Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Vice President - New York The Goldman Sachs Group IncGlobal Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Vice President - New YorkNew York, NY$100,000–$235,000 / yearGoldman Sachs Custody Solutions is seeking a seasoned Vice President (VP) to lead the strategic vision, commercialization, and end-to-end execution of our Registered Investment Advisor (RIA) Custody Product, Managed Accounts Platform (including Separately Managed Accounts/SMAs and Unified Managed Accounts/UMAs), and Alternative Assets Custody offering. Industry Experience: 10+ years of experience in RIA custody, asset management, or wealth technology, with direct expertise in SMAs, UMAs, model delivery, or alternative asset custody infrastructure (private equity, private credit, hedge funds, real estate).
Eagle RIA Operations Manager New York Life Insurance CoEagle RIA Operations ManagerNew York, NY$81,000–$115,500 / yearThrough our "protection first" planning philosophy and backed by solutions that leverage New York Life's financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products. Our advisors assess their clients' needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the clients lifetime - from wealth-building to retirement to legacy.
New2027 Business Development Analyst - US Wealth AQR2027 Business Development Analyst - US WealthGreenwich, CT$110,000–$120,000 / yearThe group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.
2027 Business Development Analyst - US Wealth AQR Capital Management LLC2027 Business Development Analyst - US WealthGreenwich, CT$110,000–$120,000 / yearThe group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.
Director, Derivatives Sales - Ria, FA, Wealth Management Channel Chicago Board Options ExchangeDirector, Derivatives Sales - Ria, FA, Wealth Management ChannelNew York, NY$177,650–$261,250 / yearThe Director will serve as the lead and senior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe's long-term direction in this space. Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
Order Desk And Margin Manager Guardian LifeOrder Desk And Margin ManagerNew York, NY$103,450–$169,960 / 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 The position also leads team governance initiatives, partnering closely with Compliance, Technology, custodial partners, and business stakeholders to drive operational excellence, risk management, and an exceptional advisor and client experience.
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.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeNYRemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
Associate, Compliance FS InvestmentsAssociate, ComplianceDarien, CTThe candidate must be proactive, a self-starter and possess strong analytical acumen, sound executive judgment, discretion in handling sensitive investigations, and excellent written communication for drafting policies and formal regulatory correspondence. Working knowledge of key financial regulations, such as the Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Exchange Act of 1934, Dodd-Frank, BSA/AML/OFAC, or FINRA Conduct Rules.
Backend Engineer Oxenham Group LLCBackend EngineerNew York, NY$220,000–$260,000 / yearThey are seeking an experienced Backend Engineer to join as an early engineer, working closely with founders and cross-functional teams to build scalable systems and shape the future of investing. Collaborate with frontend engineers, product managers, and cross-functional teams to deliver high-quality, user-centric solutions.
Senior Trust, Estate & Fiduciary Strategist The Capital Group Companies, Inc.Senior Trust, Estate & Fiduciary StrategistNew York, NY$174,000–$261,000 / yearAs an integral member of our Private Client Services ("PCS") team, the Senior Trust, Estate & Fiduciary Strategist will have the unique opportunity to utilize your legal background as a trust and estate planning attorney but do away with timesheets and billing in this in-house, non-practicing attorney role. Although you will no longer draft estate planning documents for clients, your experience in drafting estate planning documents and implementing tax and wealth transfer planning solutions for high-net-worth clients is essential.
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.
Senior Associate (Or Associate), Internal Wholesaler Golub CapitalSenior Associate (Or Associate), Internal WholesalerNew York, NY$150,000–$175,000 / yearDue to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesManhattan, New York$55,000–$115,000 / yearFull timeAs 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.
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.
Senior Vice President, Chief Privacy Officer LPL Financial Holdings IncSenior 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.
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.
Credit Associate - New York Harrison StreetCredit Associate - New YorkNew York, NY$150,000–$170,000 / yearHeadquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally. The Associate will play a key role in the evaluation, underwriting, and execution of new credit opportunities across HSAM’s target sectors, including multifamily, student housing, senior housing, office, industrial, retail and hospitality.