Wealth management associate jobs in Newark, New Jersey - Page 4Create job alerts

Ascend Interplay is a multi-family office seeking an Investment Associate to join our team. The ideal candidate is an analytical self-starter and collaborative problem-solver who can own and evolve financial models (asset allocation, cash management, and three-statement models), convert unstructured

Macquarie Asset Management is searching for an Associate General Counsel to work in its Credit & Insurance business, covering credit BDCs, ’40 act funds, private credit funds, and retail alts to wealth products. As Associate General Counsel, you will support fundraising and fund establishment for

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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a d

As an Associate, you will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive

As an Associate, you will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive

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. As an Associate on the PWM Talent Strategy team, you will play a critical rol

We're seeking a future team member for the role of Client Marketing Program and Performance Associate to join our Client Marketing team. Senior Associate, Segment Marketing, Wealth Intermediaries. Sr Associate) of experience in marketing and program management, ideally within a B2B, financial servic

Partnering with PWM leadership, Regional Management Teams, Human Capital Management, and other functional partners on talent initiatives from ideation through delivery. HR, Learning & Development, Talent, or program/project management. Goldman Sachs Private Wealth Management (PWM) specializes in cre

Recruiter In Asset & Wealth Management. As a Recruiter in Asset & Wealth Management, you will play a critical role in attracting, sourcing and recruiting top talent, managing the end-to-end recruitment lifecycle for Front Office roles and providing strategic talent acquisition solutions.

Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • 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, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Requires a Bachelor’s degree in business administration, finance, or other related field You: • Are a self-starter, • Have a business mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Provide a framework to help you attain all the licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. ⁠‌⁠⁠️‍⁠️‍️‍‌ ‌️‍⁠️‍‌️‍ ‌About the Role We are seeking a highly analytical and detail-oriented Broker Dealer Operations Control Associate to join our team. In this role, you will play a critical part in maintaining operational integrity, ensuring compliance with regulatory standards, and mitigating risk within broker-dealer operations. You will collaborate with various teams to oversee trade settlements, reconciliations, regulatory reporting, and internal audits, ensuring seamless day-to-day operations. Key Responsibilities • Monitor and evaluate broker-dealer operational processes to identify potential risks and ensure compliance with regulatory requirements., • Conduct trade reconciliations and settlement oversight to maintain accuracy and efficiency., • Assist with internal audits and regulatory reporting, collaborating with compliance teams to ensure adherence to FINRA, SEC, and other industry regulations., • Develop and implement operational control procedures to mitigate risk and enhance efficiency., • Investigate discrepancies, trade breaks, and operational issues, resolving them in a timely manner., • Work closely with front-office, back-office, and compliance teams to optimize operational workflows. Qualifications • Bachelor's degree in Finance, Business, Economics, or a related field., • 5+ years of experience in broker-dealer operations, risk management, self-clearing or introducing broker model, • Strong understanding of FINRA, SEC, and other regulatory guidelines., • Excellent analytical skills and attention to detail., • Proficiency in Microsoft Excel, data analytics tools, and trade settlement platforms., • Strong problem-solving abilities and ability to work in a fast-paced environment. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center

Job Description:\n\n Job Title: Operations and Program Administration Intern, Pre-College Organization: Edconic, Pre-College and Collegiate Division Department: Pre-College Prepared By: Associate Director, Operations, Pre-College Preparation Date: January 2026 Positions Available: 3 Why This Internship?This internship provides hands-on experience supporting large-scale, residential pre-college programs in New York City, delivered in partnership with globally recognized institutions including The School of The New York Times, Vogue Summer School, WIRED, and Sotheby’s Institute of Art. Interns develop practical skills in education operations, student services, academic programming, and cross-departmental collaboration, while gaining meaningful exposure to the media, fashion, and arts education industries. Program Information With New York City as their home and classroom, Sotheby’s Summer Institute students are immersed in the most vibrant global art capital with auction houses, blue chip and emerging galleries, world class museums, artists’ studios, private collections, arts foundations, and much more right in their backyard. Summer Institute provides students with an environment to learn, investigate, and explore the art world while forming life-long connections with friends and mentors. This unique pre-college program offers three two-week sessions each with exclusive, academically rigorous courses and bespoke activities and events designed to engage, inspire, and fuel creativity. All courses are taught by leading art world experts and academics on a university campus in the heart of New York City. Vogue Summer School invites high schoolers to immerse themselves in one of the most important fashion capitals in the world: New York City. Opening the doors to a unique world of excellence and creativity, students will explore a wealth of topics shaping fashion today and in the future through the expert eye of the world’s most famous and influential fashion magazine: Vogue. Run by Condé Nast College of Fashion and Design, Vogue Summer School provides a world-class fashion education along with unrivalled access to the best and brightest minds in the industry. Our instructors are award-winning Vogue and Condé Nast journalists, including the teams at Glamour, GQ, and a host of other Condé Nast titles, as well as industry experts and recognized thought leaders in the business and strategic sides of the fashion, media and luxury lifestyle industries. WIRED Pre-College offers a unique educational experience designed to prepare students for college through a multidisciplinary approach. Students will engage directly with industry experts, explore cutting-edge innovation hubs where real-world change is happening, and develop hands-on projects that deepen their understanding of how technology shapes our society. Technology is inseparable from teenage life today. Our students aren’t just users of technology — they’re aspiring creators, innovators, and changemakers who want to build the future through it. With New York City as their home and classroom, WIRED students join the ranks of many of the world’s greatest thinkers, writers and dreamers. From New York’s world-class innovation hubs to startup labs and think tanks, this city is rich in creativity and inspiration, and its resources are seemingly endless. WIRED Summer Academy provides students with an immersive environment in which they learn, investigate and explore while having fun with friends, mentors and instructors who share their passions and interests. At The School of The New York Times, we translate the mission and values of The Times into educational programs. We encourage analytical thinking and help students sharpen journalistic skills such as writing, reporting, editing and media literacy. Our students engage with global issues, develop multimedia skills and learn to ask hard questions. And they do this all while exploring New York City landmarks, neighborhoods and newsrooms. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), City Football Leadership Institute (est. 2022) and Conde Nast College of Fashion & Design (acquired in 2022). Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, Position Description The role of Operations and Program Administration Intern spans 8 weeks over the summer and will play a crucial role in the support of ensuring the smooth delivery of our Pre-College programs. Essential Duties and Responsibilities The following are key responsibilities of the Operations and Program Administration Intern. Other duties may be assigned as needed: Support all on-the-ground operational processes to ensure the smooth execution of programsCollaborate with cross functional teams including Academics, IT, Finance, Marketing, Admissions, among others Support the faculty and contractor (guest speaker) booking, contract and payment processesLiaise with program Welcome Desk, the central communication center for the pre-college program, as well temporary administrative, academic and residential life staff. Assist in organizing program events including but not limited to Student Orientation, Parent engagement, student welcome soirees, Speaker Series and Closing CeremonySupport the maintenance of the program project management platform, Monday.com to track faculty onboarding informationActively participate in staff meetings, regularly scheduled program planning meetings, weekly one-on-one meetings with supervisor, and other meetings as assigned Supporting other teams and programs as requiredAdministrative oversight for the following:Site Visit Coordination: Liaise with the Academics/Operations team to track all logistics related to student site visits Classroom & Program Support: Assist with the preparation and distribution of classroom materials, educational technology, and boxed lunches. Ensure that all materials are delivered accurately and on time.Guest Speaker Coordination: Manage the onboarding paperwork for guest speakers, ensuring all necessary forms are completed and submitted. Support guest speaker logistics, including setting up Zoom calls for virtual speakers, on-site guest speaker pickup and handling any related technological needs.Communication Management: Facilitate communication between staff, faculty, and external partners and vendors.Student Support: Serve as a point of contact for student requests and concerns, providing guidance or redirecting to the appropriate staff when necessary.Faculty Liaison Support: Assist with the coordination of faculty-related activities, including the preparation and deployment of materials for Faculty on the first day of academic programming and other faculty-related events.Safety & Compliance: Adhere to safety and discipline protocols, ensuring a safe environment for students both on campus and during off-site activities. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Knowledge and Abilities The requirements listed below are representative of the knowledge, skills, and ability necessary to perform this job successfully. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Highly productive, able to work effectively and efficiently on a variety of projects simultaneously and autonomously Demonstrated project management skills, especially working across diverse teams and corporate cultures Excellent organizational and administrative skills with the ability to anticipate, improvise, and adapt for optimal resolutions: detail-oriented and proactive/self-starter Outstanding interpersonal skills/highly collaborative: work well within a team environment to plan, implement, and troubleshoot; as well as maintain composure in stressful situations, make sound judgments, and work under deadline pressure Proficient in Microsoft Office: Word, Excel, Outlook, and PowerPoint Proficient in/willing to learn the following systems, amongst others: Monday.comAirtable DocuSign electronic signature management systems (or similar)Orah-Student Engagement/Management SystemPronto Communication AppCanvas Learning Management System Additionally, the individual must:Demonstrate a high degree of professionalism, discretion and diplomacy in interpersonal relationships Must be adaptable to unexpected challenges, situations,and ever-changing environments. Must be willing to be flexible and pivot when necessarySupport and embrace diversity and inclusivenessComply with regular weekday (Monday-Friday) attendance/availability during core business hours and be available to work on-site in New York City onsite/in-person for the duration of program until July 31. Be willing and available to work additional hours, as needed Be willing and available to travel, as needed Be willing to obtain CPR certification Education, Work Experience and/or Licensure Must be legally authorized to work in the United States.Bachelor’s degree and current graduate student pursuing Arts Administration, Arts Management degree, or similarAt least 2 years of job experience in administrative roles, preferably in education or arts-focused settings (e.g., secondary education/university, or arts organizations/enterprise). Experience in a fast-paced, student-centered environment is a plus.Must be willing to obtain a CPR certification prior to the start of the program (a reimbursement will be provided) Language Skills While no special language skills are required for the position, applicants should be capable of upholding the highest standards of written and spoken English, in professional settings. The ability to speak another language is a plus. Employment Date, Hours, Schedule: The Operations and Program Administration Intern role is a full-time, temporary position from June 7-July 2026, including both Juneteenth and the 4th of July holidays, with the possibility of occasional evening work. Additionally, there will be two weeks of paid training prior to the start of the pre-college program. Candidates must be available to work during the entire term and be prepared for a dynamic, fast-paced environment. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Ability to sit, stand, walk, travel up and down stairs, crouch, stoop and reach. Ability to lift up to 25 lbs. Stipend The Operations Administrative Assistant position offers a stipend of $7,000 for the full summer program duration (4, two-week terms thus the equivalent to $1750 per Term). Additionally, there is a separate training stipend of $700.00. Schedule Operations Administrative Assistant must complete a series of online training and in-person training prior to start of program. Dates of commitment are as follows:May 25-June 5 Pre-College Virtual Onboarding and TrainingPre-College Term 1, June 7-June 19Pre-College Term 2, June 21-July 3Pre-College Term 3, July 5-July-July 17Pre-College Term 4, July 19-July 31 This position offers the following:An opportunity to work with a passionate team of diverse individuals including faculty and studentsAcademic environment with faculty and industry professionals of distinction Other Requirements All staff will be working closely with minors and will need to pass a criminal background check and successfully complete all training. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 2+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description Summary The Associate Program is a fast paced, ultra-high intensity program that will take an inexperienced engineer and prepare them for working on AWS projects with the largest, most demanding, customers in the financial services industry. The program is designed to enable high-potential individuals with hands-on experience to amplify their skills in an inspiring and safe environment. They will gain exposure to practical tools, strategies, and best practices for becoming a high-performing leader. Working interactively with other participants and organizations, they will develop key skills in the areas of innovation, communication, and adaptability—some of the most sought-after skills in business today. Responsibilities * Read, comprehend, and present on AWS best practices and strategies * Design, and implement proof-of-concept (POC) cloud solutions as part of the program * Build and deploy infrastructure and automate operations * Design and automate security and compliance solutions * Design AWS Data Lake implementations * Design and Develop AWS Data Quality and Governance solutions * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts Sample Activities You’ll Do Creating a Self-Service Account Framework * Development of POC code for automating the implementation of AWS account setup and configuration * Account Framework - Developing an automated Continuous Delivery Pipeline framework that will be used to establish AWS Accounts to configured, tested infrastructure on AWS in a repeatable, reliable and secure manner eliminating the need for manual intervention. * Security Control Policies - Development of the Service Control Policies and account baselines associated with the Customer’s security and compliance requirements Creating a Self-Service Environment Framework * Development of POC code to automate the implementation of application infrastructure code: * Infrastructure-as-Code - Development of Infrastructure-as-Code specific to each application that can be used to automate the delivery of configured AWS resources specific to the requirements of the application being deployed. * Configuration Management - The development of configuration management modules specific to each application used to automate the configuration of servers including software installation and configuration * Service Catalog Pipeline - Development of a framework for orchestrating build, test, deployment, and validation of infrastructure automation code. Creating a Self-Service Pipeline Framework * Development of POC code to automate the implementation of pipelines: * Pipeline Skeletons - Development of Infrastructure-as-Code specific to pipelines that can be used to automate the delivery of configured AWS resources specific to the requirements of the application being deployed. Creating a Self-Service Compliance Framework * Development of POC code to automate the implementation of controls: * Policy Definition – Identification and documentation of Customer Policy in the form of specific statements that must be true about configuration of AWS resources * Policy-as-Code Development – Development of the logical tests associated with each of the policies established to be used to assert the configuration state of infrastructure on AWS in order to block a build in the pipeline, take automated reactive action, or alert on violations to the policy * Framework Development – A design allowing for the execution of logical tests against infrastructure code or running AWS infrastructure in order to assert the configuration state of infrastructure resources on AWS and block a build in the pipeline, take automated reactive action, or alert on violations to the policy AWS Data Architecture and Data Lake Implementation * Development of POC code for data collection, data ingestion and catalog, data storage and data serving designed to optimize the efficiency in which information is accessed, curated, served and analyzed from up to two on-premises data sources.: * Build Data Lake in AWS using AWS analytics in a multi-account environment. * Modern big data lambda architecture, providing an environment for consumption and utilization of data coming from either batch or streaming sources. Relevant Technical Tools * Primary Languages – Python, Bash * Tooling, Services & Libraries – Jenkins, Docker Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – EC2, Lambda * AWS Database Services – RDS, DynamoDB * AWS Networking Services – VPC, Route53, API Gateway * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy, AWS Cloud9 * AWS Management and Governance Services – AWS Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Key Management Service, The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Powered by JazzHR iRZpycErNB

Job DescriptionSalary: 60,000-67,000 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. The Sales Execution Teams role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating activities. Ongoing support to continue to build their business will also be provided. Job Description Specific responsibilities include but will not be limited to: Administrative Support • Input all required information into our CRM database (Microsoft Dynamics)., • Run reporting, CVV reports and In-Force Illustrations., • Process Policy Changes & send documents for DocuSign., • Process Beneficiary Changes & send documents for DocuSign., • Prep Policy Delivery Acknowledgement (PDA) & required documents for DocuSign., • Send out Online Medical History Questionnaire (oMHQ) requests., • Pre-fill client applications & send for DocuSign., • Submit applications & corresponding documents to the corporate Home Office., • Send in required supplemental documents to the corporate Underwriting Team., • Schedule client Medical exams & coordinate with servicing Financial Representative., • Coordinate with Financial Representatives to help usher the Client through the Underwriting process, including HIPPA requests., • Track and publish a Daily Sales Report (DSR) to assist Financial Representatives with case tracking., • Ensure cases are Commission Authorized (CAd) in a timely manner., • Create and distribute Approved VS Applied breakdown on all policies., • Submit case prep/planning work requests to the corporate Financial Planning team., • Coordinate with the Financial Planning Associate to ensure all closing meeting materials are prepared in a timely manner., • Coordinate opening of Investment Accounts in NetX360., • Serve as the back-up to our Client Relationship Center (CRC). Qualifications 1-4 years of experience in Sales Support/Financial Services. Life, Accident & Health Licensed (or completed within 90 days of hire). Must be quality focused, detail oriented and able to prioritize requests to meet shifting deadlines. Strong computer and keyboarding skills and Microsoft Office experience. Strong verbal and written communication skills. Must be able to communicate with all levels of management. Ability to maintain a high degree of confidentiality.

Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning, • Generate and edit presentations for existing clients and marketing presentations for prospects, • Prepare reporting for internal meetings relating to clients, prospects, and investment managers, • Maintain data integrity across multiple systems, • Collaborate with senior team members to resolve complex client requests or issues, • 1 or more years professional or relatable experience ideally in Asset or Wealth Management, • Undergraduate degree and a strong academic track record, • Proficiency in MS Office Suite, especially Excel, • High degree of intellectual curiosity, • Excellent communication and time allocation skills: adept at managing expectations, • Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team, • Comfortable being wrong: seeks to learn from mistakes and takes accountability, • Exhibits enthusiasm for professional development and personal growth, • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation opportunity., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure., • Hybrid work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Position: Associate, Strategic Advisory Department: Emigrant Partners Reports To: Director of Research & Consulting Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and strategic advice partner that makes minority investments into wealth and alternative asset management firms. Our Strategic Advisory team works closely with our portfolio companies to support their growth goals and objectives, while also creating thought leadership, events and research that continuously educate our network. As one of the earliest minority investors in the space, EP's 20 partner firms include industry leaders that collectively advise on more than $100 billion of assets. Our investment model allows our partner firms to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the businesses. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, led by Howard P. Milstein and the Milstein family. Job Description: EP is looking for a talented, highly motivated Associate to join the Strategic Advisory team and work with our partner firms to support their strategic plans, growth initiatives and human capital needs. This role will work closely with senior members of the Strategic Advisory team to deliver data-driven insights, develop research reports and educational materials for our partner firms, and build analytical models that will inform growth strategies and decision-making. The ideal candidate will understand the wealth management industry and importantly, will be able to transform research and data into insights and perspectives for our partner firms and teams within Emigrant Partners. In addition, this individual should have strong writing skills that can be applied when creating reports, presentations and communications for both internal and external use. Responsibilities: • Collect and analyze partner firm and industry data to develop clear and concise reports and summaries that support highly customized partner firm project work. Must be able to blend quantitative and qualitative approaches as part of our consulting and engagement process and present data in an actionable, efficient style, • Contribute directly to project-based value creation initiatives that inform the direction of our partner firms' growth strategies, organizational design, compensation plans and technology investments, • Develop and manage proprietary databases that examine partner firm financial performance, as well as key compensation metrics and best practices, • Directly support Managing Director and Director of the Strategic Advisory team on the development of thought leadership, educational modules and proprietary research that is distributed externally and to the EP Partner firm network, • Develop presentations, project plans and workbooks that support the execution of Strategic Advisory initiatives and projects. Liaise directly with partner firms to ensure projects maintain momentum and hit key milestones and deadlines Qualifications: • 3-5 years of experience, with a background in consulting, private equity or investment banking, • Bachelor's degree, • Outstanding analytical and problem-solving skills, • Experience in the wealth & asset management sector is helpful, but not required, • Advanced proficiency in Microsoft Excel and PowerPoint including financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly adaptable, disciplined and capable of working independently, • Strong interpersonal and communication skills, with exceptional attention to detail What Success Looks Like: • Produces accurate and timely analyses that evolves and improves throughout a project or research process, • Data-driven, analytical, and problem-solving skills support insights and recommendations, while also inviting questions and critical thinking into projects and processes, • Simplifies the complex, • Associate can see how his/her work contributes directly to the success of our partner firms, • Actively contributes to a positive company culture and work environment of collaboration and shared success Compensation Range: • $200k - $250k all-in cash compensation split across base and bonus New York pay range$200,000—$250,000 USD

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