Advisory Program Product Specialist Oppenheimer & Co. Inc.Advisory Program Product SpecialistNew York, NY$70,000–$80,000 / 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 role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
NewRegional Director (Northeast Region) Oppenheimer & Co. Inc.Regional Director (Northeast Region)New York, NY$135,000–$150,000 / 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. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Registered Client Service Associate (Florham Park) Oppenheimer & Co. Inc.Registered Client Service Associate (Florham Park)Florham Park, NJ$60,000–$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 Jersey 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.
Research Associate - Emerging Technologies and Services Oppenheimer & Co. Inc.Research Associate - Emerging Technologies and ServicesNew York, NY$100,000–$150,000 / 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 City 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.
Mutual Fund Services Administration Specialist Oppenheimer & Co. Inc.Mutual Fund Services Administration SpecialistNew York, NY$90,000–$100,000 / 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.
Legal Counsel, IT Services & Contracts Samsung SDS AmericaLegal Counsel, IT Services & ContractsRidgefield Park, NJ$150,000–$170,000Counsel internal business teams on (i) legal issues relating to the development and provision of managed cloud, IT security, email marketing, content management, and consulting services and (ii) U.S., Canadian, and European privacy laws. We enable our customers in government, financial services, healthcare, and other industries to drive business in a hyper-connected economy helping them to increase productivity, safeguard assets, and make smarter decisions.
NewAssociate Financial Advisor Jambalaya GroupAssociate Financial AdvisorWhite Plains, NYBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+Woodbridge Township, NJ$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
NewSenior Product Control Analyst | Senior Business Financial Control Product Associate Macpower Digital Assets Edge Private LimitedSenior Product Control Analyst | Senior Business Financial Control Product AssociateNew York, NY$120,000–$150,000 / yearIn this role, you'll help analyze and report financial data for specific business lines, working closely with senior leadership and various internal teams. This is a great opportunity for someone with solid finance or accounting experience who enjoys solving problems, digging into data, and making real business impact.
NewPersonal Financial Advisor TuringPersonal Financial AdvisorNew York, New YorkRemote$100–$150Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview: In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
Senior Associate, Outsourced CFO Support (Investment Management) Stable Rock SolutionsSenior Associate, Outsourced CFO Support (Investment Management)New York, NY$70,000–$100,000 / yearFull timeThe Stable Rock DifferenceDirect client access and advisory exposureBroader scope beyond pure fund accounting (true CFO support)Opportunity to shape processes rather than inherit rigid infrastructureVisibility into fund launches, restructurings, and capital eventsGrowth path tied to performance, leadership, and client impact Why Stable RockStable Rock is built for professionals who want more than a traditional accounting or advisory role. Job Opportunity and Responsibilities:Stable Rock is seeking a Senior Associate, Outsourced CFO & Accounting Services to join our Investment Management department, that will be responsible for delivering high-quality fund accounting oversight, financial reporting, and outsourced CFO support to alternative investment clients, including private equity, venture capital, hedge funds, and related management companies.
Principal Data Architect LPL Financial Holdings IncPrincipal Data ArchitectNew York, NY$155,942–$259,869 / 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.
NewAVP, Senior Trustee Consultant LPL Financial Holdings IncAVP, Senior Trustee ConsultantNew York, NY$88,580–$147,599 / 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.
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.
Portfolio Manager Associate City National BankPortfolio Manager AssociateNew York, New YorkRemote$92,114–$156,880 / yearFull timeRespond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Associate, Working Capital Alvarez & Marsal Private Equity Performance Improvement Group, LLCAssociate, Working CapitalNew York, NYFull timeAlvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - CFO Services team in various locations throughout the U.S. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Deposit Product- Associate Morgan StanleyDeposit Product- AssociateNew York, New YorkThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management clients. 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.
NewRegional Administrative Manager LPL Financial ServicesRegional Administrative ManagerNew York, NY$99,086–$165,109 / yearThe Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The 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.
Branch Compliance Senior Manager (Melville, NY - HYBRID) Equitable Financial Life Insurance CompanyBranch Compliance Senior Manager (Melville, NY - HYBRID)Melville, NY$102,000–$120,000 / year418240'',''true'',''418240'',''false'',''Submission for the position: Branch Compliance Senior Manager (Melville, NY - HYBRID) - (Job Number: 260000AT)'',''false'',''418240'',''false'',''true'',''Branch Compliance Senior Manager (Melville, NY - HYBRID)'',''260000AT'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.