Morgan Stanley At Work, UX Designer - Vice President Morgan StanleyMorgan Stanley At Work, UX Designer - Vice PresidentPurchase, NY$110,000–$190,000 / 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.
Morgan Stanley at Work, UX Designer – Vice President Morgan StanleyMorgan Stanley at Work, UX Designer – Vice PresidentPurchase, New York$110,000–$190,000 / 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.
Morgan Stanley at Work, UX Designer - Vice President Morgan StanleyMorgan Stanley at Work, UX Designer - Vice PresidentPurchase, NY$110,000–$190,000 / 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 - arent 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.
Wealth Management Advisor: Greenwich, CT U.S. BancorpWealth Management Advisor: Greenwich, CTGreenwich, CT$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Compliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, New YorkRemote$85,000–$145,000 / yearFull timeFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Working knowledge of OCC Retail Non-Deposit Investment Products (RNDIP), Regulation R, associated investment products and services including associated ERISA compliance requirements.
Trainee Wealth Management Investment Firm in Stamford, CTTrainee Wealth ManagementStamford, CTFull timeIn this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles.
Wealth Advisor - Dime Community Bank LPL FinancialWealth Advisor - Dime Community BankBrooklyn, New York$66,300–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Advisor - Northfield Bank LPL FinancialWealth Advisor - Northfield BankEast Brunswick, New Jersey$70,000–$90,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
AVP, Growth Manager LPL Financial Holdings IncAVP, Growth ManagerNew York, NY$99,910–$166,448 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewSenior Content Manager - Metals & Mining FactSet Research Systems Inc.Senior Content Manager - Metals & MiningNew York, NY$117,000–$153,000 / yearYou will bring expertise in granular databases, data model architecture, and AI-driven content collection and curation to lead a team delivering high-quality mining datasets to some of the most sophisticated investors and analysts in the industry. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Content & Research Manager - Metals & Mining FactSet Research Systems Inc.Content & Research Manager - Metals & MiningNorwalk, CT$108,000–$135,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. You will be expected to stay current on industry developments and news, publish timely and relevant articles and insights tying such developments into FactSet's suite of products, and be ready to both educate the team and help answer external questions.
Senior Manager - Investment Management Governance Office - RNDIP/ Reg R City National BankSenior Manager - Investment Management Governance Office - RNDIP/ Reg RNew York, New YorkRemote$275,000–$325,000 / yearFull timeWorking within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. Compensation Starting base salary: $275,000 - $325,000 per year in New York, NY $225,000 - $275,000 per year in Los Angeles, CA $200,000 - $250,000 per year in Newark, Delaware or Charlotte, NC Exact compensation may vary based on skills, experience, and location.
Private Markets & Alternatives Product Manager The Depository Trust & Clearing CorpPrivate Markets & Alternatives Product ManagerJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. Act as liaison with Product Owner or a key product member in an Agile squad and partnering with internal teams for implementation of new features ensuring that all proposed changes are reviewed, feedback is incorporated and any impact is fully communicated to internal stakeholders; participates in dynamic P.I. planning sessions.
Real Assets Debt Product Manager MSCI IncReal Assets Debt Product ManagerNew York, NY$181,000–$235,000 / yearWorking knowledge of the debt and lending side of real assets in addition to equity, spanning senior mortgages, mezzanine loans, B-notes, preferred equity and both private real estate credit and public instruments such as CMBS, together with an understanding of how debt strategies differ from equity ownership in their risk, return and yield profiles, their sensitivity to interest rates and credit spreads, and the metrics (LTV, DSCR, debt yield) used to underwrite and value them. This includes market research and client interviews to ideate and prototype new initiatives, fleshing out detailed requirements and working with other teams on the solutioning and estimation, participating in governance forums to determine prioritization and timing, monitoring the build process, quarterbacking go to market planning, and tracking the success of the product with clients.
NewClient Delivery Manager - Financial Services Synechron IncClient Delivery Manager - Financial ServicesNew York, NY$160,000–$180,000 / yearSynechron's progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. This role requires a strong balance of delivery excellence, commercial acumen, people leadership, and client relationship management while driving predictable outcomes across Agile and traditional delivery models.
Commercial Lines-AVP, Client Services Manager (hybrid NY) NFP CorpCommercial Lines-AVP, Client Services Manager (hybrid NY)Plainview, New York$125,000–$135,000 / yearFull timeWhile you will not be directly responsible for renewals, you will play a critical role in supporting Producers with prospecting efforts, identifying growth opportunities, and providing valuable insights from servicing teams to strengthen client relationships and drive business success. In this highly visible role, you will drive client satisfaction, support growth and retention initiatives, facilitate collaboration across internal teams, and help ensure the successful execution of service and renewal strategies.
Commercial Lines AVP, Client Services Manager (hybrid NY) NFP CorpCommercial Lines AVP, Client Services Manager (hybrid NY)Plainview, NY$125,000–$135,000 / yearWhile you will not be directly responsible for renewals, you will play a critical role in supporting Producers with prospecting efforts, identifying growth opportunities, and providing valuable insights from servicing teams to strengthen client relationships and drive business success. In this highly visible role, you will drive client satisfaction, support growth and retention initiatives, facilitate collaboration across internal teams, and help ensure the successful execution of service and renewal strategies.
Sr. Account Manager, Real Estate P&C Aon PlcSr. Account Manager, Real Estate P&CNew York, NYRemote$68,000–$98,000 / yearThe Senior Account Manager will work collaboratively with Account Executives, Advisors, carriers, and clients to manage all aspects of account service, renewal strategy, and marketing efforts while delivering the exceptional responsiveness and white-glove service our clients expect. Summary: NFP's Real Estate Practice is a specialized team that supports complex real estate clients across the country, delivering customized risk management and insurance solutions for some of the industry's most sophisticated organizations.
Manager, Demand Generation Marketing Betterment Holdings IncManager, Demand Generation MarketingNew York, NY$120,000–$150,000 / yearThis role is ideal for a hands-on B2B demand generation marketer with a strong paid media background and communication skills who is excited to work across channels, partner closely with cross-functional teams, and drive measurable business impact. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
Sr. Manager, Licensed Customer Experience Betterment Holdings IncSr. Manager, Licensed Customer ExperienceNew York City, NY$145,000–$165,000 / yearOur Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options. Your work will have a direct impact on customer satisfaction, retention, revenue from higher-balance clients, and the overall trust customers place in Betterment as their long-term investing partner.