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This person will lead advisor-facing positioning, messaging, integrated campaigns, partnerships, webinars and events, content, and channel strategy across priority segments including RIAs, hybrid advisors, and broker-dealers. Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences; partner with Marketing Operations to translate those strategies into activated audiences and measurable campaigns.

YEAR

Financial Insight Technology, Inc

Advisor Marketing Senior Manager

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Assist with building an Advisor Services platform and a modern advisor custody and technology platform designed to support RIAs, independent advisors, wealth managers, and affiliated advisor businesses. Define the core advisor and client experience across web and mobile, including advisor dashboards, household/account views, client portals, document workflows, approvals, and operational task management.

Social Capital Resources LLC

Associate Director, Advisor Solutions, Institutional Product

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Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor&rsquo;s (AA+), Moody&rsquo;s (Aaa), and Fitch (AAA). &nbsp;For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the &ldquo;50 Best Companies to Launch a Career&rdquo; by BusinessWeek, one of &ldquo;America&rsquo;s Best Large Employers&rdquo; by Forbes and one of the &ldquo;World&rsquo;s Most Admired Companies&rdquo; by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the &ldquo;TOP PLACES TO WORK&rdquo; by the Boston Globe.
Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That&rsquo;s why New York Life is The Company You Keep.

New York Life

Financial Planner Trainee - Career Transition

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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. The role will support a variety of business units and ensure that all messaging and deliverables align with Sikich's target markets while maintaining responsibility for managing pursuit team timelines and deliverables.

Sikich LLP

Proposal Specialist

Own regulatory financial reporting for Flourish Financial LLC (our FINRA-member broker-dealer) and other regulated entities, including net capital computations, FOCUS filings, annual audited financial statements, and other SEC/FINRA requirements, either directly as FINOP or by managing outsourced FINOP and compliance partners. Drive operational efficiency by building scalable accounting infrastructure and tooling as needed (coordinating with third-party implementation firms) and automating and streamlining the close, reconciliations, reporting, and other workflows.

Flourish Cash

Controller

As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology.

FP&A Manager

5+ years of hands-on experience working with and selling ERP solutions specifically with a working knowledge of Microsoft Dynamics is preferred, but will consider experience with Oracle, SAP, Epicor, Infor or NetSuite. Specifically, the Pre Sales / Solution Architect will have a deep understanding of the capabilities of Dynamics 365 Business Central along with the surrounding ecosystem and how it can assist clients and prospects to address their business application needs.

Pre-Sales Solution Architect - D365 Business Central

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.

D365 BC Account Executive

We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. As a Client Service Manager, you will work alongside the team's Advisors and Partners on a wide range of projects focused on clients' needs.

Moneta Group LLC

Client Service Manager

You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. 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.

Salesforce Account Executive

GTM partnership across departments: Partner with central marketing, Concierge, growth, product, and legal/compliance as strategy and budget finalize-understanding project timelines and key marketing outputs, triaging problems in real time, and advocating for the prospective client's needs. Net-new prospect funnel: Personally build and run outbound marketing-including LinkedIn, email, and outreach-to reach a high-net-worth and mass-affluent audience outside our current customer base.

Robinhood

Senior Product Marketing Manager

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FULL_TIME

Originally 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 37 markets throughout the United States, as well as an office in London. About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.

Rockefeller Capital Management

Regional Supervision Manager

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Originally 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 37 markets throughout the United States, as well as an office in London. 3-5 years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.

Regional Supervision Associate

Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Work closely with internal teams and external counsel to provide timely, practical, and solution-oriented legal support to all Axos Clearing business units.

Axos Bank

Assistant General Counsel

Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Prepare, review, and distribute investor statements, capital account reports, performance reports, tax documents, and investor communications in accordance with established deadlines. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements.

Fund Services Group

Investor Reporting Associate

We’re looking for a motivated, early-career sales person to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.

Luma Financial Technologies

Entry-Level Sales Associate

Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting. Eligible for an Annual Discretionary Cash Bonus Target: 5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

Client Service Advocate

Business Development Manager - Dallas Region

We’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.

Sales Associate

As part of this role, you will: Lead high-impact, cross-functional, customer facing projects that touch Treasury engineering, operations, compliance, banking, and risk teams. The ideal candidate for the role: Has 5+ years of professional full stack software engineering experience building and operating backend systems to customer facing experiences.

Investment Advisor Jobs in the United States

Advisor Marketing Senior Manager Financial Insight Technology, Inc

Associate Director, Advisor Solutions, Institutional Product Social Capital Resources LLC

Financial Planner Trainee - Career Transition New York Life

Proposal Specialist Sikich LLP

Controller Flourish Cash

FP&A Manager Flourish Cash

Pre-Sales Solution Architect - D365 Business Central Sikich LLP

D365 BC Account Executive Sikich LLP

Client Service Manager Moneta Group LLC

Salesforce Account Executive Sikich LLP

Senior Product Marketing Manager Robinhood

Regional Supervision Manager Rockefeller Capital Management

Regional Supervision Associate Rockefeller Capital Management

Assistant General Counsel Axos Bank

Investor Reporting Associate Fund Services Group

Entry-Level Sales Associate Luma Financial Technologies

Client Service Advocate Axos Bank

Business Development Manager - Dallas Region Sikich LLP

Sales Associate Luma Financial Technologies

Senior Software Engineer - Treasury Mercury Technologies Inc

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