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Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning forand living withthe complexities that come with wealth. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-b

The Strategy Senior Analyst will be working on the Operations Change Management team to govern and manage the Tech Book of Work, as well as drive strategy across the Wealth program for operations. Wealth Operations Strategy Senior Analyst.

That could mean developing a deep professional knowledge base in one area, or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets. A bachelor's degree in an accounting, finance or business discipline, supported by 5 to 8 years' work

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. What you can expect from Morgan Stanley:. We are committed to maintaining the first-class service and high standard of excellence

Communications is more than messaging its about shaping culture, connecting people and driving innovation. As a Executive Director Communications Director within Asset & Wealth Management, you will serve as a trusted advisor to senior leaders, including Asset & Wealth Management Operating Committee

The Compliance Analyst will be responsible for monitoring, oversight and independent review and assessment of the Compliance framework for the Division. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. Assist in Risk Assessment to identify co

This role is integral to the Private Wealth Investment Risk Team, focusing on risk measurement, attribution, and analysis for a range of portfolio management teams. Provide day-to-day coverage and analysis of the investment strategies across fixed income and equity for portfolio management teams. Ex

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 eleva

Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations. Together with the Complex Risk Officers in the Complex, facilitates the training of all personnel on Morgan Stanley Wealth Management compliance policies and procedures. What You Can

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a h

Consulting Group Sales Analyst.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals f

As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior

A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs.

Managed Investments is responsible for the management and/or implementation for close to $1 trillion of assets across various lines of business and programs, including Chase Wealth and the Private Bank.

Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families,

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

Private Client Advisor In Chase Wealth Management. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Ad

Senior Product Associate In Asset & Wealth Management - Digital Distribution. As a Senior Product Associate in Asset & Wealth Management - Digital Distribution, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. The primary mission of the Credit Product Specialist is to esta

You'll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. As a Senior Client Portfolio Manager (CPM), you'll translate quantitative insights into clie

Founded in 1869, we are a leading global investment banking, securities and investment management firm. 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

Liquidity Solutions, within Asset & Wealth Management, is seeking an analyst to join the portfolio management team. Asset & Wealth Management Analyst. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover

At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships generally above $10MM net worth into Wealth Management, help with client discovery and work with wealth management specialists to deepen and

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

Global Wealth Management, Growth Markets. Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results. You'll excel as a Global Wealth Ma

Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including:.

Support relationship management efforts for individual wealth channel(s) (e. Passion for client relationships, investment markets, and diving deep into the investment businesses at Blackstone including Real Estate, Private Equity, Credit, and Hedge Fund Solutions. The individual will focus on suppor

Consultants have 10 years experience of working in the Wealth & Asset Management (FINRE/ SEC Broker dealers, investor advisors and/or asset managers and have over 5 years working as a consultant. Excellent analytical/problem solving skills are essential as are stakeholder management skills. We are l

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. Global Private Bank Advisor Program (Summer Analyst) - USPB. Advisor Training Program in Global Private Bank working with

We are looking for a skilled Banking / Wealth Management Product Owner with strong communication skills.

Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co. Support investment ideas across the product suite of Credit via early engagement with relevant parties including financial sponsors and company management teams. Significant interactions with senior management

As a Private Wealth Management Family Office Intern, you will:. Connect: Build your network by engaging with employees, fellow interns, and executive leadership across CIBC, as well as collaborating with Relationship Management teams in Private Wealth. Collaboration: Interact daily with teammates ac

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Jersey City, NJ - 3 days onsite/week.Processing and management of margin calls for Wealth Lending products including Securities Based Lending (SBL) and Structured Lending, and OTC Derivatives and FX.Ensure transactions are processed efficiently, act as a SME (subject matter expert) and recommend pro

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning.

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

Job DescriptionWhat is Teamshares? Teamshares is one of America’s largest buyers of small businesses from retiring owners and is on a mission to make employee ownership the future of small business. We buy promising companies from retiring owners, gifting employees an immediate 10% ownership stake in the business, and supporting their ongoing growth through proprietary software, education, financial products and best-in-class leadership support. We're building a network of 10,000 employee-owned small businesses, creating $10 billion of stock wealth for wage workers and supporting generations of business owners into confident retirement. Together, we will reduce global wealth inequality while ensuring vital small businesses—and the communities they serve—continue to flourish. We are looking for an entrepreneurial business leader who wants to serve as the Small Business President/CEO of one of our network companies in the NYC area in the full-service restaurant industry. As a Teamshares network company president, you’ll be responsible for growing revenue, increasing profitability, and successfully fulfiling the vison of employee ownership. You’ll run and work IN the business, including owning full P&L responsibility, business strategy, and operations. Additional information ( You Will Do: • Serve as president of a 3 location small business in the restaurant industry., • Determine/be responsible for all business strategy, operations, and P&L management, • Lead an experienced team of existing employee ownersThis includes:, • Work with the fractional controller and bookkeeper to make decisions about ongoing expenses and capital purchases, gaining efficiencies, and developing business metrics., • Growing the business through marketing, outreach, and developing new product lines and revenue streams., • Handling HR personnel matters, staff disputes, employee performance, job reviews, raises, and bonuses., • Analyzing business methods and practices, and promoting team and growth opportunities., • Developing relationships with guests, vendors, and partners., • Working with Teamshares and fellow shareholders throughout the transition to employee ownership, coaching and partnering with them to understand how adopting an owner’s mindset drives better business outcomes and company culture., • Being a growth leader who enjoys working with employee owners to improve company operations and expand revenue opportunities.What You Have:, • A strong leadership background in multi-unit restaurant operations, with a proven track record of managing teams and operational processes., • Ability to communicate clearly, problem solve, and ensure constructive collaboration with all employees., • Demonstrated people management skills through past work experiences., • Strong interpersonal and communication skills; low-ego., • Entrepreneurial mindset and a desire to build., • Proven project management and problem-solving skills, with a humble, roll-up-your-sleeves, get-it-done attitude., • Business acumen and analytical skills to oversee company financials and develop business strategy., • Growth-mindset and a willingness to explore new ideas and innovations; not afraid to learn from your mistakes, • An open, agile mind (equally adept at thinking creatively/critically), with a flexible, generous spirit and natural bias to action., • Ability to partner with stakeholders to establish a clear vision, define measurable KPIs, and develop a strategy to achieve financial goals. As President of a Teamshares network company, you will receive:, • Equity stake both in the network company and in Teamshares, • Competitive salary and benefits, • Ongoing business and leadership development training throughout your tenure, • Access to quality medical/dental/vision benefit plans

Job Description 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. Our values: • Together, We Achieve More — collaboration over competition, • Client-First Stewardship — fiduciary excellence as our standard, • Ownership Mindset — alignment of interests across generations What we offer: • Collaborative, high-trust work environment, • Continuing education support and career growth pathways, • 401(k) with company match & bonus program, • Up to 95% company-paid health insurance, • Hybrid work flexibility Position Overview: The Chief Growth Officer (CGO) will be the architect and steward of our firm’s growth strategy — accelerating expansion without compromising our culture or ownership model. This executive will design and direct strategies for expanding our reach through all growth levers: advisor enablement, business development, mergers, strategic partnerships, pricing, and talent acquisition. The ideal candidate is a strategic doer, and must be passionate about our ownership model, aligned with our long-term vision, and excited to accelerate growth. We are open to candidates in the United States with the West Coast Preferred. How you will contribute: • Organic Growth (Brand & Business Development), • Oversee marketing, including digital marketing, SEO/SEM content, analytics, and campaigns that drive qualified leads., • Enhance brand awareness and reputation to attract clients and talent., • Build scalable referral programs and COI programs to fuel growth., • Partner with our Chief Practice Officer to enhance client acquisition and retention efforts., • Inorganic Growth (Mergers & Recruiting), • Partner with our Chief People Officer (CPO) to design and execute our lift-in (single advisor) recruiting strategy to attract top-tier talent aligned with our culture and ownership model., • Partner with our CEO to source and negotiate mergers, guide deal execution with an emphasis on culture, and talent acquisition., • Develop and maintain relationships with potential partners, COIs, and industry leaders., • Strategic Leadership & Collaboration, • Serve on the Executive Committee, contributing to firm-wide strategy and resource allocation., • Direct a team of marketing and business development professionals., • Be a visible champion of our employee-ownership model internally and externally. The attributes and talents that lead to success in the role are: Knowledge: • 12+ years of experience heading sales teams, business development, marketing, or corporate strategy within wealth management, financial services, or related industries., • Demonstrated success driving both organic and inorganic growth strategies within high-touch, UHNW environments., • Strong understanding of marketing/digital marketing and related analytics., • Deep belief in employee ownership, independence, and long-term relationships., • Entrepreneurial mindset balanced with fiduciary discipline., • Collaborative and culturally sensitive; able to align with and embrace firm’s mission and values., • Strategic thinking with a focus on execution., • Excited to accelerate growth within our model, not to redefine it. Who Thrives Here 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 honesty, collaboration, and compassion. A strategic partner once called us “a cocker spaniel”: professional, loyal, warm, and relentlessly devoted. We like that. Physical Demands and Work Environment: 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 10 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 provide equal opportunities regardless of 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. Pay range indicated includes both base and incentive plans, partnership opportunity.

FINANCIAL SERVICES industry experience (Private equity, venture capital, hedge fund, fund to fund, Asset & wealth management, etc. We are hiring External Auditors at the Senior Associate level for one of our big 4 customers upcoming busy season. GAAS) and the Public Company Accounting Oversight Boar

Were seeking a future team member for the role of Senior Investments Marketing Manager to join our Wealth Management Product Marketing team. Lead the planning and execution for a critical marketing function across UHNW, family office and institutional clients. Develop/execute measurable investment m

We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.

As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by

Qualifications: Bachelor's or Master's degree from an accredited college or university and equivalent relevant experience.Minimum 5 years of product owner experience in wealth management, capital markets, banking, and financial services delivering projects using generative AI capability experience i

Asset & Wealth Management: Goldman Sachs Alternatives. 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.

As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools. Business Analyst - Financial Planning, AVP. A minimum of 5 years of professional experience preferably in financial planning or wealth management.

As a Executive Director - Communications Director within Asset & Wealth Management, you will serve as a trusted advisor to senior leaders, including Asset & Wealth Management Operating Committee members, and key internal stakeholders. Executive Director - Communications Director. Proven experience d

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for