NewInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentNew York, NY$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
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.
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.
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.
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.
Investment Advisor – Client Acquisition (Remote) Ridgewood InvestmentsInvestment Advisor – Client Acquisition (Remote)Springfield, NJRemote$60,000–$75,000 / yearYou will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. The Opportunity We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.
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.
NewInstitutional Senior Investment Advisor - New York, New York TD BankInstitutional Senior Investment Advisor - New York, New YorkNew York, New York$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.
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.
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.
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.
Investment Banking - Equity Capital Markets - EY Capital Advisors - Vice President Ernst & Young Global LtdInvestment Banking - Equity Capital Markets - EY Capital Advisors - Vice PresidentNew York, NY$200,000–$240,000 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking and capital markets advisory services to our clients, with access to a global network of EY mergers & acquisitions, equity, convertible, and debt capital markets professionals.
Senior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice President JPMorgan Chase & CoSenior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice PresidentJersey City, NJStrong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management, private banking, asset management, brokerage, or an investing platform. We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products.
Associate, Secondary Investments Adams Street Partners LLCAssociate, Secondary InvestmentsNew York, NY$130,000–$150,000 / yearThe position offers a deal-oriented, high-responsibility role exposed to the full array of private markets subclasses, including buyout, venture capital, and credit funds across all industries and in both developed and emerging markets. Amounts stated by investment advisers in regulatory filings ("regulatory AUM") have a prescribed methodology, which may, in some circumstances, differ from the methodology such adviser uses for other purposes, including marketing efforts.