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.
SVP, National Accounts Manager Brookfield CorpSVP, 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.
Assistant Vice President, Funds Legal and Regulatory Brookfield CorpAssistant 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.
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.
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.
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.
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.
Investment Strategy, Private Markets - Vice President iCapitalInvestment Strategy, Private Markets - Vice PresidentNew York, NY$160,000–$200,000 / yearWorking alongside other investment strategists and private markets specialists, this role will help strengthen the teams collective research capabilities and thought leadership efforts as iCapitals private markets platform and client engagement activities continue to scale. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams.
Assistant General Counsel Citizens Financial Group IncAssistant General CounselTarrytown, NY$176,000–$230,000 / yearThis role will provide legal advice on a broad range of matters impacting trust, fiduciary, brokerage, and investment management services, including regulatory compliance with OCC fiduciary regulations (12 CFR Part 9), the Investment Advisers Act of 1940, and applicable broker-dealer regulations. Familiarity with the federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of ERISA and its parallel provisions under the Internal Revenue Code, the Investment Company Act of 1940 and applicable FINRA rules and 12 CFR Part 9.
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESNew York, NY$100,000–$130,000 / yearCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Private Wealth, Investment Manager Citizens Financial Group IncPrivate Wealth, Investment ManagerTarrytown, NY$188,000–$246,000 / yearAs a Private Wealth, Investment Manager, you will be responsible for helping Citizens team win new assets under management by assisting the team in bringing in new high net worth and institutional clients and identifying new opportunities with existing clients, through advising on investment solutions. Experience working within a Registered Investment Advisor (RIA) environment or partnering with RIAs preferred, with an understanding of fiduciary investment management, portfolio construction, and client advisory best practices.
General Manager - Student Loans Credible Labs IncGeneral Manager - Student LoansNY$179,000–$240,000 / yearOn the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels. Full P&L ownership - Own the P&L for student lending, set ambitious revenue and profitability targets, forecast growth, allocate resources, and deliver results with regular reporting to Credible's Executive Leadership Team (ELT).
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 JerseyWestfield, 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.
Sustainability Sales Specialist, Non-Financial Corporations, Americas S&P GlobalSustainability Sales Specialist, Non-Financial Corporations, AmericasNew York, New YorkAssumes a long-term, integrated perspective while also driving attainment of monthly and quarterly sales results, including short-term results, sales forecasts, and sustainable strategy for the designated territory ensuring both short-term and long-term success. This role will work in partnership with the marketing and business line leaders to establish clear, customer-oriented value propositions for the entire suite of sustainability solutions targeting our clients.