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

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. We are seeking an associate to join the team in NYC to fill a unique role focused on developing differentiated insights on leading edge topic

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management. A minimum of 3 years of experience in Equities and/or Alternatives investments

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 410 impacted the lives of nearly 129,000 people last year. Job description New York Legal Assistance Group (NYLAG) seeks a highly motivated Supervising Attorney for a full-time position. The Supervising Attorney will lead a team of Staff Attorneys and Paralegals primarily working on detained and non-detained federal litigation, removal defense and post-order cases. The job requires substantive knowledge and experience working within the federal courts and immigration courts, with particular emphasis on supporting asylum-seeking families and minors, analyzing the intersection of criminal and immigration law, and overseeing the development and implementation of programming and contract management. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to provide professional development and support to a team of attorneys, paralegals, and volunteers at various stages in their careers. The Supervisor will work within the Immigrant Protection Unit at NYLAG as a part of the unit leadership team assisting with the operations of the unit, grant reporting, and development of the team and unit. The Supervisor will report directly to the Director or Associate Director of the Unit. Duties and Responsibilities The Supervisor’s responsibilities will include: • Provide supervision and subject matter expertise for individuals who are detained or at high risk of detention, including petitions for habeas corpus, post-removal order cases including Motions to Reopen, Credible and Reasonable Fear proceedings, and substantive appeals to the BIA and Circuit Courts., • Provide supervision and subject matter expertise on screening, issue-spotting and advising prospective clients, on asylum, withholding of removal, and relief pursuant to the Convention Against Torture, Special Immigrant Juvenile Visas, Cancellation of Removal, inadmissibility and removability, and other relief available to detained and non-detained immigrants in removal proceedings., • Manage assignment of cases and professional development for supervisees., • Represent a small number of detained and non-detained New York City residents in petitions for habeas corpus before the federal courts, removal proceedings before EOIR, and in appeals to the BIA and the circuit courts., • Act as a liaison to partner organizations and other external stakeholders to coordinate programming and reporting., • Track client cases, progress of applications, and follow up for funding purposes. Liaise with NYLAG Development team to compile data and report to funders on relevant grants., • Conduct internal and external trainings for attorneys, paralegals, and other community advocates., • Represent NYLAG to our funders, collaborative partners, and other external stakeholders including coordinating programming and reporting, attending conferences and trainings, and sharing materials., • Develop and expand relationships with community-based organizations and partners ., • J.D. and admission to New York State Bar., • Fluency in Spanish required., • Minimum 5 years of experience working in immigration law, including substantive experience representing clients in removal defense, including motions to reopen and post-order matters asylum, appeals and federal litigation., • Experience working on detained cases and petitions for habeas corpus highly preferred., • Minimum three years of experience supervising individuals highly preferred., • Ability to work quickly and collaboratively to respond to changing enforcement environments., • Ability to work in a collaborative setting with other professionals., • Demonstrated commitment to working with immigrant communities and advancing racial and social justice., • Excellent writing, speaking, and analytical skills., • Experience working with survivors of trauma.and the intersection of criminal law and immigration law., • Strong advocacy skills, including the ability to develop creative legal arguments, and individualize case strategies for clients with cases in varying legal postures. Employment type: ☒ Full-time Professional Level: ☒ Managerial Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is for a yearly salary between $116,009 – $142,752. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Powered by JazzHR ghna4wqZoB

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities 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 achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment 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 DescriptionCompany Description Finance Job Description Note: Consulting experience is a plus however the role is primarily an automation and data analytics position. We are looking for someone with advanced technical background in building automation solutions. TOP SKILLS 1. Minimum 5 years' experience, 2. BACHELOR’S REQUIRED in Business or Computer Science or related field, 3. Data fluency, 4. Certification in automation tools preferred Automation Initiatives – Wealth Management Operations- TEMCO Job Summary: We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business analysis and stakeholder engagement. You will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc..) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions. Responsibilities & Capabilities: • Process Analysis & Opportunity Identification: Work with TEMCO teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative., • Automation Solution Design & Development: Translate business and control requirements into robust automation solution designs. Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies. Ensure solutions are scalable, resilient, and meet performance expectations. Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments., • Stakeholder Engagement & Change Adoption: Serve as a liaison between technology teams and business stakeholders in operations. Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives., • Production Support & Continuous Improvement: Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption. Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence. Gather feedback post-implementation and drive continuous improvement of automation solutions and processes. Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects., • Communication & Reporting: Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership. Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated. Qualifications: • Education & Experience: Bachelor’s degree or equivalent experience. Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations)., • Automation Tools Expertise: Hands-on experience with leading RPA/automation platforms – such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows. Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations., • Domain Knowledge: Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management. All your information will be kept confidential according to EEO guidelines.

Senior Client Associate, Private Banking. Wealth Management/Private Banking experience preferred. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.

The Public Strategies platform is comprised of over 1,250 investment strategies globally in traditional asset classes across equities, fixed income, credit, and commodities. Serve as a key point of contact and provide support to senior team members in the onboarding of external managers and strategi

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

The Role: We are looking for an Associate to join the Union Bridge Partners investment team with a focus on corporate credit and special situations investments. The successful candidate will participate in all aspects of the team’s co‑investments across corporate credit, regions and industries,

Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc. Familiarity with wealth management platforms, products, and services. Family Wealth Services Associate.

We’re looking for an Investment Banker to assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients.Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients.Work on majo

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Wealth Managemen

The Public Strategies platform is comprised of over 1,250 investment strategies globally in traditional asset classes across equities, fixed income, credit, and commodities. Serve as a key point of contact and provide support to senior team members in the onboarding of external managers and strategi

Associate, Investing & Portfolio Management - Private. Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co.

The Global Leadership team is a team within Wealth Management that provides support and guidance to the Senior WM Executives, Regional Management Teams, Private Wealth Advisors, and many other business enablers in daily business operations. Our advisor-led wealth management businesses provide financ

Job Description This is our early career Tax Associate position—ideal for candidates with 1–2 years of relevant tax experience who are excited to learn and grow and have a commitment to being a tax professional. 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. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. 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, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Prepare individual income tax returns and related workpapers; progressively expand to partnerships, corporations, trusts, foundations, and gift returns., • Provide aid in preparing responses to tax notices, and gain exposure to audits, • Participate in tax planning and research, • Participate with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning 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. While our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. Like a cocker spaniel. The attributes and talents that lead to success in the role are: Knowledge: • Solid foundation in individual taxation from coursework; eagerness to learn entity tax., • Familiarity with professional tax software/workpaper systems (we will train)., • Clear written and verbal communication; strong organizational skills and attention to detail. 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: • Bachelor’s degree in Accounting (or equivalent with accounting coursework)., • Minimum 1 - 2 years’ experience in tax or public accounting. 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 Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: The Senior Associate provides foundational execution and analytical support across access, policy, and commercial operations. This role is ideal for candidates early in their careers who are eager to build expertise, take on increasing responsibility, and use AI-driven tools to work smarter and faster. If you have an entrepreneurial spirit, a deep passion for clinical innovation, and a strong record of building medical teams in a regulated environment, you are the right candidate. This is an agile position within a rapidly growing pre-IPO company in a nascent and fast-growing space. Embracing technological evolution is central to our DNA. Because AI defines our future, this role requires a proven ability to integrate AI technologies to drive innovation and impact.This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 4 days in office each week. Responsibilities: • Support execution of access, policy, and commercial operations initiatives., • Conduct research, data gathering, and basic analysis related to reimbursement, policy, and operations., • Assist with preparation of presentations, reports, and documentation., • Maintain trackers, dashboards, and operational materials., • Use AI-enabled tools to accelerate research, analysis, and content development., • 2+ years of experience in healthcare, life sciences, consulting, or related fields., • Strong organizational, analytical, and communication skills., • High comfort level with AI tools and interest in applying them to real-world business problems., • A graduate of a 4-year degree with a top-tier university with strong academic track record, • Strong organizational and time management skills, and excellent attention to detail, • Ability to prioritize and drive projects, meeting all deadlines with minimal supervision, • Highly adaptable to a dynamic atmosphere of changing requirements and scope, • Comfortable managing multiple program activities simultaneously, • Experience with agile development methodologies preferred, • Excellent project management skills, including the ability to create and manage project plans, budgets, and timelines., • Able to correspond with internal and external contacts in a professional manner, • Superb writing and communication skills, • Analytical mindset and strong critical thinking and problem solving skills, • Ability to anticipate potential needs and challenges before they occur, • Knowledge of or experience with Digital Therapeutics and/or Prescription Digital Therapeutics is considered a plus The base salary range for this position is between $125,000 - $180,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address.Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams)., • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Are you a motivated, quick-thinking, collaborative individual with a passion for asset management, looking for the opportunity to grow relationships with an existing client base and support a fast-paced team? We are seeking a driven professional with strong communication skills and the ability to th

Basic knowledge of, and passion for, asset management and capital markets. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Are you a motivated, quick-thinking, collaborative individual with a passion for asset management, looking for the opport

Conduct fundamental research on investment opportunities, including due diligence and financial modeling, drafting investment memoranda, and making investment recommendations to the Union Bridge Partners investment committee. Union Bridge Partners Investment Associate. Union Bridge Partners is an op

Lead end ? to ? end data discovery and mapping across business functionspositions, risk, performance, and reference dataproducing a prioritized roadmap to close data gaps across public and private markets. This is a high ? impact role at the intersection of data, technology, and investment managemen

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

Own ideation, design, product development, and innovate on new product concepts through deeply understanding client needs, business objectives, and competitive dynamics; delivering valuable products and solutions to our clients. Contribute to identifying and fostering a strong product culture and de

The team consists of Product Development, Product Strategy & Research, and ETF Product Strategy & Development who partner with each other and across Asset Management's Client Solutions Group and Public Investing organizations to evaluate and shape investment strategy and design, differentiate produc

Morgan Wealth Management team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. Knowledge of macro interest rate environment; understanding of wealth management. Diversified wealth management and investment skills.

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management. Providing regular updates on changes in risk metrics and stress tests to senior

Established in 2006, the Private Infrastructure business sits within the wider Goldman Sachs Asset & Wealth Management (“AWM”) and has consistently navigated the evolving infrastructure asset class, having invested approximately $16 billon in infrastructure assets across market cycles since ince

Goldman Sachs Asset Management brings together traditional and alternative investments to provide clients around the world with a dedicated partnership and focus on long-term performance. Goldman Sachs Asset Management invests in the full spectrum of alternatives, including private equity, growth eq

Engage with clients, advisory councils, working groups, and industry forums to uncover pain points and validate product direction. Minimum of 10+ years of related experience gained in various leadership roles, including product and strategy roles. A significant contributor to product strategy in whi

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. The Equity Structuring group ("EQS") sits within Private Wealth Management ("

The Research Relationship Management team is part of Goldman Sachs Asset Management (GSAM) Americas TPW Business and responsible for leading the investment business development strategy for third party wealth management clients. Experience in asset or wealth management preferred but not required. A

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.

Alongside Portfolio Managers and Client Advisors, the Global Insurance Strategists focus on advising GSAM's insurance clients in the design of their investment, risk, and capital management strategies; structuring bespoke and innovative investment solutions; and contributing to Asset Management's br

Experience in asset management, wealth management, or financial services. The Asset Management Marketing Group aims to accelerate revenue generation through modern marketing, powering Goldman Sachs Asset Management to be a world class active asset manager. We are hiring a Content Marketing Operation

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Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted

The Managed Strategies Team partners with clients to identify investment objectives and implement differentiated equity strategies to tailor portfolios to meet both strategic and tactical goals, while maintaining a key risk management focus. The Managed Strategies Team within Asset & Wealth Manageme

Asset & Wealth Management: Risk Management, Analyst - New York. We are seeking an Analyst/Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management.

Equity Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team with a focus on equity derivative structuring and capital markets transactions. The Equity Structuring group ("EQS") sits within Private Wealth Management ("PWM") and delivers tailored equity-ba

As an Associate Wealth Advisor on the Wealth Management team, you support complex client relationships by partnering closely with Lead Relationship Managers and internal service teams to deliver comprehensive wealth planning solutions. Analyze and synthesize client information to support the develop

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As the Senior Associate Business Manager in the CAO Business Management team, you will play a pivotal role in optimizing the Wealth Management business by providing comprehensive day-to-day operational support and promoting the successful execution of key initiatives and administrative functions. Th

Job Description Harrison Gray Search is proud to partner with a premier global investment management firm to identify a high-caliber Senior Administrative Associate. Our client is a leader in the private wealth space, known for its sophisticated research, innovative modeling, and commitment to delivering holistic financial solutions to high-net-worth individuals. The Opportunity: Who You’ll Work With In this role, you aren't just providing support; you are a trusted business partner. You will work directly with Senior Executives, Wealth Advisors, and cross-functional stakeholders to drive business priorities across a world-class Private Wealth Management platform. This is a dynamic environment where you will enable informed decision-making and ensure disciplined execution for both day-to-day operations and long-term strategic initiatives. What You’ll Do As a Senior Administrative Associate, you will provide high-level administrative, operational, and project support. This role requires exceptional judgment, critical thinking, and the proactive ability to stay three steps ahead of business needs. Strategic Partnership & Executive Support • Priority Management: Partner with senior leaders to proactively manage calendars, anticipate needs, and maximize executive productivity., • Logistics & Travel: Oversee complex, multi-city travel and logistics with total accuracy and discretion., • Project Management: Lead cross-functional initiatives, tracking milestones and ensuring timely delivery of complex workstreams., • Analysis & Reporting: Conduct independent research, prepare high-quality presentations for management reviews, and maintain critical spreadsheets or operational documentation., • Process Improvement: Identify opportunities to strengthen internal controls and enhance operational efficiency., • Mentorship: Provide guidance and informal mentorship to junior administrative staff, fostering a high-performing team culture. Experience & Education • Tenure: 5–7 years of progressively responsible experience in executive support or business operations, ideally within investment management, legal, or professional services., • Education: Bachelor’s degree required (or an equivalent combination of education and relevant high-level experience)., • Critical Thinking: The ability to navigate ambiguity and develop practical solutions to complex problems., • Communication: Clear, concise verbal and written skills; you are comfortable interacting with sophisticated stakeholders and external partners., • Tech Savvy: Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Experience with Salesforce or advanced collaboration tools is highly preferred. Our client believes in investing in their people and fostering a culture of growth. • Base Salary Range: $90,000 – $110,000 (Actual salary based on experience, training, and performance)., • Total Rewards: Eligibility for year-end incentive compensation and a comprehensive benefits package., • Retirement: Robust plans with matching employer contributions., • Wellness: Holistic health and wellness support for you and your family., • Flexibility: A hybrid work model designed to support modern work-life balance.

Asset & Wealth Management: Risk Management, Analyst - New York. We are seeking an Analyst/Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management.

Asset & Wealth Management: Risk Management, Analyst - New York. We are seeking an Analyst/Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management.

Core functions include Business Development, Community & Events, Data & Insights, Thought Leadership, and more. We are seeking a highly organized, creative, relentlessly proactive, and relationship-driven candidate who will join the VA platform to support the internal Business Development and Commun

Core functions include Business Development, Community & Events, Data & Insights, Thought Leadership, and more. We are seeking a highly organized, creative, relentlessly proactive, and relationship-driven candidate who will join the VA platform to support the internal Business Development and Commun

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted