Event Coordinator NFP CorpEvent CoordinatorNew York, New York$85,000–$100,000 / yearFull timeNFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. Lenox Advisors is seeking a highly organized and detail-oriented Event Coordinator who is passionate about creating exceptional experiences and seeing complex events successfully come to life.
Event Coordinator Aon PlcEvent CoordinatorNew York, NY$85,000–$100,000 / yearDevelop timelines, run-of-show documents, and detailed logistical plans for each event Lead on-site execution including setup, vendor coordination, and issue resolution to ensure excellent delivery Vendor & Venue Management Source, evaluate, and manage relationships with venues and vendors (AV, catering, travel, etc.) Negotiate contracts in conjunction with manager and COO and ensure all services align with budget and event objectives Coordinate site visits and oversee logistics such as audiovisual needs and space planning in coordination with Lenox IT and the EA team. Position Summary & Overall Purpose Lenox Advisors is seeking a highly organized and detail-oriented Event Coordinator who is passionate about creating exceptional experiences and seeing complex events successfully come to life.
Ai/Ml Lead Engineer Franklin ResourcesAi/Ml Lead EngineerStamford, CT$180,000–$212,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
AI/ML Lead Engineer Franklin Resources IncAI/ML Lead EngineerStamford, CT$180,000–$212,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
Senior Market Strategist City National BankSenior Market StrategistNew York, New YorkRemote$175,745–$326,377 / yearFull timeStrategic Implementation of CIO / IMG Guidance• Translate centralized CIO and Investment Management Group guidance — including asset allocation views, macroeconomic outlooks, portfolio positioning, product feedback, and investment themes — into practical, usable insights for Rochdale’s independent advisor business.• The Senior Market Strategist serves as a bridge between enterprise-level investment strategy and Rochdale's portfolio management platform, helping convert asset allocation guidance, economic forecasts, product feedback, and thought leadership into clear messaging, tools, and portfolio-relevant perspectives.
Family Office Client Service Representative Oppenheimer Holdings IncFamily 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.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorWhite Plains, New YorkBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
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.
Senior Product Business Analyst Envestnet IncSenior Product Business AnalystNY$86,000–$107,500 / yearPerforms end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
Product Owner - Advisory Platforms, VP Morgan StanleyProduct Owner - Advisory Platforms, VPPurchase, New York$110,000–$190,000 / 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.
NewClient Manager - Wealth Management Investment Software, AVP - Charles River Development State Street CorporationClient Manager - Wealth Management Investment Software, AVP - Charles River DevelopmentClifton, NJ$80,000–$140,000 / yearAs the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Tax Manager - Wealth Management EP Wealth Advisors LLCTax Manager - Wealth ManagementNew York, NYRemote$135,000–$150,000 / yearThis position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.
Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncPremier Client Regional Sales Manager - PNC Wealth ManagementNewark, NJ$100,000–$239,200 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Professional, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Professional, Associate - New YorkNew York, NY$85,000–$160,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Our Private Wealth Advisors partner with GPO's financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Product Manager, VP – Wealth Services State StreetProduct Manager, VP – Wealth ServicesClifton, New JerseyThis role will focus on improving the end-to-end Wealth Services experience by clarifying client and business needs, reducing operational friction, strengthening service quality, and enabling teams to deliver scalable, resilient, and differentiated wealth capabilities. Wealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders.
Product Manager, VP - Wealth Services State Street CorporationProduct Manager, VP - Wealth ServicesClifton, NJ$125,000–$226,250 / yearThis role will focus on improving the end-to-end Wealth Services experience by clarifying client and business needs, reducing operational friction, strengthening service quality, and enabling teams to deliver scalable, resilient, and differentiated wealth capabilities. Wealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders.
Blackstone Private Wealth - Product Specialist (Credit), Vice President Blackstone IncBlackstone Private Wealth - Product Specialist (Credit), Vice PresidentNew York, NY$200,000–$250,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The Private Wealth platform operates across key global financial centers including New York, London, Zurich, Paris, Singapore, Hong Kong, and Tokyo, partnering with many of the world's largest wealth management institutions to deliver institutional-quality alternative investment solutions to individual investors.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementRidgewood, NJ$63,000–$105,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateNew York, NY$80,000–$86,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Premier Financial Client Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Financial Client Advisor - PNC Wealth ManagementNJIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.