Wealth management jobs in Union City, NJ - Page 5Create job alerts

Job Description iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clie...

Job Description Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. Our collaborative workplace is continu...

Job DescriptionCompany Description At Data Intellect it has never been just about data or technology, they are our tools. It’s about human intellect, collaboration and providing solutions for the most complex of challenges. We do this by living the [DI] code: We are Problem Solvers who are Hu...

Job Description About the Role iCapital is looking for a Lead Structured Investments FICC Specialist – Vice President / Senior Vice President to join the iCapital Solutions team. This role will support the structured investments team, within the firm's technology platform, by owning, developing...

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equ...

Job Description Want to be part of the team that's revolutionizing how the private markets operate? SV Academy is partnering with a rapidly growing fintech company that's transforming how global asset managers, fund administrators, and wealth advisors engage with investors and manage capital. As ...

Job DescriptionAbout the Role iCapital is hiring an Alternative Investment Specialist to be the North America and Latin America team lead for the distribution partnership with one of its largest wealth management clients. This individual will report to the Head of Alternative Investments Distribu...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clie...

Job DescriptionBenefits: - 401(k) - 401(k) matching - Free uniforms About Savory Savory is a full-service, boutique hospitality firm on a mission to elevate the corporate dining experience, making it fresher and more reliable with a focus on quality food experiences and hospitality excellence...

Job Description About the Role The VP, Engineering will lead the definition and implementation of full lifecycle product development quality practices and processes for APL at InvestCloud. They are passionate about software and software quality, and constantly looks for ways to improve how Inves...

Job DescriptionSalary: About Uphold A fast-growing fintech company, Uphold is pursuing a mission to accelerate access to blockchain technologies for people and companies worldwide. Founded in 2014, Uphold has millions of customers in over 150 countries and executes billions of dollars of cryp...

Job Description 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 invest...

Job Description iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clie...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Job Description BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standar...

Job DescriptionSalary: Reference number:TCD_25 Location: Remote North America or UK About PulseLearning With teams in the US, Canada, Ireland, Europe, and Australia we are passionate about creating outcome-focused learning solutions. Role description Technical Curriculum Develope...

Job Description BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients comprise the brightest minds of the tech, finance, and investment eco systems, entrepreneurs, philanthropists, bu...

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impa...

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, im...

Job DescriptionCompany Description We’re part of Informa, a global business with a network of trusted brands in specialist markets across more than 30 countries, and a member of the FTSE 100. Our purpose is to connect our customers to information and people that help them know more, do more an...

Job Description Job Title: Senior Program Counselor, Pre-College 2025 Organization: BrandEd Department: Sotheby’s Summer Institute, Vogue Summer School, Reports to: Residential Assistant Hall Director (RHAD), Residential Hall Director (RHD), Program Information With New York City as...

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talente...

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently changing ...

Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office. Assisting with managing cash positions, money movements, and private banking services for c...

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage ris...

As an ETF Account Manager, you will be part of a team-oriented distribution effort focused on growing PIMCO's ETF business. PIMCO's US Global Wealth Management (GWM) division is seeking an ETF Account Manager (AM) to join our ETF distribution team. As the premier active fixed income manager globa...

Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide, We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. The Private Bank specializes in developing bespoke so...

By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financ...

Serve as the primary liaison with Morgan Stanley Wealth Management (MSWM), resolving payment-related inquiries and maintaining strong stakeholder relationships. WHAT YOU CAN EXPECT FROM MORGAN STANLEY:. We are committed to maintaining the first-class service and high standard of excellence that h...

You will use your legal experience to support strategic decision making in areas such as investment vehicle management, capital raising, capital deployment, regulatory, governance, and asset management. Morgan Asset & Wealth Management delivers industry-leading investment management and private b...

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. Transforms advisors into fintech entrepreneurs. Grows by acquiring and enhancing traditional wealth management firms.

Have you ever questioned your role as tax preparer, wondering if you were really adding value to your clients and your business? Have you ever wanted to use your tax expertise in a position where you can lead a team in a growing business who are impacting the financial lives of clients? Have you ...

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & ...

Kforce's client, a leading New York based independent wealth management/tax consulting firm is currently seeking a Senior Tax Professional with 5+ years of experience. Summary:In this role, the Senior Tax Professional will be responsible for preparation and review of individual, trust, corporate,...

Responsibilities include Maintain client relationships and create a positive and trusting environment Direct and lead all work activities relating to the preparation and delivery of multiple tax compliance engagements simultaneously Lead tax delivery processes and build alliances through teaming,...

You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. As a Senior Mana...

As a seasonal tax senior manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Seasonal Tax Senior Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO. Were looking for people with a genuine ...

Our client is a prestigious wealth management firm with over $70B in AUM that is seeking a Senior Accountant within their Partner Services / Family Office division to join their team.

Job DescriptionDescription: Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneursh...

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consu...

Job Description Title of Position: Income Building Specialist/Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income Building and Director, Income Building Positions Reporting to the Position: None Purpose of the Position Salary...

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we h...

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 side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management...

Leading Financial Services Firm in Manhattan, New York!.Long term contract with competitive rate and opportunity for conversion!.A Wealth Management Firm known for its extensive range of financial products and services, including asset management, risk management, and advisory services.Work close...

More than 10,000 organizations worldwide - including Comcast, Cond Nast, Grammarly, and over 50% of the Fortune 500 - rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI. At Databricks, we strive to provide comprehensive benefits and perks that meet t...

As a Team Leader, you will provide line management and leadership for a team of 7 Recruiters & Senior Recruiters within Wealth Management. From pioneering the concept of RPO to continually revolutionizing how organizations approach talent acquisition, AMS stands as a world leader in the industry....