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Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

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Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1

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Global Wealth Advisor Opportunity.Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside.The ideal candidate will serve as Wealth Advisors serve as financial confidantes, and experience advising global

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. Tax Advisor, Wealth Management. Collaborate with external tax advisors ensuring consistency between adv

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR 73avSqE7rS

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At least 2 years in a Financial Advisor role or equivalent financial services experience. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform a

Job Description: This is a detailed description of the job role, responsibilities, and requirements.Please provide specific information on what the job entails, the skills needed, and any other relevant details.Location: Specify the location where the job is based.Contact Information: For inquiries,

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Private Client Advisor In Chase Wealth Management. This will be done with a consistent focus on relationship management, not portfolio management.

You will be responsible for operationalizing wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies for how we collectively partner to win more share of client's investment wallets. Wealth Management Partn

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Job DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses who can thrive in this high-stakes environment. If you’re driven by the challenge of building lasting relationships with high-net-worth clients, closing deals on industry-leading products, and being part of a company that rewards innovation and excellence, then we want you on our team.New York is a battlefield, and at Silver Air, we equip our Private Jet Advisors with the tools to dominate. We don’t just sell flights; we offer an elite, unparalleled luxury experience that commands attention from the city’s most influential and affluent clients. Here’s why Silver Air should be your next move: • Exclusive Flight Club: Our Flight Club is an invitation-only membership designed for the city’s power players. As a PJA, you’ll be in the driver’s seat, selling this exclusive membership that offers seamless, hassle-free access to private jet services. This is your chance to be the go-to advisor for New York’s elite., • Unrivaled Aircraft Management: Our aircraft management services are unmatched in the market. With a reputation for transparency, efficiency, and a customer-first approach, you’ll have the competitive edge needed to close deals in a city where clients demand nothing but the best. With top certifications from leading auditing firms, Silver Air is the name that stands for safety, trust, and premium service in private aviation., • Sell Exclusivity: Represent our Flight Club membership, an elite product that simplifies travel and elevates the private jet experience for New York’s most powerful clients. You’ll be the face of a brand that delivers unparalleled luxury and service., • Command the Market: With our aircraft management solutions, you’ll offer jet owners a program that sets the standard for transparency, security, and efficiency. In a market as competitive as New York, this is your ticket to success., • Maximize Your Earnings: We offer a commission structure that’s as aggressive as you are. In New York’s high-octane market, your success will be rewarded with industry-leading compensation. This is where your hard work pays off, big time., • Leverage Elite Networks: Gain exclusive access to strategic partnerships with luxury brands and high-end clubs, giving you direct connections to the city’s wealthiest and most influential individuals. Your network will be your most powerful tool in expanding your reach and closing major deals. As a Private Jet Advisor, you're not just a salesperson; you're a top-tier dealmaker with the connections, drive, and expertise to dominate the private aviation market. You have a proven track record of skyrocketing revenue growth and optimizing sales operations. To be successful, you need: • Unmatched Relationship Skills: You have a sharp instinct for building and sustaining high-value relationships with High Net Worth Individuals, particularly in sectors like luxury automotive, wealth management, and high-end real estate. You understand their needs and how to deliver unmatched value., • Expert Industry Knowledge: With 10+ years of hands-on Part 135 sales and sales operations experience, you've mastered the art of closing big deals and managing a lucrative book of business worth $10-20 million. You’re not just experienced; you’re a heavy hitter who knows how to bring in serious revenue.WHAT YOU’LL LEAD: Your mission is clear: dominate the market by leading aggressive, results-driven initiatives: • Strategic Domination: Develop and execute a bold charter marketing strategy that doesn’t just follow industry trends but sets them. You’re here to lead, not follow., • Executive Partnership: Collaborate directly with executives to shape and propel our charter services to the forefront of the industry. Your insights will be pivotal in steering the company toward unparalleled success., • High-Stakes Sales: Push the envelope in selling charter block-time products, using your deep industry knowledge and elite network to outpace the competition and crush your targets., • Sales Mastery: Proven track record in high-stakes sales, particularly in the luxury or private aviation industry, with a focus on managing and closing large deals in competitive markets like New York., • Relationship Building: Exceptional ability to build and maintain strong relationships with High Net Worth Individuals, understanding their unique needs and delivering tailored solutions that exceed expectations., • Industry Knowledge: In-depth knowledge of Part 135 operations, private jet services, and luxury lifestyle offerings. Experience working with clients in related sectors such as luxury automotive, wealth management, and high-end real estate is highly desirable., • Strategic Marketing: Expertise in developing and executing aggressive marketing strategies that align with industry trends and drive significant revenue growth., • Networking Excellence: Ability to leverage and expand elite networks, building connections that lead to high-value sales opportunities., • Negotiation & Closing Skills: Strong negotiation skills with the ability to close deals effectively, ensuring client satisfaction while maximizing revenue., • Analytical Thinking: Ability to analyze market trends, client needs, and sales data to inform strategic decisions and optimize sales performance., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Private Wealth Events, Advisor Engagement, Associate. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with off

You should have at least 5 years of advisor management experience and proven ability to recruit and coach advisory talent. This position requires strong communication skills and a commitment to risk management, along with relevant FINRA certifications. A leading financial services provider is seekin

A Market Director of Wealth creates a culture of excellence and a high standards environment by building deep relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. At least 5 years of Advisor management ex

Job Title: Marketing Generalist / Marketing Professional Location: New York, NY Pay: 6-12 Months Key Responsibilities • Marketing Materials & Compliance, • Maintain an up-to-date inventory of marketing materials (digital and print) used by Eagle Advisors., • Track and manage renewal dates for all materials to ensure they are reviewed and updated in line with compliance standards., • Coordinate with compliance and other internal stakeholders to revise and retire content as needed., • Advisor Communications, • Schedule and send timely email communications to Eagle Advisors announcing:, • Upcoming webinars and events, • Process or workflow changes, • Notable changes in the financial landscape, • Updates or enhancements to the Eagle Advisor internal website, • Ensure all communications are clear, accurate, and aligned with brand and compliance guidelines., • Internal Website Management, • Regularly update content on the Eagle Advisor internal website, including:, • New marketing resources, • Announcements, news, and internal updates, • Resource categorization and navigation improvements, • Partner with internal stakeholders to ensure content is current, easy to find, and useful for advisors., • Vendor & Resource Coordination, • Work with outside vendors and partners to support the development of marketing resources (e.g., brochures, digital assets, presentations, campaign materials)., • Oversee the process of publishing approved resources to the internal website and communicating availability to advisors., • Project & Process Support, • Manage multiple marketing projects simultaneously, tracking deadlines, dependencies, and status updates., • Help improve and document processes for marketing content management, communication workflows, and vendor coordination., • Support ad hoc marketing initiatives as assigned. Qualifications • Required, • 3 years of experience in marketing, communications, or a similar role (internships and contract roles considered)., • Strong organizational and project management skills; proven ability to manage multiple projects and priorities at once., • Excellent written and verbal communication skills., • Comfort working in a structured, compliance-focused environment., • Ability to learn and use tools such as email marketing platforms, content management systems (CMS), and basic productivity and collaboration tools (e.g., Microsoft 365, Workfront, etc.)., • Strong attention to detail and ability to meet deadlines consistently., • Preferred, • Experience in financial services, wealth management, or another highly regulated industry., • Familiarity with marketing compliance, disclosures, and review processes., • Experience managing or updating internal websites or intranets., • Previous experience coordinating with external vendors or agencies. Key Competencies • Organization & Prioritization: Can track many moving pieces without dropping details., • Creativity: Able to shape engaging communications and contribute ideas for marketing content., • Collaboration: Works well with compliance, advisors, vendors, and cross-functional teams., • Adaptability: Comfortable shifting between tasks and projects in a dynamic environment., • Ownership: Takes initiative, follows through, and proactively communicates status and risks.

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1. What if you could build a career where ambition meets innovation? At LPL Financial, w

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committe

The VP II, Direct Business, Technology Product Management is a key leader within the Wealth Management Platform team. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the f

Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation. JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solution

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

We are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.

B2B marketing and/or client marketing experience in financial services; preferably within wealth or asset management. We are looking for a highly motivated and creative marketing professional to lead RIA (registered investment advisor) client marketing initiatives. This position requires close colla

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-hig

About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of pro

Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation. JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solution

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based retail

The Senior Tax Advisor will provide tax advice to, assist in providing tax advice to and manage tax risk associated with certain business units in Global Markets, Global Banking and Global Wealth and Investment Management business units. The Senior Tax Advisor will review new products and services t

As a Product Marketing Field Lead Associate within Consumer & Community Banking, you will focus specifically on our advice-led business, delivering impactful marketing support to a rapidly growing advisor network. Product Marketing Field Lead Associate. Morgan Wealth Management marketing organizatio

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a creative and strategic Summer Communications Analyst (Marketing) Intern to join our team. This opportunity offers hands-on experience in crafting compelling messaging to support core marketing campaigns while driving business growth initiatives in a fast-paced environment. You’ll collaborate with experienced professionals to analyze market messaging trends, develop content strategies, and contribute to projects that strengthen BetaNXT’s brand presence and client engagement. This role will help you build strong communication, analytical, and marketing skills while gaining exposure to external messaging strategies. Duties and Responsibilities of the Intern, Communications Analyst (Marketing) • Support the development and execution of external communications programs to support core marketing campaigns., • Assist in creating, editing, and distributing digital communications materials, highlighting enterprise thought leadership and marketing campaigns., • Conduct market research and competitive analysis to inform trending topics and messaging tactics., • Collaborate with cross-functional teams (sales, product, design) to ensure alignment on messaging and campaign goals., • Help monitor and analyze communication campaign performance metrics, preparing reports and recommendations for improvement., • Learn and apply marketing analytics tools (such as Google Analytics, HubSpot, or Salesforce) in a professional setting. Skills and Experience of the Intern, Communications Analyst (Marketing) • Currently pursuing a degree in Marketing, Communications, Business, or a related field., • Strong written and verbal communication skills., • Creative thinker with an open mind for exploring new ideas and solutions., • Solid understanding of marketing principles and digital communication platforms., • Familiarity with marketing analytics tools and CRM software (e.g., Google Analytics, HubSpot, Salesforce)., • Above-average organizational, interpersonal, and collaboration skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.