UNKNOWN

FEED

Manage team structure and monitor team workload to determine capacity to take on new clients Knowledge, Skills, and/or Abilities: Must be able to work a hybrid schedule from our Berkeley Heights, NJ office When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience P&C Account/Client Management experience with a retail brokerage or independent agency Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. Possess technical expertise plus solid analytical and problem-solving skills Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information Self-confident to make sound independent decisions and demonstrate strong leadership skills Ability to handle situations in a calm, courteous and professional manner Education and/or Experience Ideally more than 10 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience.

YEAR

Aon Plc

AVP, Affluent Personal Lines (Hybrid - Central NJ)

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This dynamic role involves in-depth research, comprehensive analysis, and guide evaluation of various benefit plans, including medical, life, disability, and more, positioning you as a trusted benefit advisor to our clients. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant.

NFP Corp

Senior Account Executive

The Senior Account Executive supports middle market clients and may manage large, complex accounts involving significant premiums and multifaceted insurance programs, requiring a high level of technical expertise and consultative judgment. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.

Commercial Insurance Senior Account Executive (Remote)

Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options. Experience managing and developing designers at varying levels of seniority, including supporting both craft-focused and people-leadership growth paths.

Betterment Holdings Inc

Director, Brand Design

Specialist experience in at least two of the following focus areas: Portfolio Management, Trading & Order Management, Investment Operations, Investment Data Management, Investment Accounting, Performance Measurement & Attribution, Risk & Analytics, Compliance & Regulatory Reporting, Alternative Investments, Reconciliations (Position, Transaction and Cash), or Investment Data Warehousing & Reporting. 5+ years of consulting and/or industry experience within Asset and Wealth Management, gained through a leading consulting firm or a transformation, project management, or operational role at an Asset Owner, Asset Manager, Wealth Manager, or investment technology provider.

Alpha Financial Markets Consulting Group Ltd

Manager

Job Overview: LPL Financial is seeking an Assistant Vice President, Product Owner to provide strategic leadership across a portfolio of electronic communications (eComm) compliance products, capabilities, and enterprise initiatives that strengthen the firm's defenses with respect to capture, archival, retrieval, and supervision (CARS) of written electronic communication. The ideal candidate brings strong product leadership, deep domain expertise in electronic communications technologies, including email, text messaging, social media, and instant messaging, a strong familiarity with eComm archival and supervision platforms, and in-depth knowledge of system monitoring and problem resolution.

LPL Financial Services

Avp, Product Management

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We are looking for candidates who fit one of the following exact trajectories: The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering. Value Architecture: Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and Value Realization Frameworks.

Celonis

Lead Value Engineer - Banking

Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more.

Wealthfront

Engineering Manager

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

EisnerAmper

Compliance Associate

Reporting to our Marketing Lead, you'll stand up marketing measurement from the ground up in HubSpot, own our email program end to end, and run paid acquisition that reaches the audiences at the heart of wealth management — financial advisors, trust and estate attorneys, and family offices. Our 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100.

Luminary

Digital Marketing Manager

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FULL_TIME

This role serves as a key management leader for the Construction & Infrastructure Claims Team, supporting overall team direction, operational consistency, and high-level execution across client accounts and complex claims matters. Lead coverage advocacy on complex and disputed claims by directing policy analysis, challenging adverse carrier positions, coordinating supporting facts and arguments, and advancing strategies designed to maximize available coverage and claim outcomes for clients.

VP, Construction Claims

[AW]-iCims

The role includes architecting data, technology, analytics and operating models that allow marketing teams to understand audiences, make better decisions, deliver more relevant experiences and measure commercial impact across institutional, wealth and intermediary channels. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

PIMCO

Svp, Marketing Technology & Customer Lifecycle Strategy

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel

Registered Client Service Associate

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).

Northern Trust Corp

Sr Investment Associate

ADAPTED_NOW

Stifel 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.

Vice President, Venture Lending and Banking

Ivy Exec

Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. PIMCO is seeking an experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients.

Intermediary Account Manager - Growth Markets

You will advise on a broad range of registered fund matters, including fund operations, SEC filings, distribution arrangements, Board governance, and product initiatives, while partnering closely with stakeholders across the Funds Business Group, Compliance, Global Wealth Management, Account Management, Product Strategy, and Operations. In this role, you will provide legal support across PIMCO's U.S. registered funds platform, including mutual funds, ETFs, closed-end funds, and collective investment trusts, with a particular focus on the Investment Company Act of 1940, fund governance, disclosure, and regulatory compliance.

VP, Counsel - Registered Funds

Stifel 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Venture Banking Credit Analyst (Summer 2027 Start)

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel 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.

Client Service Associate

What We're Looking For: Responsible for developing in Apex, Lightning Components, LWC, Lightning Aura, Visualforce, AngularJS, React, AJAX, and other technologies to build customized solutions that support business requirements and drive key business decisions. Stifel 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.

Wealth Advisor Jobs in New York, NY

AVP, Affluent Personal Lines (Hybrid - Central NJ) Aon Plc

Senior Account Executive NFP Corp

Commercial Insurance Senior Account Executive (Remote) NFP Corp

Director, Brand Design Betterment Holdings Inc

Manager Alpha Financial Markets Consulting Group Ltd

Avp, Product Management LPL Financial Services

Lead Value Engineer - Banking Celonis

Engineering Manager Wealthfront

Compliance Associate EisnerAmper

Digital Marketing Manager Luminary

VP, Construction Claims NFP Corp

Svp, Marketing Technology & Customer Lifecycle Strategy PIMCO

Registered Client Service Associate Stifel

Sr Investment Associate Northern Trust Corp

Vice President, Venture Lending and Banking Stifel

Intermediary Account Manager - Growth Markets PIMCO

VP, Counsel - Registered Funds PIMCO

Venture Banking Credit Analyst (Summer 2027 Start) Stifel

Client Service Associate Stifel

Technical Architect-Salesforce Stifel

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