Trabajos financial advisor associate en New York, New YorkCrear alertas

At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today! OVERVIEW: Job Duties & Responsibilities * Builds student base by creating safe environments for all Golfers, provide high quality instruction, and build long lasting relationships with each student. Talk with clients to identify strengths and weaknesses of swing / game, get to root of students’ lesson goals, and act as Trusted Advisor for each respective student. The Golf Professional will seek out information and opportunities to develop self to become a better teacher. Ensure teaching concepts are directed toward students understanding and adjust teaching style to best facilitate students learning. The Golf Professional is continuously looking for new and creative ways to build a robust student base, striving to meet and exceed the financial and metric goals for the role. * The Golf Pro is directly involved in community outreach by partnering with local organizations to teach, support, and spread awareness of the Golf Galaxy experience. Our Professionals are leading initiatives within their local community to promote our services – Fitting, Lessons, Club Tech, specialized service through the variety of departments and how we would like to create lasting relationships with each Golfer, no matter where their Golf journey may take them. * Golf Professional works collaboratively with Certified Fitters and teammates to enhance the Trusted Advisor experience with each student. That may come in the form of interacting with Fitters / Golfers during Fittings, offering suggestions or advice on lesson plans to improve swing / game, sharing knowledge, experience and expertise with fellow teammates and Golfers. #DSGT2 QUALIFICATIONS: * High School Diploma or Equivalent * 1-3 years experience * Active PGA of America Class A or LPGA member in good standing * 3+ years knowledge of club-fitting through experience and/or OEM training * PGA of America Class A or LPGA Member in good standing, Apprentice Level 1,2,3 or interested in becoming a PGA/LPGA Member through our PGA/LPGA Associate Program * Trackman Level 1 & 2 * Ability to multi-task & work in a fast-paced environment * Passion for golf equipment & related technology * Desire for continued learning (self) and teaching others * Stays current with industry trends VIRTUAL REQUIREMENTS: At DICK’S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidates do not use AI tools (like ChatGPT or others) during interviews or assessments. To ensure a smooth and secure experience, please note the following: * Cameras must be on during all virtual interviews. * AI tools are not permitted to be used by the candidate during any part of the interview process. * Offers are contingent upon a satisfactory background check which may include ID verification. If you have any questions or need accommodations, we’re here to help. Thanks for helping us keep the process fair and secure for everyone! Targeted Pay Range: $45,000.00 - $73,200.00. This is part of a competitive total rewards package that could include other components such as: incentive, equity and benefits. Individual pay is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all teammate pay regularly to ensure competitive and equitable pay.DICK'S Sporting Goods complies with all state paid leave requirements. We also offer a generous suite of benefits. To learn more, visit .

Job Purpose: BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth. Duties & Responsibilities: • Advise on a broad range of investment banking and capital markets transactions across multiple product groups, • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs), • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas, • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision., • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups. Requirements & Qualifications: • Juris Doctor; admitted in good standing to the NY or CA bar, • Position is targeted to be in NYC or San Francisco, • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice, • Significant experience with direct client interaction with financial services clients, • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services), • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization, • Business judgment and ability to assess legal and business risks, while providing practical advice, • Ability to multi-task and work in a fast-paced environment, • Familiarity with broker-dealer regulatory matters relevant to investment banking business, • Strong drafting, negotiation and analytical skills, • Strong organizational skills and attention to detail, • Strong communication skills, both written and verbal, • Ability to manage multiple projects and work independently, • Team player, mentor, confident and proactive Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: .

Financial Advisor Assistant / Client Service Associate Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team. This role is ideal for someone who enjoys working behind the scenes—combining operational support with analytical and strategic contributions—while participating in the growth of the business they help support. What You’ll Do • Assist financial advisors with administrative and operational responsibilities, • Prepare, process, and track client paperwork and account applications, • Support client onboarding and ongoing service requests, • Coordinate meetings, follow-ups, and client communications, • Assist with case design and development of client financial strategies, • Help build and prepare comprehensive financial plans, • Conduct data analysis to support recommendations and client reviews, • Support advisors in business planning and practice strategy initiatives, • Performance-based compensation tied to the business and accounts you support, • Typical earning potential ranges from $40,000 to $120,000+ in commission annually, depending on contribution and team production, • No requirement to prospect or build your own client base, • Hands-on training and mentorship within the financial services industry, • Exposure to financial planning, investment strategies, and practice management, • Opportunity to grow into operations, planning, or advisory roles (if desired), • Collaborative, team-oriented work environment, • Strong attention to detail and organizational skills, • Analytical mindset with interest in financial planning and strategy, • Ability to manage multiple tasks and meet deadlines, • Strong communication and problem-solving skills, • Interest in financial services and long-term career growth, • Comfortable in a performance-based compensation structure At Lee, Nolan & Koroghlian, LLC, you’ll play a critical role in both the operational and strategic side of the business. This is a unique opportunity to gain hands-on experience in case design, financial planning, and practice development—while growing your earnings alongside a successful advisory team, without the pressure of direct sales.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Service Advisor Location: Hybrid; based in Westfield, NJ Compensation: $100,000 to $110,000 base salary plus bonus opportunity | Full-Time | W2 with benefits About the Role: Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning and client relationship experience today, while building toward an advisor-track future over time. This is a client-facing position where you will work closely with a senior advisor, gain meaningful exposure to high-quality client work, and play an active role in financial planning, investment implementation, and relationship management. For the right person, this is an opportunity to step into a strong team, learn from an experienced advisor, and grow into greater client ownership as trust, capability, and tenure build. What You’ll Do: • Partner closely with a senior advisor to prepare and deliver comprehensive financial plans, • Participate in client meetings and play an active role in follow-up, planning discussions, and ongoing relationship support, • Serve as a responsive point of contact for clients and help deliver a high-touch service experience, • Implement investment recommendations and support account-related transactions, • Analyze client data to identify planning opportunities and next-step recommendations, • Maintain accurate documentation across CRM and financial planning systems, • Support client retention, relationship deepening, and overall client satisfaction, • Learn the firm’s planning philosophy, technology stack, and service model while continuing to grow your advisory skill set What We’re Looking For: • 5+ years of experience in a Service Advisor, Associate Advisor, or similar client-facing wealth management role, • Active Series 65 or Series 66 license, • Strong foundation in financial planning, investments, and client relationship management, • Experience working in an RIA environment preferred, • Someone who is proactive, polished, and motivated to grow over time into increased client responsibility, • Strong organizational skills with the ability to manage multiple priorities effectively, • Clear communicator who works well as part of a collaborative team, • Bachelor’s degree in Finance, Business, or a related field preferred, • CFP designation or progress toward CFP preferred; experience with Fidelity or Schwab platforms is a plus Why This Role: • Ideal for someone who wants to become a stronger advisor and eventually grow into relationship ownership, • Learn directly from an experienced senior advisor in a high-quality, client-facing environment, • Build deeper planning, investment, and client management skills inside a respected firm, • Opportunity to earn increasing responsibility and take on client relationships over time, • Join a collaborative team where growth is supported, and strong performance is noticed Firm Highlights: • Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing., • Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.

Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Knowledge, Skills & Abilities: • Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement., • Highly Responsible and accountable, self-motivated, • Excellent organizational and time management skills, • Ability to independently prioritize work, • Ability to handle multiple tasks within tight time frames, • Proficiency with Microsoft Office and computer software and systems to perform duties, • Maintain, improve and optimize office processes, • Strong verbal, written and interpersonal communication skills, • Interest in financial markets and investment securities

About G&T: Gardiner & Theobald is an independent global consultancy offering a range of services to the construction and property industry, including project, cost, and construction management. We work with clients worldwide, finding solutions that exceed expectations and add value to projects. Our beginnings can be traced back to London in 1835, when the practice was founded. With 180 years of history and heritage, we are proud to remain an independent consultancy. Gardiner and Theobald LLC. headquartered in New York City, operates across the U.S with offices in Los Angeles, San Francisco, San Diego, Austin, Dallas, Tampa, Miami, Massachusetts, and Chicago. With a commitment to independence, we have retained our consultancy status while delivering innovative solutions that add substantial value to high-profile projects. In North America, Gardiner & Theobald Inc. has a proven track record spanning over 25 years and has overseen projects exceeding a combined value of $35 Billion. About the Role: Gardiner & Theobald is seeking a highly motivated and experienced Cost Management professional to join our growing team. This role may be filled at the Associate Director, Senior Associate Director, or Director level, depending on experience and qualifications. The successful candidate will play a key leadership role in managing cost management services across a diverse portfolio of projects, including office interiors, hospitality, and residential developments. This position combines hands-on project delivery with team leadership, client relationship management, and business development responsibilities. About The Candidate: The ideal candidate is a driven, strategic, and collaborative professional with a strong background in cost management and project delivery within the built environment. They bring a proven ability to manage complex projects, build trusted client relationships, and lead teams with confidence and integrity. They are comfortable balancing big-picture strategy with hands-on execution and thrive in a fast-paced, client-focused environment. This individual demonstrates sound judgment, strong communication skills, and the ability to adapt to evolving projects and business needs. At every level, the successful candidate: • Takes ownership of their work and delivers consistently high-quality results, • Builds strong, long-term relationships with clients and colleagues, • Communicates clearly and effectively with both technical and non-technical stakeholders, • Demonstrates strong problem-solving skills and commercial awareness, • Contributes positively to team culture and collaboration, • Shows a commitment to professional growth and continuous improvement At the Senior Cost Manager level, the candidate independently manages projects across multiple stages, delivering high-quality cost documentation, including estimates, cost plans, and reports, with minimal oversight. They demonstrate strong knowledge of market rates and cost economics, build and maintain client relationships through consistent delivery and communication, and mentor junior staff while supporting team development. At the Associate Director level, the candidate is developing leadership capabilities, managing projects independently, and supporting team and business development efforts. At the Senior Associate Director level, the candidate demonstrates advanced leadership, oversees complex projects and teams, and plays an active role in growing client relationships and business opportunities. At the Director level, the candidate is a strategic leader and trusted advisor who drives business growth, mentors senior staff, shapes operational excellence, and contributes to the long-term vision and success of the firm. Key Responsibilities: Project & Cost Management • Lead the execution of multiple projects of varying size and complexity, • Own project budgets, cost plans, forecasting, and reporting, • Oversee day-to-day project delivery and ensure high-quality outputs, • Manage multiple projects simultaneously with autonomy and accountability, • Prepare and present reports, cost plans, and recommendations to clients, • Lead, mentor, and develop junior and mid-level team members, • Delegate effectively while maintaining oversight of project outcomes, • Participate in recruitment, onboarding, and staff development, • Build and maintain strong client relationships, • Act as a trusted advisor to clients and project stakeholders, • Lead client meetings and presentations, • Support or lead business development efforts, including proposals and interviews, • Manage commercial aspects of projects, including fee tracking, forecasting, and additional services, • Support or lead business planning, process improvements, and internal initiatives, • Contribute to leadership development and firm-wide best practices, • Representing G&T professionally in the market and industry Knowledge, Skills, and Experience: • Bachelor’s degree in construction, engineering, finance, or a related field, • 8–10+ years of relevant industry experience (level dependent), • 2–5+ years of team leadership experience (level dependent), • Experience managing multiple projects simultaneously, • Strong commercial awareness and financial management skills, • Proficiency in Microsoft Office; Microsoft Project experience preferred, • RICS certification preferred for senior-level candidates, • Excellent written, verbal, and presentation skills Physical Requirements: • Attend weekly project meetings on active construction sites Core Competencies: • Customer Focus- Building strong customer relationships and delivering customer-centric solutions, • Manages Complexity- Making sense of complex, high quantity, and sometimes contradictory information, • Cultivates Innovation- Creating new and better ways for the organization to be successful, • Develops Talent- Developing people to meet both their career goals and the organization's goals, • Organizational Savvy- Manoeuvring comfortably through complex policy, process, and people-related organizational dynamics

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Please connect with me on LinkedIn as well ___ Job Title: Billing Director Location: New York, NY 10019 Salary/Payrate: $250K-$315K annually, bonus and AWESOME benefits!!! Work Environment: Hybrid (#1 of days WFH) Term: Permanent / Fulltime Bachelor’s degree required: Yes Referral Fee: AMS will pay $1,000 should the person you refer gets hired Job Description: Our client, an AMLaw 50 firm, is looking to hire a Legal Billing Director at their offices in Midtown Manhattan. This is a full time, direct hire role paying an annual base salary of $250K to $315K plus a performance-based bonus and competitive benefits package. The Billing Director is a senior leadership role responsible for overseeing the firm’s core billing operations, governance, and billing systems strategy at a top‑tier AMLaw firm. This role ensures accurate, timely, and compliant billing execution while partnering closely with firm leadership, partners, Pricing, Revenue Management, Collections, and eBilling to support revenue realization and client satisfaction. The Billing Director provides strategic oversight of people, process, and systems, with deep expertise in Aderant Expert, and plays a critical role in advancing billing transparency, operational efficiency, and client service in a complex, high‑volume environment. Responsibilities Billing Operations & Governance • Provide firmwide leadership over the end‑to‑end billing function, ensuring consistent execution of billing policies, standards, and controls across all practice groups and offices., • Oversee the monthly billing close process, including prebill governance, billing timelines, escalation protocols, and quality assurance., • Ensure billing practices align with approved rate structures, fee arrangements, client engagement terms, and firm policy., • Serve as the senior escalation point for complex billing issues involving partners, high‑profile clients, or firm leadership. Leadership & Team Management • Lead, mentor, and develop Billing Managers, Supervisors, and Billing Specialists, fostering a high‑performance, service‑oriented culture., • Establish staffing models, performance expectations, and training standards across the billing organization., • Partner with the Associate Director of eBilling to ensure seamless coordination between traditional and electronic billing workflows, including shared standards, escalation protocols, and cross‑functional communication., • Support succession planning and organizational development within the billing function. Systems & Technology (Aderant Ownership) • Serve as the firm’s senior billing systems leader, with overall ownership of Aderant Expert billing configuration, controls, and optimization., • Partner with Financial Systems to enhance billing workflows, reporting, and system governance., • Partner with Data Governance to oversee rate setup logic, billing templates, matter maintenance standards, and system‑driven billing rules to ensure accuracy and consistency., • Drive system‑enabled efficiencies while maintaining data integrity and audit readiness. Pricing & Rate Alignment • Partner with Pricing to ensure rate and fee arrangements are accurately reflected in billing, including system setup, billing workflows, and client invoices., • Support implementation of approved rate changes, alternative fee arrangements, and client‑specific billing terms in coordination with Pricing and Revenue Management. eBilling Partnership • Partner with the Associate Director of eBilling to align electronic billing practices with firm billing policies, rate strategy, and client requirements., • Collaborate on billing initiatives that impact eBilling, including rate changes, new client onboarding, billing policy updates, and system enhancements., • Participate jointly in escalations involving significant client billing issues or policy exceptions. Partner & Client Advisory • Act as a trusted advisor to partners on billing strategy, invoice presentation, and resolution of complex billing matters., • Collaborate with partners and Finance leadership to address sensitive client billing concerns and support strong client relationships. Reporting, Controls & Process Improvement • Develop and deliver billing metrics, dashboards, and performance reporting for Finance leadership and firm management., • Establish, document, and maintain billing policies, procedures, and internal controls., • Lead billing‑related process improvement initiatives to reduce cycle times, minimize billing friction, and improve the client experience. Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business, or a related field required., • 10+ years of progressive law firm billing experience, including senior leadership responsibility within a large, multi‑office firm., • Extensive hands‑on experience with Aderant Expert required., • Strong understanding of legal billing practices, rate structures, fee arrangements, and billing governance., • Proven experience managing large teams in a high‑volume, partner‑driven environment., • Excellent communication, judgment, and relationship‑management skills, with credibility at the partner and executive level.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses., • Three highly skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Complete the program requirements and join the management team as an associate partnerQualifications:, • Knowledge of cultural markets a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Individuals with advanced degrees, MBAs, prior business ownership experience, or a strong business mindset are encouraged to apply, • Applicants must live within commuting distance of Uniondale, NY, to be consideredAbout Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

• Job Type: Officer of Administration, • Regular/Temporary: Regular, • Hours Per Week: Full-Time Reporting to the University Controller and Associate Vice President, , the Associate Controller, Financial Operations oversees a portfolio of financial operations for the University. The broader Controller's Office includes Financial Reporting & Operations, Benefits & Pension Accounting, Sponsored Projects Finance, Tax, Payroll, and International Operations. The Associate Controller's portfolio will include some or all of the following departments: Payroll, Fringe Benefits & Pension Accounting, and International Operations. The incumbent will also be responsible for implementing various process improvement initiatives and system implementations across the Controller's organization. This portfolio is subject to change. This role is a senior advisor and key member of the leadership team in Finance, and is responsible for strategically leading a team of 15+ to support the operational and compliance needs of the University. Responsibilities Fringe Benefits Forecasting and Pension Accounting • Oversees the Executive Director of Benefits and Pension Accounting and their team responsible for monthly accounting, reporting and forecasting of all fringe expenditures and recoveries totaling over $1.8B in activity., • Bachelor's degree or advanced degree in accounting, Business Administration or Finance., • An MBA, CPA and/or CIA designation., • Experience in higher education or research operations. Excellent oral, written, interpersonal, organizational and problem-solving skills. * Ability to work closely and effectively with a diverse group of senior University administrators. * Must be able to negotiate issues, resolve problems and have strong influencing skills. * In addition, the successful candidate must have a good understanding of the effect change will have on the organization, be able to work well with all levels of management, both internally and externally, be flexible in nature. * Must be experienced at senior level presentations. * In addition, the successful candidate must be a strategic thinker, with an open and collaborative style of leadership that encourages teamwork and cooperation, and a strong role model, manager and coach, with the ability to provide a positive working and learning environment for staff, as well as to develop a first-class service organization that responds effectively to inquiries and engenders trust from the University community. * Must have a demonstrated passion for excellent customer service and commitment to exceptional quality, as well as very high energy levels. Equal Opportunity Employer / Disability / Veteran Columbia University is committed to the hiring of qualified local residents.

Title: Director of Finance, NJIT Foundation Department: SVP Advancement Reports To: Associate VP Development & Alumni Relations Position Type: Staff Position Summary: The Foundation at New Jersey Institute of Technology is seeking a strategic, mission-driven Director of Finance to lead the financial strategy and operations for a dynamic, student-focused nonprofit organization. As a key member of the Foundation's leadership team, the Director will be a trusted advisor to the President of the Foundation, Senior Vice President for Finance and Chief Financial Officer of the University, Foundation Board of Directors, and senior staff-ensuring financial integrity, operational excellence, and sustainable growth while aligning resources to advance the Foundation's mission. Essential Functions: Financial Management & Reporting: -Lead financial oversight of the annual $1M+ operating budget of the Foundation. -Prepare and present financial reports to executive leadership, the board of directors, and external stakeholders. Ensure financial transparency and clarity to support data-driven decision-making. -Develop and maintain sophisticated financial models to evaluate strategic initiatives, fundraising campaigns, impacts to the endowment portfolio, and long-term operational sustainability. -Develop multi-year financial projections aligned with fundraising and endowment growth strategy to ensure long-term sustainability. -Oversee development and maintenance of strong internal controls and adherence to financial reporting practices and all applicable federal and state regulations. -Serve as the primary financial liaison between University Finance staff and leadership to understand the financial position of the Foundation as it relates to the University as a whole. External Relations & Fundraising Support: -Partner with Development and Advancement teams to evaluate complex gifts, manage donor-advised funds, and communicate financial impact. -Lead coordination of the annual audit and preparation of the IRS Form 990, and ensure compliance with all federal, state, and local regulations, GAAP, GASB, IRS, and nonprofit accounting standards. -Provide oversight of an endowment and investment portfolio in collaboration with the Investment Committee and OCIO. -Develop and maintain a working knowledge of foundations, pooled asset investments, charitable giving opportunities and strategies, and structured noncash donations. -Manage third-party vendor relationships and contract negotiations. -May supervise staff as assigned. -Support executive leadership in evaluating complex gifts and assets. -Help craft compelling financial narratives for fundraising and strategic initiatives. -Act as a visible ambassador of the Foundation's mission. Prerequisite Qualifications: -Bachelor's degree in Accounting, Finance, Business Administration, or related field. -At least 6+ years of progressive financial leadership experience, ideally within a nonprofit, foundation, or similarly complex environment. -Demonstrated success in developing financial strategies and managing organizational change. -Strong leadership, interpersonal, and communication skills with the ability to engage non-financial stakeholders. -At the university's discretion, the education and experience prerequisites may be exempted where the candidate can demonstrate to the satisfaction of the university, an equivalent combination of education and experience specifically preparing the candidate for success in the position. Preferred Qualifications: -Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Master's degree (MBA, MPA, or similar). -Familiarity with foundations, donor-advised funds, and philanthropic finance structures. -Experience with board members, external auditors, compliance management, and regulatory oversight. Bargaining Unit: Non-Aligned Range/Band: 10 Salary Information: In compliance with the NJ Pay Transparency Law, the annual salary range for this position is $105,000.00-$110,000.00 (USD). NJIT considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses or other items. To learn more about the comprehensive benefits NJIT offers for this position, please visit our benefits page: . FLSA: Exempt Full-Time Apply NowShare Save Job

The Robert N. Butler Columbia Aging Center (CAC), a university-wide center based at the Columbia Mailman School of Public Health, seeks a Staff Associate who has interest in population aging and healthy longevity to build one of the CAC's key core areas: Programming and Education. The primary role is two-fold: to build disciplinary and interdisciplinary research connections at all levels of Columbia's scientific community and (2) to devise and administer core education and science programming that highlights the CAC's leading position both within the field nationally/internationally as well as across the entirety of Columbia University with the ultimate goal of positioning CAC as a primary aging research hub. The individual in this role at the Center will work closely with the Center Director and leadership on the research development of the CAC, demonstrate efficiency and diplomacy in advancing the Center internally and externally on behalf of the Director, and oversee the Center's strategic initiatives and partnerships. The individual will autonomously cultivate and maintains scientific relationships across all levels of Columbia research community and advances the mission of the Center by: • Raising the Center's profile on the Morningside, Manhattanville and Medical Center campuses through research initiatives, events, partnerships and collaborative programming as well as through communications duties such as writing news items for the Center's website and generally keeping the website up to date., • Organizing the Center's various speaker series and events and defining desired audiences for each in collaboration with the Center Director and CAC faculty., • Administering the Center-initiated University Seminar "The Future of Aging Research", a quarterly dinner seminar co-chaired by three faculty members from disciplines representing biological, behavioral and contextual aspects of aging and a core faculty of over 50 tenure-track academic members; managing the seminar's student rapporteur., • Administering any pilot research and/or fellowship programs, student practicum fellowships and student awards that CAC initiates., • Partnering with the CAC's ILC-USA on the administration of CAC's signature press training program and maintaining relationships with its alumni., • Working with development to cultivate and steward potential project donors, sponsors and/or advisory committee., • Maintains website, listserv and targeted audience mailing lists; creates Center's newsletter and manages Center's social media profile in collaboration with Columbia Mailman's communications team. Qualifications include demonstrated work experience in programming, research coordination, event management, communications roles; excellent oral and written communications skills; expertise with technology (platforms include Office suite, listservs, RISE Digital, photoshop/Canva, Zoom, web CMS such as Drupal, etc.) and excellent project management and team management experience. * Staff Associate I - Bachelor's degree in public health or scientific research field and 4 years experience preferred • Staff Associate II - Bachelor's degree in public health or scientific research field and 4 years of experience recommended, • Staff Associate III - Bachelor's in public health or scientific research field and 4-6 years of experience, • Senior Staff Associate I - Bachelor's degree in public health or scientific research field and 6 - 10 years of experience, • Senior Staff Associate II - Bachelor's degree in public health or scientific research field and 10+ years of experience, • Senior Staff Associate III - Bachelor's degree in public health or scientific research field and 15+ years of experience. Master's degree preferred. For Sr. Staff Associate I, II and II, Master's degree or equivalent combination of education and experience preferred. Subject to business needs, we may support flexible work arrangements. Options will be discussed during the interview process. Appointments are made on a fiscal year basis and are eligible for renewal each July 1st, contingent upon performance and funding. The search will remain open for at least 30 days after the ad appears and will continue until the position is filled. Projected start date will be January 1, 2026, or open until filled. Columbia University benefits are offered with this Officer of Research appointment. Columbia University is an Equal Opportunity Employer / Disability / Veteran Pay Transparency Disclosure The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req

About G&T: Gardiner & Theobald is an independent global consultancy offering a range of services to the construction and property industry, including project, cost, and construction management. We work with clients worldwide, finding solutions that exceed expectations and add value to projects. Our beginnings can be traced back to London in 1835, when the practice was founded. With 180 years of history and heritage, we are proud to remain an independent consultancy. Gardiner and Theobald LLC. headquartered in New York City, operates across the U.S with offices in Los Angeles, San Francisco, San Diego, Austin, Dallas, Tampa, Miami, Massachusetts, and Chicago. With a commitment to independence, we have retained our consultancy status while delivering innovative solutions that add substantial value to high-profile projects. In North America, Gardiner & Theobald Inc. has a proven track record spanning over 25 years and has overseen projects exceeding a combined value of $35 Billion. About the Role: Gardiner & Theobald is seeking a highly motivated and experienced Cost Management professional to join our growing team. This role may be filled at the Associate Director, Senior Associate Director, or Director level, depending on experience and qualifications. The successful candidate will play a key leadership role in managing cost management services across a diverse portfolio of projects, including office interiors, hospitality, and residential developments. This position combines hands-on project delivery with team leadership, client relationship management, and business development responsibilities. About The Candidate: The ideal candidate is a driven, strategic, and collaborative professional with a strong background in cost management and project delivery within the built environment. They bring a proven ability to manage complex projects, build trusted client relationships, and lead teams with confidence and integrity. They are comfortable balancing big-picture strategy with hands-on execution and thrive in a fast-paced, client-focused environment. This individual demonstrates sound judgment, strong communication skills, and the ability to adapt to evolving projects and business needs. At every level, the successful candidate: • Takes ownership of their work and delivers consistently high-quality results, • Builds strong, long-term relationships with clients and colleagues, • Communicates clearly and effectively with both technical and non-technical stakeholders, • Demonstrates strong problem-solving skills and commercial awareness, • Contributes positively to team culture and collaboration, • Shows a commitment to professional growth and continuous improvement At the Senior Cost Manager level, the candidate independently manages projects across multiple stages, delivering high-quality cost documentation, including estimates, cost plans, and reports, with minimal oversight. They demonstrate strong knowledge of market rates and cost economics, build and maintain client relationships through consistent delivery and communication, and mentor junior staff while supporting team development. At the Associate Director level, the candidate is developing leadership capabilities, managing projects independently, and supporting team and business development efforts. At the Senior Associate Director level, the candidate demonstrates advanced leadership, oversees complex projects and teams, and plays an active role in growing client relationships and business opportunities. At the Director level, the candidate is a strategic leader and trusted advisor who drives business growth, mentors senior staff, shapes operational excellence, and contributes to the long-term vision and success of the firm. Key Responsibilities: Project & Cost Management • Lead the execution of multiple projects of varying size and complexity, • Own project budgets, cost plans, forecasting, and reporting, • Oversee day-to-day project delivery and ensure high-quality outputs, • Manage multiple projects simultaneously with autonomy and accountability, • Prepare and present reports, cost plans, and recommendations to clients, • Lead, mentor, and develop junior and mid-level team members, • Delegate effectively while maintaining oversight of project outcomes, • Participate in recruitment, onboarding, and staff development, • Build and maintain strong client relationships, • Act as a trusted advisor to clients and project stakeholders, • Lead client meetings and presentations, • Support or lead business development efforts, including proposals and interviews, • Manage commercial aspects of projects, including fee tracking, forecasting, and additional services, • Support or lead business planning, process improvements, and internal initiatives, • Contribute to leadership development and firm-wide best practices, • Representing G&T professionally in the market and industry Knowledge, Skills, and Experience: • Bachelor's degree in construction, engineering, finance, or a related field, • 8–10+ years of relevant industry experience (level dependent), • 2–5+ years of team leadership experience (level dependent), • Experience managing multiple projects simultaneously, • Strong commercial awareness and financial management skills, • Proficiency in Microsoft Office; Microsoft Project experience preferred, • RICS certification preferred for senior-level candidates, • Excellent written, verbal, and presentation skills Physical Requirements: • Attend weekly project meetings on active construction sites Core Competencies: • Customer Focus- Building strong customer relationships and delivering customer-centric solutions, • Manages Complexity- Making sense of complex, high quantity, and sometimes contradictory information, • Cultivates Innovation- Creating new and better ways for the organization to be successful, • Develops Talent- Developing people to meet both their career goals and the organization's goals, • Organizational Savvy- Manoeuvring comfortably through complex policy, process, and people-related organizational dynamics

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. As an FA you will be a

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) w

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, P

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f

Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives. The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, deliverin

Job Description: The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. You wi

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualiz

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysi

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilitie

Knowledge of financial industry, financial products, and financial planning concepts. Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized we

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and produ

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. JPMorgan Asset Management helps institutional and individual clients from all over the globe

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualiz

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or produ

Business Development Associate. Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies. Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. To be eligible for the Financial Advisor role, candidates must possess the follow

The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. As a fiduciary,

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. Leverage cutting-edge technological tools to showcase our resources to financial advisors in

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function. Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. As an FA you will be a

As an Associate on our Business Management team, you will support the Managed Investments Program and Advisor Experience Teams. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing

Senior Associate, Middle Office Operations. Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Middle/Back office experience covering trade settlements, fail control, reconciliation of trade discrepanc

Job DescriptionCapital Markets & Public Companies Associate | Globally Recognized Elite Firm Step into a high-impact role with a premier international law firm consistently ranked at the forefront of the global capital markets. We are seeking a sophisticated Midlevel Associate (3–5 years) to join a Tier-1 Capital Markets and Public Companies practice. This is an exceptional opportunity to advise some of the worlds most influential publicly traded companies and handle complex, market-moving transactions within a collaborative, innovation-led environment. About the Role As a Capital Markets Associate, you will serve as a key advisor to public companies on their most critical legal and regulatory challenges. You will navigate the intricacies of federal securities laws, execute high-value offerings, and provide high-level counsel on corporate governance. This role offers an elite platform to balance sophisticated transactional work with ongoing strategic advisory for a diverse, global client roster. Key Responsibilities • Public & Private Offerings: Lead and execute complex equity and debt capital markets transactions, including IPOs, follow-on offerings, and private placements., • Securities Compliance: Advise publicly traded entities on SEC reporting, disclosure requirements, and federal securities law compliance., • Corporate Governance: Provide expert guidance on board matters, stock exchange listing standards, and emerging ESG and shareholder trends., • Strategic Drafting: Prepare and negotiate principal transaction documents, registration statements, and proxy materials., • Client Relationship Management: Act as a primary point of contact for C-suite executives and in-house counsel on day-to-day corporate and securities matters.Requirements, • Experience: 3–5 years of experience within a high-caliber, large law firm environment focusing on capital markets., • Technical Expertise: Proven track record in both equity and debt offerings, as well as public company advisory work., • Skills: Superior analytical capabilities, sophisticated communication skills, and a meticulous approach to complex legal drafting., • Academic Credentials: Excellent academic record from a top-tier law school., • Bar Admission: Must be an active member in good standing of the bar in the jurisdiction for which you are applying.Why This Opportunity?, • Global Excellence: Join a firm with a massive international footprint and a reputation for handling "bet-the-company" transactions., • Practice Breadth: Gain exposure to a wide variety of industries, from tech and life sciences to energy and financial services., • Sophisticated Culture: Work in an environment that prizes intellectual curiosity, professional development, and a team-first approach., • Location Flexibility: This role offers the unique opportunity to be based in several major US legal hubs, allowing for career growth without geographic constraints., • Top-of-Market Compensation: Benefit from a highly competitive salary structure ($225k–$435k) and a comprehensive benefits package.Location / Working Model, • Available Locations: Boston, Los Angeles, New York, Orange County, Philadelphia, Pittsburgh, San Francisco, Silicon Valley, or Washington, DC., • Salary Range: $225,000 – $435,000 (applicable to CA, MA, NY, and DC; other locations commensurate with market)., • Working Model: Modern hybrid working arrangements providing the balance and resources of a top-tier global firm.

Job Description § Associate Attorney | Insurance Coverage & Strategic Risk Litigation Practice Area: Complex Insurance Disputes / Policy Analysis / Commercial Litigation § Location: New York City, NY (Hybrid Work Model) § Salary: $260,000 to $365,000 Base Salary (Subject to experience and typically eligible for discretionary year-end bonuses) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target § The Firm Our client is an elite, globally recognized legal powerhouse, consistently ranking within the uppermost echelons of the AmLaw 100 and Vault 10. Renowned for their command of high-stakes corporate warfare and complex litigation, this firm serves as the primary counsel for a significant portion of the Fortune 500, financial institutions, and international conglomerates. Their Mass Torts and Insurance practice is widely acclaimed for its intellectual rigor and strategic depth, frequently handling the most consequential coverage disputes and liability matters in the market. Beyond their formidable reputation in the courtroom and boardroom, the firm is celebrated for a culture that prioritizes the long-term trajectory of its associates. They offer a sophisticated mentorship infrastructure designed to assist lateral attorneys in seamlessly integrating into the firm's dynamic ecosystem. This is a rare opportunity to join a Tier 1 practice group that offers not only top-of-market compensation but also the chance to engage with cutting-edge legal issues alongside the industry's brightest minds. § Duties The incoming Associate will be instrumental in navigating the intricate landscape of insurance coverage and liability, acting as a key advisor within the firm’s insurance team. This role requires a sophisticated understanding of the insurance market and the ability to dissect complex policy language to advocate for client interests. The position blends high-level litigation support with transactional advisory work, ensuring comprehensive risk management for corporate clients. Core responsibilities will include: ⨖ Analyzing and interpreting complex first- and third-party insurance policies to determine coverage scope and exclusions. ⨖ Advising clients on liability exposure across diverse coverage lines, including General Liability, Directors & Officers (D&O) liability, Property, and Cyber insurance. ⨖ conducting due diligence and providing counsel on Representations and Warranties (R&W) insurance provisions within the context of high-value corporate transactions and mergers. ⨖ Drafting persuasive legal memoranda, coverage opinions, and litigation filings that articulate nuanced legal arguments regarding policy interpretation. ⨖ Collaborating with senior partners and cross-functional teams to formulate defense strategies and coverage positions in fast-paced, high-stakes environments. § Qualifications Candidates must demonstrate a history of academic excellence and substantive experience within a sophisticated legal environment. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with superior academic credentials. ⨖ Active Bar Membership in the state of New York, in good standing. ⨖ Two (2) to Four (4) Years of post-J.D. experience (Class years 2021 through 2023 preferred) specifically within an insurance coverage or complex litigation practice group at a reputable law firm. ⨖ Demonstrated proficiency in analyzing insurance mechanisms and policy structures. ⨖ Exceptional legal research, analytical, and writing capabilities are non-negotiable. § Skills The ideal candidate will possess the following preferential attributes: ⨖ Deep familiarity with the interplay between insurance provisions and M&A transaction agreements. ⨖ Experience navigating the specific nuances of cyber liability and executive protection policies. ⨖ A proven ability to manage multiple workstreams effectively while maintaining meticulous attention to detail. ⨖ Strong interpersonal skills necessary for direct client engagement and collaborative teamwork. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionJoin JB&B and shape the future of the built environment! Founded in 1915, Jaros, Baum, & Bolles has been a pillar of engineering innovation in New York City for over a century. Specializing in mechanical, electrical, plumbing (MEP), JB&B has contributed to some of the most iconic buildings. In October 2025, JB&B joined forces with Trinity Consultants, a global consulting firm focused on the natural and built environments. JB&B now operates within Trinity's Built Environment division, combining its deep expertise in high-performance building systems with Trinity's strengths in acoustic design, facility operations, commissioning, and technology strategy. This strategic merger expands JB&B's capabilities and offers employees: • Access to a broader portfolio of international projects and clients, • Enhanced career mobility across Trinity's global network As an Electrical Associate in the Field Department, you’ll serve as a trusted advisor, project leader, and representative of the firm. You’ll manage a variety of projects from concept to completion and contribute to the strategic direction of the department and the firm. Key Responsibilities • Lead conceptual design and guide teams through construction documentation and project completion, • Communicate with clients regarding deadlines, deliverables, and project issues, • Coordinate internally with project teams and externally with Owners, Contractors, and Field Department Leaders (FDLs), • Manage collaboration with internal design departments and third-party engineering firms, • Oversee documentation control, including OPR narratives, observation reports, and test logs, • Manage multiple field service functions on large-scale projects (1M+ ft²), including meetings, field activities, and client inquiries, • Develop and manage project schedules and ensure timely delivery of all documentation, • Review technical documents for accuracy and clarity; ensure proper distribution, • Prepare meeting agendas and minutes, and track milestones, • Identify design issues and submit RFIs or recommendations to resolve them, • Prepare technical letters and memos addressing design challenges or code interpretations, • Complete large-scale projects from start to finish while maintaining strong client relationships, • Provide final review and distribution of project summaries and reportsMinimum Qualifications, • Bachelor’s degree in electrical engineering or related discipline from an ABET-accredited program, • Minimum of 5+ years of electrical-focused commissioning or other relevant experience, including managing small teams, • Holds a professional certification (e.g., PE, LEED, CCP, CEM), • Advanced understanding of MEP systems with a focus on electrical, energy and building codes, and documentation phases (preconstruction through closeout), • Proficient in MEP design tools, field software (e.g., BlueRithm), and project financial tools (e.g., Deltek), • Strong troubleshooting skills and technical writing abilities, • Legacy + Innovation: Our company blends a rich history with forward-thinking design, including smart building systems and deep carbon reduction strategies., • Collaborative Culture: With over 400 professionals, our company fosters mentorship, teamwork, and continuous learning, • Global Impact: Now part of Trinity, our company offers opportunities to work on transformative projects across commercial, healthcare, aviation, life sciences, and data center sectors, • Multiple office locations: New York, Boston and Philadelphia What We Offer, • Hybrid workplace offering the flexibility to work both from home and the office, • Comprehensive benefits package including 401k employer match and stock options, • Paid time off (PTO), volunteer program and employee resource groups, • Training and professional development courses through JB&B University Estimated compensation range: $130,000 - $180,000 annual salary Jaros, Baum & Bolles is an equal-opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Powered by JazzHR Y818Gy5RZZ

Job DescriptionSalary: $17.00 per Hour We are seeking a detail-oriented and motivated candidate to support our Investment Operations Team from June - August, 2026. This role provides hands-on exposure to the day-to-day operations that support portfolio management, client servicing, and advisor workflows. The intern will assist with processing client transactions, coordinating daily operational tasks, and ensuring timely completion of service requests. Responsibilities include handling incoming checks, maintaining accurate records, supporting account maintenance and client onboarding, and assisting with investment proposals and advisor materials. This is an excellent opportunity for a candidate interested in gaining practical experience in investment operations, portfolio management support, and the inner workings of a sophisticated advisory firm. Responsibilities • Support the Investment Operations Associate and Investment Operations Consultant with routine account maintenance and client onboarding processes., • Assist with service requests including, but not limited to, ACH authorizations, beneficiary updates, deposits and withdrawals, and client profile updates., • Help prepare advisory sales kits and assist in generating investment proposals for advisor meetings., • Provide operational and administrative support to ensure efficient service of client investment accounts., • Review and process incoming client checks, including scanning, logging deposits, and coordinating submission for processing., • Maintain the departments daily check log and ensure accurate documentation of all received funds., • Communicate with advisors regarding incoming deposits and required follow-up actions., • Assist in coordinating daily team workflow by reviewing incoming service requests, logging tasks, and helping prioritize work across the operations team., • Monitor pending requests and follow up to ensure service items are completed in a timely and accurate manner., • Maintain accurate records and documentation within internal systems and custodial platforms. Qualifications • Currently enrolled in an undergraduate or graduate degree program in Finance or a related field., • Demonstrate strong interest in investment operations, wealth management, or financial markets, • Excellent oral and written communication skills., • Strong critical thinking, financial analysis, and problem-solving skills., • Ability to manage multiple diverse projects and assignments in a timely and quality manner., • Strong attention to detail with the ability to work with a high degree of accuracy., • Demonstrated ability to maintain effective working relationships with clients., • Willingness to learn., • Maintaining daily account follow-ups. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Job Description Associate Director of Student Financial Services Compliance Dominican University New York is currently seeking an Associate Director of Student Financial Services Compliance that provides leadership and oversight to ensure institutional compliance with all federal, state, and institutional regulations governing financial aid and student accounts. Under the direct supervision of the Executive Director of Student Financial Services, this role is both strategic and operational. They would be responsible not only for regulatory oversight but also for hands-on review of awarding, reconciliation, reporting, and policy implementation. The Associate Director serves as a key compliance resource to senior leadership and collaborates closely with Admissions, Finance Offices, Registrar, and IT. The role ensure compliance with Title IV regulations under the U.S. Department of Education, oversee state grant compliance (e.g., TAP or other state programs, as applicable). They will monitor regulatory updates, including Federal Register announcements and Dear Colleague Letters, and implement procedural changes. They will maintain and annually update the Financial Aid Policies & Procedures Manual and ensure consumer information disclosures are accurate and published timely. Dominican University New York is located in Rockland County, 20 miles north of New York City and is a private, not-for-profit institution. Our heritage stresses the humanistic value of a Liberal Arts education, a commitment to social justice, and a strong belief in the need for integrity and community engagement, all in the service of preparing students to reach their potential as responsible citizens who enrich the world in which we live. Required: Bachelor’s degree in related field. Excellent computer skills, strong experience in either financial aid or student accounts; experience with integrated LMS and/or financial aid packaging systems; demonstrated supervisory and team building skills; strong analytical and problem-solving ability. Experience with Jenzabar and PowerFAIDS preferred. Bilingual a plus. Certification through NAFAA Preferred. Responsibilities: • Review and approve financial aid awarding to ensure regulatory accuracy., • Oversee Return to Title IV (R2T4) calculations and post-withdrawal disbursements., • Monitor satisfactory academic progress (SAP) calculations and appeals., • Conduct regular file reviews for verification accuracy and documentation standards., • Ensure compliance with professional judgment documentation and special circumstance determinations., • Perform and/or oversee monthly reconciliation of:, • Pell Grants, • Direct Loans, • Campus-based funds, • Ensure accurate reporting to COD and NSLDS., • Monitor cash management practices to ensure compliance with federal regulations., • Prepare documentation and responses to audit findings., • Develop corrective action plans and monitor follow-through., • Conduct internal compliance reviews to proactively identify risk areas., • Oversee compliance-related configurations in the Student Information System (SIS)., • Review system updates impacting awarding logic, enrollment reporting, and disbursement schedules prior to implementation., • Partner with IT to ensure changes impacting financial aid data are vetted through compliance review before launch., • Ensure appropriate data governance, access controls, and separation of duties within SFS operations., • Provide compliance training to SFS staff and campus partners., • Advise Admissions regarding packaging policies and scholarship coordination., • Collaborate with Registrar on enrollment reporting and withdrawal processing. Dominican University New York is an Equal Opportunity/Affirmative Action employer committed to excellence through equity and inclusion, and, in this spirit, particularly welcomes applications from members of historically underrepresented groups. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, status as a protected veteran, status as a qualified individual with a disability, or other protected category in accordance with applicable law. AA/EOE

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: Summit, NJ; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 07901; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionDescription: Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations Salary: $70-75k About the Role We’re looking for a detail-oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy-specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to AlternativesRequirements: Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.