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

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. · ...

iCapital is looking to hire employees to join the iCapital Solutions team focused on Enterprise Wealth relationships. The team strives to understand clients' needs and collaborate with other departments to deliver customized solutions. · ...

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 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. · ...

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 ...

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 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 existin ...

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 ...

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 ...

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

We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering te ...

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 ...

We're committed to bringing talented and motivated people together to help our customers plan for a financially secure future. · Mutual of America's Compliance Department is seeking a Senior Compliance Analyst, · with experience in Registered Investment Adviser (RIA) and Register ...

My client was founded in · 2017 to help financial advisors better secure their clients' financial futures. · ...

This role drives strategic growth in the RIA market by collaborating across functions—National Accounts, Investment Management, Marketing, Technology and Sales—to align initiatives and deliver impactful go-to-market strategies. · ...

We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. · Due Diligence, Gap Analysis & Remediation: Conduct seller compliance program due diligence (post LOI); work with ACA Global o ...

We are seeking a Director of Finance – RIA / Wealth Management to join a rapidly growing independent RIA firm managing over $2B in AUM. · The successful candidate will serve as a strategic financial leader, overseeing firm-wide financial operations while partnering closely with e ...

We are hiring a Compliance Manager to work closely with our compliance team and leadership teams to build, execute, and enhance compliance programs that support Aspen's RIA platform advisory businesses. · ...

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