Jobs in West Caldwell

Financial D&O/ Professional Liability Account Executive

Property & Casualty Insurance Industry

Essex County, NJ

About the Role

Serve as the key consultant for a collection of accounts in the Financial Lines sector, delivering expert guidance on coverages such as Directors and Officers (D&O), Employment Practices Liability Insurance (EPLI), Cyber, Errors and Omissions (E&O), Fiduciary, and Crime for major financial institutions, significant investment firms, and large law practices.

Responsibilities

• Conduct thorough policy evaluations, risk analyses, and assessments of coverage gaps to pinpoint valuable opportunities for enhanced protection.
• Oversee a variety of client accounts of differing complexities with attention to detail and accuracy.
• Provide Strategic Guidance and Supervise the Team.
• Offer mentorship to less experienced team members, facilitating their training and involvement with clients.
• Collaborate with internal teams and insurance carriers to manage endorsements, issue certificates, and ensure prompt documentation delivery.
• Direct discussions on renewal strategy placements and negotiate complex terms with carriers.
• Focus on Marketing and Risk Strategy.
• Partner with internal colleagues to promote tailored insurance solutions that align with the specific needs of each client.
• Lead the creation and delivery of underwriting applications, risk evaluations, and materials for client presentations.
• Build and maintain strong relationships with carriers and stay informed about market changes that may affect client accounts.

Qualifications

• Possess over three years of experience in financial lines at an insurance brokerage.
• Have a deep knowledge of products including Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Errors and Omissions (E&O), and Cyber liabilities.
• Hold a vibrant understanding of risk management concepts and terminology used in the insurance market.
• Familiarity with Applied Epic is preferred.
• Current New Jersey Property & Casualty Insurance License is a must.
• Expertise in Financial Lines insurance products.
• Strong analytical and risk assessment skills.
• Excellent communication and interpersonal skills.
• Experience with Applied Epic.
• Proven track record in client relationship management.

Position Overview

The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors.

Key Responsibilities

1. Client and Advisor-Facing Communications

• Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally.

• Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service.

• Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed.

1. CRM Maintenance:

• Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date.
• Track interactions, manage contact details, and log important notes regarding client preferences or needs.
• Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively.

1. Compliance and Documentation

• Submit weekly compliance memo to ensure accurate documentation of activities
• Maintain and track client annual meeting calendar.
• Review and log all correspondence related to client interactions and ensure compliance regulations
• Monitor and report all gifting activities, ensuring they align with compliance guidelines.
• Track and report non-discretionary trades
• Maintain an updated Client Relationship Summary (CRS) log

Skills & Qualifications

• Education:
• Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry.
• Experience:
• 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm.
• Knowledge of financial products, account types, and investment industry terminology.
• Experience with account opening, transfer processing, and move money transactions is highly desirable.
• Technical Skills:
• Proficient in Microsoft Office Suite (Excel, Word, Outlook).
• Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus.
• Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement.
• Soft Skills:
• Strong attention to detail and ability to handle sensitive client information with discretion.
• Excellent communication skills, both verbal and written.
• Strong problem-solving skills and the ability to troubleshoot issues independently.
• Client-focused with a high level of professionalism and service orientation.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Certifications (Preferred, but not required):

• Series 65, or other relevant financial industry certifications, are a plus but not required.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• High end office located in Parsippany NJ with gym on-site.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.

Territory Sales Representative – Northeast (North Jersey and New York)

Looking for a role where you can own a territory, grow a book of business, and get rewarded for it? We’re partnered with one of the nation’s leading distributors of aluminum products used in gutters, siding, and exterior building applications. They’re backed by a major publicly traded parent company, offering big company stability with a tight knit, local team feel.

As the Territory Sales Rep, you’ll manage and grow accounts across West Tennessee, selling a high demand product line to contractors, builders, and supply houses. You’ll nurture relationships, win new business, and get paid every time your accounts reorder this is a long term, relationship driven sales role with recurring commissions built in.

What’s in it for you:

• $60k –$100k base salary based on experience
• Year 1 is base heavy, then transitions to stronger commissions in year 2
• Earn 1–3% of sales revenue with recurring payouts from your accounts
• Car allowance: $500–$800/month (after tax) + all travel expenses covered
• Their top rep cleared $200K+ last year
• Full benefits through a large public company: 401k, stock options, medical, and education support

If you’re hungry, relationship-driven, and want a territory you can truly own, this is a strong opportunity to build a long-term, high-earning sales career.

REQUIRED: SPANISH SPEAKING

ABA Therapist

Pay: $22.00 - $30.00 per hour

Job Type: Part Time/Possibility for Full Time

Benefits:

·      Tuition Assistance

·      Ongoing Training

·      Flexible Schedule

·      Opportunities for growth: Lead RBT, Full Time RBT

Full Job Description:

Join us for a chance to make a meaningful impact while working with a supportive team!

·      Provide in-home 1:1 ABA services to individuals diagnosed with Autism Spectrum Disorder (ASD)

·      Use behavior-analytic strategies to increase functional behaviors and decrease behaviors that may impede learning, safety or social opportunities, by following patients’ treatment plan

·      Collect and submit data on an electronic data system.

·      Maintain clear lines of communication with families, supervisors, and administration.

About GCT:

Golden Care Therapy is a ABA Therapy provider delivering home- based services for clients throughout the East Coast. We are seeking ABA Therapists/RBT's to join our team to provide ABA services for children with autism under the guidance of a behavioral supervisor (BCBA).

Each member of our admin team brings firsthand experience as ABA Therapist/RBTs, ensuring a deep understanding of your role and needs. We take pride in our company culture, fostering a dedicated and passionate team in the field! Annual performance reviews are conducted to provide constructive feedback and support professional growth.

For more information, please visit our socials:  

Experience:

Special education: 1 year (Preferred)

Applied behavior analysis: 1 year (Preferred)

We are hiring remote contributors to review consumer finance content focused on budgeting and money-saving strategies.

Your role will involve reading short financial guidance pieces and providing feedback on their usefulness for people managing tight budgets. You may also identify which tips are the most practical for everyday situations.

This position is ideal for people interested in personal finance, budgeting, or improving financial literacy.

The work is flexible and completed online.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

We are seeking individuals to review and provide feedback on everyday money-management tips. This role focuses on common financial challenges such as managing expenses, reducing spending, and making smarter financial choices.

You will review examples of budgeting methods and evaluate practical ideas people use to stretch their income. The goal is to understand which approaches work best for real households.

The work is flexible and fully online. Applicants should have an interest in budgeting, saving money, or improving financial habits.

No formal finance background is required.

We are looking for people who are interested in personal finance and budgeting. In this role you will review practical money-saving strategies and provide feedback on budgeting ideas for everyday households.

You will look at different financial habits, common spending patterns, and simple ways people manage money when budgets are tight. The work is simple and can be done online.

Responsibilities include reviewing budgeting advice, identifying useful money-saving ideas, and sharing your opinion on which strategies are most helpful.

No professional experience is required, but an interest in personal finance, saving money, or budgeting is helpful.

This is a remote opportunity and can be completed from home.