Registered Investment Advisor (RIA) Sterling Inspired Staffing.Registered Investment Advisor (RIA)Fairfield, ConnecticutOur client partners with a range of leading wealth management firms, RIAs, broker-dealers, banks, and private wealth advisory groups across the U.S., including: LPL Financial (22,000+ advisors, 4.5M+ investors). Our client and their network of firms provide: Operational & Compliance Support Reduce administrative burdens and focus on serving clients.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
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.
Entry-Level Investment & Protection Advisor (Remote) (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote) (Remote)New Haven, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Entry-Level Investment & Protection Advisor (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote)New Haven, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Alternative Investments Analyst - Cigna Investment Management - Hybrid CignaAlternative Investments Analyst - Cigna Investment Management - HybridBloomfield, CT$89,400–$149,000 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. CIM's assets are invested in public and private corporate bonds, commercial mortgages, private equity, private credit, real estate equity, public equity and short-term investments.
Alternative Investments Analyst - Cigna Investment Management - Hybrid The Cigna GroupAlternative Investments Analyst - Cigna Investment Management - HybridCTThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. CIM's assets are invested in public and private corporate bonds, commercial mortgages, private equity, private credit, real estate equity, public equity and short-term investments.
Compliance Associate, Marketing & Investment Adviser Compliance NewEdge Capital GroupCompliance Associate, Marketing & Investment Adviser ComplianceStamford, ConnecticutNewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a detail-oriented and motivated Compliance Associate to support the firm’s investment adviser compliance program, with a primary focus on marketing and advertising review under the SEC Marketing Rule, the firm’s annual review process under Rule 206(4)-7, and Form ADV maintenance. Review advertisements, pitch books, performance presentations, website content, social media, and other client-facing marketing materials for compliance with SEC Rule 206(4)-1 (the Marketing Rule) and firm policy prior to use or distribution.
NewBusiness Architect, Investment Management, VP III - State Street Investment Management State Street CorporationBusiness Architect, Investment Management, VP III - State Street Investment ManagementStamford, CT$120,000–$217,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Marketing Manager - North America, VP II - State Street Investment Management State Street CorporationMarketing Manager - North America, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
Insurance Portfolio Manager - Cigna Investment Management - Hybrid CignaInsurance Portfolio Manager - Cigna Investment Management - HybridBloomfield, CT$115,000–$191,600 / yearCigna Investment Management (CIM) manages more than $35 billion in assets across public and private fixed income, commercial mortgages, private equity, private credit, real estate, public equity, and short-term investments. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Senior Accounting Manager - Investment Accounting & Transformation - Hybrid CignaSenior Accounting Manager - Investment Accounting & Transformation - HybridBloomfield, CT$121,100–$201,900 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. This role will partner closely with Investment Front Office, Investment Operations, Technology, and Global Operations teams to enhance processes, implement new technologies, and improve scalability, efficiency, and reporting quality across the organization.
NewFinancial Advisor Northwestern MutualFinancial AdvisorStamford, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Accounting Manager - Investment Accounting & Transformation - Hybrid The Cigna GroupSenior Accounting Manager - Investment Accounting & Transformation - HybridBloomfield, CT$121,100–$201,900 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. This role will partner closely with Investment Front Office, Investment Operations, Technology, and Global Operations teams to enhance processes, implement new technologies, and improve scalability, efficiency, and reporting quality across the organization.
Insurance Portfolio Manager - Cigna Investment Management - Hybrid The Cigna GroupInsurance Portfolio Manager - Cigna Investment Management - HybridCT$115,000–$191,600 / yearCigna Investment Management (CIM) manages more than $35 billion in assets across public and private fixed income, commercial mortgages, private equity, private credit, real estate, public equity, and short-term investments. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Investment Accountant Madison-DavisInvestment AccountantStamford, CTA growing insurance organization is seeking an Investment Staff Accountant to support investment accounting and reporting activities. Correspond with investment advisors, custodians, and external service providers regarding investment activity.
Financial & Wealth Advisors StaffWorthyFinancial & Wealth AdvisorsFairfield, Connecticut$30–$40 / hourClients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S. Candidate Profile: Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State StreetOperational Due Diligence Manager, Assistant Vice President - State Street Investment ManagementStamford, ConnecticutAssist (Lead with experience) with initial and ongoing third party manager and sub advisor operational due diligence reviews, including performing document reviews, participating in Ops DD meetings, and producing reports as directed by Senior Ops DD team members. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors, and internal cross-functional teams.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Greenwich, CT (Greenwich Dearfield) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Greenwich, CT (Greenwich Dearfield)Greenwich, CTFull timeUsing 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CTStamford, CTFull timeUsing 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.