Enterprise Coverage and Client Management, RIA's - New York

Who We Are · Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within invest ...

The firm is seeking an experienced Controller with a background in wealth management and financial services to oversee financial operations and partner closely with firm leadership to drive long-term growth. · ...

· Who We Are · Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within inv ...

Who We Are · Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within invest ...

iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, · focused on our existing Enterprise Wealth relationships. · This position will play a central support role in helping quarterback · relationships within existing Enterprise W ...

iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth ...

· iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central support role in helping quarterback relationships within existing Enterprise Weal ...

iCapital is looking to hire a Vice President / Senior Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. · ...

iCapital is looking to hire a Vice President / Senior Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing En ...

The Role: As Relationship Manager Strategic RIA Group you will play a critical role in leading engagement with Lord Abbett's largest and most sophisticated Registered Investment Advisors and Family Offices. · This role is responsible for identifying and executing growth opportuni ...

We're looking for people with a keen interest in working for a trusted leader in the asset management industry,a desire to expand their knowledge,and a passion for delivering a client experience that exceeds expectations.We were honored to be ranked #1 in Barron's Best Fund Famil ...

· iCapital is looking to hire a Vice President / Senior Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing ...

The firm is seeking an experienced Finance Director with a background in wealth management or financial services and a broad understanding of the RIA business model and regulatory environment. · ...

Location: · New York, New York · Team: · Sales & Relationship Mgmt · Job Requisition #: R257370 · Date posted: Mar. 07, 2026 · Job description · About this role · Job Description: · BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the ...

About this role · Job Description: · BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and index asset management products through intermediaries as well as sub advisory relationships. The US Wealth Advisory S ...

The Role · About Lord Abbett · Founded in 1929 we've earned a sterling reputation for our leadership influence and innovation in the asset management industry. Today our independent perspective commitment to active management and intelligent product design continue to make us rel ...

· The Role · About Lord Abbett: · Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we've earned a sterling reputation for our leadership, influence, and innovation in the asset management indust ...

They are looking for a proactive and strategic Director of Sales to join their B2B Wealth Platform team. · ...

Compensation Transparency · Salary Range: $218,000 - $223,000 · Bonus: 20% · At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, a ...

We are seeking an experienced sales professional and dynamic sales strategy candidate to oversee the growth and development of our Banking and Lending business within RBC US Wealth Management's Independent Registered Investment Advisor (RIA) channel. · Design and implement effect ...