¿Eres empresa? Contrata registered investment advisor candidatos en New York, NY
Who We Are Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $25B in AUM. We have more than 300 employees serving clients over 18 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting al...
Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life...
Implement and/or maintain a comprehensive investment advisory compliance program for SEC Registered Investment Advisor (“RIA”) affiliates of Société Générale Americas Securities, LLC, a FINRA broker-dealer, to ensure compliance and practices with Investment Company Act of 1940, as well as Securit...
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Advisors is a respected wealth management firm with a proven track record in the. Advisors offers a Holistic Financial Coach certification within our specialized Holi...
Aquarian is a registered investment advisor specializing in alternatives and special situation investments. The Analyst will report to the Investments Principals and be responsible for assisting with ...
... PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC
Since its inception in January 2006, it has completed over 300 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor ("RIA") space
Compliance officer that will be responsible for supporting the local compliance program and related regulatory obligation. Assist with the development of specific aspects of a compliance program related to the operation of an SEC Registered Investment Advisor, including integration work. Support ...
Chief Compliance Officer, Registered Investment Advisor - Senior Compliance Advisor. Chief Compliance Officer, Registered Investment Advisor - Senior Compliance Advisor. Implement and/or maintain a comprehensive investment advisory compliance program for SEC Registered Investment Advisor (“RIA”) ...
As part of their expansion, they are seeking an experienced senior salesperson to support the development and expansion of their efforts within the larger Registered Investment Advisor and Family Office community. As a Director on the RIA Sales team, you will collaborate closely with regional lea...
Our client, a registered investment advisor, is seeking an Office Administrator to support their team of 500 people in NYC. Hours are 7:30am-4:30pm or 8:30am-5:30pm, switching off with another admin. Provide onboarding support to Senior Admin. Stock kitchen, order supplies for office, lunch, and...
Our client, a registered investment advisor, is seeking a Coordinator to add to their team in NYC. ...
Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...
A New York City-based health services organization is currently seeking a new Technical Project / Program Manager to join their growing team. In this role, the Technical Project / Program Manager will be responsible for working closely across Design, Product, and Engineering teams to pioneer the ...
Must be able to lead 2 to 5 other Project Managers while being responsible for your own client implementations. Solid experience managing the implementation lifecycle and ensuring the projects meet. ...
Experienced in detailed project planning, project governance, capacity planning, and project budgeting. We are looking for a Project Manager (Remote eligible) able to work on EST time zone and spearhead implementations for our Healthcare clients. Professional experience with JIRA/Confluence and M...
With a commitment to excellence and a track record of delivering high-quality projects on time and within budget, we are seeking a talented and experienced Commercial Drywall Project Manager to join our team. As a Commercial Drywall Project Manager, you will play a pivotal role in the successful ...
As a Client Service Representative, you will play a central role in driving service excellence for our clients that sets us apart from our competition. Work independently and collaboratively with Client Managers and Producers to deliver exceptional client service and actively engage clients and m...
Manhattan based Real Estate Development Company seeks an energetic and dedicated Project Manager/Designer. This position will support the development and construction team in all facets of planning, design, and project management for new and existing properties. Manage third party design professi...
A game-changer: we need someone who combines acute financial acumen to drive our financial strategy to new heights, combined with laser sharp commercial & strategic insights to ensure we drive performance across the business to generate industry leading profitability. Lead & implement the finance...
Prestigious investment management firm seeks a VP to oversee all aspects of ETF fund administration and investment operations including regulatory reporting, financial reporting, and third-party oversight of service providers for exchange-traded funds (ETFs). Excellent understanding of the Invest...
This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and an...
Overview: The focus of the Chief Financial Officer will be to guide financial strategy and contribute to overall growth and expansion. Marcum Search is partnering with a prestigious real estate investment firm in search of their next Chief Financial Officer (CFO). The position is based in the vib...
As a key member of the agency’s Accounting + Finance team, the Financial Analyst is responsible for a variety of tasks within agency and client financials, including data analysis to identify opportunities and make recommendations, supporting the period-end close, ongoing financial reporting and ...
