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Job Description At New York Life-NJ General Office, we're looking for an Entry-Level Financial Specialist who is ready to step into the world of insurance with enthusiasm and commitment. You’ll have the opportunity to work closely with clients, helping to develop strategies that secure their financial future. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives. You'll be part of a team that values your insights and encourages your professional development. In this role, you'll leverage your passion for finance to build strong, lasting relationships with clients. Your keen interest in financial data, estate planning, and mutual funds will serve you well as you navigate the complexities of financial services. We're looking for someone with outstanding communication skills and an eye for detail, ready to take on this engaging challenge. Join us, and let’s work together to make a positive impact, supported by our commitment to innovation and employee growth. If you’re ready to take the next step in your career, we invite you to apply today. Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: Experience in building and maintaining strong client relationships Ability to analyze financial data and provide strategic recommendations Proven track record of effective communication and interpersonal skills Familiarity with financial services, including estate planning and mutual funds Strong problem-solving skills with a focus on client-centric solutions Ability to work independently and as part of a collaborative team Eagerness to learn and grow within the financial services industry through our training program About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Florham Park, NJ branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Prepare and process paperwork to open and service accounts Skills/Requirements • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Position: Specialist, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 2-3 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● Life and Health Insurance License, Series 65 registered ● Experience with insurance distribution channels or wholesaling ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems. ● Proficiency in Google Suite and Salesforce Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $60,000-75,000; exempt ● Annual performance bonus target: 7% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Sr. Consultant, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr. Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 3-5 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● CFP preferred ● Life and Health Insurance License, Series 65 registered ● Proficiency in Google Suite and Salesforce ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $90,000-110,000; exempt ● Annual performance bonus target: 10% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Key ResponsibilitiesFinancial Planning & Analysis • Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles., • Develop customized recommendations aligned with client objectives, time horizons, and preferences., • Identify gaps and opportunities within financial plans, including insurance and investment needs., • Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy., • Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS)., • Prepare Morningstar reports and other portfolio analysis materials. Advisor & Client Support • Prepare materials for client and prospect meetings, including:, • Financial plans, • Investment summaries, • Consolidated performance reports, • In-force insurance illustrations, • Client review presentations, • Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings., • Assist advisors in responding to client questions and servicing requests., • Consult with advisors on the presentation of planning recommendations and investment strategies., • Provide guidance and support to advisors and staff regarding planning-related service requests. Insurance & Investment Case Preparation • Prepare insurance illustrations and insurance proposals., • Develop investment recommendations and supporting documentation., • Ensure all client deliverables are accurate, complete, and compliant with firm standards. QualificationsRequired • New Jersey Life & Health Insurance License, • FINRA Series 6 License, • FINRA Series 63 License, • 3+ years of financial planning or wealth management experience, • Proficiency with Microsoft Office (Outlook, Word, Excel), • Strong analytical, organizational, and communication skills, • Commitment to continuing professional development Preferred • Prior experience supporting Financial Advisors or Wealth Management Advisors, • FINRA Series 7 License, • Experience with Morningstar, NetX360, CRM systems, or financial planning software Compensation • Competitive salary based on experience, $90,000 - $135,000, • 3-6+ years of relevant experience considered Benefits • 401(k) retirement plan, • Health insurance, • Dental insurance, • Vision insurance, • Disability coverage, • Paid time off (PTO)

About Northeast Private Client Group Northeast Private Client Group is a boutique financial advisory firm built for entrepreneurs, professionals, and families pursuing genuine — and often multigenerational — wealth. We operate as strategic business advisors and critical thinkers, not order-takers. Our firm was founded on a simple conviction: that real success comes from listening closely and engaging proactively, and that this is what allows us to guide clients toward lasting financial equilibrium. We are small enough that individual contribution is visible and consequential, and established enough to offer exposure to high-end client opportunities, genuine responsibility, and the infrastructure to support both. About the Opportunity The Client Relationship Associate is the primary administrative and client-experience contact for a dedicated advisory team. This role directs execution instructions from the advisors to the firm's back-office departments, tracks each resulting task through to completion, and manages the client communication that surrounds it. The position sits at the center of three flows of information, including data gathered from clients, direction issued by advisors, and execution carried out across our service, planning, insurance, and investment teams. You will own the accuracy and momentum of all three — maintaining what has been requested, what is outstanding, and what is complete, while driving open items forward and avoiding delays. Specific duties, roles and responsibilities: Client Relationships and Communication • Serve as the primary day-to-day point of contact for a dedicated group of client households – internally and externally over time, • Coordinate Advisor direction for client inquiries and requests — reliably, clearly, and completely – to back office teams, and directly with clients when appropriate, • Keep clients informed on timelines, paperwork, meetings, and next steps at all stages. Build durable rapport over time, learning clients well enough to anticipate needs and respond Coordination and Execution Across Departments • Translate advisor direction into clear, actionable instructions for our internal service, planning, insurance, and investment teams, • Assign, sequence, and track work across departments — monitoring until open items are executed, • Personally execute appropriate service requests, while delegating the remainder at your discretion and judgment, • Anticipate and resolve the questions, gaps, and roadblocks that surface mid-process before they become delays via pipeline management proficiency, • Maintain accurate, current client records and meeting documentation in the firm’s CRM Onboarding and Ongoing Service • Participate in the management and execution of client onboarding functions: gathering required information, walking clients through applications and e-signatures, and setting up online account access, • Prepare, review, and submit assigned client request paperwork accurately and on time, confirming information is correct at both the custodial and CRM level for, • Coordinate the delegation and execution of rollovers, transfers, distributions, and required minimum distributions from qualified retirement plans through to completion, • Support insurance application, underwriting, and policy servicing workflows, keeping clients informed and cases moving forward in the pipeline Opportunity Management • Maintain and manage the team’s open opportunity pipeline alongside the Lead Advisor POD, • Track outstanding information requests and documentation, and drive them to completion through consistent, proactive follow-up, • Support closing of opportunities through oversight and communication with Lead Advisor on the opportunity pipeline, and identify leads/opportunities that have stagnated or become delayed, • Flag existing-client opportunities and service needs as you encounter them QualificationsRequired • Bachelor’s degree in business, finance, economics, or a related field is preferred, • High degree of accuracy and attention to detail, • Strong problem-solving skills, • Dedicated team player with strong communication skills to use information from different sources to accomplish tasks, • Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow., • Strong understanding of the MS Office suite, with an emphasis on Word and Excel, • Past industry experience is preferred but not required, • Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required Preferred, but not required • Exposure to the RIA, wealth management, insurance, or broader financial services industry, • Academic or professional background in finance, economics, accounting, or business, • Familiarity with RedTail, NetX360, Envestnet, SEI, or the Brinker advisor platform, • Prior experience in a client-facing or operations coordination role No securities or insurance licenses are required to start. We encourage licensing (SIE, Series 7, Series 65/66, Life & Health) for those interested, and support team members who pursue them. Compensation and Benefits • Base salary: $60,000 – $65,000 annually, commensurate with experience, • Bonus: Discretionary annual bonus, informed by individual contribution and overall team performance, • Benefits: Health, dental, vision, life, and disability insurance, • Retirement: 401(k) plan, with eligibility after one year of employment, • Schedule: Full-time. This role is based in our Florham Park, NJ office, where the team works together in person Growth This is a role designed to expand. As you develop mastery, the scope of what you own — clients, complexity, and influence over how the work gets done — grows with you. We invest in people who commit to this seat and get genuinely excellent at it. We also support internal mobility. Team members who demonstrate strength in other areas of the business are considered for open positions across the firm where the fit is right. To Apply Submit your résumé along with a brief note telling us about a time you owned something complicated from start to finish. We read them. Please apply through LinkedIn or send your résumé and brief note to sweta.shah@northeastprivate.com

Job DescriptionSummary: The engineer in this position should have a wealth of experience engineering/installing datacenter equipment. The engineer will typically take on the more complex work and pull all aspects of a job together into a cohesive package. This would include the complete engineering of data centers including, but not limited to, infrastructure, overhead and underfloor racking, cabinets, network and server equipment, cable distribution, power (AC or DC), Cold Aisle Containment solutions, etc. Qualifications: High School diploma is necessary. Some college or technical school a plus. At least 3 years engineering experience or equivalent field experience in a data center environment BICSI certifications a plus An advanced understanding of various software packages including MS Word, spreadsheet/database programs such as MS Excel, MS Access Ability to quickly learn customer engineering databases and software. Must be able to handle multiple tasks and priorities and must be able to consistently work under and meet strict deadlines. Must possess good leadership, verbal, and written communication skills. Ability to read, analyze, and interpret the most complex of documents, including technical specifications, white papers, data center drawings and documents. Ability to write reports, business correspondence, and procedure manuals. Ability to write engineering specifications. Responsibilities: • work independently on deadline sensitive jobs or projects with little direction, • read and understand site survey data, able to think through the information presented and quickly put together a bill of material with little guidance., • schedule, perform, and write-up site surveys when necessary, • develop Bill of Materials and Firm Price Quotes, • write complex data center specific engineering specifications which will include in, • fix engineering problems and mistakes. Understands change order procedures and material billing issues., • Manage several engineering projects simultaneously, • proficient with updating customer drawings and databases, • takes an active role in teaching detail engineer procedures and philosophies of engineering., • regularly interfaces with customer representatives (field engineers, data center managers, data center technicians, local construction contractors, etc., • Should be at level where can solve customer problems issues with limited guidance, • interface with "internal customers” such as field engineers, installation supervisors, lead installers, and installation techs. Guides detail engineer through problems and situations with "internal customers”, • fully understand format and structure of an engineering specification., • working knowledge of equipment drawings, T-BASD drawings, and material spec sheets and white papers. Also has ability to seek out information not readily available, • fully adept at drafting and updating customer drawings and using drafting programs such as VISIO and AUTOCAD, • often will initiate site visits and site surveys. Visit site when necessary to solve problems, • able to engineer jobs using a full understanding of customer quality documents such as Installation Practices, Engineering Practices, BICSI standard documents, etc..., • Performs other related duties as assigned by management. Engineering Skills and Reasoning Ability: • Ability to logically think through the process of telecommunication installation and engineering., • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical specifications in order to translate such information into a detailed engineering spec. Ability to apply principles of logic to a wide range of intellectual, technical, and practical problems., • Ability to use common engineering tools effectively such as a tape measure, calculator, power lead calculator, etc.Physical Demands:, • The employee will be required to use his/her hands 90% of the time to type, write, and handle paperwork., • The employee will be sitting at a desk 80% of the time with walking between offices and other work areas from time to time. At times, employee is required to make customer visits to resolve problems or provide customer service., • The employee may, from time to time, be required to lift weight (i.e., paper boxes) up to 15 pounds., • Close vision (clear vision at 20 inches or less) is generally required, as the employee will be working at a computer and working with files & paperwork.

Elevate LLC | Partner Firm Opportunity Location: Clark, New Jersey (Hybrid) About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Clark, New Jersey is seeking an experienced Tax Manager/Director with a focus on individual and business entity returns. This role will work alongside the Tax Partner to lead and grow the practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm’s tax strategy, client service, and team development. The ideal candidate has a generalist tax background and is comfortable with tax consulting work in addition to compliance. Key Responsibilities • Lead and expand the individual and pass-through tax practice, with responsibility for growth, client service, and team leadership., • Deliver high-quality tax advisory and compliance services to high-net-worth individuals, family offices, founders, executives, and pass-through entities (partnerships, S-Corps, LLCs)., • Review complex individual returns (Form 1040), including equity compensation (RSUs, ISOs, NSOs), multi-state filings, and K-1 reporting for founders and investors., • Oversee preparation and review of pass-through entity returns (Forms 1065/1120S), partner/shareholder allocations, and capital account maintenance., • Advise real estate, professional services, and high-net-worth clients on R&D tax credits, §174 capitalization, equity compensation planning, and pre-IPO/exit tax planning for founders and key employees., • Respond to client inquiries on compliance matters including individual income tax, pass-through entity tax, state residency/nexus issues, and equity compensation tax treatment., • Develop budgets and pricing, select staff, assign workloads, and prepare management reports., • Drive practice growth through expansion of services to existing clients and proactive business development., • Serve as a trusted advisor to individuals and closely held businesses on complex tax issues, wealth transfer, and exit planning., • Recruit, mentor, and inspire a high-performing tax team, fostering a collaborative, growth-focused culture., • Collaborate with Elevate’s leadership team and shared services to leverage technology, innovation, and best practices across the platform. Qualifications • Active CPA license required., • 10+ years of progressive experience in individual and pass-through entity taxation., • Demonstrated expertise in pass-through entity compliance (1065/1120S) and complex individual returns for high-net-worth clients., • Experience serving real estate, professional services, and high-net-worth clients., • Strong client relationship skills. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Job DescriptionRequest ID: 111589-1 Title: Data Governance Specialist Locations: Newark, NJ Duration: 06 Months with Possible Extension. Pay Range: $55-$60/Hour on W2/C2C (All inclusive) Linked in URL is mandatory We are seeking an experienced Data Governance Specialist with a strong background in the investment management or financial services sector. In this role, you will lead the design, implementation, and operationalization of our enterprise data governance framework. You will act as a bridge between technical data teams and investment stakeholders, leveraging Ataccama ONE to automate data profiling, monitor data quality rules, and secure critical financial data assets Job Title: Data Governance Specialist Key Responsibilities Governance Frameworks: Define and implement data governance policies, standards, business glossaries, and data stewardship models specific to investment data (e.g., reference data, positions, trades, pricing, and client reporting) Ataccama Implementation: Configure and manage Ataccama for automated data quality profiling, anomaly detection, monitoring, and master data tracking Data Lineage & Cataloging: Build and maintain end-to-end data lineage maps for critical data elements (CDEs) flowing from market data vendors and trading systems into reporting and analytics layers Data Quality & Remediation: Establish Key Performance Indicators (KPIs) and data quality rules; troubleshoot root causes of data errors and drive operational remediation processes Stakeholder Engagement: Partner with portfolio managers, risk teams, compliance officers, and IT custodians to embed data governance practices early in the data lifecycle Qualification Experience: 10 years of hands-on experience in data governance, data quality, or metadata management, with at least 3 years working inside an Investment Management, Asset Management, or Capital Markets environment. Tooling Expertise: Proven, hands-on experience configuring and utilizing Ataccama (for data quality profiling, monitoring, or master data management). Domain Knowledge: Deep familiarity with financial instruments, portfolio accounting data, market data feeds, and wealth management workflows. Technical Skills: Strong SQL capabilities and familiarity with modern cloud data platforms (Snowflake, Databricks, Azure, or AWS). Communication: Exceptional stakeholder management and workshop facilitation skills, with the ability to translate complex technical data issues into business solutions.

Job Description Managing Director - Financial Services Player - Coach Role Join us at Integrated Financial Concepts, where our mission to "Do Good" has guided us for over 175 years in providing financial stability to families and communities. As a Managing Director in a player/coach role, you'll have the opportunity to grow your personal practice while mentoring a team of passionate financial professionals. We're committed to your success, offering comprehensive support, training, and resources to help you develop client relationships and offer tailored financial solutions. Our supportive, family-like culture ensures you're surrounded by top-tier professionals who collaborate closely to deliver holistic advice. You'll benefit from a robust support system, allowing you to focus on high-impact activities such as client meetings, business development, and team coaching. With proven marketing channels at your disposal, you'll consistently generate leads and empower your team to do the same. If you're an ambitious professional eager to elevate your career while helping others achieve their financial goals, we invite you to take this next step with us. Let's connect and explore how you can make an impact with Integrated Financial Concepts. Compensation: $100,000 - $200,000+ Base + Commission Responsibilities: • Lead and inspire a team of financial professionals, fostering a culture of collaboration and continuous learning., • Develop and implement strategic plans to grow your personal practice and support team members in achieving their goals., • Provide personalized coaching and mentorship to team members, helping them enhance their skills and client relationships., • Oversee client relationship management, ensuring exceptional service and tailored financial solutions are consistently delivered., • Drive business development initiatives, leveraging proven marketing channels to generate leads and expand the client base., • Collaborate with cross-functional teams to align on strategies and deliver holistic financial advice to clients., • Monitor industry trends and regulatory changes, ensuring the team remains informed and compliant with best practices and standards. Qualifications: Active life/health insurance license and relevant securities licenses (or willingness to obtain). Strong ability to lead, mentor, and inspire others. Self-motivated with a passion for growth, both personally and as a leader. Excellent communication and relationship-building skills. Proven track record of success in financial services, insurance, wealth management, or a related industry. Minimum of 5 years of experience as a financial advisor or in a sales leadership role. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

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

Financial Planner (FP) Location: Madison, NJ Schedule: Full-time, hybrid About Premier Path At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies. We are a fast-growing, entrepreneurial firm driven by an Owner’s Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people. If you’re looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you. Position Overview At Premier Path, we believe exceptional financial planning requires more than technical expertise. It takes the ability to understand people, navigate complex situations, and translate sophisticated strategies into meaningful advice. As our firm continues to grow, we are seeking an experienced Financial Planner who combines strong technical planning expertise with exceptional emotional intelligence, sound judgment, and a collaborative mindset. This role will focus on developing comprehensive financial planning strategies for high-net-worth and ultra-high-net-worth individuals and families, including complex estate, tax, retirement, and multi-generational wealth planning. We are looking for someone who is confident in their technical abilities but equally comfortable listening, asking thoughtful questions, adapting to changing circumstances, and working alongside clients and their broader team of professional advisors. This is an opportunity to become an integral part of a growing wealth management firm where your expertise, ideas, and contributions will help shape our planning capabilities and client experience. What You’ll Do • Develop, analyze, and communicate comprehensive financial plans for high-net-worth and ultra-high-net-worth clients., • Identify and evaluate sophisticated planning opportunities across estate, tax, retirement, risk management, charitable giving, and multi-generational wealth strategies., • Research complex planning strategies and develop thoughtful, actionable recommendations., • Collaborate with Wealth Advisors, attorneys, CPAs, insurance professionals, and other specialists to coordinate planning strategies., • Translate complex financial concepts into clear, practical recommendations tailored to individual client needs., • Demonstrate strong emotional intelligence and sound judgment when navigating sensitive financial and family matters., • Adapt quickly to changing client circumstances, priorities, and planning needs., • Take ownership of planning deliverables from initial analysis through implementation and follow-up., • Contribute to the continued development and improvement of the firm's financial planning capabilities. Why This Role Stands Out • Opportunity to work on sophisticated planning strategies for high-net-worth and ultra-high-net-worth families., • Meaningful collaboration with experienced advisors and outside legal, tax, and financial professionals., • Career growth opportunities through advanced planning specialization, expanded advisory responsibilities, and potential leadership., • Full support for continued education, professional designations, and technical development., • Opportunity to help shape and strengthen the firm's financial planning capabilities., • High-performance, entrepreneurial environment that values autonomy, collaboration, and an Owner's Mindset. What We’re Looking For • 4–7 years of professional financial planning experience., • At least one of the following credentials required: CFP®, CPWA®, JD, or LLM. Two or more preferred., • Strong technical expertise in comprehensive financial planning, including estate, tax, retirement, and wealth planning strategies., • Experience working with high-net-worth or ultra-high-net-worth clients preferred., • Experience collaborating with attorneys, CPAs, and other professional advisors preferred., • Exceptional emotional intelligence, communication, and interpersonal skills., • Ability to simplify complex financial concepts and navigate sensitive client conversations., • Strong analytical thinking, problem-solving abilities, and attention to detail., • Adaptable, proactive, and comfortable pivoting as client needs and priorities evolve., • Self-starter with an Owner's Mindset who thrives both independently and collaboratively., • Passion for continuous learning, professional growth, and delivering an exceptional client experience. Work Schedule & Expectations • Standard business hours are 8:30 AM to 5:00 PM, Monday through Friday (Note: Fridays are optional remote days for team members. This is contingent upon no client needs requiring attendance in office.), • This role requires flexibility beyond standard business hours to support client needs, including early morning or evening meetings and occasional events, • Initial 90-day introductory period focused on learning the firm's planning philosophy, shadowing client interactions, and demonstrating readiness for expanded client-facing responsibilities. Compensation • Base salary: $150,000–$180,000, based on experience, credentials, and technical expertise., • Eligible for performance-based bonus tied to individual performance, quality of planning deliverables, collaboration, client satisfaction, and contribution to firm growth., • This position is classified as exempt and is not eligible for overtime compensation. Compensation reflects the expectation of fulfilling responsibilities as required to meet business and client needs. Benefits & Perks We believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package. • Hybrid 4 in 1 remote schedule (Note: Fridays are optional remote days for team members. This is contingent upon no client needs requiring attendance in office.), • Comprehensive medical, dental, vision + HSA/FSA + telehealth, • 3–5 weeks PTO + full holiday schedule, • 401(k) with 3% company match, • Summer Fridays (early close), • Education assistance + professional designation support Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Summit, NJ Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue Summit, NJ 07901 Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. • For more information, please visit simplicitygroup.com.

Job Description Job Title: Data Governance Specialist Location: Newark, NJ (Hybrid) Duration: 6 Month Contract Rate: $65/hr We are seeking an experienced Data Governance Specialist with a strong background in the investment management or financial services sector. In this role, you will lead the design, implementation, and operationalization of our enterprise data governance framework. You will act as a bridge between technical data teams and investment stakeholders, leveraging Ataccama ONE to automate data profiling, monitor data quality rules, and secure critical financial data assets Key Responsibilities Governance Frameworks: Define and implement data governance policies, standards, business glossaries, and data stewardship models specific to investment data (e.g., reference data, positions, trades, pricing, and client reporting) Ataccama Implementation: Configure and manage Ataccama for automated data quality profiling, anomaly detection, monitoring, and master data tracking Data Lineage & Cataloging: Build and maintain end-to-end data lineage maps for critical data elements (CDEs) flowing from market data vendors and trading systems into reporting and analytics layers Data Quality & Remediation: Establish Key Performance Indicators (KPIs) and data quality rules; troubleshoot root causes of data errors and drive operational remediation processes Stakeholder Engagement: Partner with portfolio managers, risk teams, compliance officers, and IT custodians to embed data governance practices early in the data lifecycle Qualification Experience: 10 years of hands-on experience in data governance, data quality, or metadata management, with at least 3 years working inside an Investment Management, Asset Management, or Capital Markets environment. Tooling Expertise: Proven, hands-on experience configuring and utilizing Ataccama (for data quality profiling, monitoring, or master data management). Domain Knowledge: Deep familiarity with financial instruments, portfolio accounting data, market data feeds, and wealth management workflows. Technical Skills: Strong SQL capabilities and familiarity with modern cloud data platforms (Snowflake, Databricks, Azure, or AWS). Communication: Exceptional stakeholder management and workshop facilitation skills, with the ability to translate complex technical data issues into business solutions.

Business Development Executive: New Client Acquisition Enterprise Sales · Business Development · New Logo Acquisition · Digital Transformation Services Florham Park, NJ | Hybrid | Full-Time Opportunity ABOUT US Incedo is a global AI, data, and digital transformation specialist that helps leading enterprises drive innovation and business growth through technology. With over 4,500 professionals across the US, Canada, Mexico, and India, Incedo combines deep industry expertise with AI, data, engineering, and operational excellence to deliver impactful business outcomes across Banking & Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences. At Incedo, we help Fortune 500 organizations unlock ROI from AI at scale through the combined power of domain expertise, advanced data and AI capabilities, and world-class engineering execution. We foster a culture of innovation, collaboration, ownership, and continuous learning, empowering our teams to solve complex business challenges and create measurable client value. THE ROLE Incedo is seeking a motivated and entrepreneurial Business Development Executive to support new client acquisition across our strategic industry verticals and service offerings. This is a high-impact hunter role focused on generating new logo opportunities, building executive relationships, and driving revenue growth through consultative selling. You will partner closely with senior sales leaders to identify target accounts, develop strategic pursuit plans, build qualified pipeline, and support enterprise deal execution. The role offers exposure across the entire sales lifecycle and provides an exceptional platform for individuals looking to accelerate their careers in enterprise technology and consulting sales. WHAT YOU'LL DO • Drive net-new client acquisition across Banking & Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences sectors, • Research target accounts, identify buying centers, assess market opportunities, and develop account-specific pursuit strategies, • Execute outbound prospecting campaigns through executive outreach, networking, industry events, and relationship development, • Build and nurture relationships with business and technology decision-makers across prospective client organizations, • Partner with senior sales leaders throughout the sales cycle, including opportunity qualification, proposal development, commercial structuring, and deal closure, • Develop compelling client presentations, value propositions, sales collateral, and executive-ready narratives, • Collaborate with domain experts, solution architects, consulting leaders, and delivery organizations to craft differentiated solutions, • Monitor and report on pipeline performance, competitive intelligence, and win/loss insights, • Represent Incedo at industry conferences, customer events, analyst briefings, and partner engagements, • Contribute to sales methodologies, go-to-market initiatives, account planning frameworks, and best-practice sharing across the organization WHAT YOU BRING Must Haves • MBA from a recognized institution, • 3+ years of post-MBA experience in business development, enterprise sales, consulting, pre-sales, or client-facing strategy roles, • Experience supporting or driving complex B2B sales pursuits within technology services, consulting, digital transformation, AI, cloud, or data services organizations, • Demonstrated ability to engage and influence senior business stakeholders, • Strong analytical skills with experience performing account research, market analysis, commercial evaluation, and opportunity assessment, • Excellent written, verbal, and presentation communication skills, • Experience creating executive-level presentations, sales narratives, and client-facing materials, • Strong organizational skills and ability to manage multiple opportunities simultaneously Good to Have • Industry experience within Banking & Payments, Wealth Management, Telecom, Hi-Tech, or Life Sciences, • Prior experience in IT services, consulting services, digital transformation sales, or platform/software sales, • Exposure to AI, data analytics, cloud transformation, engineering services, or operational transformation solutions, • Experience working with CRM platforms, sales enablement tools, and enterprise account planning methodologies, • Familiarity with enterprise procurement processes, RFP responses, and strategic account management, • Experience participating in large-scale, multi-stakeholder enterprise deals WHY YOU'LL LIKE IT HERE • High-visibility role with direct exposure to senior sales leadership and executive decision-makers, • Opportunity to work with leading enterprises pursuing AI, digital transformation, and modernization initiatives, • Accelerated learning environment with mentorship from experienced enterprise sales professionals, • Entrepreneurial culture where initiative, ownership, and innovation are highly valued, • Clear career progression opportunities within one of the fastest-growing AI, data, and digital transformation firms, • Collaborative environment that brings together industry experts, technologists, consultants, and business leaders EQUAL OPPORTUNITY We are an equal opportunity employer and celebrate diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating an inclusive environment for all employees.

Job DescriptionDescription: This position supports the West Essex YMCA in Livingston NJ & Greater Bergen YMCA in New Mildford, NJ POSITION SUMMARY: The Metropolitan YMCA of the Oranges (Metro Y) seeks a dynamic, relationship-driven fundraising professional to serve as Director of Development. Reporting to the Chief Development Officer, the Director of Development is responsible for cultivating, soliciting, and stewarding a portfolio of individual donors and major gift prospects to advance the Association's mission and philanthropic priorities. As a frontline fundraiser, the Director of Development will develop meaningful relationships with donors, volunteers, and community leaders to secure leadership and major gifts in support of the Association's annual fundraising initiatives, capital campaigns, endowment, and strategic priorities. Serving as the primary development partner for assigned YMCA branches, the Director of Development will collaborate with Executive Directors, volunteer leaders, and Association staff to develop and execute fundraising strategies, identify new philanthropic opportunities, and strengthen a culture of philanthropy throughout the organization. The successful candidate will actively manage a portfolio of major gift prospects and donors, maintain accountability for annual fundraising metrics, and consistently achieve established revenue goals. Metro YMCA branches are located in Livingston, Maplewood, East Orange, New Milford, Hardyston, and Stillwater, New Jersey. Regular travel throughout the Association's service area, along with occasional evening and weekend commitments, is required. Requirements: ESSENTIAL FUNCTIONS: Major Gift & Annual Campaign Fundraising • Develop and implement individualized cultivation, solicitation, and stewardship strategies for an assigned portfolio of major gift prospects and donors., • Build, manage, and grow an active portfolio through all stages of the donor lifecycle, including identification, qualification, cultivation, solicitation, stewardship, and renewal., • Conduct regular face-to-face meetings, discovery visits, and stewardship conversations with current and prospective donors., • Personally solicit leadership and major gifts in support of annual operations, capital campaigns, endowment, and other strategic initiatives., • Prepare compelling gift proposals, personalized correspondence, impact reports, and other donor communications., • Maintain a consistent pipeline of qualified prospects while advancing donors toward meaningful philanthropic commitments., • Maintain accurate and timely records of donor activity within the Association's CRM., • Utilize wealth screening, prospect research, and donor analytics to identify and prioritize fundraising opportunities. Branch Partnership • Serve as the lead fundraising partner for assigned YMCA branches., • Collaborate with Executive Directors and branch leadership to identify philanthropic priorities and develop annual fundraising strategies., • Provide fundraising guidance and support for branch-based campaigns and donor engagement opportunities., • Work collaboratively across the Association to maximize donor relationships and fundraising success., • Partner with volunteer leaders to strengthen philanthropic engagement within the communities served by the YMCA., • Provide fundraising training, coaching, and ongoing support to Executive Directors, branch leadership, staff, and volunteer leaders to strengthen donor engagement, solicitation skills, stewardship practices, and overall fundraising effectiveness., • Partner with branch leadership to develop a culture of philanthropy by equipping staff and volunteers with fundraising tools, best practices, and resources that support annual campaigns, major gifts, special events, and community engagement efforts. Stewardship • Develop and execute thoughtful stewardship plans that recognize donor generosity and demonstrate philanthropic impact., • Ensure timely acknowledgements, recognition, reporting, and ongoing engagement that foster long-term donor relationships. Community Engagement • Represent the Metropolitan YMCA of the Oranges at community meetings, branch events, fundraising activities, and donor gatherings., • Build relationships with community leaders, civic organizations, and select local and regional businesses to identify philanthropic partnerships that support the YMCA's mission. Other Responsibilities • Support Association-wide fundraising initiatives and special events., • Perform other duties as assigned. Qualifications: • Bachelors degree in nonprofit administration, business administration, communications or a similar field or equivalent experience., • Minimum of five (5) years experience in fundraising with proven success in the areas of major gifts, annual campaigns, and/or special events., • Demonstrated ability to establish and cultivate relationships with internal and external constituency groups, including donors, volunteers, staff, members, and community leaders., • Ability to maintain confidentiality, build trust, and influence others., • Ability to work collaboratively with coworkers, community partners, YMCA members and donor prospects., • Demonstrated commitment to the mission and purpose of the YMCA., • Proficient use of Microsoft Office Suite & Canva, • At least five (5) years of experience with donor databases., • Experience with Donor research tools such as databases, and project management software, and CRM systems., • Excellent verbal/written communication skills. Benefits: We offer a competitive compensation and benefits package, which includes medical, prescription, dental, and vision coverage. We also offer generous paid time off (PTO), paid sick leave, paid holidays, a legal plan, long-term disability, life insurance, 12% retirement benefits upon eligibility, a 403 (b) plan, an employee assistance program, professional development opportunities, Metro Y program discounts, and complimentary use of YMCA facilities. Full-time employees may be eligible for the Public Service Loan Forgiveness (PSLF) program.

Job DescriptionCommercial Lines Assistant Account Manager At King Risk Partners, our mission is to provide unparalleled insurance solutions with a personalized touch. As a Commercial Lines Assistant Account Manager, you will play a pivotal role in ensuring our clients experience top-tier service, helping businesses safeguard their assets through expertly tailored insurance packages. Your efforts will directly impact our growth trajectory and contribute to our reputation as a trusted industry leader. Performance Objectives • Efficiently manage a portfolio of commercial client accounts, ensuring all policy updates, renewals, and servicing requests are processed accurately and promptly., • Collaborate closely with Account Managers to support the development and execution of strategic account plans that enhance client satisfaction and retention., • Serve as the primary point of contact for client inquiries, guiding them through policy details and claims processes with clarity and professionalism., • Analyze client needs and suggest coverage enhancements or modifications, demonstrating a consultative sales approach to improve policy offerings., • Prepare and deliver informative policy summaries and presentations that aid clients in understanding their coverage options., • Ensure compliance with all regulatory and company policies to mitigate risks and uphold our commitment to ethical insurance practices., • Leverage data analytics and CRM tools to maintain detailed client records, track interactions, and generate insights for relationship management.Environment & Resources You will be part of a dynamic team, leveraging state-of-the-art insurance management software and CRM systems. You'll have access to a wealth of knowledge and a collaborative environment that encourages professional growth. Essential Qualifications • 1-3 years of experience in commercial insurance or a similar client-focused role., • Exceptional ability to manage client relationships, with a focus on proactive communication and problem-solving., • Proficient in insurance management software and CRM tools., • Demonstrated understanding of commercial insurance products and regulatory requirements.Role Selling Points, • Join a rapidly expanding company recognized among the top 100 brokers in the United States., • Deepen your expertise in insurance with access to diverse product lines, from auto to employee benefits., • Advance your career in a supportive environment that values innovation and professional development., • Contribute to a company culture rooted in stellar client service and community impact.Call-to-Action If you're ready to take the next step in your career and make a significant impact in the world of insurance, we invite you to apply and join us at King Risk Partners—where your contribution truly matters. Apply Now.

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Job Title: Java Backend Developer Location: Newark,NJ (Onsite) Job Type: Fulltime Position Role Summary 4+Years We are looking for a Java Backend Developer to join a product engineering team. The engineer will design and build backend services and APIs using modern Java technologies and AI-assisted development practices. The role requires strong hands-on engineering skills and the ability to use AI coding assistants effectively for development, testing, debugging, documentation, and code modernization without compromising engineering standards. Key Responsibilities • Design and develop backend services using Java and Spring Boot., • Build and maintain REST APIs and microservices., • Translate product requirements into technical designs and working software., • Use AI-assisted development tools, such as GitHub Copilot or equivalent, as part of day-to-day engineering., • Apply AI assistance for:, • Code generation and refactoring, • Unit and integration test generation, • Code comprehension and documentation, • Debugging and root-cause analysis, • API development and boilerplate reduction, • Legacy code analysis and modernization, • Review and validate AI-generated code for correctness, security, maintainability, and performance., • Develop automated unit and integration tests., • Integrate applications with APIs, databases, and messaging platforms., • Participate in architecture, design, backlog refinement, and code reviews., • Troubleshoot application, integration, and production issues., • Mentor engineers on Java engineering and effective AI-assisted development practices., • Own features from technical design through production deployment. Required Skills • 5+ years of Java/backend development experience., • Strong hands-on experience with Java 11/17+., • Strong experience with Spring Boot and Spring Framework., • Experience building RESTful APIs and microservices., • Strong understanding of object-oriented design, design patterns, and clean-code practices., • Experience with SQL and relational databases., • Experience with JUnit, Mockito, or similar testing frameworks., • Experience with Git and CI/CD pipelines., • Practical experience using AI coding assistants as part of software development., • Ability to critically review AI-generated code rather than accepting generated output without validation., • Strong debugging and production troubleshooting skills., • Understanding of application security, authentication, authorization, exception handling, and API security. Preferred Skills • GitHub Copilot or similar AI development tools., • Prompting techniques for software engineering tasks., • AI-assisted test generation and code review., • Kafka or other event-driven/messaging platforms., • Docker and Kubernetes., • AWS, Azure, or other cloud platforms., • Observability and application monitoring., • Experience with high-volume, transaction-oriented systems., • Financial services, fintech, securities processing, or wealth-management experience.

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals Kearny Bank The VP, Financial Advisor ("FA") will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Must keep abreast of procedures, regulations, and market changes. The FA should also maintain a current knowledge of products and services offered and partner with the retail branches, as well as other Kearny Bank Departments. The FA must meet sales goals as established by management. Maintains highest level of sales ability, negotiation skills and knowledge of investment planning and other bank products and services; maintains extensive network of referral sources for new business. Ensures that work follows applicable laws, regulations, and guidelines, as detailed in policies located on the intranet; policies include but are not limited to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies. Responsibilities include: • Takes active role in sales activities, including platform sales staff in assigned branches, assisting team members as needed., • Coordinate’s maintenance of various OSJ and other compliance files, including advertising, complaint, client files and correspondence; coordinates and responds to regulatory audits as necessary. Assists in providing compliance and sales training to staff and to non-licensed branch employees. Understands regulatory limitations for non-licensed employees., • Maintains network of outside and internal referral sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensures that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services., • Ensures regular and timely communication of important client, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other internal and external contacts; ensures that communication channels are established and maintained so that important information is exchanged as needed., • Maintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of possible client needs and investment planning solutions to those needs; maintains highest level of sales, negotiation and closing skills; maintains general overall knowledge of investment industry, practices and trends, including maintaining in-depth knowledge of investment laws and regulations. Ensures that sales staff is informed of latest information., • Participates in special projects and performs additional duties as required., • Participates in activities to promote growth and development of the community and a positive image for the bank., • Provide current and prospective clients financial advice, planning support and access to financial products and services available through our broker dealer relationship., • Develop sales leads through effective prospecting and interaction with branch partners within a defined territory. Identify cross selling opportunities with internal partners and cross refer to all areas of the bank., • Provide ongoing coaching and developments to all team members in the respective territory covered. Ensure team has a thorough understanding of product, sales techniques and systems required to offer investment products and support to our clients. Educate branch retail staff on the bank's Investment Program and mentor interested employees., • Identify cross selling opportunities with internal partners and cross refer to all areas of the bank. The FA must meet sales goals established by management. The FA is expected to make outbound calls, work their books of business and attend networking events. The FA is also expected to profile existing clients and re-evaluate their short term and long-term investment needs., • Offer subject matter expertise to retail branch team on sales techniques, product availability and opportunities for new and existing clients. Meet regularly with the Retail Relationship Managers within territory and make cross referral back to the branches covered. Ensure appropriate FA coverage of branches and maintain standard hours as dictated in each branch that is covered., • Ensure all cross referrals and all received referrals are followed up on a regular basis., • Develops plan to achieve sales goals, using in-depth knowledge of what is required to meet goals, in terms of specific actions and steps needed as well as planning and managing time effectively., • Informs management of progress relative to goals and asks for assistance for training and for other issues as needed., • Provides referral and product training to non-licensed Company employees as needed. Qualifications: • Minimum 5 years’ experience in banking or a financial institution required., • Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License, • Ability to meet/exceed client experience needs, identify client/project needs., • Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services., • Ability to model Relationship Building Techniques and effectively cross-sell., • Ability to resolve client questions and/or complaints, • Ability to resolve conflict., • Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills., • Ability to answer questions effectively, build client relationships and build internal and external networks., • Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations., • Proven sales ability, with strong track record of past investment sales success., • In-depth knowledge of retail investment industry., • This position requires a willingness to travel to other locations, as well as adapt to various schedule changes that include some evenings and weekends., • Must be a self-starter, goal orientated, work independently, but also a team player., • Excellent communicator and relationship builder., • Working knowledge of Microsoft Excel, Word, Access and Outlook., • Ability to interact effectively and tactfully with all levels of the bank., • Ability to read, write and speak clearly. COMPENSATION: Min.$45,000 to $88,000+ plus a competitive commissions program

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

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

About Us Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth. Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required. Specific duties include, but are not limited to: • Serve as the first point of contact for client requests and services, • Accurately prepare, complete, and review account paperwork, • Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM, • Respond to and manage client inquiries. Troubleshoot and research any account issues that arise, • Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail, • Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures, • Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed, • Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received, • Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans, • Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks, • Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvements, • Perform special projects as needed Education, Training, and Skills: • A bachelor’s degree in business, finance, economics, or a related field is preferred, • High degree of accuracy and attention to detail, • Strong problem-solving skills, • Dedicated team player with strong communication skills to use information from different sources to accomplish tasks, • Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow., • Strong understanding of the MS Office suite, with an emphasis on Word and Excel, • Past industry experience is preferred but not required, • Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required Job Type: Full-time on-site Compensation & Benefits • Base salary: $50,000 to $53,000, • Bonus potential: Discretionary, based on individual and firm performance., • Benefits: Health, dental, vision, life, and disability; 401 (k) (eligibility after one year of employment), • Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.

About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Wealth & Investment Management: • Advisory Services, • Brokerage Services, • Private Wealth Management Financial Planning: • Retirement Planning, • Estate Planning, • Business Planning Insurance Products: • Life Insurance, • Disability & Long-term Care Insurance, • Annuities Recent Awards and Accolades: • $404 billion in Wealth & Investment Management, • No. 109 Fortune 500 ranking, • Revenue: $41 billion, • Total Clients: 5.2 million, • Top 10 US Independent Broker-Dealer, • $9.2 billion total dividend payout, • $399 billion total company assets, • Moody's Aa1 Rating, • AM Best Company A++ Rating, • Fitch AAA Rating, • S&P AA+ Rating, • 5.2 million total clients, • $42.3 billion in Annuities, • $2.5 trillion in Risk Management, • $225+ million in Venture Investments, • $520 million in donation to nonprofits The Talent Acquisition Specialist role is responsible for talent acquisition efforts for the Northern New Jersey Market. The process of sourcing, recruiting and selecting financial advisors is conducted and continuously improved by this individual. The Talent Acquisition Specialist builds quality relationships to promote the Northwestern Mutual career opportunity, generate referrals and develop leaders. The Talent Acquisition Specialist plays a key role in executing recruiting strategies for the firm. Creativity, exceptional communication skills and drive to achieve are critical in this position. What you’ll be doing… • Execute network office recruiting plan to reach production goals, • Leverage referral network within the firm to generate leads (advisors, management, staff), • Develop qualified leads via LinkedIn & beyond, • Promote the benefits of network growth and recruiting successes within the office, • Coordinate advertising & marketing strategies within the firm and community, • Master language regarding the advisor career and each step of the selection process, • Review resumes and schedule initial interviews, • Conduct pre-screen and initial interviews of all candidates entering the process, • Direct candidates through the multi-step selection process, • Participate in firm-wide leadership development workshops You’re a fit if you are... • College-educated (bachelor’s degree required), • The best version of yourself in a highly collaborative and interdependent team setting, • Disciplined, ambitious and motivated by growth opportunities within the firm, • Thrive in a deadline driven environment where results are rewarded, • Resilient, responsible and resourceful, • Most energized by meeting new people and building strong relationships

Background: Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions. Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within business tax ideally serving in a consultative manner with business owners. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. Expertise centered around partnerships and/or S Corporations is ideal. For the right candidate, we would consider relocation. Core Responsibilities: • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of real estate clients., • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication., • Oversee complex partnership tax compliance, including preparation and review of partnership returns, allocations, basis calculations, and multi-tiered entity structures., • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support., • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings., • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking., • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm., • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand. Qualifications: • CPA required; MST preferred, • Minimum of 10 years of progressive tax experience, with significant exposure to small to mid-market clients across diverse industries (Manufacturing, Engineering, Real Estate, Consumer Packaged Goods, etc)., • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies, • Extensive experience reviewing complex partnership returns, • Prior experience leading, motivating and developing a team of Tax professionals, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients At Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we're building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age" "Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work." To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Job Description Benefits include medical, dental, 401 with a match, and a generous PTO plan. A well-established multi-generational family office in Livingston, focused on preserving and managing family wealth through a diverse portfolio of investments and operating interests is seeking a Staff Accountant with 3+ years of accounting experience who is looking to build a long-term career within a family office environment. This position offers hands-on responsibility, exposure to investment accounting, and the opportunity to expand into financial reporting, tax, and portfolio reporting over time. Experience in a family office, financial services, investment company or public accounting is ideal. The Staff Accountant will play an integral role in the day-to-day accounting operations of the family office. The ideal candidate will possess strong accounting fundamentals, excellent attention to detail, and a proactive approach to problem-solving. Key Responsibilities • Prepare journal entries and maintain accurate general ledger records., • Perform monthly bank, brokerage, and investment account reconciliations., • Assist with wire transfers, cash management activities, and related controls., • Manage accounts payable processing and recurring payment schedules., • Record transactions and maintain data within, • Assist with bank, brokerage, and investment account documentation and administration., • Support month-end and year-end closing activities., • Assist with financial statement preparation and analysis., • Maintain organized electronic filing and accounting records., • Develop knowledge of investment accounting and portfolio reporting., • Support tax preparation processes and special projects as assigned. The company offers an excellent opportunity to grow in a proactive collaborative environment. To apply email a resume to Robert Half. Or contact Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity. 3+ years of accounting experience who is looking to build a long-term career within a family office environment.

Job Description Position: IT Analyst Reports to: Director, Infrastructure Department: Infrastructure Location: Summit, NJ Position Type: In Person Classification: Full-Time; Exempt (Salary) Summary / Job Objective: The IT Analyst provides rapid, first-contact resolution for technical requests received via phone and email. In this role, you will diagnose hardware and software issues, escalate complex cases when necessary, and proactively identify trends to eliminate recurring problems. Responsibilities include configuring desktops and laptops, testing applications, and contributing to our internal knowledge base to improve team efficiency. Primary Responsibilities: • Technical Support: Perform on-site and remote diagnosis and resolution of hardware/software problems for end users., • Network & Systems: Execute scheduled maintenance, repairs, and new installations of network equipment. Troubleshoot Windows and MacOS clients and servers., • Security: Monitor security protocols, Audit security measures in the environment, document issues and solutions as required for SOC2 and industry compliance., • Data & Inventory: Maintain fixed asset inventory records and ensure system uptime for information architectures., • Proactive Strategy: Recommend hardware and software technologies that assist the business and propose alternative methods for information processing., • Training & Documentation: Train staff on IT hardware and software infrastructure. Document technical processes, procedures, and results., • Vendor Relations: Serve as a point of contact for IT vendors and service providers regarding hardware, licensing, and connectivity., • AI Leverage: Utilize AI tools to accelerate technical troubleshooting, automate routine scripting, and streamline documentation creation., • Additional tasks as assigned. Qualifications: • 2+ years of direct IT / Help Desk experience., • Familiarity with Active Directory, Ubiquiti networking equipment, Google Workspace. Ability to install, configure, and troubleshoot Windows and MacOS clients., • Proficiency in utilizing AI productivity tools to enhance troubleshooting and improve efficiency., • Associate’s Degree or higher preferred., • Ability to lift up to 50lbs for equipment setup; must have a valid driver’s license and good driving record to support remote locations. Core Competencies: • Communication: Translates complex technical information into actionable business language, both verbally and in writing., • Agility: Prioritizes and multitasks in fast-paced settings, adjusting quickly to shifting priorities and evolving technologies., • Initiative: An entrepreneurial self-starter who operates independently to exceed goals., • Discretion: Proven ability to handle sensitive and confidential information with professionalism., • Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals., • Analysis: Leverages analytical skills to identify challenges and generate innovative solutions., • Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships., • Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks. Essential Job Functions: • Communicate and exchange accurate information clearly with peers, leadership, and external partners., • Collaborate closely with colleagues and external parties to achieve project goals., • Operate computers and standard office equipment on a constant basis., • Assist clients and colleagues via telephone, email, and in-person., • Occasional evening or weekend work required based on project deadlines or business necessity., • Maintain a stationary position for extended periods and perform repetitive motions involving wrists, hands, and fingers. Travel Requirements: Occasional: (Overnight trips, roughly 1-2 times per month) Business Hours: Flexible Schedule: Monday-Friday, 8:00am-5:00pm with a 60 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met. Compensation & Benefits: Compensation (based on experience) • Base Salary: $55,000-$65,000 annually, • This is an Exempt position, • Annual Performance Bonus Target: 5% Benefits • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off, • Paid Parking, if applicable Location: 475 Springfield Ave., Summit NJ 07901 *This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionDeputy, Law & Policy Director New Jersey Institute for Social Justice Newark, NJ Overview The New Jersey Institute for Social Justice is in a season that demands both courage and discipline. As the racial justice sector contracts nationally, the conditions that gave rise to our work — structural inequality, attacks on democracy, barriers to wealth, justice and opportunity — have only deepened. In this moment, durable progress will be shaped by institutions capable of building power, telling the truth, shaping narrative, and advancing structural change at the state and local level. It will be carried by institutions like the Institute that are strong enough to fight and build at the same time — institutions capable of building power from the ground up while sustaining the infrastructure necessary for durable change. The Institute has grown significantly in recent years — in the size of our team, budget, influence, and statewide impact. We are implementing the recommendations of the first-of-its-kind New Jersey Reparations Council, advancing our racial justice advocacy and expanding our litigation capacity. We are deepening our presence in communities across New Jersey and helping shape a national conversation about the role of states in advancing racial justice. Position Summary The Deputy Law and Policy Director will serve as a senior leader responsible for overseeing the coordination, execution, and day-to-day management of the Institute’s legal and policy agenda. Reporting to the Law and Policy Director, this role provides operational and strategic leadership across the Institute’s programmatic pillars, advancing advocacy campaigns, supervising staff, and strengthening cross-functional collaboration. The Deputy Law & Policy Director provides direct supervision to team members, which may include Program Directors, Community Organizing staff, Litigation staff, or others as assigned. The Deputy Law and Policy Director will lead internal program operations, support strategic advocacy initiatives, and help align legal, policy, communications, and development efforts to maximize organizational impact. This role requires a proactive and solutions-oriented leader who can manage complex projects, mentor staff, and drive initiatives forward in a fast-paced, mission-driven environment. Key Responsibilities Strategic Leadership & Program Execution Help lead the implementation of the Institute’s strategic vision for legal and policy programs, including legislative advocacy, public education initiatives, strategic campaigns, and litigation support as needed. Drive day-to-day execution and coordination across pillars to ensure alignment with organizational priorities and goals. Lead internal Programs Team meetings, planning discussions, cross-functional initiatives, and regular programmatic check-ins. Identify ownership and accountability for shared responsibilities and cross-departmental initiatives. Monitor progress on strategic priorities and proactively address operational or programmatic challenges. Support the development and execution of advocacy campaigns and grassroots engagement strategies. Ensure strong coordination and communication across legal, policy, communications, development, and operations teams. Staff Management & Team Leadership Recruit, supervise, mentor, and support policy and legal staff, including attorneys, policy analysts, fellows, interns, and other junior team members. Conduct regular staff check-ins and provide clear, timely, and constructive feedback. Lead Programs Team evaluation processes and support staff growth through coaching and professional development opportunities. Foster a collaborative, respectful, and high-performing workplace culture rooted in teamwork, accountability, and shared purpose. Identify and coordinate training and leadership development opportunities for staff. Support the professional development and advancement of junior staff members. Advocacy, Communications & External Engagement In partnership with the Communications Team, help lead the development, review, and dissemination of advocacy and public education materials, including reports, talking points, op-eds, press materials, public education resources, campaign messaging and communications strategies. Review and edit research reports, policy briefs, flyers, presentations, and public-facing materials to ensure consistency, quality and strategic alignment. Coordinate closely with the Development Team on grant proposals, reports, funder communications and program updates. Represent the Institute in coalition meetings, advocacy spaces, public forums, and strategic partnerships as appropriate. Operations & Internal Coordination Strengthen internal communication systems and improve coordination across teams and initiatives. Ensure smooth execution of programmatic operations, timelines, and deliverables. Help establish systems and processes that improve collaboration, accountability, and organizational effectiveness. Support internal planning, priority-setting, and organizational alignment efforts. Qualifications & Requirements Juris Doctor (JD) required. Minimum of 7–10 years of experience in legal advocacy, public policy, civil rights, nonprofit leadership or related fields. Member of the New Jersey bar or eligible to waive into, or able to obtain New Jersey Bar admission within one year of hire. Demonstrated experience leading advocacy campaigns, grassroots organizing efforts or movement-building initiatives. Significant experience supervising, mentoring and developing staff and teams. Strong understanding of legislative advocacy, policy development, coalition building and strategic communications. Exceptional writing, editing and drafting with the ability to produce and refine high-quality, empirically-grounded advocacy materials. Strong project management and organizational skills, with the ability to manage multiple priorities simultaneously. Excellent interpersonal and communication skills, including the ability to build strong relationships across departments and with external stakeholders. Ability to operate strategically while also managing day-to-day execution and operational details. Commitment to the Institute’s mission and demonstrated passion for racial, social, and economic justice. Compensation: This is a full-time, exempt position with a salary range of $160,000–$180,000, commensurate with experience. Benefits: Medical, Dental, and Vision Insurance – Eligible from day one with 85% employer contribution. Employer-Paid Life Insurance. Flexible Spending Accounts (FSA) – Includes medical, commuter, and dependent care plans. Medical Reimbursement Plan. 401(k) Plan – Eligible after 90 days of employment with a 3% safe harbor contribution. Generous Paid Time Off – Vacation, sick, personal, and holiday leave. Application Process: Applications will be accepted on a rolling basis until the position is filled. To be considered, attach all required documents to this job posting. For inquiries, please contact our recruitment team at recruitment@njisj.org, ensuring that you reference the specific position in your email. About the New Jersey Institute for Social Justice: Founded in 1999 by Alan V. and Amy Lowenstein, the Institute builds reparative systems that create wealth, transform justice, and expand democratic power from the ground up. The Institute’s racial justice work—driven by a dynamic team and stellar Board of Trustees—has become a national model for states as places to build community power. Through an integrated strategy that weaves together community organizing, research, public education, narrative change, advocacy and litigation, the Institute turns people power into durable change. The Institute advocates for systemic reform that is at once transformative, achievable in the state, and replicable in communities across the nation. The New Jersey Institute for Social Justice is an Equal Opportunity Employer committed to advancing racial and social justice and fostering an inclusive workplace where diverse perspectives and lived experiences are valued. We encourage candidates of all backgrounds to apply and make employment decisions without regard to any characteristic protected by federal, state, or local law. Reasonable accommodations are available throughout the hiring process for qualified individuals with disabilities. Powered by JazzHR 1EvFCEuNUz

Role Description This is a full-time, on-site role based in Summit, NJ, for a Investments Financial Planner, Portfolio Planning Specialist, Paraplanner Not an Analyst Role We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: (ALL REQUIRED) · Bachelor’s degree · 2 full years of consecutive work experience · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Able to uphold the firm’s purpose, vision, and values and has high ethical standards. Strong PLUS if you hold any of the below licenses /certifications: • Series 65, • Series 66, • Series 7, • CFP, • CHFC, • CFA Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Personable attitude and willingness to build relationships with Advisors. · Desire to learn a wide array of subject matter. · Self-starter with ability to work independently. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. · Willingness to take initiative and proactively follow up with clients without being asked. Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 -$75,000 based on experience and licenses, • This is an Exempt position., • Annual performance bonus target: 10%+ Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking, • *This role is an in-office position

Job Description Position Type: Full-Time, Hybrid (In-Office 3 Days/Week) Classification: Exempt Reports To: Manager, Grants & Finance Location: Geraldine R. Dodge Foundation, Newark NJ Starting Annual Salary Range: $75,000–$85,000, dependent on experience Deadline to Apply: November 10, 2026 Who We Are The Geraldine R. Dodge Foundation, located in Newark, NJ, is a private foundation committed to closing the racial wealth gap in New Jersey through strategies focused on increasing housing choice and economic mobility. The Foundation believes in deploying all of its resources, including grants, local investments, and its full endowment, in service of that mission. Learn more at grdodge.org. Finance Associate We're looking for a detail-oriented and reliable Finance Associate to handle the day-to-day transactional financial operations of the foundation. This role processes accounts payable and credit card expenses, sets up and tracks purchase orders, maintains vendor and grantee relationships, processes grant and discretionary payment disbursements, and owns configuration of BILL.com. The ideal candidate has 3-5 years of relevant finance or accounting experience, strong attention to detail, and the ability to manage multiple priorities in a fast-paced, mission-driven environment. The ideal candidate will have interest in, and capacity to grow into an advanced systems, budgeting and reporting scope as the finance team adds capacity. The role is expected to be in the office three days a week. Key Responsibilities Accounts Payable & Expense Processing • Process vendor invoices in a timely and accurate manner, ensuring proper coding, approvals, and documentation., • Reconcile and process credit card expenses, verifying receipts and supporting documentation for compliance with foundation policy., • Maintain organized and up-to-date accounts payable records and vendor files., • Respond to vendor and staff inquiries regarding invoice and payment status., • Set up new purchase orders and maintain accurate tracking of open, closed, and outstanding POs., • Configure and maintain BILL (budgets, approval rules, purchase order configuration)., • Serve as the primary administrator for BILL user access, workflows, and vendor payment configuration., • Serve as a primary point of contact for vendor billing and payment inquiries, maintaining professional and responsive communication., • Build and maintain positive working relationships with vendors, grantees, and partner organizations., • Support onboarding of new vendors, including collection of required documentation (e.g., W-9s, ACH instructions) and maintenance of the vendor master file. Grants Payment Processing & Salesforce Administration, • Track and process grant payments and disbursements (grantee payments), ensuring timely and accurate processing., • Process discretionary grants and matching gifts., • Support back-end configuration of Salesforce (the foundation's grants database of record), including workflows, fields, and reporting structure, in coordination with the Manager, Grants & Finance., • Enter and maintain accurate grant payment records in Salesforce. Reconciliations & Journal Entries, • Reconcile grants, AP, prepaid expense, and related general ledger accounts on a regular basis, identifying and resolving discrepancies in a timely manner., • Draft and submit journal entries for approval. Qualifications Required • 3-5 years of experience in accounts payable, bookkeeping, or a general finance/accounting role, preferably within a nonprofit, foundation, or mission-driven organization., • Bachelor's degree preferred in accounting, finance, business administration, or a related field, or equivalent professional experience., • Proficiency with accounting/financial software (Sage Intacct preferred), AP automation and spend management platform (BILL preferred), and Microsoft Excel., • Strong attention to detail and accuracy in financial data entry, reconciliation, and reporting., • Ability to manage multiple deadlines and prioritize competing tasks independently., • Strong interpersonal and communication skills; experience working with vendors, partner organizations, and internal stakeholders., • Discretion and professionalism in handling confidential financial information., • Commitment to the values and mission of Geraldine R. Dodge Foundation. Preferred, • Experience administering BILL and Sage Intacct., • Experience with Salesforce or similar grants/CRM systems administration., • Background in nonprofit or foundation finance and accounting., • Investment accounting experience Work Environment & Physical Requirements This is a full-time, hybrid position based at the foundation's office in Newark, New Jersey, with a general expectation of three days per week in the office; specific in-office days are coordinated with the employee's supervisor. Regular office hours are Monday–Friday, 9:00 AM–5:00 PM. Compensation & Benefits The Geraldine R. Dodge Foundation's full-time employees receive medical, dental, and vision coverage, employer-funded health reimbursement benefits, paid life and disability insurance, a 403(b) retirement plan with employer contributions and matching, paid vacation, holiday, sick, bereavement, and volunteer leave, cell phone and commuter benefits, employee assistance services, charitable gift matching, employee discretionary grant opportunities, and access to additional voluntary benefits. Salary Range: $75,000–$85,000 annually, dependent on experience. _ The Geraldine R. Dodge Foundation is an equal opportunity employer and values diversity in its workforce. Powered by JazzHR vth3ZysNsu

About Premier Path At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies. We are a fast-growing, entrepreneurial firm driven by an Owner’s Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people. If you’re looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you. Position Overview At Premier Path, we believe great financial advice starts with great relationships — both with our clients and within our team. As our firm continues to grow, we are seeking an experienced Associate Wealth Advisor, holding a CFP or equivalent designation, who is passionate about delivering exceptional client service, building meaningful long-term relationships, and helping families navigate important financial decisions with confidence. This is more than a traditional advisory role. It’s an opportunity to become an integral part of a fast-growing, entrepreneurial wealth management firm where your voice, ideas, and contributions will directly impact the future of the business. We are looking for someone who thrives in a collaborative, fast-paced environment, embraces responsibility, and is energized by the opportunity to grow alongside the firm. What You’ll Do • Serve as a trusted advisor and primary point of contact for assigned clients., • Lead client relationships from planning through implementation., • Develop and present comprehensive financial plans., • Provide guidance on retirement, estate, tax, risk management, and philanthropic planning., • Manage investment portfolios aligned with client goals and risk tolerance., • Collaborate closely with advisors and team members across the business., • Support investment management, planning technology, reporting, and strategic initiatives. Why This Role Stands Out • Defined pathway to the Financial Advisor track., • Full support for professional development., • Mentorship and real-world exposure—not just “behind-the-scenes” work., • Opportunity to grow in a high-performance, team-driven environment What We’re Looking For • CFP® or equivalent designation required., • 5+ years of client-facing wealth management experience, • Strong financial planning and relationship management skills., • Exceptional communication, organization, and problem-solving abilities., • Self-starter mindset with the ability to work independently and collaboratively., • Passion for continuous learning and professional growth. Work Schedule & Expectations • Standard business hours are 8:30 AM to 5:00 PM, Monday through Friday (Note: Fridays are optional remote days for team members. This is contingent upon no client needs requiring attendance in office.), • This role requires flexibility beyond standard business hours to support client needs, including early morning or evening meetings and occasional events, • Expected to monitor and respond to urgent client matters outside of standard hours when necessary Compensation • Base salary: $125,000-$150,000 based on experience., • Eligible for performance-based bonus tied to client satisfaction, retention, and contribution to firm growth, • This position is classified as exempt and is not eligible for overtime compensation. Compensation reflects the expectation of fulfilling responsibilities as required to meet business and client needs. Benefits & Perks We believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package. • Medical, dental, and vision coverage, including HSA/FSA and telehealth options., • 401(k) with a 3% company match., • 3–5 weeks of paid time off plus a full holiday schedule., • Pooled work-from-home days., • Summer Fridays with early office closure., • Education assistance and support for professional designations. Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. Job Requirements: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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: As a Full Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. What You'll Deliver/Areas of Impact: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. What You'll Need to Succeed: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Technology Qualifications: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. How We Take Care of You: Build a stronger future for yourself, your family and the communities we serve. At Columbia Bank, meaningful work comes together with a collaborative and rewarding culture, opportunities to learn and grow, and a total rewards package designed to support your health, financial security and overall wellbeing. Benefits include healthcare choice, retirement savings with company support, employee ownership, wellness resources, education and student loan programs, paid time off and financial protection. Join a company where your contribution is valued, your growth is supported and your career can make a meaningful impact. • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. The hours that you will dedicate to work: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. Job Requirements: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Employees may participate in the 401k program. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Employees may participate in the 401k program. Schedule: Monday thru Friday: 25 hours a week to include Saturday based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. Job Requirements: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Employees may participate in the 401k program. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Employees may participate in the 401k program. Schedule: Monday thru Friday: 25 hours a week to include Saturday based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Build and maintain relationships with referral partners as a Client Care Liaison for Alvita Care, a leading provider of home care services in the New York, New Jersey, and Connecticut. In this role, you will make a visible impact and be able to showcase your skills in multiple areas, including sales, relationship building, time management and more. The home care field is purpose-driven, which allows you to derive immense satisfaction and fulfillment from the work you do to help others in need of our services. We are proud of our supportive leadership team and collaborative company culture. We have high, but reasonable, standards, and you will be working with a team of exceptional professionals. To be successful in this role, you will need to establish credibility and build trusted relationships with a variety of colleagues, referral partners, external stakeholders and other key contacts. You will be responsible for building and maintaining referral relationships, acquiring new clients, ensuring overall client satisfaction, and coordinating with internal teams to ensure the provision of high-quality service. You will be the face of Alvita Care in the field, where you will also serve as an advocate for potential clients. You will spend the majority of your time working with referral sources in the healthcare ecosystem, including senior living communities, geriatric care managers, skilled nursing facilities and hospitals. You may also build relationships with sources in the legal/financial world including elder law/estate planning attorneys, wealth advisors, fiduciaries and conservators, and long-term care insurance advocates. The scope of your referral network is broad, offering you immense opportunity to build and maintain many strong referral relationships. The ultimate goal of your efforts is to allow clients to remain healthy in their homes with better outcomes and improved longevity through the provision of superior home care services from Alvita Care. You will be responsible for leveraging existing relationships as well as forging new ones to maintain a book of business that meets and exceeds established revenue targets. • Advancing the company's sales to meet or exceed revenue goals, • Building and maintaining relationships with referral sources in the community to build brand awareness and secure new clients for Alvita Care, • Building priority lists, advancing relationships, tracking sales activity effectively and completing all the other necessary tasks for successful referral marketing, • Representing Alvita Care in networking groups, at events, on committees and in other community settings, • Responding to prospective client inquiries, whether in-person, via phone or web form, and ensuring they receive the necessary information to make an informed decision, • Learning the assessment process and conducting assessments with prospective clients as needed, addressing their questions and concerns, building relationships with their families and converting them into long-term clients, • Communicating effectively within the team to ensure that the care plans meet the clients' needs, that stakeholders and referral sources are satisfied, and that relevant information is communicated in an effective and timely manner, • Providing active relationship management when needed for existing referral cases this may include home visits, referral meetings, family meetings, and more, • Providing after-hours support for referral partners, prospective clients, and active clients (incl. evenings and weekends) this support may include e-mail, telephone and/or home visits, • Helping the team ensure that client accounts are up-to-date - especially when referrals are received from clients' legal/financial advisors - coordinating with the finance/billing team and communicating with families when needed, • Maintaining a working knowledge of Alvita Care requirements and obligations where licensed as a Home Care Agency, including the obligations to clients and caregivers, • Maintaining a pulse on the strategic position of Alvita Care within the market, identifying new opportunities to enhance our reputation or build the referral base, helping to implement new programs and regional initiatives, and helping the team members to better understand the local competition, • Registered Nurse with Bachelor's degree, licensed in the states of NY, NJ or CT; Social Worker licensed in the states of NY, NJ or CT; or Experience as a sales or marketing professional at a prestigious senior living community, • Excellent customer service and sales skills, • Results orientation and prioritization, • Ability to work independently and autonomously, • Computer proficiency and ability to document sales activity timely and accurately in the HubSpot platform, • Familiarity with video conferencing, social media platforms and Google products, • The ability to use market intelligence, analytics, and data to make informed decisions throughout the sales cycle, • Current driver's license and proof of insurance; ability to travel 90% of the time in the field within assigned territory, • Ability to explain client service agreements in a thorough manner to include payment and billing terms so the client has full understanding prior to the start of care, • Effectively manage all sales-related administrative duties, including, but not limited to: account plan development, routing, expense reporting, pipeline and referral network management and activity documentation via HubSpot, securing and managing marketing collateral and other resources, • Flexibility and adaptability to thrive in a fast-paced environment, • Strong interpersonal communication, influencing, critical thinking and problem-solving skills, • Attention to detail and a commitment to producing accurate, high-quality work, • Have an empathetic and warm disposition, • Have an entrepreneurial spirit, drive, and goal-oriented work ethic, • High energy and a positive attitude, with the ability to excel under pressure. To excel in this role you will be passionate about creating awareness about long term care services in the local communities you serve. The ideal candidate for this position has strong emotional intelligence and high integrity. It's important to note that this is a challenging, nuanced sale with a potentially long, consultative cycle. Since you aren't selling a tangible product, you will need to "tell a story" and leverage your proven influencing skills to educate our clients and ensure they understand the full value of our service offerings. In addition to establishing rapport with external referral sources, your success in this role will also rely on your ability to establish strong working partnerships with your internal stakeholders in operations and finance. You'll need to be capable of navigating through tough conversations with multiple stakeholders, decision makers and family members. In summary, you will be the liaison between the referral source, the client and internal teams, and your success depends on your ability to navigate and drive synergy among all these involved parties. Alvita Care is an equal opportunity employer. Alvita Care prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Managing Director, Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills • Fifteen plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred qualifications, capabilities and skills • Proactive, takes initiative, and uses critical thinking to solve problems, • MBA, JD, CFA, or CFP preferred, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation. Job Responsibilities • Act as internal sales leader for the credit product, liaising with Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering, • Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings, • Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market, • Responsible for deal analysis, due diligence and credit presentations to internal stakeholders and clients, • Supervise credit approval memos/restructure memos, • Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss, • Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment Required Qualifications, Capabilities, Skills • Seven plus years of experience with extensive credit, loan and deposit products, • Bachelor's degree required; MBA preferred, • FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date, • Prior experience structuring creative and complex credit transactions, • Completion of formal credit training program, • Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning, • Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending Preferred Qualifications, Capabilities, Skills • Knowledge of hedge funds, capital markets and macro interest rate environment, • Knowledge of account maintenance, loan closing, credit administration and compliance procedures, • Ability to communicate sophisticated credit concepts to all levels of clients and prospects, • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We're seeking an Assistant Store Manager to join our team to help with store operations, customer service, and team development. Duties include, but are not limited to, the following: • Assist with store functions and day-to-day store activities, • Help customers in a positive, approachable manner and address any questions or concerns they may have, • Help organize, and transfer merchandise from delivery truck to stockroom to sales floor as needed and ensure the seasonal areas of the store are maintained, • Perform opening and closing procedures as needed, • Process all corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information requests, and any additional communications related to store activities, • Maintain promotional effectiveness of store-front fixtures and displays, • Assist in ordering merchandise, processing damaged merchandise, record keeping (including payroll, scheduling, and cash register deposits and receipts), and loss prevention, • Maintain areas of the store, including a well-stocked sales floor and organized stockroom, to company standards, • Protect and secure all company assets, including store cash, • Adhere to policies and procedures including safety guidelines and ensure all store associates follow company policies and procedures, • Help the Store Manager supervise, train, and develop Store Associates, • 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; ability to read, interpret, and explain operational directives (e.g., merchandise schematics, etc.) is required, • Store management experience in retail, grocery, or drug store environment is preferred, • Must be able to lift up to 55 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, • Strong communication, interpersonal, and written skills are required, • Ability to work in a high-energy, team environment is required, • Exceptional customer service, 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 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. Full time 901 Mountain Ave, Springfield, New Jersey 07081 08589 Dollar Tree

Home Office Partnership: Serve as the practice management consultant to align Zocks with firm-level initiatives (e. Enterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology plat

As a Financial Services Professional, you will:. Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning. What makes a great Financial Services Professional?.

Automation & Data Analytics Associate – Wealth Management Operations Russell Tobin’s client is seeking an experienced Automation & Data Analytics Associate to support automation initiatives within its Wealth Management Operations division. This role focuses on designing, developing, and implementing automation solutions that improve operational efficiency, strengthen controls, and reduce manual processes. The ideal candidate has an advanced technical background in robotic process automation (RPA), scripting, and data analytics, with hands-on experience delivering scalable automation solutions. Consulting experience is a plus, but the primary focus is technical development and automation delivery. Location: Jersey City, NJ or New York, NY Pay Rate: $60–$65/hour Contract: 12-month temp-to-perm opportunity Schedule: Hybrid – 3 days onsite and 2 days remote Experience: 5+ years Education: Bachelor’s degree in Business, Computer Science, or a related field required Team: Wealth Management Operations – TEMCO What You’ll Be Doing • Identify Automation Opportunities: Partner with operations teams to assess workflows, identify inefficiencies, and prioritize high-impact automation initiatives., • Design and Develop Solutions: Build, test, and deploy automation solutions using platforms such as UiPath, Microsoft Power Automate, and Alteryx, alongside Python, VBA, SQL, and other scripting technologies., • Translate Business Needs into Technical Solutions: Gather and document business requirements, define acceptance criteria, and align solutions with operational processes and control requirements., • Support Testing and Implementation: Coordinate user acceptance testing (UAT), deployment, and operational readiness to ensure reliable implementation., • Provide Production Support: Monitor automated workflows, troubleshoot incidents, investigate exceptions, and perform root-cause analysis., • Drive Continuous Improvement: Enhance existing automations, develop reusable components, and establish best practices across Wealth Management Operations., • Collaborate with Stakeholders: Bridge technology teams and business partners, provide project updates, and support training and adoption of automated processes., • Report on Results: Communicate project milestones, risks, and realized efficiency improvements to stakeholders and leadership. What You Bring • Bachelor’s degree in Business, Computer Science, or a related field., • 5+ years of hands-on experience designing, developing, and delivering process automation solutions, preferably in financial services., • Advanced technical proficiency with RPA and automation platforms such PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors. Equal Employment Opportunity PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation

Job Title: Automation Initiatives Associate – Wealth Management Operations Client: Banking Location: Jersey City, NJ - (Only Local candidates) Work Arrangement: Hybrid – 3 days onsite and 2 days remote Number of Positions: 1 Job Summary: We are seeking an experienced Automation Initiatives Associate to support automation and data analytics initiatives within Wealth Management Operations. The ideal candidate will have a strong technical background in robotic process automation (RPA), workflow automation, scripting, and process improvement. This role involves partnering with operations teams to identify automation opportunities, develop scalable solutions, improve operational efficiency, and ensure effective implementation and ongoing support. Candidates with hands-on experience using UiPath, Microsoft Power Automate, Alteryx, Python, VBA, and SQL are preferred. Key Responsibilities: • Analyze business processes and identify opportunities for automation and operational improvement., • Gather business requirements, document process flows, define acceptance criteria, and assess automation feasibility., • Design, develop, test, and deploy automation solutions using RPA platforms and scripting technologies., • Build automated workflows using UiPath, Microsoft Power Automate, Alteryx, and related tools., • Use Python, VBA, and SQL to support data processing, integrations, reporting, and automation., • Collaborate with operations teams, technology partners, and business stakeholders to deliver automation initiatives., • Support user acceptance testing (UAT), deployment, rollout, and operational readiness., • Monitor production automations, troubleshoot incidents, perform root-cause analysis, and implement corrective actions., • Maintain documentation, operational procedures, and automation controls., • Provide training and guidance to business users adopting automated processes., • Report project progress, risks, improvements, and realized business benefits to stakeholders., • Identify opportunities to reuse automation components and establish consistent development practices. Required Qualifications: • Minimum of 5 years of relevant experience in automation development, RPA, or process automation., • Bachelor's degree in business, Computer Science, or a related field., • Strong hands-on experience developing and implementing automation solutions., • Experience with one or more automation platforms, such as UiPath, Microsoft Power Automate, or Alteryx., • Strong scripting and programming skills in Python, VBA, or SQL., • Data analytics, business process analysis, and problem-solving capabilities., • Experience with solution design, testing, deployment, production support, and continuous improvement., • Strong communication skills and the ability to work effectively with business and technical stakeholders. Preferred Qualifications: • Experience in financial services, wealth management operations, banking, brokerage, or capital markets. is must., • Knowledge of trade processing, settlements, reconciliations, client reporting, reference data, and exception management., • Automation tool certifications., • Consulting experience and experience delivering enterprise automation initiatives.

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.

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. Part time 7 E Westfield Ave, Roselle Park, New Jersey 07204-2290 24560 Family Dollar

Business Development Executive: New Client Acquisition Enterprise Sales · Business Development · New Logo Acquisition · Digital Transformation Services Florham Park, NJ | Hybrid | Full-Time Opportunity Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. ABOUT US Incedo is a global AI, data, and digital transformation specialist that helps leading enterprises drive innovation and business growth through technology. With over 4,500 professionals across the US, Canada, Mexico, and India, Incedo combines deep industry expertise with AI, data, engineering, and operational excellence to deliver impactful business outcomes across Banking & Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences. At Incedo, we help Fortune 500 organizations unlock ROI from AI at scale through the combined power of domain expertise, advanced data and AI capabilities, and world-class engineering execution. We foster a culture of innovation, collaboration, ownership, and continuous learning, empowering our teams to solve complex business challenges and create measurable client value. THE ROLE Incedo is seeking a motivated and entrepreneurial Business Development Executive to support new client acquisition across our strategic industry verticals and service offerings. This is a high-impact hunter role focused on generating new logo opportunities, building executive relationships, and driving revenue growth through consultative selling. You will partner closely with senior sales leaders to identify target accounts, develop strategic pursuit plans, build qualified pipeline, and support enterprise deal execution. The role offers exposure across the entire sales lifecycle and provides an exceptional platform for individuals looking to accelerate their careers in enterprise technology and consulting sales. WHAT YOU'LL DO • Drive net-new client acquisition across Banking & Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences sectors, • Research target accounts, identify buying centers, assess market opportunities, and develop account-specific pursuit strategies, • Execute outbound prospecting campaigns through executive outreach, networking, industry events, and relationship development, • Build and nurture relationships with business and technology decision-makers across prospective client organizations, • Partner with senior sales leaders throughout the sales cycle, including opportunity qualification, proposal development, commercial structuring, and deal closure, • Develop compelling client presentations, value propositions, sales collateral, and executive-ready narratives, • Collaborate with domain experts, solution architects, consulting leaders, and delivery organizations to craft differentiated solutions, • Monitor and report on pipeline performance, competitive intelligence, and win/loss insights, • Represent Incedo at industry conferences, customer events, analyst briefings, and partner engagements, • Contribute to sales methodologies, go-to-market initiatives, account planning frameworks, and best-practice sharing across the organization WHAT YOU BRING Must Haves • MBA from a recognized institution, • 3+ years of post-MBA experience in business development, enterprise sales, consulting, pre-sales, or client-facing strategy roles, • Experience supporting or driving complex B2B sales pursuits within technology services, consulting, digital transformation, AI, cloud, or data services organizations, • Demonstrated ability to engage and influence senior business stakeholders, • Strong analytical skills with experience performing account research, market analysis, commercial evaluation, and opportunity assessment, • Excellent written, verbal, and presentation communication skills, • Experience creating executive-level presentations, sales narratives, and client-facing materials, • Strong organizational skills and ability to manage multiple opportunities simultaneously Good to Have • Industry experience within Banking & Payments, Wealth Management, Telecom, Hi-Tech, or Life Sciences, • Prior experience in IT services, consulting services, digital transformation sales, or platform/software sales, • Exposure to AI, data analytics, cloud transformation, engineering services, or operational transformation solutions, • Experience working with CRM platforms, sales enablement tools, and enterprise account planning methodologies, • Familiarity with enterprise procurement processes, RFP responses, and strategic account management, • Experience participating in large-scale, multi-stakeholder enterprise deals WHY YOU'LL LIKE IT HERE • High-visibility role with direct exposure to senior sales leadership and executive decision-makers, • Opportunity to work with leading enterprises pursuing AI, digital transformation, and modernization initiatives, • Accelerated learning environment with mentorship from experienced enterprise sales professionals, • Entrepreneurial culture where initiative, ownership, and innovation are highly valued, • Clear career progression opportunities within one of the fastest-growing AI, data, and digital transformation firms, • Collaborative environment that brings together industry experts, technologists, consultants, and business leaders EQUAL OPPORTUNITY We are an equal opportunity employer and celebrate diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating an inclusive environment for all employees.

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace. Job Description • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence and trusted advisors to financially successful families., • Attract new clients to Private Risk that meet the minimum client profile standards., • Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices, • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team., • Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry., • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team, • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs., • Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions., • Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit, • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs., • Engage, introduce and position value-added third-party subject matter experts in response to client needs. Knowledge, Skills and Abilities: • 5+ years of High Net Worth sales experience, • Excellent verbal, written, and interpersonal communication skills, • Excellent presentation skills, • Solid conflict resolution capabilities, • Microsoft Office program proficiency, • Ability to work effectively in a team environment where strong independent thinking skills are important, • Ability to delegate effectively, • Established network of COI's and a proven track record of sales success, • Must possess a current P&C License With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future. Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time. The salary for this position ranges from $110,000 to $130,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills.