NewFinancial Advisor Charter Oak FinancialFinancial AdvisorMelville, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Wealth Management, ConnectWealth - Associate JPMorgan Chase Bank, N.A.Wealth Management, ConnectWealth - AssociateNew York, NYFull timeAs a ConnectWealth Platform Specialist , you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Platform specialists will be responsible for launching new capabilities to the salesforce, delivering the value prop of the platform features & capabilities to enhance Advisor productivity, and driving adoption and proficiency in new digital platform toolkit via practice management strategies.
PB Digital - Alternatives Advisor / Client Experience Product Senior Associate JPMorgan Chase Bank, N.A.PB Digital - Alternatives Advisor / Client Experience Product Senior AssociateJersey City, NJFull timeDomain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience.
NewSenior Investments Content Strategist Citigroup Inc.Senior Investments Content StrategistNew York, NY$163,600–$245,400 / yearLead the development of client-facing and educational content across the full format spectrum - written collateral including whitepapers, brochures, capability overviews, fact sheets, and sales decks; video content including investment outlooks, expert interviews, explainer series, and social edits; audio content including podcasts and recorded commentaries; and event and experiential content including panel programmes, conference presentations, and client experience activations. You are a recognised authority in investments content strategy - someone who brings deep knowledge of the wealth management investment landscape, a sophisticated understanding of how complex financial strategies are positioned and communicated across formats, and the credibility to operate at the most senior levels of a large, global organisation.
NewNorth America Digital Commerce Sales- SVP Citigroup Inc.North America Digital Commerce Sales- SVPNew York, NY$163,600–$245,400 / yearTo that end, and as a leader within the Digital Commerce Sales team, you will partner with our enterprise/large corporate clients to understand their complex needs, design solutions that deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Internal Wealth Specialist The Capital Group Companies IncInternal Wealth SpecialistNew York, NY$105,459–$168,734 / yearHome to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
Account Executive Alera GroupAccount ExecutiveMelville, New YorkIn this role, you'll lead the renewal process, develop marketing strategies, manage complex client accounts, and collaborate with producers, carriers, account managers, and internal operations teams to deliver tailored risk management solutions. We're seeking an Account Executive to serve as a trusted advisor to middle market commercial clients by delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success.
Client Content Communications Associate-Exec. Disability Benefits NFP CorpClient Content Communications Associate-Exec. Disability BenefitsNew York, New YorkRemote$52,000–$60,000 / yearFull timeThe focus of this position is the creation and customization of electronic and print communications such as enrollment guides, benefit summaries and materials, as well as enrollment portals, to meet the specific needs of institutional clients for enrollment and policy retention campaigns. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Client Service Associate, Communications Aon PlcClient Service Associate, CommunicationsNew York, NYRemote$52,000–$60,000 / yearCovala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they Position Summary: The Communications Associate position is a central role within the organization, responsible for crafting enrollment communications and maintaining the structure and day-to-day materials of the Communications team. The focus of this position is the creation and customization of electronic and print communications, as well as enrollment portals, to meet the specific needs of institutional clients for enrollment and policy retention campaigns.
Client Content Communications Associate Exec. Disability Benefits NFP CorpClient Content Communications Associate Exec. Disability BenefitsNew York, NYRemote$52,000–$60,000 / yearThe focus of this position is the creation and customization of electronic and print communications such as enrollment guides, benefit summaries and materials, as well as enrollment portals, to meet the specific needs of institutional clients for enrollment and policy retention campaigns. Position Summary: The Communications Associate position is a central role within the organization, responsible for crafting enrollment communications and maintaining the structure and day-to-day material.
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.
Client Services Associate, Executive Benefits Account Management NFP CorpClient Services Associate, Executive Benefits Account ManagementNew York, New York$52,000–$65,000 / yearFull timePosition Responsibilities: Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. We help companies and individuals aroundtheglobe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Client Services Associate, Executive Benefits Account Management Aon PlcClient Services Associate, Executive Benefits Account ManagementNew York, NY$52,000–$65,000 / yearPosition Responsibilities: Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorNew York, NY$148,495–$174,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
AML Advisory Team Lead - Broker-Dealer Securities Division StoneX GroupAML Advisory Team Lead - Broker-Dealer Securities DivisionNew York, New York$90,000–$135,000 / yearThis position will involve, among other tasks, responding to the front office inquiries regarding customer-related matters; advising on CIP/KYC/CDD and other AML requirements; analyzing enhanced due diligence (EDD) reviews to evaluate customer risk and providing clearance; handling activity and adverse media alert escalations for further review; working with independent auditor(s) and regulators to provide information being requested. Maintaining an in-depth understanding of how Bank Secrecy Act (BSA)/USA PATRIOT Act, OFAC/Sanctions, FinCEN, and FINRA/SEC requirements apply in practice to all aspects of the Clearing (Direct and Indirect) and Wealth Management business lines in the BD Securities Division.
AML Advisory Team Lead Broker Dealer Securities Division StoneX Group IncAML Advisory Team Lead Broker Dealer Securities DivisionWarren, NJ$90,000–$125,000 / yearThis position will involve, among other tasks, responding to the front office inquiries regarding customer-related matters; advising on CIP/KYC/CDD and other AML requirements; analyzing enhanced due diligence (EDD) reviews to evaluate customer risk and providing clearance; handling activity and adverse media alert escalations for further review; working with independent auditor(s) and regulators to provide information being requested. Primary Responsibilities include but are not limited to: Maintaining an in-depth understanding of how Bank Secrecy Act (BSA)/USA PATRIOT Act, OFAC/Sanctions, FinCEN, and FINRA/SEC requirements apply in practice to all aspects of the Clearing (Direct and Indirect) and Wealth Management business lines in the BD Securities Division.
Model Risk Senior Analyst - Validation [Multiple positions available] M&T Bank CorpModel Risk Senior Analyst - Validation [Multiple positions available]New York, NY$155,471.50–$165,471.50 / yearMinimum requirements: Master's degree (or foreign equivalent) in Mathematics, Statistics, Quantitative Finance, Economics, or a related field of study plus five (5) years of experience in the job offered or as a Model Validation Manager, Model Risk Management Analyst, Model Developer, or related occupation. Review and validate models used across the Bank for capital stress testing, risk measurement and prediction, pricing, profitability, credit loss forecasting, wealth management, marketing, compliance, profitability and management decision-making, and other functions as needed.
Alternative Investments Product Development Associate Morgan StanleyAlternative Investments Product Development AssociateNew York, NY$70,000–$115,000 / 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 role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders.
Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate Morgan StanleyWealth Management Strategic Solutions Product Owner/Business Analyst - AssociatePurchase, New York$58,000–$115,000 / 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. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.
Equity Sales and Products Associate Morgan StanleyEquity Sales and Products AssociateNew York, New YorkOur 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. Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.