NewInvestment 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.
NewRegulatory and Compliance, Investor Onboarding and Regulatory Review - Vice President iCapitalRegulatory and Compliance, Investor Onboarding and Regulatory Review - Vice PresidentNew York, NY$155,000–$185,000 / yearThe candidate will be responsible for ensuring completeness and compliance of investor subscription materials with the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, and FINRA Rules. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
NewHead of Managed Accounts and Model Portfolio Delivery - Senior Vice President iCapitalHead of Managed Accounts and Model Portfolio Delivery - Senior Vice PresidentNew York, NY$210,000–$260,000 / yearThis is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems.
NewRelationship Manager, Business Development - RIA Enterprise Vice President iCapitalRelationship Manager, Business Development - RIA Enterprise Vice PresidentNew York, NY$80,000–$100,000 / yearThis role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.
NewNational Accounts - Vice President iCapitalNational Accounts - Vice PresidentNew York, NY$160,000–$190,000 / yearThis will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. . This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships.
NewRegulatory and Compliance, ERISA - Senior Vice President iCapitalRegulatory and Compliance, ERISA - Senior Vice PresidentGreenwich, CT$190,000–$230,000 / yearThe Senior Vice President of ERISA Compliance is responsible for leading iCapitals enterprise-wide compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) compliance requirements. This role serves as the primary subject matter expert for ERISA-related regulatory obligations impacting iCapitals registered investment advisers, collective investment trusts (CITs), retirement-focused investment products, and retirement-plan clients.
NewAccount Executive ComplySciAccount ExecutiveNew York, NY$190,000–$200,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
NewDirector/Sr. Director, Commercial Mortgage Originations New York Life Insurance CompanyDirector/Sr. Director, Commercial Mortgage OriginationsNew York, NY$170,000–$260,000 / yearOver the past five years, the Northeastern Regional Office has originated nearly $8 billion of fixed and floating rate mortgages on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers. Leveraging more than a century of real estate investment experience, New York Life Real Estate Investors (“REI”) believes that investment principles which incorporate sustainability best practices promote favorable relative returns for our clients over the long term.
Inbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorNY$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor GroupNew York, NYFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Senior Wealth Investment Advisor Associate M&T Bank CorpSenior Wealth Investment Advisor AssociateNew York, NY$85,800–$143,000 / yearParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Supervisory/Managerial Responsibilities: Education and Experience Required: Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience.
Senior Wealth Investment Advisor M&T Bank CorpSenior Wealth Investment AdvisorNew York, NY$170,500–$284,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Senior Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateNew York, New YorkParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Institutional Senior Investment Advisor - New York, New York The Toronto-Dominion BankInstitutional Senior Investment Advisor - New York, New YorkNew York, NY$124,280–$186,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRYE, NY$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Senior Wealth Investment Advisor Wilmington TrustSenior Wealth Investment AdvisorNew York, New YorkBachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Asset Management - Investment Specialist, Municipals - Managing Director JPMorgan Chase Bank, N.A.Asset Management - Investment Specialist, Municipals - Managing DirectorNew York, NYFull timeGFICC manages a broad range of strategies through funds and separately managed accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages, and tax aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages approximately $200 billion in Separately Managed Account (SMA) assets across municipal bonds, government securities, corporate credit, high yield, preferreds, international fixed income, and multi-sector strategies.
Alternative Investments Internal Consultant - RRB T. Rowe Price Group IncAlternative Investments Internal Consultant - RRBNew York, NY$108,000–$184,000 / yearThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.