NewClient Service Associate redShift RecruitingClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Commercial Real Estate Lending Transactor - Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor - Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth ("UHNW") Commercial Real Estate ("CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
NewCommercial Real Estate Lending Transactor – Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor – Assistant Vice PresidentPurchase, New York$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth (“UHNW”) Commercial Real Estate (“CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
Associate UX Designer - Client Platform Morgan StanleyAssociate UX Designer - Client PlatformPurchase, NY$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAssociate UX Designer – Client Platform Morgan StanleyAssociate UX Designer – Client PlatformPurchase, New York$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Financial Advisor-Stamford, CT (Multiple-Levels) TD BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, ConnecticutEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Account Executive LuminaryAccount ExecutiveNew York, New YorkOur 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services.
Business Development Rep LuminaryBusiness Development RepNew York, New YorkOur 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services.
International Wealth Management (IWM) Strategy, Vice President Morgan StanleyInternational Wealth Management (IWM) Strategy, Vice PresidentNew York, New York$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
International Wealth Management (Iwm) Strategy, Vice President Morgan StanleyInternational Wealth Management (Iwm) Strategy, Vice PresidentNew York, NY$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SD Financial Center MarketBrooklyn, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Finance Manager ROC NationFinance ManagerNew York, NY$108,000–$135,000 / yearThe right person is a high-energy problem solver, has a can-do mindset, organized, detail-obsessed, and thrives in a fast-paced environment with a high volume of clients and moving parts. For this reason, Roc Nation will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations to do so, including reasonable accommodations related to pregnancy in accordance with applicable local, state and / or federal law.
Director of Engineering, Enterprise Products Docupace Technologies, IncDirector of Engineering, Enterprise ProductsNYThis service processes wealth management documents at scale, orchestrates regulated workflows for account opening and advisor transitions, enforces WORM compliance, and integrates Docupace with the industry's major custodians and data providers. You will build and lead high-performing engineering teams, own cross-functional relationships with Product, Compliance, and executive stakeholders, and make the architectural and organizational decisions that determine how Docupace scales over the next decade.
Enterprise AI Product Manager Carlyle Group Inc.Enterprise AI Product ManagerNew York, NY$180,000–$200,000 / yearDemonstrate hands-on technical proficiency in designing and building AI-powered solutions from concept through production, including use case applications, dashboards, operationalizing workflows or frameworks, agents, and Skills, leveraging Carlyle's enterprise AI platform capabilities. The Carlyle Group's Enterprise AI team within Enterprise Tech & Data (Global Technology & Solutions) is seeking a forward-thinking, technically fluent Senior AI Product Manager to support the strategy, platform management, and enablement programs of the Enterprise AI team.
Digital Client Experience & Platforms - Product Owner, AVP Morgan StanleyDigital Client Experience & Platforms - Product Owner, AVPNew York, NY$85,000–$140,000 / yearIn this role, you will have the opportunity to showcase your expertise bringing successful B2C products to market with engaging consumer-facing experiences, strong knowledge of wealth management, financial planning, and investment advisory programs, and proven track record of creating and delivering innovative digital wealth management solutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.
Senior Private Banker/Advisor Avior Executive SearchSenior Private Banker/AdvisorJericho, New YorkBachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGENew York, NY$104,600–$191,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Senior Account Manager - Financial Services Guidepoint GlobalSenior Account Manager - Financial ServicesNew York, NY$100,000–$120,000 / yearWe support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request.
Alternative Investments - Internal Associate Capital Integration Systems LLCAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Alternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.