Lead AI Product Manager VOYA Financial Inc.Lead AI Product ManagerWork@Home, NY$130,970–$183,680 / yearWorking across business, technology, compliance, legal, and risk functions, the Lead AI Product Manager identifies high-impact opportunities and delivers AI-enabled solutions that drive measurable customer and business outcomes. Strong knowledge of LLM-based products, retrieval-augmented generation (RAG), agentic workflows, model evaluation frameworks, experimentation methodologies, and data-driven product development.
Wealth Senior Client Associate Wilmington TrustWealth Senior Client AssociateNew York, New YorkSupports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
Family Office Client Service Representative Oppenheimer & Co. Inc.Family Office Client Service RepresentativeNew York, NY$80,000–$110,000 / 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. Partner across clients, financial advisors, investment bankers, wealth management, trusted partners, (trust & estate, tax, alternatives), and other internal teams; and liaise with custodians and third-party managers to ensure smooth operational flow and administrative activities required to support client relationships.
Analyst, Investor Services Ares OperationsAnalyst, Investor ServicesNew York, New York$85,000–$95,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel.
NewPrincipal, Head of Delivery Excellence & PMO Ares OperationsPrincipal, Head of Delivery Excellence & PMONew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. The individual will partner with Product, Engineering, Architecture, and Business leaders to implement consistent delivery processes, Agile methodologies, Jira governance, stakeholder communications, and portfolio governance while coaching teams to improve delivery maturity and execution excellence.
Head of Marketing Social Capital Resources LLCHead of MarketingGarden City, NYCreate and maintain a robust library of sales materials including pitch books, one-pagers, due diligence materials, and competitive analyses for mutual funds, ETFs, and SMAs. Build integrated marketing programs that support the distribution of our mutual funds, ETFs, and separately managed accounts (SMAs).
Internal Wealth Specialist The Capital Group Companies IncInternal Wealth SpecialistNew York, NY$105,459–$168,734 / yearHome to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private 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. 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.
NewRegistered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateNew York, NY$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesBridgeport, ConnecticutFull timeAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
SME & Enterprise Account Executive Thomas Talent NetworkSME & Enterprise Account ExecutiveNew York, New YorkRemote$100,000–$125,000 / yearThe company has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth management firms across the U.S. The team runs on EOS and sells directly to compliance officers, principals, and operations leaders at RIAs and broker-dealers. You'll partner with the Solutions Consultant on demos and technical proof points, hand off cleanly to Customer Success at close, and report to the Head of Sales alongside one other Account Executive on the SMB segment.
Associate AllianceBernstein Holding LPAssociateStamford, CT$80,000–$86,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateNew York, NY$80,000–$86,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Internal Sales Associate (January 2027 Class) Franklin TempletonInternal Sales Associate (January 2027 Class)Stamford, FloridaWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
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.
VP, Business Development NFP CorpVP, Business DevelopmentMelville, New YorkFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Develop and maintain a working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable/philanthropic strategies.
Wealth Planner Cerity PartnersWealth PlannerNew York City, New YorkExceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
Associate, Strategic Partnerships Ares OperationsAssociate, Strategic PartnershipsNew York, New York$120,000–$135,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Develop and maintain strong working relationships with internal subject‑matter experts across Finance & Accounting, Legal, Compliance, Relationship Management, Investor Operations & Services, Product Management, Investor Relations, Performance, Quantitative Investment Solutions, and Quantitative Research.
Senior Branch Operations Specialist (Jericho, NY) Oppenheimer & Co. Inc.Senior Branch Operations Specialist (Jericho, NY)Jericho, NY$55,000–$65,000 / 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.
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.