IT Specialist Pontera IncIT SpecialistNew York, NY$100,000–$130,000 / yearManage and support office infrastructure including enterprise networking, firewalls, wireless networks, VPN connectivity, CCTV systems, physical access control, conferencing technologies, and office AV systems, using platforms such as Fortinet, UniFi, Cato, and Zoom. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Business Development Representative Pontera IncBusiness Development RepresentativeNew York, NYBacked by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Marketing Strategist, Equityzen - Vice President Morgan StanleyMarketing Strategist, Equityzen - Vice PresidentNew York, NY$110,000–$190,000 / yearOur 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. Responsibilities: In this role, you will be the strategic planning lead for all Private Markets marketing efforts, focused on understanding core business objectives, leveraging deep market intelligence (including clients and competitors), and defining the overarching marketing approach.
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.
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.
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.
NewRegistered 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 .
Vice President, Liquidity Solutions Capital Integration Systems LLCVice President, Liquidity SolutionsNew York, NY$175,000–$200,000 / yearThe Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS''s liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. CAIS 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.
NewGlobal 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.
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.
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.
Sales Advisor Richemont North AmericaSales AdvisorNew York, New York$26–$28 / hourAble to identify potential sales leads; perform targeted and diligent follow-up generating product selling opportunities at the Boutique. Our whole aim is to continue our tradition with new, outstanding products, very much in keeping with Lange's claim: State-of-the-art tradition.
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.
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.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Vice President, Divisional Annuity Specialist JPMorgan Chase & CoVice President, Divisional Annuity SpecialistJersey City, NJConduct 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.
Life Insurance Specialist - VP JPMorgan Chase & CoLife Insurance Specialist - VPJersey City, NJOur products, tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses. Conduct calls with financial advisors and clients to educate on life insurance products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption.
J.P. Morgan Wealth Management - Market Director of Wealth - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - New JerseyMorristown, NJUsing 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.
Investment Banking Sr Associate - Financial Institutions Group Citigroup Inc.Investment Banking Sr Associate - Financial Institutions GroupNew 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. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.