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ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic

Senior Estate Planning Strategist

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FEED

As a key member of the Compliance department, help strengthen the effectiveness of the compliance programs of a broker-dealer, registered investment adviser, and insurance agency by leading compliance testing, monitoring, and regulatory oversight activitiesthat mitigate legal, regulatory, operational, and reputational risk. Serve as the primary owner and coordinator for assigned compliance testing, regulatory monitoring, and compliance oversight programs across the broker-dealer, registered investment adviser, and insurance agency including annual FINRA Rule 3120 and Advisers Act Rule 206(4)-7 compliance reviews.

Transamerica

Lead Compliance Analyst - Compliance Testing & Regulatory Oversight

IRecruitee

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Sikich LLP

Business Development Manager - NY/NJ Region

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NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox, Inc.

Senior Growth Marketing Strategist

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Senior Demand Generation Manager

Senior Performance Marketing Manager

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Acquisition Marketing Manager

Growth Marketing Manager

Senior Meta Strategist

Performance Marketing Strategist

Paid Media Specialist

Performance Marketing Specialist

Growth Marketing Strategist

Meta Ads Specialist

RIA Marketing Manager

Paid Acquisition Lead

High-Ticket Marketing Lead

Acquisition Marketing Strategist

Meta Media Buyer

Glenmede Investment Management (GIM) is the investment management division of The Glenmede Trust Company, N.A., an independently owned wealth and investment management firm with approximately $50 billion in assets under management. Cultivate relationships with centers of influence, including industry organizations and conference providers, to support brand building and prospecting, increase visibility, and drive thought leadership in market and respective territory.

Glenmede Corp

GIM, Business Development Officer (Intermediary Channel)

Investment Advisor Jobs in Princeton, NJ

Investment Advisor Jobs in Princeton, NJ

Senior Estate Planning Strategist Osaic

Lead Compliance Analyst - Compliance Testing & Regulatory Oversight Transamerica

Business Development Manager - NY/NJ Region Sikich LLP

Senior Growth Marketing Strategist Clients Blackbox, Inc.

Senior Demand Generation Manager Clients Blackbox, Inc.

Senior Performance Marketing Manager Clients Blackbox, Inc.

Acquisition Marketing Manager Clients Blackbox, Inc.

Growth Marketing Manager Clients Blackbox, Inc.

Senior Meta Strategist Clients Blackbox, Inc.

Performance Marketing Strategist Clients Blackbox, Inc.

Paid Media Specialist Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Growth Marketing Strategist Clients Blackbox, Inc.

Meta Ads Specialist Clients Blackbox, Inc.

RIA Marketing Manager Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

High-Ticket Marketing Lead Clients Blackbox, Inc.

Acquisition Marketing Strategist Clients Blackbox, Inc.

Meta Media Buyer Clients Blackbox, Inc.

GIM, Business Development Officer (Intermediary Channel) Glenmede Corp

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