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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. Required Qualifications: • Bachelor’s degree or equivalent work-related experience, • A valid and active Series 7 license required, • A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment), • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment), • Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: • A minimum of 5 years in the financial services industry with leadership experience preferred, • Ability to provide ongoing employee coaching, development, and recognition, • Demonstrated business development experience with a strong drive for results, • Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement., • Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results, • A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment), • CFP® designation is preferred, • Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

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

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

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

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

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

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

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

Job Description Position Title: Office Manager / Executive Administrator Reports to: Chief Operating Officer Department: Administration Location: 475 Springfield Ave, Summit, NJ 07901; in-office position Classification: Full-time; Exempt Summary / Job Objective: This is a key position that will have 2 main areas of focus: Office Manager and Executive Administrator. As the Office Manager for our Summit, NJ headquarters, this position will be responsible for greeting all clients and visitors as well as ensuring the office runs smoothly. As the Executive Administrator, this role will complete all administrative duties for the Simplicity Executive Team as requested. S/he may be responsible for the Executive Team’s travel and expense coordination. Essential Job Functions: This position requires: lifting up-to 25 lbs, repetitive movements used for typing/texting/dialing, the ability to sit and/or stand for up-to 8 hours/day. Primary Responsibilities: Office Manager · Acts as Corporate Office “go-to” person for all trouble-shooting and solution finding · Ensure the office runs smoothly and efficiently · Organize office operations and procedures · Identify opportunities for process and office management improvements, and design and implement new systems · Coordinate Office activities to help drive and support Company culture · Monitor and maintain (ie: stock) office and kitchen supplies and research advantageous deals or suppliers · Act as point person for maintenance, mailing, shipping, supplies, equipment, and errands · Partner with HR to maintain office policies as necessary · Coordinate with IT department on all office equipment and security, as applicable · Perform receptionist duties: greet visitors, and answer and direct phone calls as needed · Receive and sort incoming mail and deliveries, and manage outgoing mail · Maintain a safe and secure working environment Executive Administrator · Assist with Executive Team Travel (as requested) and process Executive Teams’ expenses · Coordinate visitor travel requirements and communications · Organize and schedule meetings and appointments as requested; both onsite and external · Provide other administrative support as necessary, including scheduling group meetings, maintaining calendars, and assisting in company meetings and events · Other duties as required Qualifications: · Experience in an office setting, supporting C-Suite Executives is a must · Experience in an insurance/financial services company is preferred · Must possess a high degree of discretion, a high level of professionalism, and a strong sense of urgency · Must possess strong computer skills (proficient in PowerPoint, Word and Excel) and must be able to adapt quickly to a changing environment · Proficient in Google Workspace and Gmail a plus · Full comprehension of office management systems and procedures · Exemplary planning and time management skills · General IT experience / knowledge a plus · Project Management experience a plus · An advanced degree is highly preferred Core Competencies: · Proven attention to detail a must · Confident, self-assured and comfortable presenting to senior management · Must possess excellent verbal and written communication skills, superior interpersonal skills, superior judgment and decision-making capability · Ability to handle multiple priorities and to solve problems while maintaining a positive attitude is essential · Strong listening skills · Welcomes change as an opportunity to grow, entrepreneurial in nature · Self-starting and takes initiative naturally · Cohesive team worker and open minded to the ideas of others · Transparent and open in all aspects of problem and incident management · Willing to take on new and additional responsibility quickly · Proven ability to work with confidential information with discretion Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 - $75,000, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 0701 / this is a full-time, in-office position Company DescriptionHeadquartered 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 1,100 employees and 70 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 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 $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 1,100 employees and 70 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 Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. 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 all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market. 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: · Bachelor’s degree (Required) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) (Required) · Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored) · Passionate about the client experience and the financial services industry · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards 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 & licenses) • Base salary: $65,000 -$80,000, • This is an Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off *This role is an in-office position Company DescriptionHeadquartered 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 1,100 employees and 70 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 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 $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 1,100 employees and 70 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 Associate Counsel for Democracy & Justice New Jersey Institute for Social Justice Newark, NJ The New Jersey Institute for Social Justice (the "Institute") is a cutting-edge racial justice organization that works to empower people of color by building reparative systems that create wealth, transform justice and harness democratic power - from the ground up - in New Jersey. The Institute employs a broad range of advocacy tools to advance our ambitious racial and social justice agenda, including research, analysis and writing, public education, grassroots organizing, communications, development of pilot programs, legislative strategies and litigation. As was the case at our founding, this moment calls for racial and social justice advocacy inspired by the fierce urgency of now. In recent years, Jim Crow-like voter suppression has swept across America. The time is now for not only meaningful voting reform, but to also evaluate how we can transform civic engagement and expand democracy in New Jersey. Using a holistic approach to address the unique and critical issues facing New Jersey’s communities of color, the Institute advocates for systemic reform that is at once transformative, achievable in the state and replicable in communities across the nation. We continue to serve as a leading voice in designing, advocating for and implementing solutions to the systemic racism that has pervaded the Garden State and our nation. Overview The New Jersey Institute for Social Justice (the “Institute”) is looking for a passionate, creative, and dynamic team player dedicated to racial and social justice to serve as an Associate Counsel in our Democracy & Justice pillar. The Associate Counsel will conduct legal research and writing, policy analysis, legal and legislative advocacy, and community-driven advocacy campaigns to help expand racial and social justice in New Jersey at a critical time in our history. The Institute’s Democracy & Justice pillar advocates for a progressive, policy-driven agenda to create and protect an inclusive and multiracial democracy without barriers in New Jersey; to provide a space for robust discussion with policy makers and elected officials, focused on racial and social justice issues; and to engage with, prepare, and educate voters to confidently participate in the democratic process. Over the coming years, the pillar will work on many initiatives to expand and build an inclusive, multiracial democracy in New Jersey, including, but not limited to: ensuring that voters, and especially voters of color, have equal access to a fair ballot; expanding the right to vote in elections, including to 16 and 17 year olds and those who are incarcerated; reducing barriers to participation, such as arbitrary voter registration deadlines, so that all eligible voters are able to cast a ballot; increasing civic education and engagement around voting and democracy; and exploring ways to incorporate voting rights protections into state law as federal voting rights protections continue to be threatened. The Associate Counsel will conduct research and policy analysis on issues related to voting rights and democracy and justice issues in New Jersey and will help develop and conduct advocacy and public education strategies to advance the Institute’s mission to make the promise of an inclusive and multiracial democracy real in the State. The Associate Counsel will report to the Institute’s Democracy & Justice Director. Our physical office is located in Newark, New Jersey. Although this position is hybrid, it will require travel throughout the state and occasional travel to national conferences, seminars, and events. The position may also require some speaking engagements and events outside of normal office hours (including on weekends). Roles and Responsibilities: * Work in partnership with the Democracy & Justice Director in supporting and developing proposals and strategies for legislation, regulations, and policy initiatives regarding democracy and justice reform. * Research and draft policy analysis, position papers, reports, testimony, legal memoranda, letters, and advocacy materials pertaining to legislation, administrative rules and regulations, and state and local government policies affecting the Institute’s voting rights, democracy, and civic education and engagement work. * Research and draft op-eds, online articles, and opinion pieces for different audiences. * Work in coalition with partner organizations, stakeholders, and other community leaders to advance the Institute’s mission and voting, democracy, and civic education and engagement priorities, and serve as primary liaison with community-based organizations and coalitions. * Aid in select litigation related to democracy issues in New Jersey, as requested, including conducting legal research on potential lawsuits and court motions and drafting and filing court documents. * Join and lead organizing efforts, as needed, in service of the Pillar’s campaigns, including for public and community events, legislative outreach and hearings, public education and voter information and registration efforts, etc. * Engage and work with groups and individuals from varied backgrounds, including partners, legislators, lobbyists, stakeholders, impacted individuals, community members, and local, state, and national advocates. * Engage in public speaking, including with the media and at community events for both expert and lay audiences. * Work in collaboration with Institute attorneys and staff, coalition members, and community partners on issue-based campaigns. * Work with partner organizations and individuals to advance the Institute’s mission, engaging on shared priorities, and exchanging knowledge and information in support of the Institute’s programs and initiatives. * Track national, state, and local developments in voting rights, democracy, and civic education and engagement research and policy. * Model values of an inclusive and respectful workplace and foster the same in staff. * Work across programs pillars, as needed, to collaborate on issues and campaigns relevant to democracy and justice and other areas of the Institute. Minimum Requirements: * Admission to New Jersey bar, or ability to waive in, and minimum of two years of experience as a practicing attorney. * Experience in civil rights and social justice, public policy, legislative advocacy, community-based policy advocacy, and/or organizing preferred. * Ability to build and work effectively with diverse coalitions and community groups and to work across political ideology, race, ethnicity, socio-economic circumstances, religion, gender, and sexual orientation. * Passion for, and knowledge of, racial and social justice, and a familiarity with the work and mission of the Institute. * Strong analytic capabilities and an ability to provide constitutional analysis of legislative and administrative policy. * Outstanding legal research, legal and non-legal writing, and oral communication skills; superior attention to detail; ability to work on multiple projects simultaneously; good problem-solving skills and a positive, professional attitude with excellent judgment, flexibility, determination, and grace in a fast-paced office. * Strong time management skills and the ability to self-direct and handle short-term and long-term projects. * Ability to write and synthesize legal and policy writing for both legal and non-legal audiences. * Some community or issue organizing experience encouraged. * Integrity, honesty, and a balanced, non-partisan approach. * Ability to work effectively in a collaborative context and participate in teams, including a willingness to circulate widely, communicate openly, listen well, and learn from others. * Excellent judgment and follow through. * Outstanding interpersonal skills. Tenacity, flexibility, resilience, positivity and high energy. * Ability to think creatively and develop new and innovative policy recommendations and advocacy strategies. Compensation: This is a full-time, exempt, at-will position. Salary is commensurate with experience. This is a grant-funded position with an annual salary range of $95,000-$105,000. 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, please submit a cover letter, resume, two professional writing samples (demonstrating different styles) for which you are the primary author, and three professional references. Attach all required documents to this job posting. For inquiries, please contact our recruitment team at , ensuring that you reference the specific position in your email. About the New Jersey Institute for Social Justice: The Institute’s mission is to empower urban residents to realize and achieve their full potential. Established in 1999 by Alan V. and Amy Lowenstein, the Institute’s dynamic and independent advocacy is aimed at toppling load-bearing walls of structural inequality to create just, vibrant, and healthy urban communities. We employ a broad range of advocacy tools to advance our ambitious urban agenda, including research, analysis and writing, public education, grassroots organizing, communications, the development of pilot programs, legislative strategies, and Litigation. *The Institute is an equal opportunity employer, and we encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, or veteran status. * Powered by JazzHR sNtR41xHkj

Job Description Position Title: Senior Full Stack Developer Reports to: Vice President, Tech Solutions Department: Tech Solutions Location: 86 Summit Ave; in-office position Classification: Full-time, Exempt Summary / Job Objective: Simplicity Group is looking for a talented, energetic, and team-oriented Sr. Full Stack Developer to help build the industry’s leading platforms. This role will be responsible for building new web experiences, including sophisticated eApps, compelling agent websites, and platforms that help increase sales and reduce operational costs. We also create and integrate with API's for automated underwriting, quoting, CRM, and other functions. Essential Job Functions: The primary focus of this position will be coding in Angular/Vue/Redux, Laravel/PHP, JavaScript/TypeScript, Bootstrap/Tailwind and other frameworks. The senior developer must be able to work or partner on all aspects of a project including system design/architecture, requirement gathering/refinement, project planning/scheduling, CI/CD, and Azure configurations as necessary. Primary Responsibilities: · Working with the broader team to develop websites, back-end services, and technology platforms that help our advisors be more successful · Develop front-end code using Angular/Vue/Redux and related technologies · Develop back-end code using Laravel/PHP and related technologies Qualifications: · 5+ years of full-time web development and/or backend development in support of digital experiences · Full stack development experience in Angular/Vue/React (Angular preferred) or other related front-end frameworks as well as Laravel/PHP or other related back-end frameworks. · Experience with modern client-side JS libraries and tooling (Angular preferred) · Experience with modern databases, preferably MySQL · Experience building RESTful web services. Some experience with XML and SOAP a plus. Core Competencies: · Exposure to front and back end architectural patterns of large, high-scale web applications · A fun-loving attitude, as well as curiosity and desire to learn and seek improvement · Pride of ownership in the work and the success that it creates Compensation & Benefits: Compensation (based on experience) • Annual Salary: $110,000 - $125,000 (up to $140,000 for those perfectly qualified), • This is an Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off 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 1,100 employees and 70 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 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 $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 1,100 employees and 70 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 Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off 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 1,100 employees and 70 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 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 $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 1,100 employees and 70 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.

We are currently seeking a IT Services Wealth & Asset Management Portfolio Lead (Tri-State Area) to join our team in Newark, New Jersey (US-NJ), United States (US). Regional Business Development: Build and implement comprehensive go-to-market strategies that align with regional opportunities and cor

Are you looking for a dynamic role as a business development leader in the wealth management industry? Glenmede is looking for a highly motivated, experienced Business Development Director to build sales opportunities and help expand our clientele in the relevant metro market. The primary role of th

Job Description Position Title: Data Engineer/Developer Reports to: VP, Technology Department: Development and Technology Location: Simplicity Summit Office; 86 Summit Ave, Summit, NJ 07901; In-office Classification: Full-time; Exempt Summary / Job Objective: As a data engineer/developer, you will be responsible for designing, building, and maintaining scalable data pipelines and infrastructure that are used for collecting, storing, processing, and analyzing large volumes of data. Essential Job Functions: Your role involves collaborating with business stakeholders, outside partners, other software developers, analysts, and other stakeholders to ensure data availability, reliability, and quality for decision-making and operational purposes. Primary Responsibilities: · Data Processing and Transformation: Implement data processing and transformation using state-of-the-art tools and processes. Build on top of existing capabilities and develop both custom features (e.g., Laravel/PHP, Python, or other frameworks) or enterprise software (e.g., Informatica, Mulesoft, or other tools). · Data Pipeline Development: Design, develop, and maintain robust, scalable data pipelines for ingesting, transforming, and loading structured and unstructured data from various sources into data storage systems. · Data Infrastructure: Manage and optimize data storage solutions, including databases, operational data stores, and data warehouses, to ensure high performance, reliability, and security. · Data Quality and Governance: Implement data quality checks, monitoring, and governance processes to ensure data accuracy, consistency, and compliance with regulatory requirements. · Performance Tuning: Identify and address performance bottlenecks in data pipelines and infrastructure through optimization, tuning, and capacity planning. · Collaboration: Work closely with data scientists, analysts, software engineers, and business stakeholders to understand data requirements, develop data solutions, and support analytical use cases. · Documentation: Document data pipelines, infrastructure configurations, and best practices for data engineering standards, ensuring knowledge sharing and team collaboration. Qualifications: · Hands-on experience with building data-focused processes in languages such as Laravel/PHP, Python, or other languages. · Knowledge and experience working in cloud platforms like AWS and/or Azure. · Experience working with complex data objects in various formats like JSON, XML and across different DB designs like MySQL, MS SQL, and Salesforce DB’s. · Bachelor's or Master's degree in Computer Science, Information Systems, Data Engineering, or related field. · Proven experience in data engineering, ETL (Extract, Transform, Load) processes, and data pipeline development. Additional Qualifications (Preferred): · Knowledge of or experience with Salesforce data models, API’s and high-level architecture. Experience with other CRM tools and their data is also a plus. · Experience with Business Intelligence tools such as Domo, Microsoft PowerBI, or other BI tools. · Agile development experience working with tools such as Atlassian Jira, Confluence, and Bitbucket. · Experience with financial services products such as insurance, wealth management, or related fields is a plus. · Certification or coursework in data engineering or related technologies. Core Competencies: · Excellent problem-solving skills, analytical thinking, and attention to detail. · Effective communication and teamwork abilities to collaborate across multidisciplinary teams. · Proven success working in both a team environment as well as independently. Compensation & Benefits: Compensation (based on experience) ● Base salary: $110,000 - $130,000 ● 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 Location: Simplicity Summit Office; 86 Summit Ave, Summit, NJ 07901 *This role is an in-office position Company DescriptionHeadquartered 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 1,100 employees and 70 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 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 $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 1,100 employees and 70 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 Principal Wealth Manager The Principal Wealth Manager position holds immense significance in shaping the future landscape of the wealth management industry through a fintech perspective. This pivotal role involves operating within a dynamic environment, actively engaging as a wealth manager to foster relationships with high-net-worth clients. You will oversee the transition of clients to the firm with the assistance of our top-tier client transition team, while also spearheading the cultivation and closure of new client relationships generated by our Marketing Team and proprietary Lead Generation algorithm. We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. That's why you'll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap. What You'll Do: * Develop new client relationships with HNW client prospects brought to you by Our Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support. * Transition your client book of business to the firm together with our best-in-class Client Transition Team * Work with clients to gather data to define their financial planning and investment needs. * Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more. * Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. * Design, implement, and monitor long-term investment strategies and appropriate asset allocations. * Work with first and third-party service providers across tax, trust & estate, and insurance specialties. * Advise the Product team on your or your clients pain points to improve the platform. Must Have: * 10+ years of investment advisory experience * An existing client book of business that you actively advise today * Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) * Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry * Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously Nice to have: * Prior experience at a technology company. * Bachelor's or Master's degree in an analytical or technical field. * The financial advisor has a fully transferable book of business of at least $25 million in assets under management. * Proficiency in financial planning software. * Strong organizational, analytical, communication, and problem-solving skills. Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application 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 suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout 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 About Our Client Our client is a leading provider of CFO advisory, bill-pay, and comprehensive financial management solutions for Ultra High Net Worth Individuals (UHNWI). Their clients rely on them for strategic financial insights and guidance on a high-touch, discrete basis. Their clients depend on their expertise to navigate complex financial and non-financial situations. Position Overview Our client is seeking an exceptional leader to lead their growing CFO Advisory and Bill-Pay division and drive the next phase of expansion across private wealth segments. This senior leadership role combines strategic leadership, business development, and operational excellence to position the company as the premier choice for UHNWI seeking strategic CFO advisory services and/or bill-pay solutions. The successful candidate will be responsible for overall performance, client satisfaction, team development, and market expansion while maintaining the highest standards of advisory excellence, discretion, and professional service delivery. Key Responsibilities Strategic Leadership · Develop and execute business strategy to achieve growth targets · Drive innovation in service delivery models and technology adoption · Position the firm as a trusted strategic partner for its clients · Lead market expansion initiatives · Establish strategic partnerships and alliances to enhance market position Business Development & Client Management · Develop and manage relationships with clients · Lead major client acquisition initiatives · Develop pricing strategies and service offerings that align with market demands · Ensure highest levels of discretion and confidentiality for all client relationships · Represent the company at industry conferences, forums, and networking events Operational Excellence · Oversee delivery of strategic CFO advisory services · Collaborate with clients’ advisory teams to enhance strategic planning and financial decision-making · Manage bill-pay services for clients · Ensure consistent service quality and client satisfaction · Implement robust security protocols and confidentiality measures for operations · Establish scalable processes and systems to support rapid growth · Manage risk and compliance across all client relationships · Oversee technology infrastructure for secure financial transactions and reporting Team Leadership & Development · Build, lead, and mentor a high-performing team of finance professionals · Develop talent acquisition and retention strategies · Foster a culture of excellence, innovation, and client-centricity Financial Stewardship · Oversee financial performance, budgeting, and forecasting · Ensure robust financial controls and reporting mechanisms · Drive profitability improvements and operational efficiency initiatives Requirements Education & Credentials · Bachelors in Accounting, Finance or related field · CPA, CFA, or similar professional accounting/finance certification would be strongly preferred Experience · 10+ years of progressive leadership experience in finance, , private wealth management, or other professional services · Experience managing UHNWI or family office operations · Experience in developing and executing a professional services strategy and business model with P&L responsibility · Background in bill-pay operations, wealth management, or private banking preferred Technical Skills · Deep expertise in finance, financial planning & analysis, and strategic financial advisory · Proven ability to provide strategic financial guidance and decision-support · Knowledge of bill-pay processing systems, wealth management platforms, and private banking operations · Understanding of payment processing, wire transfers, and secure financial transaction systems · Knowledge of industry-specific regulatory requirements · Expertise in confidentiality protocols and data security for clients Leadership Competencies · Exceptional communication and presentation skills for C-suite audiences · Proven ability to build and scale high-performing organizations · Change management and organizational transformation experience Benefits Compensation & Benefits · Highly competitive base salary commensurate with experience (400k+ Base) · Performance-based bonus tied to company and individual objectives · Equity participation with significant upside potential · Comprehensive health, dental, and vision insurance · Retirement savings plan with company matching Work Environment · Opportunity to lead a rapidly growing, industry-leading organization · Collaborative, entrepreneurial culture with high autonomy · Flexible work arrangements including hybrid options · Opportunity to work and collaborate with UHNWI Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description Responsibilities • Provide legal advice and guidance on a wide range of tax and trust planning matters., • Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service., • Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents., • Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates., • Manage and maintain accurate case files and legal documentation., • Participate in the development and delivery of training programs related to tax, trust, and estate matters., • Juris Doctorate degree from an accredited law school., • Active license to practice law in the state, • At least 3+ years of experience in tax and trust planning, wealth management, and estate planning., • Strong analytical and critical thinking skills., • Excellent written and verbal communication skills., • Ability to manage multiple projects and deadlines., • Strong attention to detail and organizational skills.

As a Retirement Income Consultant, you will be integral to the success of key initiatives owned by the Growth Initiatives team as we establish or deepen partnerships that bring new solutions to both individual and institutional markets. The Retirement Income Consultant role will report to the Head o

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

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 is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service 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, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • Certified Financial Planner (CFP) certification preferred, • 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 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.

This will be done with a consistent focus on relationship management, not portfolio management. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

QUALIFICATIONS: Bachelor’s degree, preferably in Computer Science, Electrical Engineering, or equivalent; 10+ years of applicable experience may be considered in lieu of a degree Minimum 5 years of proven project management experience, including the design of mid-to-large-scale projects Minimum 1

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Proficiency in data management tools and software (e.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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

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

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

Coordinate with stakeholders, ensuring smooth communication and expectation management. Knowledge of best practices in HR/Finance technology, compliance requirements, and data privacy standards is also crucial for ensuring smooth system migrations and effective product management. Prior experience i