Deputy Director of Investor Relations S&P GlobalDeputy Director of Investor RelationsNew York City, New YorkSuccess in this role requires strategic relationship management, a deep understanding of institutional investing, and the ability to collaborate closely with the Content Director, commercial team, and event leadership to deliver best-in-class investor experiences. 10 The Deputy Director of Investor Relations supports the Global Head of Investor Relations in developing and strengthening relationships with RIAs (registered investment advisors) across the global alternatives market.
NewFund Accountant TPG StaffingFund AccountantEdison, NJThe Fund Accountant will be responsible for the day-to-day accounting and financial reporting activities for assigned funds, including cash reconciliations, journal entries, capital activity, partnership accounting, and monthly, quarterly, and annual closings. Our client, a successful financial technology and services company serving family offices, registered investment advisors, private trust companies, and other financial institutions, is seeking a Fund Accountant to join its Partnership Accounting team.
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE Cresset Capital Management LLCREGIONAL MANAGING DIRECTOR, CLIENT SERVICENew York, NY$175,000–$250,000 / yearBuild and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Vice President or Principal, Wealth Management Marketing Adams Street Partners LLCVice President or Principal, Wealth Management MarketingNew York, NY$170,000–$250,000 / yearBuild and maintain advisor-facing marketing resources, including content libraries, website content, and campaign assets, while identifying opportunities to strengthen messaging, improve presentation, and enhance the user experience. This role requires deep knowledge of the wealth management ecosystem, along with a strong working understanding of financial markets, private markets investment products, and the broader asset management industry.
Vice President, Investor Relations Blue Owl Capital HoldingsVice President, Investor RelationsNew York City, New York$175,000–$200,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. This individual will drive proactive outreach to Registered Investment Advisors (RIAs), family offices, multifamily offices, private banks, and other wealth intermediaries to educate investors on Blue Owl's business model, growth strategy, financial performance, and investment merits.
Vice President, Investor Relations Blue Owl Capital IncVice President, Investor RelationsNew York City, NY$175,000–$200,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. This individual will drive proactive outreach to Registered Investment Advisors (RIAs), family offices, multifamily offices, private banks, and other wealth intermediaries to educate investors on Blue Owl's business model, growth strategy, financial performance, and investment merits.
Client Solutions Representative SyntaxClient Solutions RepresentativeNew York City, NY$65,000–$80,000 / yearAs a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand platform functionality, documenting recurring issues, and ensuring inquiries are routed to the right internal teams. 0-3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesNY$55,000–$130,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerNew York, NYFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Head Of Product Strategy & Platform Innovation Guardian LifeHead Of Product Strategy & Platform InnovationNew York, NY$155,370–$255,255 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers This individual wakes up every day thinking about what's next-how product, partners, packaging, and go‑to‑market strategy come together to create a compelling, modern, and advisor‑centric platform across fee‑based advisory, annuities, and alternatives.
Account Executive - Retirement 401(k) Service Paychex IncAccount Executive - Retirement 401(k) ServiceNY$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Asset Management Counsel GalaxyAsset Management CounselNew York, NY$150,000–$225,000 / yearWhile the bulk of this role is expected to primarily focus on fund and product-level matters, there will be opportunities for the right candidate to work with and alongside Venture Counsel in the diligence, negotiation and execution of private venture investments made by the various investing teams within Galaxy Asset Management, as well as other matters relating to asset management products, such as regulatory review and advising with respect to crypto-relevant issues and new asset management products. Experience and knowledge with legal issues present for asset managers and Registered Investment Advisors, including the Investment Advisers Act of 1940, applicable SEC rules and regulations, fund structuring (onshore and offshore), conflict of interest management and allocation of investment opportunities across multiple funds and fund types including private funds, ETFs and ‘40 Act funds.
Senior Strategic Relationship Manager Northern TrustSenior Strategic Relationship ManagerNew York, NY$158,010–$268,640 / yearCompetencies and Skills: Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs. Job Profile Summary: Responsible for driving revenue by selling and retaining investment products and services with a focus on ETF, Mutual Fund, Separately Managed Accounts, Alternative Investments and Multi Asset Class products and services to prospective clients generating revenue for the bank.
Senior Associate, Wealth Management Adams Street Partners LLCSenior Associate, Wealth ManagementNew York, NY$125,000–$155,000 / yearActing as the day-to-day relationship manager for key home office relationships, this individual will provide white-glove client service while partnering closely with Sales, Product Management, Marketing, Legal, PRA, Investment Teams and other internal stakeholders to coordinate complex client initiatives and deliver best-in-class support. This role is responsible for delivering an outstanding client experience to the firm''s largest and most strategic wealth management partners, including private banks, wirehouses, broker-dealers, RIAs, and family office platforms.
Corporate Paralegal Welltower, IncCorporate ParalegalNew York, NY$82,000–$104,000 / yearThrough our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. Final compensation determinations are made based on a variety of factors, including, but not limited to, the candidate's individual experience, education, and skill level; business strategic priorities; primary office location; scope and anticipated strategic impact of the role.
Vice President, POM Product Owner The Bank of New York Mellon CorpVice President, POM Product OwnerJersey City, NJEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you'll make an impact in the following ways: Lead the development and execution of product strategies by demonstrating expertise in POM Product Management, ensuring alignment with BNY''s strategic objectives.
Trust Administrator - Wealth Management (Delaware) Evercore IncTrust Administrator - Wealth Management (Delaware)New York, NY$100,000–$125,000 / yearWe are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.
Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Vice President, Investor Relations Blue Owl Capital Inc.Vice President, Investor RelationsNew York City, NY$175,000–$200,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. This individual will drive proactive outreach to Registered Investment Advisors (RIAs), family offices, multifamily offices, private banks, and other wealth intermediaries to educate investors on Blue Owl's business model, growth strategy, financial performance, and investment merits.
Senior Vice President, Chief Privacy Officer LPL Financial ServicesSenior Vice President, Chief Privacy OfficerNew York, NY$240,000–$290,000 / yearThe CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.