NewWealth Client Onboarding Specialist-Wealth Advisors Marshall & Sterling IncWealth Client Onboarding Specialist-Wealth AdvisorsPoughkeepsie, NY$55,000–$70,000 / hourGuided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience.
Listed Clearing Specialist Page GroupListed Clearing SpecialistWork from Home, NY$45–$50 / hourContractorOur client is a leading global corporate and investment bank that provides clearing, financing, capital markets, and advisory services to institutional clients worldwide. Responsible for settlements, controls, cash management, and client service of listed products: DTC, cash, equity, stock borrow/loan, options clearing in ICC.
Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists, Executive Director JPMorgan Chase Bank, N.A.Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists, Executive DirectorNew York, NYFull timeThe successful candidate will have: 10+ years of relevant experience, preferably experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Vice President, Credit Investment Specialist (Wealth Channel) Brookfield CorpSenior Vice President, Credit Investment Specialist (Wealth Channel)New York, NY$225,000–$300,000 / yearThere will be significant collaboration with members of the firm's credit portfolio managers across Brookfield (Real Estate, Infrastructure and Investment Solutions) as well as across Oaktree and other "partner managers" and with client relationship managers ("CRMs"), marketing, fundraise and due diligence management, and other groups. Product knowledge: be a subject matter expert on Brookfield's Credit offerings and investments by participating in internal investment and asset management meetings to be able to communicate the group's investments and philosophy effectively to investors and the market.
Senior Vice President, Credit Investment Specialist (Wealth Channel) Brookfield Corp.Senior Vice President, Credit Investment Specialist (Wealth Channel)New York, NY$225,000–$300,000 / yearThere will be significant collaboration with members of the firm's credit portfolio managers across Brookfield (Real Estate, Infrastructure and Investment Solutions) as well as across Oaktree and other "partner managers" and with client relationship managers ("CRMs"), marketing, fundraise and due diligence management, and other groups. Product knowledge: be a subject matter expert on Brookfield's Credit offerings and investments by participating in internal investment and asset management meetings to be able to communicate the group's investments and philosophy effectively to investors and the market.
U.S. Private Banker - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.U.S. Private Banker - Investment Specialist - Vice PresidentNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
IPB - Investment Specialist - GFG JPMorgan Chase Bank, N.A.IPB - Investment Specialist - GFGNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Customer Success Specialist - Investment Banking & Advisory Octus Intelligence IncCustomer Success Specialist - Investment Banking & AdvisoryNew York, NY$70,000–$75,000 / yearSince 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets. Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows.
Senior Sales Specialist - Investment Banking London Stock Exchange Group PlcSenior Sales Specialist - Investment BankingNew York, NY$120,000–$200,000 / yearThis is a quota-bearing sales role responsible for developing and closing solutions sales opportunities across a dedicated client portfolio, including M&A Advisory, Capital Markets, Corporate Development, Legal Advisory, and Private Equity communities. You will bring knowledge of financial markets and customer workflows to conversations with clients and collaborate with colleagues across Sales, Account Management, and Product Management.
Specialist, Business Development, Investment Funds & Private Capital Paul HastingsSpecialist, Business Development, Investment Funds & Private CapitalNew YorkA genuine interest in the space and eagerness to learn is essential; Excellent verbal and written communication skills, including attention to detail and proofreading; Proficiency in MS Office suite, including Excel and PowerPoint, with the ability to learn new tools as needed; Understanding of how business development and marketing support attorneys and client relationships in a law firm setting; Working knowledge of marketing principles and how they apply in a professional services context; and. Project manage and draft submissions for legal and industry directories, awards and rankings; Work with team members on media relations, editorial projects, design and digital marketing initiatives; Collaborate with the events team and attorneys to plan and execute client events.
Calvert Responsible Investment Specialist - Associate Morgan StanleyCalvert Responsible Investment Specialist - AssociateNew York, NY$90,000–$165,000 / yearOur 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. The Associate will work closely with senior members of the team, Portfolio Managers, Research and Engagement teams, Sales, Marketing, and Compliance to help develop clear, accurate, and client-ready materials for institutional audiences.
Alternative Investments Product Specialist - Eastern Region CAIS GroupAlternative Investments Product Specialist - Eastern RegionNew York City, NY$150,000–$200,000 / 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. Working alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Eastern Region markets as well as supporting product and distribution teams with fund manager coverage and client engagement.
Investment Operations Specialist RangeInvestment Operations SpecialistNew YorkHere, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together. Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistNew York, NYFull timeChase 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. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Senior Specialist - Solutions & ALM, Investments AXA SASenior Specialist - Solutions & ALM, InvestmentsNew York, NY$107,600–$161,400 / yearBy combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business property, casualty, professional, financial lines and specialty. Monitor global markets and cross-asset opportunities to provide insights and optimize portfolio positioning through derivatives strategies Work closely within team and brokers contributing towards analysis implementation and monitoring of various derivative trades.
Investment Services Support Specialist Teachers Federal Credit UnionInvestment Services Support SpecialistFarmingville, NY$23.50–$30.35 / hourMaintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Asset Management, Tax Smart Investment Specialist, Vice President JPMorgan Chase Bank, N.A.Asset Management, Tax Smart Investment Specialist, Vice PresidentNew York, NYFull timeAs a Tax Smart Investment Specialist - Vice President on the Custom Management Account Solutions team team you will be responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business and delivering the best possible service to both internal and external parties. Morgan Asset Management (JPMAM)'s Custom Management Account Solutions (CMAS) group is responsible for over $70bn in AUM across active and indexed tax-aware strategies, including long-short strategies, active strategy tax-overlays, and direct-indexing.
Biotech Investment Analyst - Specialist Fund MercorBiotech Investment Analyst - Specialist FundNew York, New YorkRemote$125–$200 / hourProvide overall company and asset assessment, including mechanism, clinical data, competitive position, and value drivers. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Customer Success Specialist - Investment Banking & Advisory OctusCustomer Success Specialist - Investment Banking & AdvisoryNew York, NY$70,000–$75,000 / yearPartner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows. The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space.
Alternative Investment Technical Specialist Bank of AmericaAlternative Investment Technical SpecialistNew YorkThe Specialist will have direct coverage of advisors and third-party asset managers and will serve as an essential resource in the creation, presentation, and execution of customized proposals to UHNW and Institutional clients. The Alternative Investment Technical Specialist associate will provide support to the firm's Financial Advisors and clients on a suite of hedge fund products in order to drive utilization of those products.