NewFinancial Operations Associate Stonex GroupFinancial Operations AssociateWarren, NJ$40,000–$43,000 / yearAs a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
NewManaging Director, Intangible Assets Business Valuation bdo consultingManaging Director, Intangible Assets Business ValuationNew York, NY$250,000–$350,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion.
NewManaging Director, Real Estate Valuation bdo consultingManaging Director, Real Estate ValuationNew York, NY$240,000–$250,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Valuation & Capital Market Analysis Managing Director is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion.
NewEngineering Director - Tax Product Development bdo consultingEngineering Director - Tax Product DevelopmentNew York, NY$210,000–$325,000 / yearExtensive knowledge of cloud platforms (Azure, AWS GCP), AI platforms like OpenAI, Anthropic, DevOps practices, CI/CD pipelines, containerization (Docker, Kubernetes), and database technologies (SQL, NoSQL), preferred. The Engineering Director, Product Technical Lead is responsible for product engineering for cloud-based solutions for a Tax service line, including Partnership, Corporate, Indirect, and Strategic Tax Services within BDO.
NewPersonal Financial Planner New York Life - UniondalePersonal Financial PlannerUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine JPMorgan Chase Bank, N.A.JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning EngineNew York, NYFull timeDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearWIS digital product managers mobilize cross-functional teams throughout the division to build digital capabilities for advisors across client channels and work closely with investment teams, salespeople, client servicing teams, operations, divisional product managers, UX designers, designers, tax, compliance, and legal. Become a subject matter expert on the end-to-end client experience relevant to your specific pillar coverage; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales teams, operations teams, and user interviews.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
NewMarketing/Research Assistant Page GroupMarketing/Research AssistantNew York, NY$100,000–$130,000 / yearFull timeThe ideal candidate will have experience supporting capital raising, investor relations, marketing, or client service functions at a hedge fund, alternative asset manager, private credit manager, private equity firm, family office, or boutique investment manager. 2-5 years of experience supporting investor relations, fundraising, business development, marketing, client service, or research functions within an asset management or alternative investments environment.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - North JerseyParamus, NJ$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BrooklynNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager Safe Act - Brooklyn Citigroup Inc.Citi Wealth - Wealth Relationship Manager Safe Act - BrooklynNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New YorkNew York, NY$75,000–$125,000 / yearOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global LtdFinancial Services Technology Consulting - Wealth and Asset Management - Manager - Private MarketsNew York, NY$142,600–$261,500 / 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. Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New YorkNew York, NY$125,000–$290,000 / yearAs part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. • Analyze client-directed managers that may not be on GSAMs platform, assessing risk characteristics and track record, and advise Portfolio Managers on how to take such managers into consideration when constructing the overall portfolio.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New YorkNew York, NY$125,000–$290,000 / yearPartner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
J.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Lending Solutions Project ManagerJersey City, NJAs a Vice President Product Manager for Lending Solutions, you will partner with business and technology teams to define and deliver a product roadmap that enhances the advisor and client lending experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.