Vice President, Salesforce Developer Ares OperationsVice President, Salesforce DeveloperNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Working under the guidance of the Salesforce Architect and in partnership with the teams product managers, this individual will configure Salesforce features, develop custom components, and contribute to enhancements that drive efficiency, improve user experience, and deliver business value.
Compliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Demonstrated comprehensive knowledge in branch operations, client relationship and risk management with a strong working knowledge of bank back office processes and systems required.
Commercial Lines Broking Vice President (East Coast hybrid or remote) NFP CorpCommercial Lines Broking Vice President (East Coast hybrid or remote)New York, NYRemote$132,000–$190,000 / yearDrive placement strategy and execution - client needs assessment, program design, carrier negotiation and marketing execution to deliver customized solutions for NFP clients; ensure a go-to-market strategy is in place for each broking engagement. Drive and support prospect sales efforts, expand existing client relationships through cross-sell and up-sell initiatives, ensure distinctive client value is delivered through all placement and facets of service engagement.
Producer - Healthcare, Physicians Hub InternationalProducer - Healthcare, PhysiciansNew York, NY$100,000–$225,000 / yearThis role is responsible for generating new business, deepening client relationships, and delivering specialized risk management solutions tailored to physician practices, be they in cardiology, dental, dermatology, general practice, neurology, pediatrics, psychiatry, surgery, vision, etc. The ideal candidate brings proven industry expertise, a strong network, and a consultative sales approach focused on delivering value, mitigating risk, and supporting clients in a highly regulated and rapidly evolving environment.
Business Banking Senior Relationship Manager - Long Island, NY Bank of AmericaBusiness Banking Senior Relationship Manager - Long Island, NYMelville, New YorkCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Internal Wealth Specialist The Capital Group Companies, Inc.Internal Wealth SpecialistNew York, NY$105,459–$168,734 / yearHome to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
Property Risk Control Consultant Aon PlcProperty Risk Control ConsultantPlainview, NY$95,000–$140,000 / yearThis role is designed to serve large, multi-state and complex property accounts, providing consistent property risk control, regulatory guidance, and loss prevention support across geographies. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Commercial Lines Associate Broker (East Coast hybrid or remote) NFP CorpCommercial Lines Associate Broker (East Coast hybrid or remote)Plainview, NYRemote$60,000–$70,000 / yearSupport the team in developing client/prospect diagnostics - working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement. You will develop a comprehensive understanding of prospect and client risk profiles and exposures, and act to cultivate and maximize insurance market interest, leading to the development of effective risk financing and risk transfer solutions.
Founders & Tech Tax Supervisor WithumFounders & Tech Tax SupervisorNew York, NY$95,000–$160,000 / yearThis Founders & Tech Executive Tax Supervisor role will be based out of one of our Los Angeles, CA, New York, NY, San Diego, CA, San Francisco, CA, Orange County, CA, East Brunswick, NJ, Red Bank, NJ, Princeton, NJ or Whippany, NJ offices. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Client Services Specialist Moneco AdvisorsClient Services SpecialistFairfield, CTMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we're looking for detail-oriented, client-focused individuals ready to grow with us.
Director of Customer Success Enterprise Capitalize Money IncDirector of Customer Success EnterpriseNew York, NY$140,000–$160,000 / yearWe've raised $35mm from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we've been recognized as one of TIME's 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running. Our recently launched Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
Senior Financial Planner CAPTRUSTSenior Financial PlannerNew Hyde Park, New York$150,000–$200,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Relationship Manager, Middle Market Lending - Westchester County Expansion Provident Financial Services IncRelationship Manager, Middle Market Lending - Westchester County ExpansionNY$154,000–$200,000 / yearThis role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager for Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
NewSenior Mobile Engineer Farther FinanceSenior Mobile EngineerHybrid - New York, NYWorking with React Native, Expo, and TypeScript, you'll ship features that directly impact how wealth management works - from client onboarding to portfolio management to advisor tools.u003c/pu003enu003cpu003eYou'll join our mobile engineering team working on core product features and roadmap delivery. u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Mobile Engineer at Farther, you'll build exceptional mobile experiences that serve both our advisors and clients.
HNW Lending Product Support Associate Morgan StanleyHNW Lending Product Support AssociatePurchase, New YorkMorgan Stanley Wealth Management (“MSWM”) is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 17,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work. 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 Segment Risk Conduct, Controls & Governance - Control Design - Vice President Morgan StanleyClient Segment Risk Conduct, Controls & Governance - Control Design - Vice PresidentPurchase, New YorkConsideration of regulatory rules, internal policies and best practice guidelines governing controls, data analysis to assess the efficiency and effectiveness of legacy supervisory controls, identification of opportunities for control enhancements, design of enhancements, coordination with key stakeholders to align on proposed enhancements and presentations to working group and governance committees. The Wealth Management Conduct, Controls & Governance team (“WM CCG”) within the Wealth Management Client Segment Risk organization is responsible for, among other functions, designing supervisory controls and processes to mitigate risks to clients and the Firm including, but not limited to, those arising from Financial Advisor (“FA”) sales practice misconduct and internal policy violations.
Risk Officer Morgan StanleyRisk OfficerNew York, New York$120,000–$160,000 / yearOur 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. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.
Sr. Risk Officer Morgan StanleySr. Risk OfficerGarden City, NY$170,000–$215,000 / yearOur 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. In conjunction with the Market Executive and other Risk Officers within the Market, the Senior Risk Officer has accountability in the Market for maintaining a consistent control environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.
Client Segment Risk Conduct, Controls & Governance Technology Enablement - Vice President Morgan StanleyClient Segment Risk Conduct, Controls & Governance Technology Enablement - Vice PresidentPurchase, New York$115,000–$190,000 / yearTen or more years of experience in implementing technology-based control or process enhancements including translating the concept for a process or control enhancement into business requirements documentation for use by Technology, Platforms and other groups, Hands-on familiarity with modern AI tools, architectures and implementation concepts including frontier large language models, model context protocols, AI agent and workflow orchestration, retrieval-augmented generation, embeddings, prompt engineering, context windows, tokens, model evaluation, guardrails, and the infrastructure required to integrate AI capabilities into governed business processes, along with. Demonstrated ability to work effectively with technical teams in a business analyst capacity, across coding, data analysis, technology implementation, control logic development, test-case design, rules-based and model-based back-testing, false-positive and false-negative analysis, issue triage, performance monitoring, and documentation of testing outcomes to support governed deployment of supervisory controls and AI-enabled solutions.
WM Syndicate Associate Morgan StanleyWM Syndicate AssociateNew York, New YorkMorgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. 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.
Product Owner - Capital Markets, Fixed Income, Assistant Vice President Morgan StanleyProduct Owner - Capital Markets, Fixed Income, Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearOur 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. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.
Digital Email Marketing Operations Sfmc, Assistant Vice President Morgan StanleyDigital Email Marketing Operations Sfmc, Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearOur 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. Flawlessly execute our marketing campaigns and provide support to product and marketing colleagues to support campaign build, testing, and execution of marketing communications in various marketing technology platforms (primarily SFMC).
Alternative Investments Product Development Associate Morgan StanleyAlternative Investments Product Development AssociateNew York, New York$70,000–$115,000 / yearOur 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. The role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders.
U.S. Banks Field Operational Risk Officer - Assistant Vice President Morgan StanleyU.S. Banks Field Operational Risk Officer - Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearBroad knowledge of lending and deposit product risks including risks related to lending products and (including residential home loans, securities based loans, commercial real estate lending, and deposit and cash management products and services (including ACH, wires, Deposit accounts, CDs/Structured CDs and credit/debit cards). The Field Operational Risk Officer will perform offsite risk monitoring, and onsite education and training of the operational and compliance risks related to the banking and lending activities of Private Bankers and Financial Advisors within the Field Operational Risk Officers' dedicated region.
Broker Dealer Business Development, Senior Associate InvestXBroker Dealer Business Development, Senior AssociateNew York, NY$150,000–$170,000 / yearThis role is ideal for a self-starter with an established network within the Broker Dealer community and a proven track record of opening new relationships and raising assets for alternative investments. InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.
Product Support Manager- Corporate Deposits - Vice President Morgan StanleyProduct Support Manager- Corporate Deposits - Vice PresidentNew York, NY$110,000–$190,000 / yearOur 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. This role supports the operational execution and client onboarding of Morgan Stanley's new corporate deposit product offering, including overnight and term deposit capabilities delivered through digital banking platforms.
Digital Email Marketing Operations SFMC, Assistant Vice President Morgan StanleyDigital Email Marketing Operations SFMC, Assistant Vice PresidentNew York, New York$85,000–$140,000 / yearOur 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. Flawlessly execute our marketing campaigns and provide support to product and marketing colleagues to support campaign build, testing, and execution of marketing communications in various marketing technology platforms (primarily SFMC).
Senior Trading Associate Farther FinanceSenior Trading AssociateHybrid - New York, NYImpactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExecute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.u003c/liu003enu003cliu003eOversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.u003c/liu003enu003cliu003eMonitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.u003c/liu003enu003cliu003ePartner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.u003c/liu003enu003cliu003eSupport trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.u003c/liu003enu003cliu003eIdentify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.u003c/liu003enu003cliu003eContribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBachelor's degree in Finance, Economics, Business, or a related field.u003c/liu003enu003cliu003e4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.u003c/liu003enu003cliu003eStrong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.u003c/liu003enu003cliu003eExperience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.u003c/liu003enu003cliu003eDemonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus
Fixed Income Advisory Sales & Trading Analyst Morgan StanleyFixed Income Advisory Sales & Trading AnalystNew York, New YorkMorgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. 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.
NewNonqualified Deferred Compensation - Plan Consultant Morgan StanleyNonqualified Deferred Compensation - Plan ConsultantPurchase, NY$115,000–$185,000 / yearOur 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. Position Summary: The NQDC Plan Consultant will serve as a strategic consulting resource for corporate clients and internal Morgan Stanley partners on matters related to nonqualified deferred compensation plan design, plan functionality, participant experience, governance, competitive positioning, funding considerations, and plan optimization.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside)New York, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
U.S. Private Bank - Executive Advisory - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Executive Advisory - Executive DirectorNew York, NYFull timeNew York,NY $205,000.00 - $350,000.00 / year; Los Angeles,CA $205,000.00 - $350,000.00 / year; Miami,FL $205,000.00 - $350,000.00 / year; Chicago,IL $205,000.00 - $350,000.00 / year; Dallas,TX $205,000.00 - $350,000.00 / year . Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
Machine Learning, Vice President Morgan StanleyMachine Learning, Vice PresidentNew York, NY$115,000–$190,000 / yearThe Machine Learning team in the Wealth Management (WM) Strategy & Analytics division at Morgan Stanley works on a breadth of applied AI research areas including but not limited to recommender systems, client personalization, graphical neural networks (GNNs), and natural language understanding/LLMs. 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.
Machine Learning, Assistant Vice President Morgan StanleyMachine Learning, Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearThe Machine Learning team in the Wealth Management (WM) Strategy & Analytics division at Morgan Stanley works on a breadth of applied AI research areas including but not limited to recommender systems, client personalization, graphical neural networks (GNNs), and natural language understanding/LLMs. 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.
Operations & Administrative Support Specialist Chemistry Wealth ManagementOperations & Administrative Support SpecialistNew York, NY$67,000–$77,000The Operations & Administrative Support Specialist is also responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar. The Operations & Administrative Support Specialist supports many different operational and administrative tasks for which the firm is responsible and allows the advisor and team to focus more time and energy on client acquisition and deepening client relationships.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystJericho, NY$31,200–$90,000 / yearOur 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
US Banks Business Control Unit (BCU) Officer Bank Deposits Risk Coverage Vice President Morgan StanleyUS Banks Business Control Unit (BCU) Officer Bank Deposits Risk Coverage Vice PresidentPurchase, New York$110,000–$190,000 / yearWealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services. The VP will lead and mature the dedicated Business Risk coverage of Bank Deposit products – i.e. BDP Sweeps, Savings, and Term Deposits, and partner with embedded risk teams and key stakeholders to drive consistent monitoring and escalation across core risk frameworks (e.g., Issues/Action Plans, Operational Risk Incidents, Metrics, Reporting, Risk Assessments).
US Banks Business Control Unit (Bcu) Officer Bank Deposits Risk Coverage Vice President Morgan StanleyUS Banks Business Control Unit (Bcu) Officer Bank Deposits Risk Coverage Vice PresidentPurchase, NY$110,000–$190,000 / yearWealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services. The VP will lead and mature the dedicated Business Risk coverage of Bank Deposit products - i.e. BDP Sweeps, Savings, and Term Deposits, and partner with embedded risk teams and key stakeholders to drive consistent monitoring and escalation across core risk frameworks (e.g., Issues/Action Plans, Operational Risk Incidents, Metrics, Reporting, Risk Assessments).
Senior Product Manager, CRM & Sales Enablement Guardian LifeSenior Product Manager, CRM & Sales EnablementNew York, NY$152,290–$250,195 / yearThis role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Summer Analyst - Program Management Rockefeller Capital ManagementSummer Analyst - Program ManagementNew York, New YorkFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. As a Summer Analyst on the Technology & Operations COO team, this individual will be responsible for detailed business requirements analysis and project management of technology projects across our Advisor Desktop and Client Portal.
Talent Management & Development Associate Morgan StanleyTalent Management & Development AssociateNew York, New York$70,000–$115,000 / yearOur 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. Coordinate end‑to‑end program and project management activities across regions, supporting planning, execution, evaluation, and ongoing enhancements in partnership with Global Counterparts, Talent & Diversity Advisors and HR Business Partners.
Market Management Lead Morgan StanleyMarket Management LeadNew York, New York$115,000–$190,000 / yearFocus areas include: partnering with internal and external trading partners to ensure efficient front-to-back trade flow and execution, prioritization and execution of multi-year infrastructure investments, daily supervision of market operations (market access limit monitoring, counterparty management, outage triage, large trade facilitation, funding, best execution). 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.
Model Risk (Risk Management) : Job Level - Associate Morgan StanleyModel Risk (Risk Management) : Job Level - AssociateNew York, New YorkFirm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. You will collaborate with colleagues across FRM and the Firm to protect the Firm's capital base and franchise, advise businesses and clients on risk mitigating strategies, develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and strategic decision-making.
Sales Associate - Wealth Management Pacifica ContinentalSales Associate - Wealth ManagementStamford, CTClient Overview: Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services.
Senior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesNew York, NY$124,400–$129,500 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
Consultant - Financial Services Sia Partners SASConsultant - Financial ServicesNew York, NY$89,800–$110,200 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
Asset Mgmt Associate (Wealth) (Hybrid) Aon PlcAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
Asset Mgmt Associate (Wealth) (Hybrid) NFP CorpAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
NewParaplanner RIA RecruitingParaplannerGarden City, NY$90,000–$120,000 / yearExperience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required. Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team.