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

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

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

Job Description Located in Piscataway our client is looking for a unique entry level individual to add to their dynamic marketing/sales team. The strong demand for their specialized marketing strategy has created an opportunity for continued growth. To satisfy their current client base and the future needs of their prospective clients, they have recently expanded locations and are looking for an entry level sales & marketing assistant to start immediately! Our client’s strong commitment to a tried and true system of marketing and sales has delivered outstanding results for their client base. Responsibilities of the B2B Sales Representative include, but are not limited to: * Managing and executing books as designated by Energy Brokers * Maintaining high level of performance in implementing direct marketing campaigns and sales strategies * Keeping abreast of industry and competitive trends and regularly informing sales and marketing of noteworthy news items and opportunities * Working with other departments as needed to help promote the company's brand, its products and services * Working with marketing & sales team to develop and refine measurement strategies for marketing campaigns Entry Level Sales Job Requirements: * 1-2 years customer relations experience whether it be in a corporate setting or in a related field of customer service including retail, restaurant service or hospitality. * Strong organizational skills * Impeccable attention to detail * Proactive, outgoing, positive mentality Position is limited. Must be able to start immediately. For immediate consideration, please apply today. Company DescriptionWinsor's team of seasoned consultants brings a wealth of experience and industry knowledge to the table, enabling us to offer customized strategies and actionable insights tailored to your specific needs. We take a collaborative approach, working closely with our clients to gain a deep understanding of their business objectives, culture, and competitive landscape.Winsor's team of seasoned consultants brings a wealth of experience and industry knowledge to the table, enabling us to offer customized strategies and actionable insights tailored to your specific needs. We take a collaborative approach, working closely with our clients to gain a deep understanding of their business objectives, culture, and competitive landscape.

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

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

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

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

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

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

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

Job Description Inquiries from recruiters will not be entertained. We are a dynamic, women-owned and led trusts and estates planning firm with over 25 years experience dedicated to prioritizing our clients' needs in wills, trusts, estates, and business planning and litigation. We pride ourselves on maintaining strong, long-lasting client relationships a while fostering a firm culture that values professional growth and personal well-being.. This role involves independently handling estate planning and estate administration files, including client meetings, drafting documents, and guiding clients through the probate and trust settlement process. At our firm, work-life balance is more than just a promise—it’s our culture. We prioritize flexibility, focus, and long-term career satisfaction, providing a supportive environment where attorneys can thrive both professionally and personally. If you're looking to advance your career in a supportive and collaborative environment, please apply! Our Core Values: At Lambariello, Smith & Speed, we foster a workplace where professional excellence and personal well-being go hand in hand. Our values guide everything we do: Balance – We respect personal time, support one another, and adapt to life’s challenges while maintaining high standards. Understanding – We listen, empathize, and communicate clearly to build trust and meaningful client relationships. Initiative – We encourage innovation, proactive engagement, and creative problem-solving to drive success. Loyalty – We value reliability, accountability, and a drama-free, collaborative workplace. Dedication – We prioritize client needs, anticipate challenges, and focus on delivering exceptional results. Stability – We provide financial security, clear processes, and a positive, long-term growth environment for our team. By embracing these values, we cultivate a supportive, forward-thinking firm where attorneys and staff can thrive. To learn more, visit our website: Benefits • Flexible Hybrid schedule, • Paid Health insurance, • 401k Plan with match, • Generous PTO, • Referral origination bonuses, • Performance-based bonuses ● Drafting trust and estate documents tailored to clients needs and goals ● Hosting consultations and client meetings in-person and remotely to execute signatures, answer questions, and conduct business succession planning ● Working alongside financial advisors to ensure plans are in place for clients ● Drafting, reviewing and executing complex estate and business planning documents such as buy/sell agreements, life insurance trusts, GST Trusts, and charitable remainder trusts ● Field client phone calls and succinctly explain complex concepts Requirements ● JD Degree and admitted in NJ ● 3+ years of Trusts and Estates experience ● Experience working with both high net worth and business clients ● An ability to explain legal concepts to clients, ensuring they understand their estate plan ● Client relation skills with a strong sense of empathy for client situations ● Ability to independently handle an estate planning file from consultation to closing ● A positive attitude and independence to manage their own day Bonus Experience (Not Required) ● A business planning background ● An LLM degree ● Experience utilizing Wealth Counsel Lambariello, Smith, & Speed LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, gender identity, sexual orientation, sex, disability status, national origin, or veteran status. This position is located in the firm’s Warren, NJ office. Applicants must be legally authorized to work in the United States. Relocation assistance is not available for this position.

Job Description About the Role The Director of Total Rewards will serve as a strategic and hands-on leader responsible for developing, executing and evolving the company’s global benefits, compensation, HRIS, and data and analytics capabilities and programs. Reporting directly to the Global Head of HR, this role will be central to driving both immediate operational excellence and long-term transformation, ensuring programs are competitive, cost-effective, compliant, and aligned with business goals. The Director will oversee annual benefit renewals, vendor performance, and the global compensation cycle, and partner closely with HR leadership and Finance to ensure programs effectively attract, reward, and retain key talent. What does a great Director of Total Rewards do? The ideal candidate for the Director of Total Rewards will oversee a dynamic HR Operations team, delivering strategic leadership, hands-on support across a variety of facets including Comp and Benefits, HRIS, HR Data and Analytics. You will design and execute a total rewards strategy, The Director of Total Rewards is a strategic HR leader responsible for designing, implementing, and managing compensation, benefits, data and analytics and HR systems that support a high-growth, performance-driven fintech environment. This role oversees Total Rewards programs—including base pay, incentives, equity, and health & wellness benefits—ensuring they are competitive, scalable, and aligned with both employee needs and private equity value creation goals. This role is responsible for shaping and executing initiatives that enhance organizational performance and ensure alignment with InvestCloud’s broader business objectives. The ideal candidate will thrive in a PE-backed environment where scale, speed, and rigor are critical, while also acting as a “player/coach” - capable of rolling up their sleeves to execute and deliver results today, while building the strategy, infrastructure, and team that supports the workforce of the future. How you will provide meaningful contributions: • Lead the strategy, design, and management of comprehensive benefits offerings (healthcare, retirement, wellness, leave, etc.) across diverse employee populations, ensuring programs are competitive, equitable, and aligned with company goals., • Oversee management of all benefit vendors, brokers, and carriers to ensure compliance, cost efficiency, and service excellence, evaluate future needs and recommend when to expand or transition providers., • Lead annual U.S. benefit renewals, including plan design evaluation, cost modeling, vendor/broker negotiations, and executive presentations and recommendations., • Oversee design, governance, and administration of global compensation structures, including base pay and incentive programs and total compensation philosophy, • Implement scalable job architecture, pay-for-performance frameworks, and data-driven benchmarking practices., • Oversee the HRIS function, ensuring systems support accurate data management, automation, analytics, and process efficiency., • Identify opportunities for automation and process improvement across Total Rewards and HR operations, • Collect, maintain, and update HR data related to employee performance, compensation, and other HR metrics., • Ensure data integrity and accuracy by performing regular compliance audits and validations., • Develop and maintain HR dashboards and reports to track key metrics., • Present data and insights to HR leadership, senior leadership, and other stakeholders., • Conduct in-depth analysis of HR data to identify patterns and correlations., • Annual handbook refresh, • Ensure compliance with federal, state, and international laws, including ERISA, ACA, HIPAA, COBRA, and other applicable regulations, • 10+ years of progressive experience in Total Rewards, with at least 5 years in a leadership role overseeing both compensation and benefits in a complex, global organization., • Ability to thrive in a dynamic, fast-paced, and global environment; proven experience in a private equity-backed environment a plus, • Hands-on, “player/coach” mindset with a willingness to roll up sleeves and execute as needed; balances strategic thinking with operational execution; comfortable being in the details., • Thorough understanding of compliance and regulatory requirements, including ERISA, COBRA, ACA, HIPAA, FMLA, and DOL., • Demonstrated experience using HRIS systems (UltiPro preferred) to support compensation, benefits, and reporting processes., • Strong analytical, financial, and project management skills, with the ability to translate data into strategic insights., • Adept at presenting to Executives, with strong executive presence and ability to translate complex data into actionable insights., • Excellent leadership and team-building skills; proven ability to inspire, develop, and retain high-performing teams., • Prior experience in FinTech or Financial Services industry preferred., • Certified Employee Benefit Specialist (CEBS), CCP, or related Total Rewards certification a plus., • Proficiency in data analysis tools (e.g., Excel, SQL, HRIS systems, BI tools) and HRIS, LMS, and related HR systems. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $175,000 - $200,000 #LI-BH1

Job Description You will be joining InvestCloud’s newly formed AI, Data & Analytics team — a group responsible for driving increased value from the data InvestCloud captures to enable a smarter financial future for our clients. The team is focused on enabling “enhanced intelligence,” modernizing capabilities, and embedding AI and ML solutions into our next-generation advisor and client experience. This is a unique opportunity to influence a greenfield ecosystem and shape the long-term AI strategy across the enterprise. Core Stack • Cloud: AWS (others such as GCP/Azure also valuable), • Data Warehouses: Snowflake, Databricks, Oracle, • ML Frameworks: TensorFlow, PyTorch, Scikit-learn, • LLM + Generative AI: LangChain, LLM APIs, agentic frameworks, • Tooling: Git, Docker, ML lifecycle tools, data processing frameworks, • Implement applications powered by Generative AI and Machine Learning models, and deploy them into production environments., • Develop and maintain datasets, feature sets, and data pipelines used for ML model training, evaluation, and inference., • Analyze large and complex datasets to identify patterns, trends, correlations, and actionable insights., • Interpret ML model outputs, communicate findings to technical and non-technical stakeholders, and influence decision-making., • Evaluate and integrate third-party AI products or APIs to support InvestCloud’s business objectives., • Stay up to date with advancements in Machine Learning, Generative AI, NLP, and LLM technologies to continuously improve model performance and platform capabilities., • MSc degree in Mathematics, Statistics, Computer Science, Data Science, Machine Learning, or a related technical field (or equivalent practical experience)., • 4+ years of professional experience in Data Science, Machine Learning, and AI., • Strong proficiency in Python for ML applications., • Hands-on experience with ML frameworks such as TensorFlow, PyTorch, Scikit-learn, and LLM frameworks such as LangChain., • Experience working with LLMs, Generative AI, and agentic frameworks., • Knowledge of feature engineering, model evaluation metrics, and ML best practices., • Experience with database technologies (Oracle, PostgreSQL) and cloud-scale data platforms such as Snowflake or Databricks., • Proven experience developing and deploying ML models in production., • Experience with Docker, Git, and CI/CD development workflows., • Excellent written and verbal communication skills, with the ability to engage technical and non-technical stakeholders., • Ability to work in a fast-paced environment across multiple projects simultaneously., • Experience with vector database technologies for retrieval-augmented generation (RAG). Join a diverse and international cross-functional team — including data scientists, software engineers, product managers, and business analysts — building cutting-edge capabilities to power InvestCloud’s next-generation advisor and client experience. You will have the opportunity to work on high-impact AI initiatives, influence product strategy, and help define the future of AI in wealth technology. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity The actual salary will vary based on education, experience, skills, and abilities, as well as internal equity and alignment with market data. Salary may also be adjusted based on geographic location. Salary Range: $190,000 – $210,000 Benefits include: Medical/Rx, dental, vision, disability, and life/AD&D insurance; FSA and HSA accounts; EAP; health advocacy; voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, pet insurance); 401(k) with company match; and paid time off. #LI-HJ1

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

Job Description The Tax Manager plays a critical role in overseeing InvestCloud’s global tax compliance, reporting, and provision processes while supporting strategic tax planning initiatives. This role partners closely with Finance, Accounting, Treasury, and external advisors to ensure compliance with tax laws, accurate reporting, and effective management of tax risk, while identifying opportunities to optimize tax efficiency. What does a great Tax Manager do? A great Tax Manager goes beyond compliance—bringing clarity, rigor, and strategic thinking to tax reporting and planning. This individual acts as a trusted advisor to finance leadership, combining deep technical expertise with strong business judgment to ensure accurate reporting, proactive risk management, and thoughtful collaboration across the organization. Key Responsibilities • Prepare and review the effective tax rate, cash tax rate, tax account reconciliations, tax account analyses, and tax reserves, including all computational and reporting aspects of ASC 740., • Support the preparation and review of tax journal entries, as well as cash flow and balance sheet account analyses., • Identify, analyze, and document uncertain tax positions., • Serve as a key liaison and business partner with external advisors (tax planning, audit, R&D, and tax compliance) to ensure timely communication and coordination on tax filings and potential impacts., • Prepare and review foreign tax provisions., • Review U.S. federal, state, and international tax compliance forms prepared by third-party service providers., • Prepare and submit quarterly estimated income tax payments., • Manage and mentor the indirect tax analyst., • Research tax law implications related to planning activities, transactions (including acquisitions), audits, transfer pricing, and compliance., • Collaborate closely with tax planning, FP&A, accounting, and treasury teams to understand transactions and data impacting tax provisions and returns., • Assist with tax audits and special projects as needed., • Bachelor’s degree in Accounting, Finance, or a related field; CPA required., • Minimum 7 years of corporate tax experience with a strong focus on tax provision and compliance., • Deep knowledge of ASC 740 and corporate income tax accounting., • Advanced proficiency in Microsoft Excel for data analysis and reconciliations., • Excellent written and verbal communication skills, with the ability to partner cross-functionally and with external advisors., • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Experience with NetSuite and Avalara strongly preferred., • SaaS, fintech, or technology industry experience a plus. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description The Senior Data Engineer will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to shape the architecture and technical execution patterns of a greenfield ecosystem to create a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Core Stack • AWS as our cloud provider, • Oracle as our legacy data warehouse, • Snowflake as our next-generation data warehouse, • Mage AI for data ingestion and processing, • Kafka as our message bus, • Build reliable and scalable data pipelines and capabilities across the platform, and monitor and support the capabilities offered, • Construct complex architectures integrating multiple services, SaaS tools, and third-party data sources in a cloud-based environment, • Contribute to the team’s technical strategy and its execution through prioritization and delivery management, • Set and enforce high standards for documentation, testing, resiliency, monitoring, and code quality, • Drive efficiency, optimize cloud spend, reduce technical debt, and simplify code, infrastructure, and data models, • Write reusable and well-documented code that captures the essential nature of the solution, • Inspire and guide team members through design sessions, code reviews, and operational process ownership, • Promote data quality, governance, and security as core principles of the platform, ensuring compliance with relevant regulations Preferred Skills, Experience, and Education • Bachelor’s degree in Computer Science, Data Engineering, or a related field; advanced degree is a plus, • 6+ years of professional experience in Data Engineering, • Experience shaping the architecture of a mature cloud data platform (AWS, GCP, or Azure) designed for different consumer types and delivering measurable business value, • Hands-on experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and streaming (Kafka, Kinesis, Flink, Spark) data pipelines at scale (>1 TB/day), • Experience designing and implementing performant, reusable, and scalable data models in a cloud data warehouse (dbt, BigQuery, Snowflake) and with legacy ecosystems (Oracle, Postgres), • Proven experience running PoCs, leading large data or code migrations, and contributing to roadmap planning, • Ability to build and maintain infrastructure using IaC (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions), • Experience with operational monitoring tools for data and infrastructure observability (Monte Carlo, Datadog, Prometheus), and incident management (PagerDuty, incident.io), • Proficiency in SQL and Python, with confidence applying them across data engineering tasks, • Strong communication and collaboration skills with both technical and non-technical stakeholders, • AI-proficient or AI-curious, with interest in using emerging technologies to enhance productivity InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $190,000 – $220,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description The Lead Data Architect will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients through enhanced intelligence. This is a unique opportunity to help build the data platform for a greenfield ecosystem, creating a next-generation advisor and client experience. The team is building for scale — the technology and infrastructure designed today will serve thousands of clients and petabyte-level data volumes. Key Responsibilities • Build reliable and scalable data pipelines and capabilities across the platform, with full ownership under mentorship of talented engineers, • Design and support complex data models and architectures, integrating multiple services, SaaS tooling, and third-party data in a cloud-based environment, • Promote data availability, accuracy, and coherence throughout its lifecycle, documenting models in relevant data management tools, • Write well-rounded, reusable, and well-documented code that captures the essential nature of each solution, • Maintain high standards across documentation, testing, resiliency, monitoring, and code quality, • Ensure compliance with data quality, governance, and security across the platform, adhering to relevant regulations, • Collaborate cross-functionally to enhance data processes, automation, and integration across teams Required Skills & Experience • 7–10 years of relevant professional experience in Data Engineering or a related field, • Experience working with mature cloud data platforms (AWS, GCP, or Azure), • Hands-on experience building resilient batch (Airflow, Fivetran, Mage AI, Airbyte) and streaming (Kafka, Kinesis, Flink, Spark) data pipelines, • Experience developing data models in modern cloud data warehouses (dbt, BigQuery, Snowflake) and/or working with legacy ecosystems (Oracle, Postgres), • Experience working with Data Management platforms that define and document the nature of the data in your pipelines (DataHub, OpenMetadata, Atlas, Horizon), including developing data quality tests, • Ability to build platform components using IaC (Terraform, OpenTofu, Ansible), containerization (Docker), and CI/CD tools (Jenkins, GitHub Actions), • Strong SQL and Python skills, with eagerness to deepen technical expertise, • Growth mindset and appetite for stretch challenges, • Curiosity and collaboration skills — excited to learn from others, tackle open-ended problems, and grow through feedback About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $180,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

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

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

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

Job Types: Full-time, Part-time Benefits: * Paid time off (PTO) Accrual from day one- ALL EMPLOYEES * Benefit package for full-time employees (30+ hours per week) * Opportunities for growth and promotion * 401(k) * 401(k) matching * Flexible schedule * Health insurance * Professional development assistance (CEU's) * Referral program * Social Media program * Opportunities for advancement ___ is an Applied Behavior Analysis (ABA) company that brings a wealth of experience to the field of supporting individuals with autism. We are seeking a highly skilled and experienced Board Certified Behavior Analyst (BCBA) who is passionate about making a positive impact on the lives of individuals with autism. We take pride in our family-centered approach, working closely with RBT's to understand their priorities and develop highly individualized behavior intervention plans. Our mandate is to promote from within for advancement. As a company, we are dedicated to fostering a supportive and collaborative work environment. We provide extensive training and mentoring to our staff and Board Certified Behavior Analysts (BCBA’s), empowering them to grow both personally and professionally. We believe that investing in our team's development enhances the quality of care we provide to our clients. We warmly welcome additional Board Certified Behavior Analysts (BCBA's) who share our passion for helping individuals with autism and are committed to delivering evidence-based interventions. Board Certified Behavior Analyst (BCBA) Responsibilities: * Develop and implement individualized behavior intervention plans * Conduct assessments * Provide training to parents and staff * Collaborate with other members of the team and BCBA * Maintain records and documentation * Attend professional development activities * Supervision of RBTs * The BCBA will have the opportunity to grow within the company by taking on additional responsibilities and leadership roles. Board Certified Behavior Analyst Qualifications: * Master's degree in ABA or related field * BCBA (Board Certified Behavior Analysts) certification * 2+ years of experience working with children with autism as a BCBA * Strong understanding of ABA principles * Excellent communication and interpersonal skills * Ability to work independently and as part of a team * Ability to work flexible hours * Valid driver's license and reliable transportation If you are a passionate and motivated Board Certified Behavior Analyst (BCBA) who is looking for a challenging and rewarding opportunity, we encourage you to apply. Salary: * Full Time- Commensurate with experience. * Hourly- Commensurate with experience. Benefits: * Paid time off (PTO) Accrual from day one- ALL EMPLOYEES * Benefit package for full-time employees (30+ hours per week) * Opportunities for growth and promotion * 401(k) * 401(k) matching * Flexible schedule * Health insurance * Professional development assistance (CEU's) * Referral program * Social Media program * Opportunities for advancement About ___: At___, we are redefining the world of Applied Behavior Analysis (ABA) therapy for children. Our commitment is to provide individualized, high-quality care while creating a happy and fun environment that fosters growth, development, and success. We are not just another ABA company; we are a community dedicated to making a positive difference in the lives of children and their families. INDNJB