UNKNOWN

FEED

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. You will recruit across a varied portfolio of teams and role types throughout CAIS, including Operations, Client Service, Sales, and Marketing, Technology, Product, and other functions across our offices in the United States and London, England.

YEAR

Capital Integration Systems LLC

Senior Talent Acquisition Partner

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.

CAIS Group

Alternative Investments - Internal Associate

ea_via_bold

OTHER

CAIS

greenhouse_via_bold

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. The IT Support Associate provides hands-on desktop and onsite support across our New York office, helps administer our Microsoft 365 and endpoint management environment, and drives adoption of AI tools (including Claude and Copilot) across the business.

IT Support Associate

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.

Compliance Officer

2-5 years + experience in a compliance role at a financial services firm with substantial knowledge of FINRA rules  Understanding of FINRA & SEC marketing/advertising rules, and the day-to-day compliance affairs of public and private funds a plus  Bachelor’s degree (required)  FINRA Series 7 and Series 24 licenses (required)  Exemplary oral, written, and interpersonal communication skills; ability to comfortably multi-task and meet deadlines  Strong technical skills, excellent organizational skills, and strong follow-through mind-set  Ability to work with colleagues to devise pragmatic and creative solutions, and to prioritize and focus on critical tasks that add value  A natural ability to develop relationships, internally and externally  CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Bachelor's Degree (or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education) in business; finance, economics or related.

Wealth Enhancement Group LLC

New Client Acquisition Specialist

At THREE, you'll join a team of experienced insurance operators that chooses to run lean, promotes autonomy, and is charged with building a small commercial insurer that challenges the largest players in its space. BHDIC and the team at biBerk are focused on helping small business owners quickly and easily buy affordable insurance directly from a financially strong insurance company they can trust.

biBerk Business Insurance Inc

Insurance Advisor

FULL_TIME

Bongiovanni, CFP®, CLU®, ChFC®, RICP® — Private Wealth Advisor with Northwestern Mutual for 38 years, John now advises more than 500 clients across 20 states and leads Generational Wealth Management, an ensemble firm he grew after welcoming two partners in 2021. Ryan O'Connor — Wealth Management Advisor with Northwestern Mutual since 2018, Ryan built a team-based firm that now oversees $350 million in client assets, after being recognized as a multi-year Million-Dollar Round Table recipient and Top 50 Advisor.

Northwestern Mutual - Buffalo District

Financial Representative with Room to Grow

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. US - NJ - Florham Park - 100 CAMPUS DR (NJ2100), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100).

Bank of America

Family Office Principal-Tax Manager

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Wealth Management Client Associate

Private Wealth Client Associate

Registered Wealth Management Client Associate

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

HOUR

Bank of America Corp

Registered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Registered Private Wealth Client Associate

Location: New York, New York CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. C...

Vice President, Liquidity Solutions

The Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.

Financial Advisor Jobs in New York

Senior Talent Acquisition Partner Capital Integration Systems LLC

Alternative Investments - Internal Associate CAIS Group

Senior Talent Acquisition Partner CAIS Group

Senior Talent Acquisition Partner CAIS

IT Support Associate CAIS

IT Support Associate CAIS Group

IT Support Associate Capital Integration Systems LLC

Compliance Officer Capital Integration Systems LLC

Compliance Officer CAIS

New Client Acquisition Specialist Wealth Enhancement Group LLC

Insurance Advisor biBerk Business Insurance Inc

Financial Representative with Room to Grow Northwestern Mutual - Buffalo District

Family Office Principal-Tax Manager Bank of America

Wealth Management Client Associate Bank of America

Private Wealth Client Associate Bank of America

Registered Wealth Management Client Associate Bank of America

Registered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred Bank of America Corp

Registered Private Wealth Client Associate Bank of America

Vice President, Liquidity Solutions CAIS

Vice President, Liquidity Solutions CAIS Group

Similar Job Searches

Stand out to leading employers.