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The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. Industry/Sector Asset and Weal

Utilizing experience with complicated partnership structures; * Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and, * Possessing a desire to learn more about the renewable energy industry. Industry/Sector Asset and

Job Description Position Title: Office Manager / Administrator Reports to: Partner Department: Administration Location: 280 S. Mangum Street, Durham, NC; in-office position Classification: Full-time; Exempt Summary / Job Objective: This is a key position that will have two main areas of focus: Office Manager and Executive Administrator. As the Office Manager, this position will be responsible for ensuring the office runs smoothly. As Administrator, this role will complete various administrative duties for members of the Verity Executive Team as requested Essential Job Functions: This position requires: lifting up-to 25 lbs, repetitive movements used for typing/texting/dialing, the ability to sit and/or stand for up-to 8 hours/day. Primary Responsibilities: Office Manager · Coordinate office facilities management including supplies, equipment maintenance, and vendor relationships · Manage daily mail operations, including retrieval, processing, and address updates across multiple systems · Perform data entry and database management using various financial software platforms · Support compliance initiatives through document preparation, regulatory searches, and required mailings · Assist with client communications including welcome materials and correspondence management · Facilitate meeting coordination and presentation support for webinars and quarterly events · Handle shipping, mailing services, and postage management · Generate reports and provide administrative support to compliance and advisory teams · Maintain accurate client profiles and account information · Process account terminations and required documentation Executive Administrator · Provide administrative support to executive management · Other duties as required Qualifications: · Must possess a high degree of discretion, a high level of professionalism, and a strong sense of urgency · Must possess strong computer skills (proficient in Adobe Acrobat, PowerPoint, Word and Excel) and must be able to adapt quickly to a changing environment · Experience with database management and multi-platform software · Proficient in Google Workspace and Gmail a plus · Full comprehension of office management systems and procedures · Exemplary planning and time management skills · General IT experience / knowledge a plus · Familiarity with a financial services regulatory environment preferred Core Competencies: · Excellent organizational and communication skills · Attention to detail a must · Ability to handle multiple priorities and to solve problems while maintaining a positive attitude is essential · Welcomes change as an opportunity to grow, entrepreneurial in nature · Self-starting and takes initiative naturally · Cohesive team worker and open minded to the ideas of others · Willing to take on new and additional responsibility quickly Compensation & Benefits: Compensation (based on experience) • Annual Base salary: $50,000 - $60,000, this is an exempt position, • Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Limited-to-no travel required, however there may be times when after hours (nights/weekends) urgent requests come in that need to be handled immediately. Location: 280 S. Mangum St., Suite 550, Durham, NC 27701 / this is a full-time, in-office position with remote flexibility on a limited basis Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

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. Job Type: Independent Contractor, Hourly pay ($30/hour) Location: Various Event Locations (As needed) Time Commitment: 4-6 hours per shift, depending on event duration (flexible, on an as-needed basis) Requirements About the Role: We are seeking an energetic and motivated Event Sales rep to join our team. In this role, you will be attending offline events as a representative of moomoo. Your primary responsibility will be to engage with event attendees, promote the moomoo platform, and convert them into new users. This is a part-time position with hourly pay and commission, ideal for someone who enjoys interacting with people in a dynamic environment. Responsibilities:. • Lead the on-site sales at moomoo events in the NY and NJ area, attracting new customers to the booth and converting them into users., • Approach and engage event attendees, presenting the benefits of moomoo with the aim of converting them into active users., • Have a strong understanding of the moomoo product and all its features., • Undergoing regular training to receive latest up to date product promotions and marketing campaigns/ incentives to effectively promote and drive user acquisitions., • Accurately track and report all on-site conversions, following the company's Standard Operating Procedures (SOP)., • Assist in setting up and tearing down event materials, including signage, equipment, and promotional materials, ensuring a professional and organized event space. Qualifications: • At least 1-2 years of direct sales experience, or experience involving offline face to face selling to the public., • Must be available for 4-6 hour shifts on an as-needed basis, depending on event schedules., • Results-oriented , self-motivated , with strong interpersonal skill, • Familiar with trading platforms and trading services. 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 Compensation: • Hourly wage $30/hour 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.

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

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. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry

Become a brand champion for our Wealth Management brands, including strategy, guidelines, assets, and visual system, and serve as an internal advocate for brand consistency and education. Manage rebranding efforts to evolve to the Morgan Stanley at Work brand ensuring seamless alignment to brand sta

Join a dynamic team making a real impact in wealth management lending.

PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally.

PGIM Global Wealth is dedicated to helping clients solve their toughest investment challengeswhether it's capital growth, reliable income, or protection from market volatility and other risks. Our reputation for financial strength, investment talent, risk management, and thought leadership has led t

Job Opportunity At Futu Us Inc.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 pl

Define and articulate a clear vision and strategy for the Wealth Technology Platform, aligned with the overall business objectives of Citi Wealth Management. The Head of Wealth Technology Platform is a senior technology leadership role reporting directly to the Head of Wealth Technology. Lead the en

Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Excellent organizational and time-management skills and attention to detail. Wealth Management - Private Bank - PLP Borrower Specialist.

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

Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary

You will help advisors develop a strong practice management foundation focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service. This team provides practice management coaching and consultations with experie

The Vice President, ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. Strong business acumen and understanding of wealth management products, operations, and technology. Join us in shaping the future of wealth manage

Associate, Wealth Management Digital Marketing. Stay informed on advisor trends, digital marketing tools, and self-service technologies to suggest enhancements and new features. Experience supporting digital marketing tools or platforms (e.

Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the prima

Basic knowledge of macro interest rate environment; understanding of wealth management. Diversified wealth management and investment skills. Morgan Wealth Management Liquidity Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market

Morgan Wealth Management Liquidity Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products to support clients lon

Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collabor

In this role, you will report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are meeting the needs of client and prospects to JPMorgan Wealth Management. Affluent Thought Leadership Events Manager Senior Associate. As

JPMorganChase Fellowship Program Asset & Wealth Management (AWM) U. Asset & Wealth Management (AWM). Gain insights into a variety of investment vehicles and asset classes, enhancing your ability to craft comprehensive wealth management plans.

This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer. As the Head of Financial Analysis Asset Management within J. Morgan Asset & Wealth Management Finance and

You will help advisors develop a strong practice management foundation focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service. Serve as a subject matter expert in leadership, business management, business

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Coaching Others, Customer Experience Management, Customer Retention, Effective Com

Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions.Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management busin

As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. Promote broa

Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory. Morgan Wealth Management Liquidity Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered C

The Chief Operating Officer (COO) partners with Sales Leadership and key functions to drive the growth of the U. Wealth and Sales Leaders to define business strategy and key initiatives, ensuring their execution through clear operating processes and KPIs. Manage the sales operating rhythm across nat

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Provides excellent client service to the bank's clients through educating them on all of the bank's servi

Ensure effective execution of privacy and data protection requirements, inclusive of privacy risk assessments, and management of procedures. As a Vice President-Data Privacy Lead within the Asset & Wealth Management (AWM) team, you will be part of a group dedicated to creating business impact throug

Join a dynamic team at JPMorgan Chase and help shape the future of talent acquisition in Wealth Management. As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you will define, develop, and execute inclusive recruitment strategies and events from initial concept through post-event

You will play a critical role in achieving and maintaining JPMorgan Chase's DOI objectives through inclusive hiring events, extensive reporting, and by embedding DOI principles into every aspect of the recruitment process. As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you wil