Wealth management advisor jobs in Hoboken, New Jersey - Page 3Create job alerts

Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives. Translate wealth business requirements into functional and technical specifications for delivery teams. Ability to work with senior business leaders product owners an

Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and the

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Your expertise will support

Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and the

Bilingual Chinese Mandarin/Cantonese.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, inve

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 financial confidantes, and experience advising global clients.

Bank Of America Business Banking Advisor. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Se

The Private Banker III serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to provide customized lending, deposit, treasury management, and wealth management solutions consistent with Peapack Private Bank & Trust's relationship-driven

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Join Our Team as a Financial Advisor at CAPTRUST!. Provide Financial Planning: Offer ongoing financial planning and inv

Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Our client is a growing super regional full-service bank

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. Adhere to profession

The Financial Advisor is a critical member of the wealth management team and is the firm's face to the market.He/she not only identifies and cultivates new clients, but maintains a close, ongoing relationship with his or her existing base of clients.A successful Financial Advisor becomes the client'

Top performers may receive a full-time offer at the end of the summer. Throughout the summer, you'll learn about our business and our clients while building your own expertise. To be eligible for this program, you must be authorized to work in the U.

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

As an Associate on the Investment Product and Platform team, you will support investment specialists, product development, manager research, and other areas to help enhance our expansive investment product offering and advisor toolset. Interest in learning about wealth management products, platforms

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial adv

This is an entry-level opportunity with a structured career path into Financial Advisor and Wealth Management Advisor roles. Work closely with experienced advisors and mentors. Career changers are encouraged to apply.

The Associate Financial Advisor will work closely with clients to provide personalized financial planning, create tailored strategies for investments, retirement planning, and wealth management, and deliver expert financial advice. Role Description This is a full-time, hybrid position based on Long

A leading wealth management firm in New York is seeking an experienced advisor to deliver tailored solutions for high-net-worth clients.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: New York City (Hybrid / Remote) Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $90,000 - $100,000 Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred. Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description Role Context InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. The firm works with many of the world's largest wealth managers and asset managers, operating at true institutional scale. Private markets are rapidly becoming a core part of wealth portfolios - but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This fundamentally limits scale, degrades client experience, and slows advisor adoption. InvestCloud's Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model that wealth managers expect in public markets. PMN underpins InvestCloud's private markets account capabilities and sits at the intersection of: • wealth managers, • private market asset managers, • custodians and fund administrators Purpose of the Role The Strategy and Execution Manager will play a critical role in shaping how PMN is built, positioned, and adopted by the market. *InvestCloud is hiring 2 FTEs, at the Lead and Manager levels. This is not a passive enablement role. The role actively: • shapes PMN’s product and network strategy, • works directly with the market to unlock private markets at scale What You’ll Actually Be Doing This role is broad by design. On any given week, you might be: • Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts., • Engaging with private market asset managers to understand product, operational, and distribution constraints., • Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers., • Shaping adoption playbooks that determine how the market experiences PMN., • Turning messy client conversations into clear product and network strategy input. Market Strategy & Unlock • Work directly with PMN leadership to shape PMN's market strategy and adoption approach across both wealth and asset managers., • Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing., • Engage with private market asset managers to understand product, operational, and distribution constraints that limit their ability to scale through wealth channels., • Help define what it means for both wealth managers and asset managers to be "PMN-ready" — and how to get them there., • Act as a bridge between the wealth market and PMN product teams., • Influence PMN product direction by grounding decisions in real-world adoption challenges., • Help shape PMN rules, workflows, and operating model assumptions., • Support PMN go-to-market positioning and narratives with real market insight., • Help align PMN sales motions to reduce friction and misalignment., • Prepare materials and analysis for senior internal and external stakeholders., • Support the creation of wealth and asset manager readiness frameworks, onboarding playbooks, and adoption guides., • Work closely with the team to align PMN onboarding expectations., • PMN Leadership, • InvestCloud Leadership, • Product & Delivery Teams, • PMN Product & Engineering, • Wealth manager investment, platform, operations, and program teams, • Private market asset managers, • 4- 5 years experience in management consulting, internal strategy or change roles, or in product-and market-facing roles within wealth management, asset management fintech, or financial market infrastructure., • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions., • Strong strategic and analytical thinking, with the ability to move fluently between big-picture framing and detailed execution., • Comfortable operating in fast-moving, uncertain environments, with limited precedent or playbooks., • Able to engage credibly and confidently with senior stakeholders, both internally and externally., • Exposure to private markets, alternatives, or complex investment products (e.g. private equity, private credit, real assets, semi-liquid funds)., • Experience working on or alongside investment platforms, managed accounts, or market infrastructure., • Prior experience acting as a bridge between product, technology, and business teams., • Familiarity with operating model design, onboarding, or adoption frameworks in financial services., • Curious, commercially minded, and outcome-driven., • Low ego, high ownership., • Energised by building new platforms rather than optimising mature ones. This role offers: • a front-row seat in reshaping how private markets scale into wealth, • the opportunity to influence product strategy through real market engagement, • access to leading private market asset managers and wealth firms, • direct exposure to a private-equity backed platform business, • You won’t be handed a playbook., • You’ll help define the category. 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

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 more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Level/Function: Senior Specialist, Project Management Title: Senior Product Manager – Digital Assets & Distributed Ledger Solutions 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. Overview of the Senior Product Manager – Digital Assets & Distributed Ledger: The Senior Product Manager – Digital Assets & Distributed Ledger Solutions is a senior role responsible for shaping, delivering, and scaling BetaNXT’s digital asset and blockchain-enabled product capabilities. This role sits at the intersection of product strategy, revenue growth, and client enablement, translating complex market, regulatory, and client needs into commercially successful products. The Senior Product Manager owns end-to-end product outcomes—from strategy and roadmap development through client adoption and revenue realization—across solutions leveraging distributed ledger technology (DLT), blockchain infrastructure, tokenization, and digital asset workflows. This position is ideal for an experienced product leader who has successfully launched and scaled enterprise-grade blockchain or digital asset platforms in financial services, fintech, or capital markets environments. Duties and Responsibilities of the Senior Product Manager – Digital Assets & Distributed Ledger: Product Strategy & Ownership (Digital Assets) • Define and own the product vision, strategy, and roadmap for digital asset and distributed‑ledger solutions aligned to BetaNXT’s platform and growth goals., • Translate client, regulatory, and market needs into clear product requirements, use cases, and value propositions., • Prioritize features, integrations, and enhancements based on revenue impact, scalability, and client adoption., • Act as the senior voice of the customer, ensuring institutional client needs and feedback drive product direction., • Engage with clients, partners, and industry participants to validate use cases and refine product‑market fit., • Lead complex initiatives across Product, Engineering, Sales, Client Support, Finance, and external partners., • Establish product governance, delivery milestones, success metrics, and adoption KPIs., • Proactively manage risks, dependencies, and regulatory considerations unique to digital asset solutions., • 8+ years of experience in product management, with direct ownership of enterprise software or platform products, • Bachelor’s degree in Business, Technology, Finance, or a related field, or equivalent experience., • Demonstrated experience delivering digital asset, blockchain, or distributed ledger–based solutions in a regulated financial service, fintech, or capital markets environment., • Strong understanding of product development lifecycles, go-to-market execution, and institutional client needs., • Proven ability to influence senior stakeholders and drive outcomes without formal authority., • Experience with capital markets infrastructure, brokerage processing platforms, custody, clearing, settlement, or post-trade workflows., • Hands-on experience with tokenization, smart contracts, digital asset custody, or blockchain interoperability., • Familiarity with regulatory considerations impacting digital assets (e.g., SEC, CFTC, FINRA, global market structures)., • Agile, Scrum, or product management certifications are a plus., • Deep domain expertise in digital assets and distributed ledger technology, • Strong strategic thinking, execution discipline, executive communication, and stakeholder management., • We offer a competitive compensation package commensurate with experience including full benefits offering and a Flexible Time Off Policy. Minimum salary of $120,000 plus bonus opportunities and other incentives.

Job Description Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai. From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation. Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge. Why is Boosted.ai the best place to work? • Our product is used every day by investors at the world's largest financial institutions and most popular investment platforms, • We're scaling quickly. We have ramped roughly 5× over the past year and growth is accelerating, • We've built a culture people actively want to be part of. Many of our strongest applicants come from firms that already use Boosted.ai This is a hybrid role based in our New York office, with an expectation of working in person 2-3 days per week. For the right candidate, this could be a 100% remote role. A highly effective candidate will find themselves on the road 30-50% of the time. What You'll Do Quarterback Enterprise Deals from Prospect to Close • Identify, prospect, and develop relationships with enterprise financial institutions, • Use your expertise to advise senior decision-makers on how to use AI as a competitive advantage in their workflows, • Navigate consultative sales cycles with multiple stakeholders and competing priorities, • Deeply understand customer workflows, investment processes, and business objectives, • Clearly articulate Boosted.ai's value and differentiation in the context of financial markets, • You will be an early member of our enterprise sales team in a dynamically changing AI landscape, with the best tools in class to help you shape how we win, • Your voice matters in partnering with Marketing, Product, and Customer teams to continuously improve your role, the product, and the customer experience, • 2-10 years of experience in B2B sales, with a strong foundation in business development at a large enterprise organization (e.g., AWS, Salesforce, Oracle or similar), • 2+ years of experience as a quota-carrying Account Executive closing complex deals, • Experience managing large deal sizes and navigating multi-stakeholder buying processes, • Proven ability to build pipeline proactively through outbound efforts, • Strong communication skills — able to earn credibility with senior financial executives, • Analytical mindset with the ability to understand customer needs, mapping to business value, • Experience selling into asset management, wealth management, or broader financial services, • Familiarity with AI, data platforms, or workflow automation tools We believe the best sales organizations are built by people who care deeply about their craft, their customers, and their teammates. At Boosted.ai, you'll have the opportunity to: • Own large scale enterprise accounts early in the company's growth, • Team directly with leadership to shape our enterprise sales strategy, valuing your perspective, • Sell a sophisticated AI product solving real problems for financial professionals At Boosted.ai, we believe in fair and transparent compensation practices. The salary range for this full-time position is $200,000-$360,000, which represents the minimum and maximum target salary for new hires in this role. Actual salary will be determined based on factors such as experience, skills, and location. This role is eligible to participate in commission-based compensation under our sales incentive plan. Bonus payments are performance–based and subject to the terms and conditions of the applicable plan. In addition to salary and bonus, employees are eligible to participate in our equity program. During the hiring process, we can provide more specific compensation details applicable to your location. Our Values We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do. • Collaborative – We value our team and know that success can only come from working together, • Client Centric – Our focus is always on our clients and consistently delivering them value, • Action Oriented – We remove barriers and we seek to improve in measurable ways, • Accountable – We are accountable for ourselves, and we hold each other accountable We want our benefits to reflect our values and offer the following to full-time employees: • Flexible (Unlimited) Paid Time Off, • Medical, Dental, and Vision benefits for you and your family, • Life Insurance and Disability Benefits, • Access to a 401(k) retirement savings plan (for U.S. employees), • Paid Parental Leave, • Free access to use Boosted.ai Alfa™ to make money Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description We're a fast-growing startup building the first AI-powered estate advisory platform — designed by advisors, planners, and attorneys to modernize how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless digital experience. We're a distributed team of curious builders who thrive on speed, autonomy, and impact. If you want to shape both an industry and a growing company, we'd love to meet you. The Role You'll own the full sales cycle — from prospecting to close — with a focus on private wealth and family offices. You'll work cross-functionally with marketing, customer success, and product to hit revenue targets and grow the business. What You'll Do • Identify and develop new opportunities through inbound leads and outbound prospecting, • Manage full-cycle sales strategies for RIAs, independent broker/dealers, and family offices, • Deliver polished presentations and product demos that clearly articulate value, • Maintain accurate pipeline and forecasting in Salesforce, • Collaborate with internal teams on sales enablement materials including decks, case studies, and factsheets, • 5+ years of experience combining SaaS/software sales with wealth management (advisor, PM, or analyst background), • Proven quota attainment and territory planning experience, • Strong written and interpersonal communication skills, • Fintech or wealthtech SaaS sales experience, • Startup scaling experience, • Familiarity with estate planning, • Salesforce proficiency

Job Description Tax Supervisor- PCG RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description We are looking for an Insurance Brokerage Director that will lead the growth and performance of our firm’s insurance brokerage platform. This senior role is responsible for managing and optimizing scalable systems, strengthening carrier relationships, and empowering advisors to deliver advanced insurance solutions across life, disability, long-term care, and annuity lines. The role blends strategy, operations, and leadership to drive sustainable brokerage growth. Performance & Growth • Monitor brokerage production, advisor participation, and revenue performance, • Implement initiatives to increase average case size, improve placement ratios, and strengthen integration with wealth management and financial planning teams, • Partner with executive leadership on forecasting, target setting, and long-term growth strategy, • Establish clear performance benchmarks and accountability standards for advisors and brokerage support teams Responsibilities: • Develop and execute the long-term vision for the insurance brokerage platform in alignment with firm growth goals and advisor development initiatives., • Establish and track performance benchmarks, production metrics, and quality standards to promote consistent brokerage excellence., • Drive innovation in advanced planning, case design, and product positioning to address complex client needs., • Provide hands-on guidance for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies., • Create and facilitate broker training programs and best-practice forums to strengthen advisor capabilities and increase production., • Cultivate and maintain strategic partnerships with leading insurance carriers and national wholesalers., • Track market trends, product developments, and regulatory updates to keep the brokerage competitive and compliant., • Supervise end-to-end brokerage operations, including case submission, underwriting coordination, placement, and in-force service., • Bachelor’s degree in finance, business, or a related field., • 6+ years of experience in insurance brokerage, advanced markets, or insurance leadership., • Knowledge of Life Insurance, Disability Insurance, Long Term Care, and annuity products and planning applications., • Proven experience supporting and developing financial advisors or producers as brokers., • Ability to communicate well with the existing brokerage unit and advisors., • Strong understanding of typical underwriting, carrier selection, and case design. MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Senior Wealth Advisor – Remote Opportunity Overview • Can be fully remote in the Eastern/Central time zone, • No new business requirements, • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business Primary Responsibilities • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services., • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning., • Develop and present integrated wealth management solutions for existing and prospective clients., • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments., • Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients., • Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals., • Document client meetings, recommendations, and action plans in a clear, timely manner., • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution., • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities., • Manage and support team members to ensure efficient delivery of client services. Qualifications • 7+ years of wealth management or other relevant professional experience., • Bachelor's degree required., • Advanced degrees or other professional designations preferred., • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction., • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning., • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

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.

Job Description WisdomTree is seeking a Head of Financial and Business Intelligence to join our Technology and Data organization, reporting to the Chief Information Officer. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm. This role will serve as the firm’s central intelligence function, transforming data into actionable insight that informs strategic decision-making across sales, product development, client engagement, and financial management. The ideal candidate will combine deep asset management and distribution fluency with strong commercial judgment, executive presence, and a hands-on operating style, and will be equally comfortable setting the agenda, challenging assumptions, building the analysis, and delivering the narrative to senior leadership. Responsibilities • Set the vision and lead the Financial and Business Intelligence function, establishing the operating model, priorities, standards, and talent strategy for a firmwide capability that serves as WisdomTree’s central source of business and financial insight., • Own the firm’s management information and executive insight agenda, ensuring that reporting, dashboards, and performance reviews are accurate, timely, decision-oriented, and broadly adopted across the organization., • Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including accountability for data quality, metric definitions, controls, governance, and the integrity of underlying ETL and reporting processes., • Generate proactive business intelligence and strategic insight by identifying trends, anomalies, risks, and growth opportunities, and translating data into clear recommendations that improve commercial, product, and financial decision-making., • Lead forecasting, scenario analysis, and performance diagnostics to support resource allocation, business planning, client and channel strategy, and senior management decision-making., • Partner with senior leaders across Sales, Marketing, Research, Finance, and Technology/Data to align KPIs, evaluate business performance, and embed a consistent, enterprise-wide view of results and opportunities., • Build and manage a distributed team model, with analytics partners aligned to major business areas while maintaining centralized standards, shared tooling, common definitions, and consistent governance across the function., • Advance the use of AI and automation across the intelligence lifecycle, applying modern tools and agentic workflows to improve analytical speed, insight generation, forecasting quality, reporting efficiency, and self-service decision support.Required Qualifications/Skills & Experience, • Bachelor’s degree in Finance, Economics, Business, Data Analytics, Computer Science, Statistics, or a related field., • 15+ years of experience in business intelligence, strategic analytics, financial planning, commercial or revenue intelligence, or related roles, including meaningful leadership experience in asset management or closely related financial services., • Strong knowledge of asset management distribution, sales and marketing processes, executive reporting, KPI design, forecasting, trend analysis, and data governance, with the ability to connect data to commercial outcomes and business actions., • Demonstrated experience building trusted reporting environments, improving data quality, and establishing scalable management information practices that are broadly adopted by business stakeholders., • Proficient in Salesforce or comparable CRM platforms, Power BI or similar BI tools, SQL, Excel, and modern data and AI tooling; comfortable working across reporting layers, data models, ETL workflows, and automation-enabled analytics environments., • Experience leading high-performing teams in a distributed or federated operating model, with the ability to balance enterprise standards with strong business partnership., • Excellent leadership, executive communication, analytical, storytelling, and cross-functional influencing skills, with a demonstrated ability to operate strategically while remaining hands-on in analysis and presentation development.Preferred/Nice to Have, • Direct experience working in, or closely supporting, asset management sales, marketing, distribution, product, or client strategy teams., • Experience designing executive dashboards and management reporting used by senior leadership to monitor business performance, commercial trends, and strategic priorities., • Experience developing sales pipeline, net flow, or related forecasting models, ideally in an asset management, wealth, or financial services environment., • Familiarity with product adoption analytics, advisor segmentation, and client intelligence frameworks used to assess commercial effectiveness, identify growth opportunities, and support targeted business actions., • Experience building AI-enabled analytics workflows or agents using platforms such as Databricks AI Agents, Microsoft AI Foundry, Salesforce Agentforce, or similar enterprise AI frameworks., • Advanced degree and/or certifications in Salesforce, Microsoft Power BI, CFA, CAIA, or related analytics disciplines.Compensation for this role:, • Base salary range of $250-300K.**

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Experience working with high‑net‑worth individuals and families, • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job Description Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor's degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S., • Most MDRT members in any United States Mutual company in 2026, • Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025

Job Description SVP/Senior Wealth Planner Summary Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm. Key Responsibilities • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software, • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings, • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance, • Conducting eMoney training sessions expanding overall usage of eMoney planning software, • 15+ years of experience working directly with clients in a financial planning capacity, • Proven track record of consistently meeting or exceeding predetermined key objectives, • Strong executive presence, active listening, client preparedness, and presentation skills, • Experience managing and training team members, • Deep knowledge of financial planning, insurance, retirement savings vehicles, • Expert proficiency in eMoney software, • CFP designation required

Job DescriptionDescriptionWe are seeking a Senior Vice President, Business Development Officer to lead advisor recruiting and business development efforts with advisor teams and independent RIAs throughout the Northeast territory, including Virginia, Washington DC, Maryland, Delaware, Pennsylvania, New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, and Maine. This role is responsible for originating, advancing, and closing complex business development opportunities with established advisor teams and independent RIAs across the region, typically representing $300MM+ in assets under management. The Business Development Officer serves as the primary relationship owner throughout the evaluation process, guiding prospective partners from initial engagement through due diligence, commitment, and transition. The role requires a consultative sales approach and close coordination with internal partners across investments, operations, compliance, technology, and transition teams to deliver a seamless experience for prospective advisor teams. This position is designed for a senior business developer who can operate with significant autonomy and is directly accountable for driving meaningful asset and revenue growth within the Northeast territory. ResponsibilitiesAdvisor Recruiting and Opportunity Origination • Originate and develop new opportunities with breakaway advisor teams and independent RIAs throughout the Northeast territory., • Focus on strategic opportunities involving advisor teams with $300MM+ in assets under management., • Lead discovery discussions to understand advisor business structures, economics, growth objectives, investment platform needs, and operational requirements., • Position Concurrent’s platform capabilities, investment resources, and operational support to meet the needs of sophisticated advisory businesses.Opportunity Leadership, • Serve as the primary relationship owner and deal lead from initial engagement through commitment and onboarding., • Guide advisory teams through long-cycle decision processes involving multiple stakeholders., • Coordinate internal partners across investments, operations, compliance, technology, and transition teams to support the business development process., • Maintain disciplined advancement of opportunities and proactively address diligence, structural, and operational considerations.Territory Development and Pipeline Management, • Develop and execute a business development strategy for the Northeast territory., • Build a strong presence in key advisor markets across the region including Boston, New York City, Philadelphia, and Washington DC., • Maintain a consistent pipeline of qualified opportunities and manage accurate opportunity tracking within the firm’s CRM., • Build relationships with key centers of influence including custodians, consultants, recruiters, and industry partners across the Northeast., • Represent Concurrent at industry conferences, meetings, and targeted events throughout the territory.What Success Looks Like Success in this role is defined by the ability to consistently originate and advance high-quality opportunities with large advisor teams and RIAs across the Northeast territory. The Business Development Officer builds a strong pipeline of qualified prospects, develops trusted relationships within the advisor community, and successfully guides complex opportunities through the full evaluation process. Over time, this individual becomes a recognized presence within the region and plays a key role in expanding Concurrent’s advisor footprint and assets under management by partnering with high-quality advisory businesses aligned with the firm’s long-term growth strategy. Qualifications • Minimum of 10 years of experience in financial services business development, advisor recruiting, or institutional sales., • Demonstrated success sourcing and closing complex opportunities with large advisor teams or RIAs., • Strong understanding of the independent wealth management landscape, including custodial platforms, RIA structures, and advisor transition dynamics., • Experience managing long-cycle, multi-stakeholder sales processes., • Strong executive presence with the ability to engage senior advisor teams and RIA principals., • Bachelor’s degree in Business, Finance, or a related field preferred.Compensation Salary: $150,000 – $200,000 annually, plus sales incentive compensation. Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education. Location and Travel This role is remote and must be based within the Northeast territory. Ideal candidates will reside in a major advisor market within the region such as Boston, New York / New Jersey, Philadelphia, or Washington DC, though candidates located elsewhere within the territory will be considered. Travel throughout the Northeast is a core component of the role and includes meetings with prospective advisor teams as well as periodic travel to the firm’s headquarters in Tampa, Florida. Travel may approach approximately 50% depending on pipeline activity and opportunity development. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity is a Remote HVAC Optimization as a Service company. We remotely control and optimize HVAC systems 24/7/365 to deliver automatic energy savings and revenue to multifamily residential buildings and hotels. Using advanced algorithms, Parity can predict the amount of energy needed ahead of time to operate a building to meet its occupants' demands and adapt the building's systems and machinery in real time. We save our customers: • Time - we automate setpoint adjustments and demand response protocols. Our Pi (Parity Insights) dashboard provides early alerting services when things go down., • Money - Parity contractually guarantees the savings that we expect to deliver to our multifamily customers. We also provide quarterly and annual energy savings reports. We’re looking for a Service Delivery Manager to manage and grow strong relationships with our North American client portfolio (U.S. and Canada). As the primary point of contact post-sale, you’ll be responsible for ensuring customers receive timely support, clear communication, and consistent value from Parity’s service. This includes leading regular check-ins, responding to inquiries, resolving issues, and coordinating with internal teams to address building performance concerns. You’ll also help refine internal processes, identify service gaps or opportunities, and contribute to the evolution of our Service Delivery and Customer Success framework. This role is ideal for a self-starter who excels at follow-through, values attention to detail, and is eager to help scale service delivery operations as the business grows. RESPONSIBILITIES Client Success & Relationship Management • Own the full post-savings start relationship for a portfolio of North American based clients (U.S. and Canada), from onboarding to renewal, • Owns the regular cadence of client communication to review energy performance, align on KPIs, and deliver product/service updates, • Draft clear, client-ready written communications, including performance summaries, issue explanations, and follow-ups, • Act as a trusted advisor and advocate for clients, building relationships with property managers, board members, and operations teams, • Lead onboarding sessions and platform walkthroughs with client stakeholders, • Triage and coordinate resolution of service issues, alerts, and operational challenges with internal teams (Technical Support, Engineering, Product, Measurement & Verification), • Ensure documentation (savings reports, year-end reconciliations, support records) is delivered accurately and on time, • Partner with internal stakeholders (Sales, Ops, Product) to align customer needs with internal priorities, • Contribute to the refinement of internal playbooks, SOPs, reporting standards, and client engagement strategies, • Track customer issues and requests in internal systems, ensuring visibility, follow-through, and root cause documentation, • Collaborate with external service providers (HVAC contractors, MEPs, energy consultants) to support on-site work and maintain system continuity, • Support time-sensitive service needs in coordination with internal Support & Service coverage, • 6+ years of client-facing experience in service delivery, customer success, technical account management, • Experience with HVAC systems, building automation (BAS), MEP engineering, or energy management, • Strong working knowledge of multi-residential or commercial building systems;familiarity with NYC buildings is a plus, • Proven ability to manage a book of business, balance competing priorities, and maintain high customer satisfaction, • Excellent communication and interpersonal skills — able to explain technical topics in a clear, confident, and professional manner, • Strong written and verbal communication skills, with experience drafting polished, client-facing communications on technical or sensitive topics, • Strong problem-solving skills and ability to coordinate across internal/external stakeholders to drive resolution, • Strong judgment and prioritization skills; able to assess urgency, risk, and impact in dynamic environments, • Experience supporting or coordinating fieldwork, system implementations, or mechanical service work, • Prior experience in SaaS or tech-enabled services preferred Join our organization in a key role during a period of tremendous growth and directly contribute to its future success. Contribute to a world-changing product that is working to make the world a better place through reduced CO2 emissions in multifamily buildings. Have the autonomy to learn and grow in a fast-moving, start-up environment. OTHER GREAT STUFF: • Benefits: Parity offers a comprehensive health benefits package - health is wealth!, • Flexible work environment: This role will be a hybrid position where you’ll be expected to work from our Midtown Manhattan office at least two days a week and attend in-person meetings, events and other obligations as necessary, • Purpose and Impact: We hire top talent that cares about the social impact and vision, to help make urban living sustainable. It makes a difference to work alongside a group of individuals who are all dedicated and passionate about creating positive change., • Training and development: Each employee has a $1,000 training allowance that can be used however they like, as long as it supports their role or growth within the company. Parity welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Powered by JazzHR SGPG6DPB86

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 Level/Function: Senior Specialist, Product Sales Title: AVP, Product Sales 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. Overview of the AVP, Product Sales: We’re seeking an AVP, Product Sales to drive growth for our Client Communications business — encompassing statements, confirms, and tax forms across digital and print channels. This individual will be responsible for new-logo acquisition and whitespace expansion within a defined territory, operating as a true hunter who builds and manages their own pipeline while partnering closely with our Enterprise Sales team to close opportunities tied to strategic accounts. This is an exciting opportunity for a motivated sales professional who thrives in a fast-paced, collaborative environment and enjoys turning complex client needs into impactful, measurable solutions. This position involved 30-40% travel for client meetings, onsite presentations and participation in key industry events. Duties and Responsibilities of the AVP, Product Sales: Territory & Pipeline Management • Define named-account coverage, ideal customer profiles, and quarterly activity and revenue targets., • Generate new opportunities through multi-channel outbound activity (email, phone, social, events)., • Qualify and convert leads from Business Development and Marketing into sales-qualified opportunities. Sales Execution • Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency., • Build value-based business cases quantifying benefits such as e-delivery adoption, print and postage savings, and cost-to-serve reduction., • Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution., • Maintain accurate pipeline and forecasting data within Salesforce. Collaboration & Deal Strategy • Operate within a team-selling model, working alongside:, • Enterprise Sales to align account strategy and executive relationships., • Product Management and Solutions Engineering to tailor solutions and demonstrate value., • Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment., • Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value., • Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross-sell opportunities. Skills and Experience of the AVP, Product Sales: • 3+ years of B2B solution sales experience, within the financial services, wealth management, or fintech space., • Proven ability to contribute to sales results through client engagement and opportunity development., • Excellent relationship management and communication skills with the ability to build trust with clients., • Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders., • Proficiency in Salesforce and comfort managing a structured, metrics-driven sales process., • Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus., • Bachelor’s degree or equivalent professional experience required Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $80,000 #LI-Remote

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!