Operations Associate (Hybrid) Broadridge Financial Solutions IncOperations Associate (Hybrid)Newark, NJ$23–$25 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Responsibilities: Provide phone support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.
Key Private Bank Sr. Relationship Manager KeyCorpKey Private Bank Sr. Relationship Managertarrytown, NY$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Licensed Retail Banking Representative Amalgamated BankLicensed Retail Banking RepresentativeNew York, NY$22–$31 / hourPURPOSE OF POSITION: Under general supervision but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities including but not limited to Life Insurance products and general banking needs in branch and at offsite events. Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services.
Registered Client Service Associate (Chrysler East, NY) Oppenheimer & Co. Inc.Registered Client Service Associate (Chrysler East, NY)New York, NY$60,000–$70,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs .
Registered Client Service Associate (Jericho, NY) Oppenheimer & Co. Inc.Registered Client Service Associate (Jericho, NY)Jericho, NY$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
GTM Intelligent Automation Solutions - Financial Services Capgemini SEGTM Intelligent Automation Solutions - Financial ServicesNew York, NY$93,500–$262,740 / yearIs able to handle deep conversations on some parts of Capgeminis portfolio and to negotiate with CxOs for strategic dealsInfluences Capgemini portfolio evolution through insights on clients priorities and investmentsGoes beyond closing deals and tries to build long term relationships with clients, acting as an advisor vs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Assistant Vice President, Funds Legal And Regulatory Brookfield Corp.Assistant Vice President, Funds Legal And RegulatoryNew York, NY$120,000–$165,000 / yearThe Assistant Vice President will help translate regulatory requirements into practical controls, coordinate with internal stakeholders and service providers, and support the ongoing oversight of fund operations, filings, distribution activity, and compliance testing. This role will support regulatory matters affecting Brookfield's Wealth Vehicles, work with registered investment advisers and business units across the broader Brookfield organization and help advance Brookfield's continued growth in the wealth marketplace.
Svp, National Accounts Manager Brookfield Corp.Svp, National Accounts ManagerNew York, NY$200,000–$225,000 / yearThis Senior Account Manager will serve as a senior commercial leader responsible for deepening strategic partnerships, expanding platform access, accelerating advisor adoption, and driving long-term revenue growth across Brookfield's private wealth business. The Senior Account Manager, Business Development will be responsible for developing, managing, and expanding a portfolio of key strategic relationships across the wealth landscape, including wirehouses, private banks, independent broker-dealers, RIAs, and strategic platforms.
Investment Banking, Financial Institutions, Sr Associate Citigroup IncInvestment Banking, Financial Institutions, Sr AssociateNew York, NY$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Mid-Market Account Executive FeeXMid-Market Account ExecutiveNew York, NY$185,000–$225,000 / yearAs a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, custodial data privacy) and know when to deploy your internal Legal & Compliance SMEs.
Project Specialist Wealth City National BankProject Specialist WealthNew York, New YorkRemote$78,970–$126,140 / yearFull timeRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Overview: ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
Summer 2027 Internship Program – Wealth & Asset Management Intern Dow Jones & CompanySummer 2027 Internship Program – Wealth & Asset Management InternNew York City, New YorkIt is home to leading publications and products including the flagship Wall Street Journal, America’s largest newspaper by paid circulation; Barron’s, MarketWatch, Mansion Global, Financial News, Dow Jones Risk & Compliance and Dow Jones Newswires. Barron's Wealth & Asset Management Group hosts a series of national, regional, and international invitation-only summits to recognize the achievements of the most successful and influential financial advisors in the wealth management industry.
Life Insurance Brokerage Manager Modern Life Group, Inc.Life Insurance Brokerage ManagerNYRemote$65,000–$85,000 / yearWe are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual. Be the quarterback for your advisors - you''ll be hands-on, running illustrations, helping with case design, providing guidance to advisors, aid in submitting new business, and helping close the case with the carriers.
Vice President, Divisional Annuity Specialist JPMorgan Chase Bank, N.A.Vice President, Divisional Annuity SpecialistJersey City, NJFull timeConduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework.
NewJ.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design LeadNew York, NYFull timeOwnership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management.
J.P. Morgan Wealth Management - Market Director of Wealth - Hudson Metro JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - Hudson MetroWhite Plains, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.
NewJ.P. Morgan Wealth Management - Market Director of Wealth - Staten Island, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - Staten Island, NYStaten Island, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.
Senior Product Business Analyst Envestnet IncSenior Product Business AnalystNY$86,000–$107,500 / yearPerforms end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
Order Desk And Margin Manager Guardian LifeOrder Desk And Margin ManagerNew York, NY$103,450–$169,960 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers The position also leads team governance initiatives, partnering closely with Compliance, Technology, custodial partners, and business stakeholders to drive operational excellence, risk management, and an exceptional advisor and client experience.
Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New York The Goldman Sachs Group IncGlobal Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New YorkNew York, NY$150,000–$300,000 / yearDeliver Tailored Wealth Advisory Solutions: Serve as the dedicated subject matter expert for financial advisors, collaborating with cross-functional stakeholders as well as marketing to design institutional-grade capital markets solutions and educational resources for HNW clients. As a trusted partner, you will extend a deep, hands-on knowledge of capital markets, including equity derivatives, structured products, and long/short SMAs, combined with proven experience with complex hedging, monetization, and customized banking and lending solutions.