exists. The rules and technical specification are being written alongside you, so you are building against something rather than guessing., • A measurable target. Less than 0.01 per cent not-in-good-order is not a slogan, and connectivity design is most of how it gets hit. The network is real to a network participant at exactly the point their systems connect to it. That point is yours. How you will provide meaningful contributions: What You'll Actually Be Doing This role is technical, external and detail-heavy. On any given week, you might be: • Sitting with a custodian's technology team working out which of their existing feeds can carry an alternatives position, and what has to be built if none of them can., • Mapping a transfer agent's file layout to the network data model and finding the three fields nobody actually populates., • Deciding whether a new counterparty gets an API integration or a file-based one, and being honest with them about the trade-off., • Working out why a subscription order completed at the platform and then failed downstream at the fund administrator., • Designing the standard interface for wealth platforms so the next one onboards in weeks rather than quarters., • Prototyping a transformation or a validation yourself rather than raising a ticket and waiting to find out whether the idea works. Key Responsibilities Integration Architecture and Data Flow • Own how data flows between network participants and Altic across the full lifecycle of an alternatives trade, including orders, confirmations, positions, activity and cash., • Design the target-state connectivity pattern for each network participant type rather than accumulating bilateral integrations., • Decide where each integration sits on the spectrum from real-time API to nightly file, based on what the counterparty can actually support and what the lifecycle event requires., • Own the data model at the network boundary, including field-level definitions, required versus optional, and how counterparty formats map onto it. Connecting Network Participants • Lead the technical discovery and design for integrations with wealth platforms, trading and order management platforms, custodians, transfer agents and fund administrators., • Consume counterparty interfaces as they exist, whether that is a documented REST API, a fixed-width file over SFTP, or something in between with no documentation at all., • Work directly with counterparty technology teams through discovery, specification, testing and go-live., • Reduce the cost of each subsequent integration through reusable patterns, reference implementations and self-service documentation. The Altic Interface • Own the interfaces Altic exposes to network participants, including the API surface, file specifications, error semantics and versioning., • Make the network straightforward to build against, with documentation, sandbox behaviour and test data that a counterparty engineer can use without a call., • Work with the Network Rules and Governance product manager so that what the technical specification says and what the interface does stay the same thing., • Feed back where a rule is unimplementable as written, after it reaches a network participant rather than after. Delivery and Operational Quality • Own integration quality in production, including monitoring, reconciliation, failure modes and how exceptions surface to Operations., • Drive the not-in-good-order rate down by moving validation upstream, so a bad order is rejected at the boundary rather than remediated three systems later., • Use AI to accelerate the repetitive parts of the work, including format mapping, test data generation, specification drafting and log analysis., • Work with Engineering on sequencing and scope, and stay close enough to the build to make trade-offs credibly. Basic Qualifications for Consideration: Skills & Experience Integration product ownership: you have owned integrations as a product rather than as a series of projects, and you can point to a pattern you designed that made subsequent onboardings faster. Fluent across integration methods: comfortable with REST and JSON, webhooks, message queues and batch file exchange. You know how fixed-width and delimited files over SFTP behave in production, including control totals, late files, partial files and what happens when a nightly cycle is missed. Data modelling at the boundary: you can define what a field means, defend why it is mandatory, and map a counterparty's format onto a canonical model without losing the meaning. Systems thinking across counterparties: you can look at two systems that were never designed to talk to each other, work out where the data should live and what should move, and optimise the flow between them rather than replicating everything. Alternatives trade lifecycle: you understand how an alternatives transaction actually moves, including subscriptions, redemptions, capital calls, distributions and post-trade servicing, and where custodians, transfer agents, fund administrators and platforms each sit in that chain. Technical credibility with counterparties: you can run a design session with another firm's engineers, hold your own on their architecture, and leave with a specification both sides agree on. Hands-on with AI: actively excited about using the latest AI techniques to automate and prototype. Comfortable across AI, no-code and low-code tools, and inclined to build a working thing rather than write a requirements document about it. Domain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: DTCC Fund/SERV, NSCC Networking or AIP; direct experience inside a custodian, transfer agent, fund administrator or wealth platform; alternatives operations or product experience from a firm such as iCapital or CAIS; order management or trading platform integration; knowledge of the wealth management channel and managed accounts, including model-driven and portfolio-driven trading. Personal Attributes • Reads the file after asking what is in it., • Comfortable with counterparties who cannot change, and designs around them without complaint., • Shows rather than tells. Defaults to a working prototype over a slide deck., • Treats a production failure as a design signal rather than an operational nuisance., • Precise about detail without losing sight of why the integration exists. 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: $200,000 - $225,000. 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-BH1

Job Description Salary: to $130K plus bonus and exceptional benefits About the Role A leading wealth management firm is seeking a Senior Tax Associate to own its nonresident alien (NRA) withholding and information reporting function, with primary responsibility for Forms 1042 and 1042-S. The role also provides secondary support for domestic information reporting, including Forms 1099 and 5498. What You'll Do • Own the Form 1042-S reporting process from data validation through filing, corrections, and amendments., • Reconcile Form 1042 to Forms 1042-S, withholding liabilities, federal tax deposits, and IRS account transcripts, and resolve discrepancies., • Review Forms W-8 to determine documentation validity, recipient status, withholding rates, and treaty eligibility., • Advise on the NRA withholding and reporting implications of corporate actions, income distributions, and cross-border transactions., • Monitor regulatory changes and assess their impact on processes and systems., • Partner with Operations and Technology to resolve complex reporting issues and support system enhancements and testing., • Some overtime expected at year end (January-February) What You'll Bring • 5–7+ years of tax information reporting experience, including substantial hands-on work with Forms 1042/1042-S and NRA withholding., • Advanced knowledge of Chapter 3 and Chapter 4 (FATCA) withholding, Forms W-8, and tax treaty requirements., • Experience with Form 1042/1042-S reconciliation and IRS account transcript analysis., • Strong analytical skills and the ability to research and resolve complex withholding issues independently., • Strong written and verbal communication skills., • Advanced Excel skills., • Bachelor's degree in Finance, Accounting, Business, Taxation, or a related field, or equivalent professional experience. Preferred • Experience supporting audits, controls, or regulatory examinations related to NRA withholding and information reporting., • Experience with tax reporting system implementations or testing.

Job DescriptionFULL TIME: Software Engineering Lead – Full Stack (.NET / React) Hybrid onsite 3x a week near Edison, NJ $190-210K plus bonus Will require onsite interview Unable to consider any candidate requiring any sort of work visa transfer/sponsorship---either now or in the future No 3rd parties please Job Description: Our financial client has an immediate need for a position based out of their Edison, NJ area office. They are seeking a hands-on Software Engineering Lead to drive the design, development, and delivery of scalable enterprise applications. This role combines full-stack engineering, solution architecture, cloud technologies, and technical leadership, with a strong emphasis on coding, system integration, and engineering quality. The successful candidate will partner with internal teams, business stakeholders, and external technology providers to deliver secure, reliable, and maintainable solutions. This role is perfect for a hands on .NET and React engineer with architectural judgment and technical leadership. This is an individual-contributor leadership role focused on hands-on development, technical ownership, and delivery excellence rather than traditional people management. Key Responsibilities • Lead full-stack development using C#, .NET, React, and TypeScript, including APIs, backend services, and modern user interfaces., • Design and enhance enterprise application architectures, integrations, and data flows across internal systems, cloud services, and third-party platforms., • Provide technical direction throughout the development lifecycle, including architecture reviews, code reviews, testing, troubleshooting, and production support., • Mentor engineers, promote coding standards, and improve development practices, documentation, and software quality., • Support cloud deployments, CI/CD pipelines, automated testing, application security, and performance optimization., • Collaborate with product, QA, infrastructure, business, and vendor teams to translate requirements into effective technical solutions and ensure successful delivery.Required Qualifications, • 10+ years of software engineering experience spanning application design, development, testing, and production support., • Strong hands-on expertise in C#, .NET, React 18+, TypeScript, and component libraries such as Material UI., • Experience designing multi-tier applications, developing REST and GraphQL APIs, and working with relational databases and SQL., • Knowledge of distributed systems, enterprise integration patterns, secure development practices, automated testing, and CI/CD., • Demonstrated technical leadership, including architecture and code reviews, mentoring, and coordination with external technology partners., • Experience with AWS services, including ECS/EKS, Lambda, API Gateway, S3, RDS/Aurora, DynamoDB, SNS/SQS, and CloudWatch., • Familiarity with Infrastructure as Code, microservices, cloud-native development, and application modernization., • Background in financial services, investment or asset management, wealth management, or related platforms such as portfolio, trading, or order management systems., • Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or a related field.

Job Description Our client, a financial technology and services firm serving the wealth management industry, is hiring a Senior Security Master & Pricing Analyst for its Operations team. You'll own the accuracy of security master and pricing data across its portfolio accounting and wealth management systems. This onsite position is located in Edison NJ. What You'll Do Set up and maintain securities, validating attributes against custodian and vendor data. Handle internal requests for new setups and changes. Review daily price exceptions and performance feeds, and investigate pricing outliers. Resolve transaction, pricing, and reference data discrepancies with vendors, custodians, and internal teams before processing deadlines. Recommend improvements to security master procedures. What You Bring Bachelor's degree. Finance, Accounting, or Economics is preferred. 5+ years in financial services, with extensive fixed income knowledge. Experience with security master or reference data and portfolio accounting systems. Strong Excel skills and attention to detail. Preferred: MBS/ABS experience, and familiarity with Bloomberg and ICE 360View. Only candidates selected for further consideration will be contacted. We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by law.

Job DescriptionAbout Client: The client is a global financial technology (FinTech) company that provides enterprise-grade software solutions for banking, insurance, and financial services organizations. The company develops digital banking platforms, core banking solutions, lending, payments, wealth management, treasury, risk management, and insurance technology products. Its platforms, including eMACH.ai and AI-driven solutions, help financial institutions modernize operations, improve customer experiences, and enable scalable digital transformation across global markets. It serves banks, financial institutions, insurers, and capital market organizations worldwide, offering cloud-native, API-led, and microservices-based technology solutions designed to simplify complex financial processes and accelerate innovation. Salary Range: $150K-$160K/Annum Job Description: • We are hiring a Partnership Sales Manager to drive strategic growth through our Global System Integrator (GSI) ecosystem. The role requires a sharp, proactive relationship builder who understands the organization and can manage multi-stage partnership cycles with precision., • This is not a traditional strategic partnership role. It demands hands-on orchestration, multi-project management, and deep familiarity with the culture, working style, and cadence of GSIs.Key Responsibilities: GSI Relationship Management: • Manage and expand relationships with leading GSIs including Coforge, Sonata, Persistent, Infosys, Wipro, HCL, TCS, Hexaware, and others located within the NJ region., • Conduct regular onsite interactions, partner meetings, and joint opportunities development.Sales Facilitation & Deal Progression:, • Drive the full partnership cycle: Intro Bootcamp Free License RFI/RFP Deal Facilitation Closure. • Identify the right internal SMEs and facilitate deeper technical/functional discussions. Coordinate effectively with internal teams (Legal, Finance, Product, Analyst Relations, CRM teams).Multi-Project Orchestration: • Run multiple partnership processes simultaneously across different stages (Bootcamp stage, PC stage, RFI stage)., • Maintain clear progress tracking and ensure all stakeholders meet timelines.Cross-Cultural Collaboration & Time-Zone Alignment:, • Handle early-morning calls and maintain 3-hour daily overlap with India teams., • Understand organizational corporate dynamics and communication nuance critical for navigating GSI leadership and offshore teams.Internal Coordination:, • Provide transparent updates on opportunity pipelines., • Work closely with HR, Regional Leadership, and Product Leaders on role fitment, progress, and partner escalationsRequired Experience:, • 3 7 years total experience in Sales, Partnerships, Account Management, Business Development, or similar fields., • Strong familiarity with Indian IT GSI culture & workflows preferred, • Must be onsite in New Jersey, • Ability to travel to partner offices within a 15-mile radius of Piscataway and to NYC., • Strong relationship-building skills and the ability to influence senior GSI stakeholders., • Ability to manage and prioritize multiple partnership projects simultaneously.Good to Have:, • Exposure to financial services, corporate banking, consumer banking, or investment banking domains (preferred but not mandatory)., • Experience working with technology products, SaaS solutions, or enterprise platforms., • Experience coordinating with offshore teams. About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at compliance@aptask.com. Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

Job Description Altic is InvestCloud's rules-based digital execution network for private markets. It connects asset managers and general partners on one side with wealth managers and their platforms on the other, and coordinates the service providers between them against a single shared operating standard. Altic exists because wealth management is entering a structural transition in which private markets are increasingly expected to function inside managed and discretionary portfolio environments. However, existing private markets infrastructure was largely designed for: • Institutional workflows, • Low transaction volumes, • High-touch operations, • Document-centric processing Managed-account environments introduce fundamentally different requirements: • Higher operational scale, • Increased lifecycle activity, • Smaller ticket sizes, • Model-driven portfolio construction, • Significantly greater workflow coordination demands Public markets solved this decades ago through shared infrastructure and common standards. Private markets have not, and that is now the binding constraint on how far they can scale inside wealth portfolios. APL provides the managed account operating foundation. PM+ enables private investments to be managed alongside public assets. Altic provides the network and lifecycle coordination layer that makes private markets operations work at managed-account scale. A network is only as good as who is on it. Altic works because the firms that actually process private markets activity - custodians, transfer agents, fund administrators and the wider service ecosystem - are commercially signed up to it and operating to its standard. Building that participant base determines how quickly Altic scales. InvestCloud is seeking a senior partnerships leader to build and own the custodian side of the Altic network. Custodians are among the most consequential participants: they hold the assets, they sit in the path of every advisor allocation, and their operating standards determine what a wealth manager can realistically offer. The US custodian market is concentrated. A small number of counterparties matter enormously, cycles are long, and decisions are made across custody operations, alternative investments, risk, legal and platform teams simultaneously. Success depends on depth - building genuine sponsorship inside a defined set of named accounts and navigating each institution through to a signed agreement. This is not a traditional business development role. It is a founding commercial position, working directly with PMN leadership, Legal and Product, responsible for building the custodian base the Altic network depends on to scale. Why This Role Is Different Altic is a fully funded, capitalized operating business inside InvestCloud, whose clients represent more than 40 percent of the $132 trillion of assets under management globally. The platform is built. What determines how fast it scales now is which firms are commercially signed up to it. This role offers: • Ownership of an entire side of a network, not a territory or a quota, • Commercial authority: you structure the deal, you run the negotiation, you sign the partner, • A named seat with the custodians that matter, at a point where the operating standard for private markets in wealth is still being set, • A small, AI-native team that automates its own work after asking anyone else to, • The remit to extend into other network participant types as the network grows You won't be handed a partner list and a target. You'll decide which custodians matter, and go and get them. Key Responsibilities Account Planning & Market Coverage • Map the US custodian landscape and define the named account list PMN leadership and Product plan against, • Build and maintain account plans for each priority custodian, mapping stakeholders across custody operations, alternative investments, risk, legal and platform teams, • Use AI-native tooling to keep account intelligence, stakeholder mapping and diligence continuous rather than periodic, • Keep PMN leadership able to forecast the network build accurately, with an honest read on where each account genuinely sits Commercial Structuring & Negotiation • Own commercial conversations end to end with prospective custodian partners, including pricing, deal structure and service commitments, • Build internal sponsorship inside each custodian and convert multi-stakeholder review into a signed agreement, • Run contract negotiations directly, working alongside Legal through to signature, • Balance Altic's network economics against custodian-specific requirements, holding the network standard where bespoke requests would fragment it and escalating the genuine exceptions rather than absorbing them Relationship Ownership • Act as the named relationship owner for custodian partners across the full lifecycle, from first contact through renewal, • Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals, • Represent custodian requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration Cross-Functional Delivery • Manage the handoff from signed agreement into Product and Engineering integration scoping, • Remain engaged through integration so custodians have a single, consistent point of contact, • Escalate partner-side risks and blockers to the appropriate internal owner after they become delivery issues Basic Qualifications • 7–10 years in commercial partnerships, business development or strategic relationship management within financial services, • Demonstrated experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties, • Direct working experience with US custodians, broker-dealers or bank custody operations, • Experience running long, multi-stakeholder enterprise cycles inside large financial institutions through to signature, • Experience structuring pricing and running contract negotiations directly, working alongside Legal Preferred Qualifications • Existing relationships within US custodian platforms, • Working knowledge of alternative investment operations at a custodian, including safekeeping, settlement and asset servicing for registered semi-liquid structures, • Experience owning commercial and operational relationships with financial-services firms over multiple years rather than single transactions, • Actively uses AI and modern research tooling in commercial work - this is how PMN operates day to day, • Experience in a network, platform or infrastructure business where commercial terms must be standardized across many counterparties, • Experience as an early or founding commercial hire 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 co

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Join Our Team as a Financial Advisor at CAPTRUST!. Provide Financial Planning: Offer ongoing financial planning and inv

At Design Group, you'll collaborate with experienced leaders, technical specialists, and subject matter experts to solve complex challenges for some of the world's leading companies. You'll join a growing team of more than 1,500 professionals across 45 U.S. offices where you'll be empowered to make an impact, develop your expertise, and grow your career. You will join the Control System Integration Practice and work with electrical and controls engineers, project teams, technical specialists, and clients across multiple industries. Design Group is recognized as a system integrator and is a Rockwell Platinum Integrator and an Ignition Enterprise Premier Integrator. In this role, you'll lead electrical and controls engineering teams that deliver integrated and automated manufacturing solutions. You'll work closely with project teams and clients to define solutions, assign resources, oversee execution, and maintain alignment with project objectives. This position plays an important role in project quality and team development, giving you the opportunity to strengthen technical standards, mentor professionals, and support client success across multiple industries. Lead electrical and controls engineers through the full project lifecycle, including conception, proposal, specification, development, integration, testing, and start-up Define solutions for multiple system integration projects and assign teams based on project requirements Monitor project performance and provide scheduling, planning, technical, and execution oversight Create and support technical standards that promote consistent, accurate client solutions Partner with project teams and clients to maintain alignment with project objectives Support recruiting activities for the Control System Integration Practice Manage and mentor team members while developing training objectives and strategies Coordinate project workloads and activities with regional offices and help improve methods and procedures Communicate project updates clearly to clients, project teams, and internal stakeholders Qualifications Bachelor's degree in electrical engineering, computer science, or a related field At least nine years of combined technical and people management experience Experience overseeing projects involving the engineering, design, and programming of integrated and automated manufacturing systems Experience developing electrical schematics, PLC programs, and HMI/SCADA applications and supporting proposal development Ability and willingness to travel for project installation, start-up, client meetings, company meetings, training, seminars, forums, and conventions At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. We know that our differences often can bring about innovation, excellence and meaningful worktherefore, people from all backgrounds are encouraged to apply to our positions. Please let us know if you require reasonable accommodations during the interview process. Barry-Wehmiller is an equal opportunity employer. M/F/D/V This organization uses E-Verify.Applicants may be subject to pre-employment screening which may include drug screening, reference checks, employment verifications, background screening and/or skills assessments.

At Design Group, you'll collaborate with experienced leaders, technical specialists, and subject matter experts to solve complex challenges for some of the world's leading companies. You'll join a growing team of more than 1,500 professionals across 45 U.S. offices where you'll be empowered to make an impact, develop your expertise, and grow your career. You will join the Control System Integration Practice and work with electrical and controls engineers, project teams, technical specialists, and clients across multiple industries. Design Group is recognized as a system integrator and is a Rockwell Platinum Integrator and an Ignition Enterprise Premier Integrator. In this role, you'll lead electrical and controls engineering teams that deliver integrated and automated manufacturing solutions. You'll work closely with project teams and clients to define solutions, assign resources, oversee execution, and maintain alignment with project objectives. This position plays an important role in project quality and team development, giving you the opportunity to strengthen technical standards, mentor professionals, and support client success across multiple industries. Lead electrical and controls engineers through the full project lifecycle, including conception, proposal, specification, development, integration, testing, and start-up Define solutions for multiple system integration projects and assign teams based on project requirements Monitor project performance and provide scheduling, planning, technical, and execution oversight Create and support technical standards that promote consistent, accurate client solutions Partner with project teams and clients to maintain alignment with project objectives Support recruiting activities for the Control System Integration Practice Manage and mentor team members while developing training objectives and strategies Coordinate project workloads and activities with regional offices and help improve methods and procedures Communicate project updates clearly to clients, project teams, and internal stakeholders Qualifications Bachelor's degree in electrical engineering, computer science, or a related field At least nine years of combined technical and people management experience Experience overseeing projects involving the engineering, design, and programming of integrated and automated manufacturing systems Experience developing electrical schematics, PLC programs, and HMI/SCADA applications and supporting proposal development Ability and willingness to travel for project installation, start-up, client meetings, company meetings, training, seminars, forums, and conventions At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. We know that our differences often can bring about innovation, excellence and meaningful worktherefore, people from all backgrounds are encouraged to apply to our positions. Please let us know if you require reasonable accommodations during the interview process. Barry-Wehmiller is an equal opportunity employer. M/F/D/V This organization uses E-Verify.Applicants may be subject to pre-employment screening which may include drug screening, reference checks, employment verifications, background screening and/or skills assessments.

Job Description We're looking for a board-certified or board-eligible OMS to join our Edison, NJ partners in a practice with steady patient flow. We're offering more than a position...we're offering partnership in a platform where clinical excellence is the standard, autonomy is protected, and collective success drives individual achievement. What You'll Do: • Deliver the full scope of OMS procedure with precision and care - because your patients deserve nothing less, • Diagnose and manage complex cases with clinical excellence that sets you apart, • Collaborate with elite surgeons and support teams who actually have your back, • Build referral relationships that grow your practice and your reputation, • Lead and mentor - because the best surgeons don't just operate, they elevate everyone around them Who You Are: • You're committed to delivering exceptional patient care with honesty and clinical integrity, • You're collaborative, but you value your autonomy, • You're confident in your skills, but hungry to keep getting better, • You know "good enough" isn't in your vocabulary What You Need: • DDS/DMD from an accredited dental school, • Board-certified or board-eligible in OMS, • NJ state licensure (or eligibility), • Clinical chops, communication skills, and the drive to push boundaries What You Get: • Competitive salary with productivity incentives - your success directly impacts your earnings, • Comprehensive benefits: medical, dental, vision, life, disability, and 401(k) match, • Signing bonus and relocation assistance to make the move easy, • Equity purchase - build wealth, not just a paycheck, • Clinical autonomy supported by a network of 44+ elite oral surgeons across the Northeast, • Dedicated administrative and clinical support so you can focus on surgery, • Malpractice coverage, PTO, and continuing education allowance About Riverside Oral Surgery: Founded over 15 years ago by Dr. Jason Auerbach, Riverside Oral Surgery was built on a vision to redefine the oral surgery experience by delivering exceptional clinical care with an unwavering commitment to patient comfort, service, and satisfaction. This philosophy, known as “The Riverside Way,” remains the foundation of our practice and continues to shape our growth and success. Today, Riverside Oral Surgery has grown to 9 locations, 15 surgeons, and more than 100 dedicated team members, all united by a shared commitment to delivering the “optimal patient experience…each and every time.” Our team provides the full scope of oral and maxillofacial surgery throughout New Jersey, combining clinical excellence, compassionate care, and a patient-first approach that sets Riverside apart. About MAX: We're the Northeast's first surgeon-led OMS-only platform, built by surgeons for surgeons. Since 2022, we've been breaking the mold across NJ, NY, PA, VT, and CT, delivering clinical autonomy, advanced technology, and real financial growth opportunities. MAX Surgical Specialty Management is an equal opportunity employer. We welcome diversity and encourage applicants from all backgrounds. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. JPMS, CIA and JPMorgan Chase Bank, N. You provide an exceptional investor experience by offering advised solutions a

Job Description:\n\nContext \nAltic is the rules-based operational network that enables private markets to operate within managed accounts at scale. It is the infrastructure layer that did not exist after. Not a platform, not a portal, not a workflow tool. The right historical reference is not the alternatives access platforms of the last decade, it is what NSCC and Omgeo did for equities: common standards, rules and infrastructure that allowed an entire asset class to operate at volume. \nThe network is built in a sequence, and the sequence is not arbitrary. Rules, then digitisation, then intelligence, then scale. You cannot digitise without rules. You cannot get to intelligence without digitisation. This is why Altic starts with the rulebook. \nWhat follows from that is the part people miss. The rulebook, the technical specification and the participant agreement are not paperwork sitting alongside the technology. They are what the technology gets built on. A legal framework agreed once across every participant is what makes a common technical standard possible, and that standard is what turns a set of bilateral relationships into market infrastructure. The rules work is the foundation of the network build, not a condition of being allowed to start it. \nEvery large network has a function that owns its rules. Payments has Visa Rules Management and a Rules Committee. ACH has Nacha's operating rules. Securities settlement has the DTCC and SWIFT standards bodies. Private markets has never had one. This role is the first of its kind for the asset class. \nPurpose of the Role \nYou will own the Altic rulebook, the technical specification and the network's participant agreement as products, not as documents. That means being accountable for what they say, how they change, who agrees to them, and how quickly the network can absorb a change once it is agreed. It also means being the face of them. Externally, you are the rulebook. \nThe immediate job is twofold. Give the network a genuine product owner of its rules, and formalise the governance framework that decides how those rules change, including standing up the committee structure that does not exist yet. Where it goes after that is harder to predict, but as the scope of the network grows the manual version of this job stops scaling. Part of the role is building towards the capability that replaces it: a change-management capability that captures participant feedback, assesses impact across the network, and shortens the cycle from a raised issue to a published rule. \nYou define the rules and the requirements the network is built against, working closely with technical product management and engineering as the build takes shape. The test of your work is not whether the documents are well drafted. It is whether the rules are agreed, adopted, and clear enough to build against. \nKey Stakeholders \n\n Legal and governance, internal and outside counsel \n GPs and asset managers participating in the network \n Wealth managers and platform participants \n Service providers including transfer agents, fund administrators and custodians \n Business Development, Partnerships and Strategy \n PMN Technical Product Management and Engineering \n PMN Product and Operations \n\nWhy This Role Is Different \nThis role offers: \n\n A first of its kind mandate. Nobody has built a rules function for private markets. There is no incumbent playbook to inherit and no template to fill in.\n The governance framework does not exist yet. You will formalise it and stand up the committee structure, rather than inherit someone else's process and administer it. \n The rules are the foundation of the build. What gets agreed in the rulebook is what the technical network is designed against, so this is not documentation that sits to one side. \n Ownership of the artefacts the entire network depends on, rather than a slice of a roadmap someone else set. \n A genuinely external role. You will present the rulebook, teach it, and run the forums and events where the network argues it out, in person and virtually. \n\nThe rulebook is not a document you maintain. It is the product the network runs on, and you are the person who stands behind it. \nHow you will provide meaningful contributions: \nWhat You'll Actually Be Doing \nThis role sits between legal, engineering and the participants themselves, and a lot of it happens in front of people. On any given week, you might be: \n\n Walking a GP's counsel through a rule they have taken issue with, and coming back with a change the rest of the network can actually absorb.\n Presenting the rulebook to a wealth platform's operations leadership, then staying in the room for the two hours of questions that follow.\n Turning a legal position agreed with outside counsel into a clear requirement the technical product and engineering teams can specify against without guessing.\n Working out whether the exception a participant is asking for is a waiver, a rule change, or a signal that the rule itself is wrong.\n Preparing the papers for a rules committee, chasing the decision, then publishing the version and making sure every participant knows what changed and by when.\n Prototyping the tooling that will eventually run rule change and feedback, rather than waiting for a roadmap slot to do it properly. \n\nKey Responsibilities \nOwning the Rulebook, Technical Specification and Participant Agreement \n\n Own the Altic rulebook end to end, including its structure, its content, its versioning and the standard by which it is written.\n Own the technical specification as the expression of the rules the network is built against, and keep it and the rulebook in lockstep as both evolve. \n Own the network's participant agreement alongside legal, so that what a participant signs and what the network enforces are the same thing. \n Maintain the mapping between a legal obligation, the rule that carries it and the system behaviour that is expected to enforce it. \n Hold the line on consistency, so a rule agreed once holds for every participant rather than being renegotiated bilaterally. \n\nGovernance, Committees and Rule Change \n\n Formalise the network's governance framework, including how a rule is proposed, assessed, agreed and published, who decides, and on what evidence. \n Stand up and then run the committee structure that governs the rulebook, including membership, cadence, papers and the decision record. \n Assess the downstream impact of a proposed change across participants, systems and existing agreements after it is committed. \n Handle waivers and exceptions deliberately, tracking where the same waiver keeps recurring, because that is usually a rule waiting to be rewritten. \n Keep a defensible record of why every rule says what it says, so the network can answer that question years later. \n\nAdvocacy, Education and Adoption \n\n Be the public face of the rulebook. Present it, defend it and explain it to GPs, wealth managers, service providers and their counsel. \n Run rule review with participants directly and get to agreement rather than to a logged objection. \n Design and host the forums that keep the dialogue going, including working groups, virtual sessions and onsite events. \n Build the reference material, briefings and Q&A that let a participant onboard to the rules without a bespoke explanation each time. \n Work with Business Development and Partnerships so rule conversations move commercial conversations forward rather than stalling them. \n\nProductising the Rules \n\n Treat the rulebook as a product with users, a release cycle and a feedback loop, not as documentation that gets updated when someone remembers. \n Prototype and build the change-management capability that captures participant feedback, surfaces impact and shortens the cycle from issue to published rule. \n Use AI to automate the repetitive parts of the job, including impact analysis, drafting, consistency checking and synthesis of participant feedback. \n Work with technical product management and engineering so that agreed rules become enforceable system behaviour, holding after an order is placed, which is what in-good-order by design actually requires. \n\nBasic Qualifications for Consideration: \nSkills & Experience \nOwnership of rules or standards: you have owned a rulebook, scheme rules, market practice guidance, a technical standard or equivalent, and you have taken it through a change cycle with external parties. Experience of the governance around it, including committees, papers and decision records, is directly relevant, as is a background in a payments, clearing, settlement or messaging network. \nLegal fluency without being the lawyer: you can read a fund document, a participant agreement or a piece of counsel's advice and work out what it obliges the network to do. Comfortable holding your own with internal and outside counsel, and clear about where your judgement ends and theirs begins. \nPrivate markets lifecycle knowledge: you understand how an alternatives transaction actually moves, including subscriptions, redemptions, capital calls, distributions and post-trade servicing, and how transfer agents, fund administrators, custodians and investor relations teams fit together. Evergreen, semi-liquid and interval structures matter most here. \nTranslation between legal and technical: you can take an agreed legal position and turn it into a requirement a technical product manager or engineer can build against, and take a system constraint back to legal in terms they can act on. Enough technical understanding to know when a rule is unbuildable. \nPrecision in writing: you write rules that mean one thing. You can tell the difference between ambiguity that needs resolving and ambiguity that is doing deliberate work, and you notice when a change to one clause quietly breaks another. \nCredible in front of a room: you can present a rulebook to a participant's operating committee, teach it to people who have to live with it, and hold a two-way discussion rather than deliver a monologue. Comfortable running working groups and events, virtual and in person. \nAdoption over authorship: you have driven agreement between organisations with competing interests, where you had influence rather than authority. Getting a rule written is the easy part. Getting it agreed is the job. \nHands-on with AI: actively excited about using the latest AI techniques to automate and prototype. Comfortable across AI, no-code and low-code tools, and inclined to build a working thing rather than write a requirements document about it. \nDomain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: direct experience at a network participant or service provider, whether a transfer agent, fund administrator, custodian, GP or wealth platform; alternatives product or operations experience from a firm such as iCapital or CAIS; knowledge of the wealth management channel and of managed accounts, including model-driven and portfolio-driven trading; a legal background in financial markets, private markets or funds; or a legal-tech background. \nPersonal Attributes \n\n Comfortable being the first person to do something, with no incumbent process to inherit. \n Patient with detail and impatient with drift. Rules reward both. \n Shows rather than tells. Defaults to a working prototype over a slide deck. \n Holds a position under pressure from a large counterparty, and changes it when the argument is genuinely better. \n Treats a recurring exception as a design problem rather than an administrative one. \n Happy to be the named owner of something the whole network can disagree with in public. \n\nAbout InvestCloud \nInvestCloud, 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. \nOur Values \nClient Connected \nHuman Centered \nTechnology Forward \nRespect + Integrity \nExcellence \n \n 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 - $195,000. 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. \n#LI-BH1

Job Description As a member of the HR team, the HR Data & Analytics Manager is responsible for cleaning, validating, organizing, managing, and presenting data for HR‑related processes, projects, and initiatives. You will serve as a link between HR Operations, project management, Finance, and company leadership. This role owns data management for key HR and company initiatives including the performance review process, compensation programs, AI and process improvements. You will use technology to automate and integrate solutions that drive strategic decisions. What does a great HR Data & Analytics Manager do? The HR Data & Analytics Manager gathers, validates, organizes, analyzes, and interprets HR data to drive strategic decision‑making and enhance HR practices. This role requires a blend of skills in analytics, scripting & automation, data modeling & integrations, attention to detail, and a strong understanding of HR processes. How you will provide meaningful contributions Data Management • Collect, maintain, and update HR data related to employee performance, job architecture, compensation, and other HR metrics., • Ensure data integrity and accuracy by performing regular audits and validations. Partner with HRIS to maintain system controls, data integrity, and related processes. Metrics, Reporting, Insights & Analysis • Build and maintain a suite of scripts, using R (preferred)/Python to automate reporting & analysis for the HR team and senior leadership., • Develop and maintain HR dashboards, reports, and automated data pipelines using Power BI, scripts, and related technologies to deliver reliable, actionable insights to HR business partners and executive leadership., • Build robust data models that ensure our dashboarding products are performant. The HR Data & Analytics Manager should have experience in dimensional modeling, star schemas, data processing & pipelining, and using schedulers/orchestration tools., • Regularly audit data in pipelines for any upstream changes that may impact downstream products. The candidate should have a strong understanding of observability/monitoring., • Build integrations between semantic models and LLMs (Glean) to create/refine conversational AI agents for HR., • Responsible for defining data/KPIs, documenting reports/analyses, and maintaining a reliable source of truth for HR metrics., • Present data and insights to HR leadership, senior leadership, and other stakeholders., • Conduct in‑depth analysis of HR data to identify patterns and correlations., • Provide actionable insights to support strategic HR initiatives., • Ensure data integrity and confidentiality in compliance with relevant regulations., • Support the ongoing maintenance of HRIS (UKG) and related controls., • Support analysis/reporting of ongoing employee listening initiatives (Annual Pulse Survey, Exit Interviews, Onboarding Surveys) AI Integration • Collaborate with IT and HR teams to integrate AI solutions into HR processes and systems., • Create new and refine existing agents that will support HR operations. Experience with Glean, OpenAI, and/or Claude are a plus., • Use AI tools to analyze HR data and generate predictive insights. Performance Management & Promotion Processes • Support the performance management process by providing accurate data and insights. Partner with HRBPs and HRIS to deliver calibration reporting and insights that support timely, consistent decisions., • Analyze performance data to identify trends and areas for improvement. Compensation Program • Manage data related to compensation programs, including salary surveys, market analysis, and internal equity assessments. Provide data‑driven recommendations to support compensation decisions., • Work with the Director of Total Rewards to refine company-wide salary bands, ensuring alignment with the external market., • Support the year-end compensation process in Pave, ensuring all data is appropriately audited and updated for launch. This will include auditing historical pay data, defining eligibility criteria & exceptions, refining all jobs/pay zones, uploading refreshed salary bands, creating all approval workflows, recommendation logic, reporting, auditing, modeling budgets, and generating reward letters., • Candidate preferably will have experience managing a year-end compensation process; including merit & annual bonus cycles. Workforce Planning • Conduct workforce analysis to support talent management and recruitment strategies., • Own and administer the company’s FTE request and approval, Remote Working Abroad, and Claims Request processes. Project Management & Process Improvement • Collaborate with HR and other teams to streamline reporting processes, improve data accuracy, and plan future data structures and deployment processes., • Develop and implement automation processes and standards to drive operational efficiencies and facilitate change., • Serve as the master‑data focal point to enhance HR process automation., • Coordinate large‑scale data‑gathering exercises and associated system updates., • Implement procedures related to the secure and efficient collection, handling, and sharing of data. Technology/Tooling Experience • An ideal candidate will have strong experience in scripting, dashboarding, data modeling, BI engineering, pipelining, and automation, • Must haves: R (preferred)/Python, PowerBI, Pave, Power Automate, Excel, MS Forms, Glean, Claude, OpenAI, AWS (Workspace), HRIS (UKG/Workday), and related tools., • Preferred experience with version controlling, CICD, schedulers/orchestration tools (e.g Github/Gitlab, Docker, Airflow, etc.) 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: $155,000 - $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-BH1

Award winning mentorship and training programs that support your move into sales leadership and wealth management.

Wealth Management Associate - Retirement Benefits Group. Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who b

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As part of CNO Financial Group, we provide top-tier mentorship and training to help you move into sales leadership and wealth management.

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Equitable Advisors in Woodbridge, NJ seeks a Wealth Management Associate to build client relationships, develop financial strategies, and consult on products and services.