UNKNOWN

FEED

This would require the full understanding and managing of the firm's approved products, how systems integrate and can be leveraged with the ERE, interact with the Compliance team for approval of changes, and fully appreciate the client impacts and suggest custom messages for rules implemented to better educate clients and advisors about why trades are reviewed prior to execution. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers

YEAR

The Guardian Life Insurance Company of America

Trade Reporting and Margin Team Leader

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An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. The Relationship Manager – OCIO is responsible for all aspects of managing the relationship with the OCIO clients, including facilitating scheduled and ad-hoc meetings, ensuring adherence to the client’s portfolio guidelines, producing ongoing client reporting, and executing on all day-to-day requests as required for each relationship.

Neuberger Berman

OCIO Relationship Manager

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OTHER

This role sits at the core of our platform — building the ontology, data contracts, and reconciliation frameworks that enable intelligent agents to operate safely and autonomously. You will architect custodial data pipelines, canonical financial models, and AI-ready schemas that support embeddings, retrieval systems, and agent-driven workflows in a regulated wealth management environment.

Farther

AI-Native Data Platform Engineer

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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. Supporting our Marketing and Partner Programs teams, they will be responsible for the ideation, plan development and execution of educational seminars, tradeshows, conferences, as well as networking and hospitality events.

Wealth Enhancement Group LLC

Events Marketing Specialist (Remote)

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

CGI Inc

Product Manager

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Cerity Partners

Software Engineer

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences.

Product Designer

Production experience with LLMs — agentic systems, tool calling, streaming responses, conversational interfaces — and a point of view on what an interface owes a user when the model is slow, wrong, or halfway through an answer. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Senior Frontend Engineer, Conversational & Gen UI

This individual will provide legal counsel and strategic support on employment law, employee relations, restrictive covenant matters, litigation management, acquisitions, advisor transitions, and related legal matters while partnering with Human Resources, Recruiting, business leaders, and other members of the Legal Department to manage risk and support business objectives. Provide legal advice and guidance on employment-related matters, including performance management, disciplinary actions, workplace conduct issues, accommodations, leaves of absence, employee complaints, terminations, and severance arrangements.

Counsel | Employment Law

You will: Drive financial planning & analysis for the PAWM business - lead planning, forecasting, and the management-reporting P&L; surface the key drivers and trends; and own the critical view of PAWM channel economics - margin at channel, client, and producer level - translating it into insight that drives capital allocation, pricing, and growth decisions. A confident communicator who develops a deep understanding of complex topics and translates results for stakeholders in clear, non-technical terms, iterating with leadership and subject-matter experts to rationalize and refine the value of your analysis - and to persuade when the answer is not the expected one.

Senior Lead Financial Analyst

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle.

Business Intelligence Asscoaite

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Business Intelligence Associate

This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate team and with fund administrators, banks, and other counterparties. Manage the line of credit lifecycle across funds — including opening new facilities, maintaining documentation, requesting advances ahead of capital call deadlines, processing repayments, and reconciling outstanding balances.

Allocate

Fund Operations Associate

Expect to embed directly in Wealth.com's highest-priority, highest-visibility workstreams, building credibility through impact, and to audit design maturity across the org as Wealth.com scales. 10+ years of product design experience, with a portfolio demonstrating strong systems thinking, interaction design, and visual craft — and a track record of leading initiatives end-to-end.

Creative People

Head of Product Design

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Compliance Analyst - Advertising Review

Working knowledge of trust administration principles, fiduciary responsibilities, trust structures, common fiduciary administration issues, and applicable laws and regulations; demonstrated understanding of fiduciary account administration and trust operations; ability to independently administer routine trust relationships and seek guidance on complex matters; strong organization, attention to detail, analytical judgment, problem solving, and client service; ability to identify and escalate risk; proficiency with Microsoft Excel, Word, Outlook, and SharePoint; and familiarity with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms. Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC.

Trust Officer

Senior Client Services Representative

Compliance Analyst - Advertising Review

You will work closely with experienced financial professionals, gain exposure to multiple areas of wealth management, and contribute to a practice focused on delivering organized, personalized, and high-quality financial guidance. The Financial Planning Assistant with gather and organize client information, support the preparation of preliminary financial plans, develop client meeting materials, and assist with ongoing planning and practice management.

About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Positions and Apply</a>
<a href="https://www.ameriprise.com/careers/corporate/your-career">Learn More About Joining Ameriprise </a>
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
<a href="https://www.ameriprise.com/careers/corporate/supportive-workplace/diversity">Learn More About Diversity and Inclusion at Ameriprise</a>
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
<a href="https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-support">Learn More About Ameriprise Advisor Support</a>
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Opportunities</a>

Wealth Management Advisor Jobs in New York

Trade Reporting and Margin Team Leader The Guardian Life Insurance Company of America

OCIO Relationship Manager Neuberger Berman

AI-Native Data Platform Engineer Farther

Events Marketing Specialist (Remote) Wealth Enhancement Group LLC

Product Manager CGI Inc

Software Engineer Cerity Partners

Product Designer Cerity Partners

Senior Frontend Engineer, Conversational & Gen UI Farther

Product Manager Cerity Partners

Counsel | Employment Law Wealth Enhancement Group LLC

Senior Lead Financial Analyst The Guardian Life Insurance Company of America

Business Intelligence Asscoaite Farther

Business Intelligence Associate Farther

Fund Operations Associate Allocate

Head of Product Design Creative People

Senior Compliance Analyst - Advertising Review Cetera Financial Group Inc

Trust Officer Cetera Financial Group Inc

Senior Client Services Representative Cetera Financial Group Inc

Compliance Analyst - Advertising Review Cetera Financial Group Inc

Financial Planning Assistant Ameriprise

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