Private Wealth, Relationship Management Associate Blue Owl Capital IncPrivate Wealth, Relationship Management AssociateNew York City, NY$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Primary Responsibilities: • Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
Product Marketing, Real Assets - Associate Blue Owl Capital IncProduct Marketing, Real Assets - AssociateNew York City, NY$100,000–$115,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
Ocio Taft-Hartley & Government Entity Portfolio Manager, Vice President Morgan StanleyOcio Taft-Hartley & Government Entity Portfolio Manager, Vice PresidentPurchase, NY$115,000–$205,000 / 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. Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
Portfolio Management Associate Director Morgan StanleyPortfolio Management Associate DirectorRed Bank, New JerseyOur 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. In partnership with Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will create reporting on investment activity and performance and communicate effectively with clients regarding their accounts, market conditions and economic trends.
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.
Practice Strategy, Associate/AVP Morgan StanleyPractice Strategy, Associate/AVPPurchase, NY$70,000–$140,000 / 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. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Director Of Investments Morgan StanleyDirector Of InvestmentsPurchase, NY$68,000–$120,000 / yearThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. 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.
Practice Strategy, Associate/Avp Morgan StanleyPractice Strategy, Associate/AvpPurchase, NY$70,000–$140,000 / 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. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Marketing Specialist, EquityZen - Vice President Morgan StanleyMarketing Specialist, 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.
NewPrivate Wealth, Relationship Management Associate Blue Owl Capital HoldingsPrivate Wealth, Relationship Management AssociateNew York City, New YorkAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Senior Billing Operations Specialist Pontera IncSenior Billing Operations SpecialistNew York, NY$100,000–$120,000 / yearIn the first 90 days, this role moves through three phases: establishing control (documenting end-to-end billing flows, baselining accuracy and cycle time, standing up an exception queue and an interim Finance-CX RACI); stabilizing operations (launching pre-release review for high-risk billing files, implementing a check/payment reconciliation log, and running Quote-to-Cash UAT against real failure scenarios); and reducing recurrence (closing out priority root causes, publishing a scorecard, and formalizing SOPs and escalation thresholds). Whether it''s catching a rate error before a customer ever sees it, tracking down a missing remittance, or rebuilding a broken reconciliation process from scratch, no task is too small when it comes to protecting the accuracy of our billing and the trust our customers place in us.
Institutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahNew York, New York$70,000–$115,000 / yearOnboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs. 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.
NewProduct Marketing, Real Assets - Associate Blue Owl Capital HoldingsProduct Marketing, Real Assets - AssociateNew York City, New YorkAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
Event Marketing Manager Pontera IncEvent Marketing ManagerNew York, NY$110,000–$130,000 / yearBacked 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. Own the operational execution of events, including shipping and receiving, inventory management, booth setup and teardown, registration management, vendor coordination, onsite logistics, and post-event reconciliation.
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.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Associate Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.Associate Director, Research Advisory Services (Advancement & Financial Sustainability)NY$70,500–$95,000 / yearCombine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Retirement Plan Solutions Consultant Cetera Financial Group IncRetirement Plan Solutions ConsultantNY$76,000–$100,000 / yearRetirement Plan Business Consulting: support for advisors'' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors'' requests for new products and selling agreements, provide technical guidance or source referrals to advisors. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
AI & Data Systems Engineer Capital Integration Systems LLCAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / 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. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
AI & Data Systems Engineer CAIS GroupAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / 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. The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.