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Growth Product Managers at Betterment play a specialized role in product management focusing on building bestinclass customer acquisition and activation experiences. As a Growth PM you will drive productled growth in our B2B (our 401(k) offering and our RIA product line) businesses by executing a...

This team develops relationships with iCapital’s largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the family office and wealth management industry. This individual will be expected to help drive new business ...

We are seeking a personable, highly driven, and organized professional to join our Home Office Coverage team, supporting and driving engagement with our largest enterprise clients, including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Home Office Coverage Senior Associate/Vice...

Job Title: Client Investment Associate Location: Manhattan, NY (3 days a week in-office, 2 days remote) Company Overview: Our client is an East Coast-based fintech company, specializing in cutting-edge cash management technology designed for institutional Registered Investment Advisor (RIA) ...

Location: Midtown Manhattan (3 days/week onsite) Comp: $250K-$300K all in. Our client, a $30 billion AUM dually registered investment advisor and broker dealer is looking for a Director of Compliance to act as a #2 to the CCO. Responsibilities: - Work in close coordination wit...

LDR Capital Management, an investment advisory firm offering strategies within the publicly traded REIT, REIT Preferred, and Real Estate Related segments of the market, is seeking a highly motivated individual to lead its Marketing & Investor Relations effort. The position would be in-person/hybr...

Head of Compliance Location: Midtown Manhattan (5 days in-office) Overview: A rapidly growing FinTech firm that recently completed a successful Series B fundraising round is seeking their first fully dedicated Head of Compliance. With 38 employees globally (18 in NYC), the firm is registere...

About Cresset ___ is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowmen...

About the Company - Our client is an exciting, tech-driven asset manager based in Downtown NYC to find their next Chief Compliance Officer (CCO) — a critical leadership hire as they scale. As Chief Compliance Officer, you'll be the primary point of contact for leading all investment advisory comp...

About the job About ___About Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic s...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention.

Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of...

Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint, TaxNotes, etc. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, bot...

RIA, Network, or wealth management platform. Have a strong understanding of the RIA and Network market landscape, including workflow and technology needs for investment teams and advisors. The base salary will range from $155,000-$175,000 per year, commensurate with experience, alongside a compet...

This team develops and manages relationships with iCapital's largest clients in the US RIA channel, and this role will be instrumental in growing and expanding the firm's presence and client base. Experience working in a dynamic and fast-paced entrepreneurial environment.

Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely o...

Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide.

We are seeking a personable, highly driven, and organized professional to join our Home Office Coverage team, supporting and driving engagement with our largest enterprise clients, including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Founded in 2009, CAIS is headquartered in ...

Senior Wealth Advisor/Relationship Manager.We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.Our client is seeking a Senior Wealth Advisor for their New York office.The role will be client-centric and focus...

This team develops relationships with iCapital's largest clients, and prospects, within the RIA and Family Office channel. Experience working in a dynamic and fast-paced entrepreneurial environment.

Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office. Jordan Park provides investment management and financial advice to a distinct community of ...

ETF Client Consultants work closely with the ETF Specialist team responsible for building relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and investment advisors across RIA, Independent B/D, Wirehouse, Institutional and Bank channels. The ET...

The Chief Counsel and Chief Compliance Officer will serve as the trusted adviser to Marsh McLennan Agency (MMA) Asset Management, MMA Securities, and Marsh McLennan Company (MMC) Securities, and generally serve as an expert in FINRA broker-dealer rules and SEC RIA matters. This position will dire...

Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint, TaxNotes, etc. As the largest service line within the firm, EisnerAmpers Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both...

Sign in to set job alerts for “Sales Director” roles. The ideal candidate will leverage the firms stellar reputation for responsible investing and execute consultative sales strategies targeting Registered Investment Advisors (RIA), Broker/Dealers (BD), Family Offices, and Banks. Strategically p

Our client is a leading global alternative asset manager seeking a highly motivated Intermediary Internal Sales Associate. The ideal candidate will adopt a client-centric, sales-driven approach, collaborating with Registered Investment Advisors (RIA) and Broker/Dealers (BD) to promote mutual fund...

A Registered Investment Adviser (RIA) seeking an experienced compliance professional to manage its compliance function. Assist the Chief Compliance Officer with day-to-day compliance functions, ensuring adherence to policies, reporting deadlines, and ongoing regulatory updates. Maintain up-to-dat...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clie...

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: - Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products - Manage one or mor...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Location: Houston, Texas Specializing in audit, tax, and consulting services, our client serves both privately held and publicly traded companies across diverse industries, including oil and gas, real estate, manufacturing, high technology, and biotechnology. They leverage cuttin...

Job Description Come Grow with Us! Are you looking to join a fast-growing, people-focused firm that invests in your professional development and long-term career growth? If so, we invite you to apply! We are currently seeking a Tax Manager to join our expanding team in New York City. Who We Are:...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New ...

Job Description Title: Research & Development (R&D) Tax Credits Manager Department: Tax - Research and Development Tax Credits Supervises: Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid), or Remote ABOUT THE COMPANY: An...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, fut...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job DescriptionPENETRATION TESTING ASSOCIATE Working at Drawbridge At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment. You will be joining an agile team that will help you at every level of your career to identify and use y...

Job DescriptionConfidential Opportunity for Experienced Registered Investment Advisors – National Presence | Full Independence with Full Support Location: Offices in Every Major U.S. City | No Relocation Required Type: Ongoing Search | Confidential Conversations Encouraged Compensation: Commissio...

Job Description International Tax Senior Manager Overview: - Lead and manage international tax compliance and reporting engagements for both individuals and businesses, including Forms 5471, 5472, 8858, 8865, 1118, 1116, 8833 and related disclosures. - Advise clients on cross-border tax pl...

Job Description Title: Tax Senior Manager – International Tax Department: International Tax Supervises: Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City bas...

Job DescriptionPenetration Testing Analyst Working at Drawbridge At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment. You will be joining an agile team that will help you at every level of your career to identify and use you...