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

Portfolio finance transactions, involving lending and structured asset-backed liquidity solutions for Limited Partners (backed by funds), private equity sponsors (backed by portfolio companies, or management company revenue streams), and other owners of private assets, such as family offices and cor

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

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

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

Willow Wealth is seeking an Associate, Investment Product Marketing (Managed Portfolios & Evergreen Funds) to join our growing Investment Product Management team, focused on accelerating the growth of our evergreen fund platform and automated investing solution, Willow 360. The ideal candidate will

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

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

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.

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.

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

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

The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for two client facing reporting products that impact 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams cove

The Private Equity business within Goldman Sachs Asset Management makes direct equity investments across North America and Europe in a broad range of industries. Associates in Private Equity work on small sector-focused teams responsible for the acquisition and management of investments. We are look

The Managed Strategies Team within Asset & Wealth Management ("AWM") is responsible for all discretionary solutions offerings for PWM clients. The Managed Strategies Team partners with clients to identify investment objectives and implement differentiated equity strategies to tailor portfolios to me

Be involved in every aspect of short duration portfolio management for a diversified global client base including but not limited to enhanced portfolio construction, monitoring portfolio market risk and positioning. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clie

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

The role will provide the applicant with an opportunity to develop their investment and leadership skills, and expand their industry relationships by leveraging the global network of premier alternative managers on the XIG platform that Union Bridge Partners typically co-invests alongside. The succe

Join us as an Investment Banking Associate, FIG at Barclays, where you will advise clients on a wide range of strategic transactions across Insurance, FinTech, Banks and Specialty Finance, and Asset and Wealth Management Verticals. All colleagues will be expected to demonstrate the Barclays Values o

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 Community & Events core functions specifically for the firm's Growth Equity Investing business. Support the ongoing ev

Excellent project management skills. Multi-Asset Solutions Portfolio Management. Multi-Asset Solutions, "MAS" is an investing group within the Asset Management Division at Goldman Sachs.

Job DescriptionSalary: 60,000 - 70,000 A career with Northwestern Mutual Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream. The Insurance Sales Associate provides all aspects of sales and administrative support to Financial Representatives, ensuring they're focused on revenue generating activities. Ongoing support to continue to build their business will also be provided. Responsibilities Administrative Support • Manage the Financial Representative CRM database (Microsoft Dynamics)., • Run reporting, illustrations, policy changes, & other service requests., • Manage client communications & electronic signatures through DocuSign. New Business Support • Pre-fill client applications & coordinate completion of Medical History Questionnaires., • Submit applications & corresponding documents to the corporate Home Office., • Track application status to ensure all deadlines & outstanding requirements are completed., • 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 underwriting status to ensure all deadlines & outstanding requirements are completed., • Ensure cases are Commission Authorized in a timely manner. Other Duties • Submit case prep/planning work requests to the 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 with the Investment Operations team., • Serve as the back-up to our Client Relationship Center. 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. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Job Description 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 outgoing Financial Customer Experience Associate to support 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 drive client acquisition, support store activations, 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, • Sales & Promotions Management - Support the on-site sales and promotion efforts, • 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 each day, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must have or be willing to get SIE upon being hired. FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire., • Must have knowledge of options and trading strategies, • 1+ 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 $50,000-$70,000. 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.

We are hiring a Content Marketing Operations Associate to support the strategy, governance, and operational backbone of content marketing in a regulated asset management environment. The organization consists of key Centre of Excellence roles in areas such as Brand, Paid Media, and Content Marketing

We are hiring a Content Marketing Operations Associate to support the strategy, governance, and operational backbone of content marketing in a regulated asset management environment. The organization consists of key Centre of Excellence roles in areas such as Brand, Paid Media, and Content Marketing

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Client/Partner Marketing Associate LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $65,000 - $75,000 plus bonus and benefits The Role: Canoe is looking for a Client & Partner Marketing Associate to support and expand our client and partner marketing strategy in collaboration with Business Development, Sales, Product, Channel Partnerships, and Relationship Management. This role centers on storytelling. You must be an effective communicator, verbally and in writing, to help us find the right client voices and narratives, build stakeholder relationships, and create impactful materials. You’ll turn key clients and partners into growth engines through integration-focused campaigns and peer-led advocacy. You'll coordinate across a large network of partners and clients, so strong prioritization and project management skills are essential. You’ll communicate clearly with stakeholders at all levels What You’ll Do: Client Content & Messaging Execution * Support client marketing content development, from idea generation through delivery across Canoe’s audience segments and buying stages (e.g., announcements, blogs, webinars, article placements, podcasts, and videos). * Support the development of customer advocacy content (case studies, testimonials, webinars, event activations, speaker engagements). * Help shape customer marketing narratives, demonstrating our Client-First value by simplifying clients' experiences and crafting stories that deliver value to all stakeholders. * Coordinate with internal teams and clients to schedule interviews, prepare discussion guides, and move stories from initial conversation through final approval. Partner Marketing Strategy & Execution * Support partner marketing efforts for the Canoe Partner Program, including ecosystem storytelling, messaging, and co-branded assets. * Develop partner-ready messaging kits, solution briefs, decks, demo narratives, and customer-facing content. * Build strong working relationships across partner organizations. Program Ownership * Serve as a key marketing point of contact for clients, partners, and internal client-facing teams. * Contribute to the development of client and partner marketing playbooks with clear, structured execution standards. * Support execution and optimization of cohesive client and partner storytelling and support high-touch engagements. Marketing Enablement & Campaign Support * Collaborate with Implementation and Relationship Management teams to prioritize marketing campaigns for the right clients at the right time. * Partner with Events Marketing to power hosted and sponsored events (webinars, roundtables, happy hours) through strong customer storytelling and speaker preparation. * Support Product Marketing and Channel Partnerships as needed with Canoe-partner integration launches, co-marketed events, and client education materials. * Support Growth Marketing, Business Development, and Sales in cross-selling, referral pipeline goals, and ABM campaign development. * Collaborate across the Commercial organization to identify, recruit, and nurture client champions, and guide internal teams on how to leverage the client story library. Measurement & Reporting * Track social proof activity and flag trends, make data-driven adjustments, and use insights to optimize strategies. * Support the tracking and reporting of partner KPIs for each partner, tracking pipeline impact, deal velocity, engagement, and co-marketing performance. * Regularly report outcomes and insights to Commercial leadership, client stakeholders, and partners. What We’re Looking For: * 2–3+ years in client and/or partner marketing for B2B SaaS or enterprise technology; AI, fintech, or alternative investments experience preferred. Candidates with backgrounds in journalism, content creation, or storytelling (e.g., blogging, podcasting, or editorial work) are especially encouraged to apply. * Builder mentality: highly organized, self-directed, thrives in ambiguity, and comfortable in a fast-paced, evolving environment. * Strong communication skills, with emphasis on the ability to translate complicated technical concepts and implementation details into compelling narratives. * Excellent ability to gain the trust of senior stakeholders and influence with confidence and credibility. * Strong discretion, especially when dealing with sensitive or confidential client and partner information. * Deep understanding of the customer lifecycle and the role of customer marketing across acquisition, expansion, and retention. * Collaborative, customer-centric mindset with a knack for connecting cross-functional and cross-organizational teams. * Attention to detail with a strong bias toward action, ownership, and problem-solving. * Proven ability to lead projects from ambiguous concept through implementation and analysis. * Experience with Google Suite, Salesforce, Hubspot, WordPress, Canva (or similar tools). * Stays current on customer marketing best practices and evolving product narratives. * Experience owning and delivering success across 20+ enterprise or strategic relationships at any given time. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

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

Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the glo

The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset M

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

As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. These encompass transaction origination, underwriting, structuring, risk mana

Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division, which serves the unique needs of Wilmington Trust's largest and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Wealth Management Senior Associate. Trust or wealth mana

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

Morgan Wealth Management helps investors achieve their long-term financial goals through four channels: Chase Wealth Management (CWM), J. While you will primarily support Chase Wealth Management, a rapidly growing, client-facing field sales organization - you will also develop a deep understanding o

Diversified wealth management and investment skills. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.

The team serves all client segments across wealth, institutional, consultants, insurance, liquidity, and retirement channels. We are seeking an Associate to join Product R&D within the Client Solutions Group (CSG) in New York, focusing on ETF product development. Collaborate across teams to drive pr

Collaborate across teams to drive product design, including coordination with legal, tax, compliance, portfolio management and operations. Well-developed project management skills and ability to work well in a fast-paced team environment and multi-task appropriately, while maintaining extremely high

Senior Product Associate In Us Wealth Management. As a Senior Product Associate in US Wealth Management, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation

Create comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Work one-on-one with clients to advise and deliver customized strategies drawn from the firm's deep investment experience, diverse wealth ma

The JPMorganChase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a strategic partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and driving the advancement of key business priorities

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management orga

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. Associate, Global Risk Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management.

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