NewPortfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMelville, NYKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
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.
NewSenior Vice President, Venture Lending and Banking StifelSenior Vice President, Venture Lending and 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. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.
NewFund Origination - Vice President iCapitalFund Origination - Vice PresidentNew York, NY$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.
NewCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture - Field Journeys New York Life Insurance CompanyCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture - Field JourneysNew York, NY$119,000–$200,000 / yearMaintain 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, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims. Pioneer new strategy and experience artifact types for field AI experiences that go beyond traditional experience deliverables, such as AI behavior maps for advisor copilots, agentic task flow diagrams for practice management automation, and AI experience scorecards for evaluating field AI quality.
NewCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture New York Life Insurance CompanyCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX ArchitectureNew York, NY$119,000–$200,000 / yearMaintain 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, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims. Document and conduct analyses of current-state workflows and AI touchpoints across field personas, and partner with Experience Design, and Field leadership to define future-state AI-enabled workflows and integrate AI experience vision into broader journey strategy.
NewInternational Corporate Banking Brokers Coverage, VP BarclaysInternational Corporate Banking Brokers Coverage, VPNew York, NYJoin Barclays as an International Corporate Banking Brokers Coverage, VP, where you will be responsible for guiding and growing relationships with large corporate clients in the Subsectors within the Broker Dealer and related Market Infrastructure sector include: Securities and Derivatives Exchanges, Central Counterparties (CCPs), Retail and Wholesale Broker Dealers (BDs), Futures Commission Merchants (FCMs), Proprietary Trading Firms / High Frequency Traders (HFTs). Management 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.
NewVP, Senior Software Engineer (Java) Jefferies LlcVP, Senior Software Engineer (Java)New York, NY$180,000–$220,000 / yearThe IB Tech & CRM/Analytics team is at the forefront of Jefferies’ cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities. 8+ years of hands on experience designing, developing, and delivering Java-based APIs (GraphQL/OpenAPI/gRPC) and Microservices using Spring Boot and AWS products (ECR/EKS/EC2/Beanstalk).
NewVice President – International ETF Create/Redeem Jefferies LlcVice President – International ETF Create/RedeemNew York, NY$150,000–$235,000 / yearJefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. The successful candidate will be an experienced ETF professional with deep knowledge of the create/redeem process across international markets, combining trading, sales, and operational expertise to support the growth of a global franchise.
NewSVP, Head of OTD Development Jefferies LlcSVP, Head of OTD DevelopmentNew York, NY$200,000–$275,000 / yearThe successful candidate will initially operate as a solo contributor, delivering immediate value to the business while building out a team of 1-2 members in the near term, growing to 4-6 as the business scales. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Senior Product Manager, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group IncSenior Product Manager, Asset & Wealth Management, Private Wealth ManagementNew York, NY$115,000–$270,000 / 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. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, AssociateNew York, NY$100,000–$170,000 / yearThe ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Product Manager, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group IncProduct Manager, Asset & Wealth Management, Private Wealth ManagementNew York, NY$75,000–$125,000 / 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. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
J.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NYJersey City, NJAs a Portfolio Oversight Manager in Wealth Management Supervision, you will lead structured reviews of advisory portfolio performance outliers and translate your findings into clear documentation and committee-ready materials. You will help us operate effectively in a regulated wealth management, registered investment advisor, and broker-dealer environment while maintaining an evidence-based, client-focused lens.
Senior Audit Manager, Wealth Management Canadian Imperial Bank of CommerceSenior Audit Manager, Wealth ManagementNew York, NY$120,000–$150,000 / yearPartnership and advisory support - Build trusted relationships with management, participate in select U.S. region committees to stay informed on current issues, and provide practical advice on business risks, controls, and governance matters. You bring 10+ years of progressive experience, including internal audit experience within a large U.S. bank, wealth management firm, or registered investment advisor, with a focus on investment, advisor, and trust-related audits.
Citi Wealth - Wealth Relationship Manager - Flushing, NY Citigroup IncCiti Wealth - Wealth Relationship Manager - Flushing, NYFlushing, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.