Senior Program Manager, Transformation Office Northern TrustSenior Program Manager, Transformation OfficeNew York, NY$137,400–$240,400 / yearThis role is accountable for end-to-end program execution, aligning resources, managing risk and dependencies, and ensuring delivery of intended business outcomes across a highly matrixed enterprise environment. With a significant focus on transforming Wealth Management, the team leads complex initiatives across strategy, operating model design, data and AI, technology, and change management to reimagine how we serve clients, empower employees, and drive growth.
Strategic Account Manager Invesco LtdStrategic Account ManagerNew York, NY$130,000–$150,000 / yearIn this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry's most significant WealthTech, Custodian and TAMP Partners. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms.
Customer Renewals Manager InvestorFlowCustomer Renewals ManagerClark, NJInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. The ideal candidate is process-oriented and data-driven, comfortable working cross-functionally, and confident engaging directly with clients when needed to drive renewal outcomes.
Private Banking Lending & Portfolio Manager M&T Bank CorpPrivate Banking Lending & Portfolio ManagerNew York, NY$142,100–$236,800 / yearEducation and Experience Required: Bachelor's degree and a minimum of 5 years' wealth management, tailored, and/or custom credit lending experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' wealth management, tailored, and/or custom credit lending experience. Primary Responsibilities: Manage three distinct functions supporting Private Banking activities, including client-facing support for the Custom Credit Advisors and Associates, SBL (Securities-Based Lending) Specialists and Portfolio management.
NewPGIM Custom Harvest - Associate, Relationship Management (Direct Indexing & Separately Managed Accounts) Prudential FinancialPGIM Custom Harvest - Associate, Relationship Management (Direct Indexing & Separately Managed Accounts)Newark, New JerseyPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Trust Advisor City National BankTrust AdvisorNew York, New YorkRemote$148,266–$252,544 / yearFull timeGather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Family Office Client Service Representative Oppenheimer & Co. Inc.Family Office Client Service RepresentativeNew York, NY$80,000–$110,000 / 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. Partner across clients, financial advisors, investment bankers, wealth management, trusted partners, (trust & estate, tax, alternatives), and other internal teams; and liaise with custodians and third-party managers to ensure smooth operational flow and administrative activities required to support client relationships.
Inbound Call Center Reps - Financial Transfer Agent Dept. ExlService Holdings IncInbound Call Center Reps - Financial Transfer Agent Dept.NY$19–$24 / hourIn this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance. In this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
AVP, Software Engineering LPL Financial Holdings IncAVP, Software EngineeringNew York, NY$154,500–$257,500 / yearThe 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. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Trust, Estate & Fiduciary Strategist The Capital Group Companies IncSenior 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, Liquidity Solutions Capital Integration Systems LLCVice President, Liquidity SolutionsNew York, NY$175,000–$200,000 / yearThe Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS''s liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. CAIS 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.
Vice President, Liquidity Solutions CAIS GroupVice President, Liquidity SolutionsNew York, NY$175,000–$200,000 / yearThe Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. CAIS 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.
Strategist, Financial Advisor Client Marketing Northern TrustStrategist, Financial Advisor Client MarketingNew York, NY$131,905–$224,135 / yearReporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.
Financial Advisor Associate- Ramsey, NJ TD BankFinancial Advisor Associate- Ramsey, NJRamsey, New JerseyMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Lease Administration Associate CorientLease Administration AssociateNew York, New York$120,000–$145,000 / yearCorient’s Global Real Estate and Workplace team (GREW) is part of our Global COO group and supports our Wealth Advisory, Asset Management, Client Solutions, and corporate teams to realize and execute on real estate and workplace initiatives to elevate the employee and client experience and drive business value. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
PB Digital - Alternatives Advisor / Client Experience Product Senior Associate JPMorgan Chase & CoPB Digital - Alternatives Advisor / Client Experience Product Senior AssociateJersey City, NJDomain 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.
Enterprise Architect - Client Reporting Alpha Financial Markets Consulting Group LtdEnterprise Architect - Client ReportingNY$196,000–$239,400 / yearEstablish, champion, and continuously evolve best practice technical methodologies across client reporting programs, spanning SDLC, data architecture, data migration strategies, and integration patterns, influencing clients and internal teams to drive adoption of industry-leading approaches. In your role as a Client Reporting Enterprise Architect, you will be responsible for the following: Serve as the senior architecture authority across large-scale client reporting programs, setting the strategic direction for end-to-end delivery including analysis & design, requirements governance, system configuration/integration, QA validation, and knowledge transfer.
Product Management - Digital Client Experience - Assistant Vice President Morgan StanleyProduct Management - Digital Client Experience - Assistant Vice PresidentWhite Plains, NY$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our 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.
Client Service Associate redShift RecruitingClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Solutions Consultant - Investment Technology & Data Alpha Financial Markets Consulting Group LtdSolutions Consultant - Investment Technology & DataNY$100,000–$150,000 / yearRole Requirements: Minimum 3 years of experience with implementations, product management, or production support role with focus on front office technology such as Blackrock Aladdin, Charles River IMS, Bloomberg AIM, Simcorp, Finbourne, or Ridgeline. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions.