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

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. · ...

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 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 ...

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. · ...

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. · ...

iCapital is looking to hire several professionals 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 Enterprise Wealth client ...

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. · ...

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 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'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 ...

Head of Business Development · Remote with regular presence in New York City · About GoalVest Advisory · GoalVest Advisory is a New York based RIA delivering institutional-caliber investment portfolios and differentiated alternative and private market strategies to RIAs, family ...

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. · ...

Wealth Management Platform is looking for a dynamic and results-driven Account Executive to join their B2B Wealth Platform team. · Generate and Qualify Leads – Identify and pursue new sales opportunities with RIAs through prospecting, cold calling, networking, and lead qualificat ...

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 ...

High-impact individual contributor role overseeing financial operations and partnering with firm leadership to drive growth. · ...

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