Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Manager JobotTax ManagerGreat Neck, NY$120,000–$160,000 / yearFounded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewIT Project Manager Financial clientIT Project ManagerJersey City, NJContractorYou will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc. ) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.
NewSr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.
NewTax Technical Expert - Manager, Director, Partner JobotTax Technical Expert - Manager, Director, PartnerWoodbury, NY$190,000–$400,000 / yearLead sophisticated tax planning and advisory work across a diverse client base that includes multinational entities, financial services firms, private investment funds, and ultra-high-net-worth individuals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewStructured Investments Product Manager - Vice President iCapitalStructured Investments Product Manager - Vice PresidentNew York, NY$150,000–$200,000 / yearEngage with wealth management firms, financial advisors, structured investments issuers, wholesalers, and internal stakeholders to identify market opportunities and propose innovative solutions to address unmet needs in the structured investments industry. This position owns key areas of the platform from conception through launch and iteration, including identifying unmet needs, defining requirements, and partnering with engineering and business stakeholders to execute across multiple initiatives.
NewProduct Manager, Structured Investments - Assistant Vice President / Vice President iCapitalProduct Manager, Structured Investments - Assistant Vice President / Vice PresidentNew York, NY$130,000–$190,000 / yearEngage with wealth management firms, financial advisors, structured investments issuers, wholesalers, and internal stakeholders to identify market opportunities and propose innovative solutions to address unmet needs in the structured investments industry. This position owns key areas of the platform from conception through launch and iteration, including identifying unmet needs, defining requirements, and partnering with engineering and business stakeholders to execute across multiple initiatives.
NewManager, Finance Data & Analytics Vaco LLCManager, Finance Data & AnalyticsNew York, NY$170,000–$200,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Help define, document, and govern key finance metrics including assets, NNA (Net New Assets), organic growth, production, and related performance measures.
Automation Project Manager - # 26-16684 US Tech Solutions, Inc.Automation Project Manager - # 26-16684Jersey City, NJYou will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc. ) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.
NewManager. Finance Data & Analytics Vaco LLCManager. Finance Data & AnalyticsNew York, NY$170,000–$200,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This individual will partner closely with FP&A leadership, business stakeholders, and IT/Data teams to build reliable, scalable, and decision-focused finance analytics and reporting solutions that support enterprise growth and operational performance.
Senior Product Manager (Margin) Apex Clearing CorporationSenior Product Manager (Margin)New York, NY$147,840–$184,800 / yearCommunication: Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi team settings. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
Sales Manager Apex Clearing CorporationSales ManagerNew York, NY$140,800–$176,000 / yearSales Strategy & Support: Collaborate with Sales Directors to develop and execute comprehensive sales strategies, maintain client relationships, meet organizational sales targets, and identify cross-selling and upselling opportunities. Market Research & Positioning: Conduct market research and analysis to identify emerging trends, provide actionable insights for tailored strategies, and position Apexs products dynamically for diverse audiences to showcase maximum value.
NewProduct Manager, Evergreen Private Fund Solutions - Assistant Vice President / Vice President iCapitalProduct Manager, Evergreen Private Fund Solutions - Assistant Vice President / Vice PresidentGreenwich, CT$120,000–$180,000 / yearAct as a key coordinator between the GP client and their distribution partners (wealth management firms) which includes working with the Investor Relations team and iCapital Wealth Management RM covering the distributor to ensure operational readiness, resolve inquiries, and facilitate a smooth flow of information on behalf of the GP. Team player with a demonstrated ability to navigate a complex ecosystem and work effectively across different internal functional teams and external client relationships (GP, Distribution Partner) to achieve a common goal.
NewProduct Manager, Post-Investments - Vice President iCapitalProduct Manager, Post-Investments - Vice PresidentNew York, NY$170,000–$200,000 / yearYou will work in a collaborative, results-driven environment alongside smart, hardworking teammates who are motivated to solve complex, industry-wide challenges. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
NewRelationship Manager, Asset Managers - Vice President / Senior Vice President iCapitalRelationship Manager, Asset Managers - Vice President / Senior Vice PresidentGreenwich, CT$160,000–$230,000 / yearLead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives. Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
Sr Relationship Manager Apex Clearing CorporationSr Relationship ManagerNew York, NY$136,400–$170,500 / yearApex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
NewProduct Manager, Investment Reporting - Vice President iCapitalProduct Manager, Investment Reporting - Vice PresidentNew York, NY$160,000–$190,000 / yearEmployees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Develop and maintain comprehensive project communication plans, ensuring transparency and alignment across teams such as UX Design, Engineering, Sales, Marketing, Legal, and other product lines.
NewRelationship Manager, Business Development - RIA Enterprise Vice President iCapitalRelationship Manager, Business Development - RIA Enterprise Vice PresidentNew York, NY$80,000–$100,000 / yearThis role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.
NewManager, ServiceNow - Certified System Administrator (CSA) KPMGManager, ServiceNow - Certified System Administrator (CSA)New York, NY$134,710–$268,985 / yearCompletion of at least two full implementations of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS - IT Service Management, CIS – Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third-party Risk Management, or CIS - Vulnerability Response. Qualifications: Minimum five years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Manager, Working Capital KPMGManager, Working CapitalNew York, NY$146,775–$267,030 / yearResponsibilities: Lead working capital engagements including order to cash, procure to pay and supply chain or inventory optimization as well as corporate performance improvement projects from start to finish, including setting scopes, budgets, staffing resources, generating information or data requests, leading client and target workshops, creating and coordinating final deliverables, and assisting with presentation of results. Lead the team to create value-add insights that tie to the client's strategic and financial ambitions, including identifying the underlying value proposition and challenging the client's near and long-term working capital and cash flow management objectives through structured data analyses to identify operational risks, efficiencies, or other opportunities.
Manager, SAP FICO - Transfer Pricing KPMGManager, SAP FICO - Transfer PricingNew York, NY$145,350–$253,230 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. •Deep functional and technical knowledge of SAP intercompany processing (resource-related billing, cross-company sales/purchases), Profit Center Accounting, CO-PA, and multi-currency/multi-valuation configurations.
Manager, Strategy/Private Equity KPMGManager, Strategy/Private EquityNew York, NY$150,005–$323,380 / yearProven experience of articulating and advising on strategic issues in several of the following business areas: value creation, growth strategy, product innovation, business model transformations, operating model and profitability improvement, data monetization, and strategic planning, with experience leading and managing consulting teams; experience in one or more of our key industry sectors (Consumer/Retail, Energy, Financial Services, Industrial Markets, TMT, HCLS); cross-industry background preferred. Responsibilities: Lead enterprise-wide strategy and performance improvement engagements for private equity clients and manage the process from start to finish, including setting scopes, budgets, staffing resources, creating, and coordinating final deliverables, and assisting with presentation of results.
Manager, Strategy/M&A Execution KPMGManager, Strategy/M&A ExecutionNew York, NY$150,005–$323,380 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Manager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadNew York, NY$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
Manager, SAP S4/HANA Plan to Inventory (PTI) KPMGManager, SAP S4/HANA Plan to Inventory (PTI)New York, NY$145,350–$253,230 / yearResponsibilities: Serve as SAP solution architect responsible for the design and implementation of SAP S/4 HANA capabilities supporting the Plan to Inventory (PTI) workstream; engage in production planning and execution, production master data, MES integration, functional integration with sales order management, procurement, and finance and controlling. Excellent written and verbal communication and presentation skills with the ability to create and sustain meaningful client relationships; able to design and configure SAP S4/HANA Plan to Inventory functionality and provide guidance to offshore teams for any required development related to the PTI functions.
NewManager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)New York, NY$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
Manager, Financial Due Diligence KPMGManager, Financial Due DiligenceNew York, NY$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Manager, SailPoint Identity Governance Technical Lead KPMGManager, SailPoint Identity Governance Technical LeadNew York, NY$114,095–$268,180 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Excellentanalytical, communication, presentation, and problem-solving skills, with theability to lead technical discussions; knowledge of AI tools and integrations,including management of non-human and agent identities.
Manager, IT M&A - Due Diligence, Integration, and Separation KPMGManager, IT M&A - Due Diligence, Integration, and SeparationNew York, NY$146,775–$267,030 / yearQualifications: Minimum five years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewHead of Managed Accounts and Model Portfolio Delivery - Senior Vice President iCapitalHead of Managed Accounts and Model Portfolio Delivery - Senior Vice PresidentNew York, NY$210,000–$260,000 / yearThis is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems.
NewBusiness Development and Enterprise Coverage, Private Banks and Wirehouses - Vice President iCapitalBusiness Development and Enterprise Coverage, Private Banks and Wirehouses - Vice PresidentNew York, NY$145,000–$175,000 / yearCollaborate with other Relationship Managers, Sales teams, and Senior Executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing. Lead platform and system demonstrations for new prospects, respond to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewDirector of Finance Vaco LLCDirector of FinanceNew York, NY$200,000–$230,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewEnterprise Coverage and Business Development, Broker Dealer - Senior Vice President/Managing Dir iCapitalEnterprise Coverage and Business Development, Broker Dealer - Senior Vice President/Managing DirNew York, NY$200,000–$240,000 / yeariCapital is seeking a seasoned relationship management and business development leader with deep experience in alternative investments to help expand the enterprise presence within the U.S. wealth management ecosystem, particularly across Independent Broker Dealers (IBD). Strengthen and expand relationships with independent broker dealers, focusing on firms actively engaged in, or seeking exposure to private equity, private credit, real assets, and hedge fund strategies.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Newm+ ETF Sales Specialist - Assistant Vice President / Vice President iCapitalm+ ETF Sales Specialist - Assistant Vice President / Vice PresidentNew York, NY$130,000–$185,000 / yeariCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm’s new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. 7+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product specialist),ETF Sales experience is highly preferred, capital markets or derivatives experience is a plus.
NewDirector of Finance, FP&A Vaco LLCDirector of Finance, FP&ANew York, NY$170,000–$230,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This individual will play a critical role in driving financial insights related to organic growth, M&A activity, profitability, and capital planning while partnering closely with executive leadership and cross-functional stakeholders.
NewFund Origination - Vice President iCapitalFund Origination - Vice PresidentGreenwich, CT$155,000–$180,000 / yearThis role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. Primarily, these will be funds created to invest into or alongside specified 3rd-party alternative asset managers “feeder” or “conduit” funds for the wealth management channel.
Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
Head of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYResponsibilities: As the Head of North America Solutions Sales, you will be responsible for: Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.
NewDirector Strategic Finance/FP&A Vaco LLCDirector Strategic Finance/FP&ANew York, NY$200,000–$240,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentGreenwich, CT$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance CompanyCorporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer JourneysNew York, NY$119,000–$200,000 / yearThe ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation. Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.
NewPlatform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President iCapitalPlatform Partnerships, Custodian Relationship Management - Vice President / Senior Vice PresidentNew York, NY$160,000–$250,000 / yeariCapital is looking to hire a Vice President or Senior Vice President to join the iCapital Solutions team, specifically focused on relationship management among the service providers of the company’s largest asset and wealth management clients. This position will play a key role in assisting with the management, development, and maintenance of existing custodian partnerships, as well as working to expand these relationships and develop connectivity with new custodian partners.
ICB Insurance Coverage AVP BarclaysICB Insurance Coverage AVPNew York, NYManagement of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
NewPersonal Financial Planner New York Life - UniondalePersonal Financial PlannerUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Wealth Manager Center for Wealth PreservationWealth ManagerWoodbury, NY$80,000–$250,000 / yearCWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.