Senior Manager, Alternative Wealth Product - New York City Metropolitan Area

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

+The Director of Salesforce Transformation will lead the strategic modernization and ongoing evolution of the Salesforce platform across the Wealth Management organization. · +10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles · Strong experience ...

We are partnering with a growing financial institution to hire a Senior Private Wealth Advisor to support and expand an affluent client base through a relationship-led, · planning-focused advisory model. · Serve as the primary advisor for an affluent client base (generally $3–20M ...

+Job summary · A leading financial technology platform serving wealth managers and asset managers is seeking a Specialist to join its Platform Implementation team. · +Qualifications2-10+ years of experience in project management, client implementations, operations, or relationshi ...

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President of Compensation. · ...

+We are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models that drive our success in glob ...

Wealth Management at MaximOur Wealth Management team consists of highly skilled professionals who leverage their robust experience to meet the ever-changing needs of their clients and their families. · We are seeking enthusiastic, driven individuals eager to make a difference in ...

Wealth Management Platforms manages industry-leading platforms, across all WM channels and client segments, · to provide a unified digital experience, unlock growth, · and deliver efficiencies for Advisors, · Clients, and Institutions. The Field Experience & Platforms Team is res ...

Business analyst required with experience in large-scale projects and wealth management. · Must have experience of working on large-scale projects. · Exposure to Agile is a must. · ...

Wealth Managers to join their elite team with over $100 billion in assets under management and a proven track record spanning four decades, this is a rare opportunity to elevate your career with an industry leader. · ...

This innovative organization focuses on the RIA market to deliver unique financial products that are less easily accessible. · ...

Working closely with Macquarie Asset Management's Head of Research and our Wealth sales and product teams, you will be responsible for delivering Wealth content to support our fundraising activities and to showcase our world leading expertise in infrastructure and energy transiti ...

Wealth Management Technology seeks an IT Project Manager to support strategic initiatives within the Wealth and Distribution Technology organization. · ...

We are looking for an Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for ...

Zoe is a wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service.Experience owning a consumer or self-serve funnel · Strong analytical skills, including the ability to dig into SQL · ...

We're working with BNY on this exciting opportunity. · Join BNY, a global financial services leader, · and drive the vision and execution of cutting-edge data products that empower financial advisors · and institutional clients. Leverage your expertise in data platforms like Snow ...

Join BNY and drive the vision and execution of cutting-edge data products that empower financial advisors and institutional clients. · ...

+This role within Macquarie Asset Management's Client Solutions Group will support the growth and distribution of our Alternative Investments to the US Wealth channel.+While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office ...

+We're working with a nationally recognized retail and commercial banking institution expanding its Premier / High Net Worth segment. · ...

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. · ...