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Job DescriptionDescription: Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. This is an in-office role based in our Greenwich, CT office. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Coach/Mentor staff to assist with enhancing their skills and further developing their career, • Manage office workflow and procedures, • Lead client engagement and become relationship owner, • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns, • Provide advisory services to clients related to tax, finance & business practices, • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies What we look for: • 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns, • BA or higher degree in accounting, • CPA / EA required, • Prior team management experience a major plus What we offer: • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing educationRequirements:

Job Description § Title: Junior Partner | Matrimonial & Family Law Advocacy ⚖️ Practice Area: High-Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New Canaan, CT (Flexible Hybrid Arrangements) § Salary: $245,000 to $375,000 Base Salary (Plus significant origination credits, performance bonuses, and a premier executive benefits package) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Founded in 1930, our client is a distinguished full-service powerhouse frequently recognized by Chambers USA and Martindale-Hubbell for their exceptional advocacy. With a Band 1 ranking in several core disciplines and nearly 30 attorneys recently lauded as industry leaders, the firm has cultivated an environment where legal excellence meets entrepreneurial spirit. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy. This role offers a unique platform for a practitioner to leverage a prominent regional brand to further scale their existing practice. § Duties: The Junior Partner will lead complex domestic relations matters, serving as a primary counselor for high-profile individuals navigating intricate familial transitions. ⨖ Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. ⨖ Orchestrating comprehensive litigation strategies for high-stakes custody disputes, alimony modifications, and pre-nuptial/post-nuptial contract negotiations. ⨖ Serving as a trusted advisor to a private client base, ensuring that matrimonial strategies align with broader wealth preservation and tax planning objectives. ⨖ Mentoring junior associates and contributing to the firm's strategic growth within the Fairfield County market. ⨖ Cultivating and expanding a personal book of business while collaborating with the firm’s trust and estates and corporate groups for cross-referral opportunities. § Qualifications ⨖ Juris Doctor from an ABA-accredited institution with an exemplary academic record. ⨖ Active Bar License in good standing within the State of Connecticut. ⨖ Minimum of 7 to 10 years of dedicated experience in matrimonial and family law. ⨖ A portable book of business valued at a minimum of $500,000. ⨖ Extensive first-chair trial experience and a proven history of successful mediation and settlement negotiations. § Skills: ⨖ Advanced proficiency in financial forensic analysis and business valuation principles. ⨖ Strong local reputation and professional network within the Connecticut legal community. ⨖ Exceptional interpersonal skills tailored for high-stress, sensitive client advocacy. ⨖ Prior experience in a leadership or practice group management capacity. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time. About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals. What You’ll Do • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance, • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track, • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events, • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations, • Prepare and implement financial planning recommendations and client deliverables, • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products, • Respond to client inquiries and independently manage issue resolution with appropriate follow-up, • Support business development efforts, including client relationship management and marketing initiatives, • Collaborate with the advisor to execute practice growth and client engagement strategies, • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations, • Ensure adherence to all compliance and regulatory requirements What We’re Looking For • Ability to obtain Series 7, Series 66, and within 6 months of hire, • Completion of CFP® coursework or a degree/minor in Financial Planning preferred, • Aspiration to grow into a lead advisor role and build a book of business, • Strong communication skills with the ability to simplify complex financial concepts, • Relationship-driven mindset with a strong commitment to client service, • High level of integrity and sound professional judgment, • Analytical thinking and problem-solving capabilities, • Strong organizational skills with the ability to manage multiple priorities, • Self-motivated with the ability to work independently, • Team-oriented and collaborative approach Compensation & Benefits • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing., • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO, • Opportunities for professional development and career advancement, • Supportive, growth-oriented team environment Location • White Plains, NY (in-office role) Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

Job Description Please note; this role is based in Mount Vernon! Job Summary Miller Proctor Nickolas (MPN) is a premier leader in the industrial boiler market. We are seeking a high-caliber Technical Sales Engineer to drive our Aftermarket Parts and Service division. This is not a "catalog sales" role; it is a complex, solutions-based position requiring a BS in Engineering and the ability to design sophisticated service solutions that go beyond the client’s initial request. You will act as the technical bridge between our field technicians and our clients, turning on-site challenges into comprehensive service upgrades and repair contracts. If you are a self-starter who thrives on technical problem-solving, value-based selling, and managing high-stakes industrial accounts, you belong at MPN. Key Responsibilities • Technical Solution Design: Evaluate field service opportunities and design complex mechanical/electrical service solutions. You must be able to read mechanical drawings and wiring diagrams to quote accurate repairs and upgrades., • Rapid Response Quoting: Support our field technicians and boiler cleaning teams by providing rapid, manufacturer-authorized quotes while they are on-site., • Value-Based Selling: Navigate long-term sales cycles by focusing on the "Total Cost of Ownership," ensuring clients understand the value of a premium MPN solution., • Account & Contract Management: Prospect new clients and manage existing accounts, including the negotiation of complex service contracts and maintenance agreements., • Full-Cycle Ownership: From receiving the lead to placing the PO with suppliers and coordinating with the Service Scheduling team, you own the project’s administrative and financial integrity., • Project Handoff: Identify and forward new boiler sales opportunities to the capital equipment team while coordinating larger projects with internal Project Management. Qualifications • Education: BS Degree in Engineering or Engineering Technology is required., • Experience: Minimum of 2 years in industrial technical sales. Prior experience with boiler systems or aftermarket industrial products is highly preferred., • Technical Literacy: Proven ability to interpret mechanical drawings, electrical wiring, and technical specifications., • Systems Proficiency: Strong experience with CRM platforms (HubSpot preferred) and MS Office (Excel/Word)., • Financial Acumen: Experience in industrial estimating, billing, and protecting profit margins, • Soft Skills: Customer-centric problem solver, excellent time-management, and the ability to work independently with no handholding. Why Join Miller Proctor Nickolas? • Reputation: Represent a manufacture’s authorized leader in the boiler industry., • Autonomy: Manage your own territory and accounts with the backing of a world-class field service team., • Compensation: Competitive base salary plus a commission structure designed for high-achievers., • Stability: Work in a critical industrial sector with a company known for excellence since 1957.Company DescriptionMiller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.

Job DescriptionDescription: Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform’s management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices. This is an in-office role based in our Greenwich, CT office. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Serve as the firm's leader and manager, • Become the primary point of contact for the firm's existing client base, • Serve as the primary point of contact and relationship manager for new clients, • Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies, • Review individual, corporate, partnership and trust tax returns; assign work and oversee operations, • Oversee the firm's consulting and advisory efforts in the region, • Lead and manage staff in areas of research, training, and performance What we look for: • 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns, • Bachelor's degree required; Master’s degree preferred, • CPA, JD, LLM or EA required, • Direct experience managing staff and client relationships, • Excellent communication and attention management skills, • Proprietor mentality and work ethic, • Entrepreneurial minded with an interest in strategy and operations What we offer: • Market-leading base compensation, • Annual Bonus, • Commissions for new client growth + profit sharing, • Paid medical benefits and 401(k), • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employeesRequirements:

Job Description Please note; this role is based in Sleepy Hollow! Position Overview: The Hudson Clean Heat Applications Engineer will be responsible for the design, coordination, and implementation of mechanical, electrical, and plumbing systems for commercial, industrial, and institutional projects utilizing the latest in water source heat pump technology and any other non-carbon based heating and cooling technology. This role requires applied engineering experience in MEP disciplines and collaboration with multidisciplinary teams to ensure effective project delivery. The engineer will support the Sales Team in design development, construction documentation, and the Project Management team in the project execution, ensuring compliance with applicable codes, standards, and project specifications while meeting the project timelines and cost targets. Key Responsibilities: • Design & Engineering Development, • Prepare detailed design layouts, calculations, and specifications for heat pump, electrical, and plumbing systems., • Perform equipment selection and sizing, load calculations, and energy analysis., • Review and apply relevant building codes, standards (ASHRAE, NFPA, NEC, IPC), and regulatory requirements., • Develop schematic designs and support design development and construction documents., • Project Coordination, • Collaborate with the Sales Team on the pre-sale engineering characteristics of projects., • Collaborate with architects, structural engineers, contractors, and other disciplines to ensure integrated design solutions., • Coordinate MEP systems across project teams to resolve conflicts and design issues., • Support the project manager in preparing design packages for client review and approval., • Participate in project meetings and communicate engineering concepts to both technical and non-technical stakeholders., • Construction & Implementation Support, • Review submittals, shop drawings, and Requests for Information (RFIs) during the construction phase., • Together with the Project Manager, conduct site visits and inspections to monitor compliance with design intent and installation quality., • Assist in commissioning support and functional performance testing of MEP systems., • Technical Documentation & Reporting, • Prepare engineering reports, technical specifications, basis of design documents, and other project deliverables., • Maintain accurate documentation throughout the project lifecycle, including design revisions and field observations., • Participate in value engineering exercises and support lifecycle cost analysis., • Compliance & Safety, • Ensure that all designs comply with environmental, health, and safety regulations., • Incorporate sustainable design principles and energy efficiency best practices where applicable., • Continuous Improvement & Professional Development, • Stay current with technological advancements, industry best practices, and code changes in MEP disciplines., • Pursue professional development opportunities, including licensure (e.g., PE, LEED AP). Qualifications: • Bachelor’s degree in mechanical, Electrical, or Architectural Engineering, or related field., • Approximately 3-5 years of experience in MEP design and engineering., • Proficiency in design software (AutoCAD MEP, Revit, and/or similar BIM tools)., • Familiarity with energy modeling software and calculation tools is preferred., • Strong understanding of construction processes and building systems integration., • Effective communication and coordination skills., • EIT certification preferred; PE license is advantageous but not mandatory at this level. All candidates must be legally permitted to work in the United States of America, pass a background check, a drug screening and reliably commute to both the Sleepy Hollow, NY office and on occasion to a job site. The Candidate must have their own auto insurance in their own name and meet corporate minimums for coverage. Company DescriptionMiller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.

Job Description These are the fundamental components of the job: • Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities, • Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance, • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement, • Advise on plan design, compliance challenges, and corrective strategies (including failed testing), • Review and evaluate fund line-ups and performance against benchmarks, • Assist with client onboarding, education sessions, and finalist presentations, • Collaborate with internal teams on reporting, plan operations, and participant services, • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance., • Stay informed about regulatory changes and industry trends to provide proactive advice., • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust. Other functions of the job: • Seek to cross sell business from existing Lawley divisions, • Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: • 5+ years of sales and business development experience, • Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education, • Experienced in conducting group and individual employee education meetings, • Bachelor’s Degree preferred, • Microsoft Office experience and skills are a must; Salesforce experience preferred, • Ability to work well independently and on a team, • Incredible attention to detail and organizational skills, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision-making skills, • Precise verbal and written communication skills, even under time constraints A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved, • We work hard and play hard!!! Why Lawley? • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • Unsupervised PTO AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed., • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant’s experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Job Description We are seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-level attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax strategies. Compensation: • $150,000 - $200,000 annual base salary with plenty of opportunity to earn performance-based incentives bonuses., • 25% origination for any portable book of business brought in., • 10% annual bonus given firm-wide, 2 weeks PTO prorated upon start which increase exponentially year-over-year. Schedule: • Full-time, salaried, direct-hire role., • 1,800 Hours annual billable expectation with bonus tied to exceeding, • Monday-Friday 9AM - 5:30PM, reasonable law firm hours. Experience: 5+ Years of experience as a practicing attorney with a particular focus on Estate Planning, Trusts & Will Administration, Probate experience preferred (not required), Elder Law exposure counselling private wealth & ultra-high net-worth clientele with unique asset protection, wealth preservation and business succession concerns which bring along with them bespoke tax planning (estate, gift, and fiduciary income tax returns) or derivative investing strategies, conservatorships and private credit financing matters which establish PIF structuring and formation, complex fund tranches, family-business & shareholder agreements along with various other estate preservation and wealth management mechanisms. Credentials & Licensure: • Juris Doctorate degree from an ABA-accredited Law School required., • Master's of Laws (LLM) in a relevant finance, wealth management or tax focus preferred., • Bar Licensure in CT or NY (both would be ideal), or the ability to waive in by comity/reciprocity., • A CPA, CFPA, CTFA or similar financial certification would be a strong fit for this opportunity The Firm: Our client is an expanding corporate law firm with over 100 attorneys on staff which has recently expanded into the prestigious Greenwich market while continuing to excel within Manhattan's competitive legal market with roots in Essex County, established for nearly a century. The firm consistently is recognized as among the "Best Firms to Work For" in New Jersey, is in the top ten largest firms in NJ and respected as one of the fastest growing in the Tri-State legal arena. Day-to-Day: The ideal legal counsel for this opportunity will be advising on a variety of wealth management and asset protection strategies with a strong focus on estate planning legal structures such as revocable and irrevocable trusts mixed with tax mitigation strategy (i.e. IDGT's, ILITs SLATs or GRATs), sophisticated wealth transfer approaches (i.e. PPLI's, GST tax, CRUTs, ) and family business succession planning and other deeply familial matters. Ideal Profile: This role is positioned for a legal practitioner with strong financial acumen and interpersonal skill to interface with highly a sophisticated and largely affluent client-base. If you are an associate who has wanted to build your own book of business and operate independently among collegiate peers while passing for the rigidness of big law, this is the opportunity for you. We welcome all those who qualify, regardless of race, religion, color or creed. Inquire within.

Job Description Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve. Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention. The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm. This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. The attributes that we look for in teammates include: • A sincere commitment to earning each client's trust by doing what's best for them, • Exceptional listening and communication skills with a genuine curiosity about people, • Strong financial planning knowledge across investments, retirement, tax, and estate topics, • Desire to continuously learn, grow, and mentor junior team members, • Humility and high responsiveness toward client needs, • Natural self-starter with a strong sense of time management and task prioritization, • Careful attention to detail combined with the ability to move work forward efficiently, • Firm commitment to compliance, process, and operational excellence, • Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team, • Flexibility and openness to new ideas, with a willingness to adapt and innovate, • Strong interpersonal skills, building rapport easily with clients and colleagues, • Desire to be a long-term contributing member of the team and firm Responsibilities Include: • Help individuals meet their unique financial needs and objectives on an ongoing basis:, • Establish and define the client-planner relationship., • Gather data, including goals., • Analyze and evaluate financial status., • Develop and present financial planning recommendations and/or alternatives., • Implement financial planning recommendations., • Monitor the financial planning recommendations., • Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met., • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives., • Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements., • Provide personal client service such as but not exclusive to:, • Work effectively with affiliated professionals who also serve as advisors to clients., • Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met., • Respond to questions and concerns of clients., • Schedule and plan client meetings using the contact management system., • Rebalance client portfolios based on planner's criteria and using appropriate tools., • Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth., • Participate in the firm's investment committee, as appropriate. Qualifications: • Bachelor's Degree in Finance or related field, • Series 7, Series 63, and Series 65 or 66 licenses, • Experience working in small office environments highly desirable, • Ability to convey complex concepts simply, • Strong client facing experience in Wealth Management, • Excellent knowledge and communication of financial planning concepts and terminology, • Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities, • Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence, • Experience handling tax-related questions and working closely with tax professionals on behalf of clients., • Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Your natural leadership skills and ability to inspire teams to deliver exceptional customer service make you the right person for our Store Manager in Training position. Join our team today and let’s create a welcoming and positive environment for customers and associates alike. Your Role at Dollar Tree: As a Store Manager in Training at Dollar Tree, you’ll engage in on-the-job training to learn how to manage the profitable operations of your assigned store by maintaining a high standard for merchandising, placement, and store signage and by using proper display techniques to create an inviting atmosphere for customers. Your day-to-day job duties as a Store Manager will include, but are not limited to, the following: • Recruit and hire store associates to serve our customers, • Foster the growth and development of associates through training on operations and merchandising while coaching and correcting when appropriate, • Oversee and delegate all store activities to ensure smooth daily operations, • Ensure full compliance with applicable laws and regulations, while enforcing company policies and procedures, • Perform opening and closing procedures as needed, • Implement operational and merchandising direction that is communicated from our corporate headquarters, • Help your store reach its maximum profit contribution, • Protect company assets, • Maintain a high level of customer service across the store, • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders Your Skills and Experience: • Minimum 3 years prior retail management experience is preferred, • Experience with hardlines or variety merchandise; BIG BOX experience a plus is preferred, • Strong productivity management in freight processing is required, • Strong communication, interpersonal, and written skills are required, • Ability to work in a high-energy, team environment is required, • Must be able to lift up between 30 to 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, with or without reasonable accommodation is required Here, your hard work pays off in more ways than one! When you successfully meet your performance goals, you’ll earn a quarterly bonus! Your Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: • Employee Assistance Program, • Paid time off, • Retirement plans with matching contributions, • Employee Stock Purchase Program, • Educational Assistance, • Access to PerkSpot, an employee discount platform for goods and services, • And much more! Who We Are: At Dollar Tree, we make a difference in the lives of our customers every day by exceeding their expectations and delivering value – it’s what our business is built on. Our associates play an important role in this commitment by embracing change and showing up for their teams and their communities. We see an exciting path forward as our company continues to grow and transform – and we know that this path starts with you. Dollar Tree Stores, Inc. is an equal opportunity employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities. This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at the discretion of Dollar Tree Stores, Inc. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment at Dollar Tree Stores, Inc. is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Full time 333 S Fulton Ave,Mt Vernon,New York 10553-1715 05146 Dollar Tree From: 64,355.20 To: 69,357.60

InforCapital, partnership in Greenwich, CT is seeking an experienced Chief Financial Officer to serve as a strategic advisor and financial steward. The role involves leading financial strategy, investment oversight, and risk management within a sophisticated private family office. The ideal candidate will have over 10 years of experience in senior financial roles, particularly in family offices or private wealth. This position offers total compensation of $450k-$500k and requires 3-4 days per week in the office. #J-18808-Ljbffr

Chief Financial Officer - Family Office (CT)Atlas SearchExecutiveDirect InvestmentsFull-timeLocationGreenwich, United StatesCompensation$450k-$500k total compensationDate PostedMay 14, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Direct Investments / Executive jobs in Greenwich, United States" are published.## About This RoleAtlas Search is partnering with a sophisticated private family office in Greenwich, CT seeking an experienced Chief Financial Officer to serve as a strategic advisor and financial steward to the Principal. This is a rare opportunity for a senior finance leader with deep family office, private wealth, or complex multi-entity experience.The CFO will lead all aspects of financial strategy including wealth preservation and long-term financial planning, cash flow/budgeting/forecasting across multiple entities, investment oversight and external manager relationships, tax strategy, estate planning and wealth transfer, and financial reporting/governance/risk management. The role also oversees real estate, lifestyle and luxury assets, strategic partnership with philanthropic initiatives, and leadership of the finance function and external advisors.The ideal candidate brings 10+ years of senior financial leadership experience within a family office or private wealth platform, with strong expertise in tax structuring, estate planning, and complex asset management. The role is based in Greenwich, CT with 3-4 days per week in office.Compensation: $450k-$500k total compensation.Apply for this Position #J-18808-Ljbffr

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in‑depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in‑depth understanding of clients’ businesses and sources of wealth generation., • Anticipate events in a client’s life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Build relationships with client families that cross generations to establish long‑term connections to the Citi Private Bank., • Effectively manage client expectations regarding what can and cannot be executed on their behalf., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Uncover needs that are not articulated or clearly expressed by the client., • Bring together the product experts to develop long‑term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs., • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Establish a referral network and gain introductions to potential clients which generate new sales., • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank., • Help team members acquire the experience necessary to establish credibility with clients and intermediaries., • Demonstrate strong commitment to team success and place team goals above personal achievement., • Encourage team members to work together to deepen client relationships and exceed sales goals., • Align complementary experiences and skill sets of team members to maximize client effectiveness., • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues., • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Set an example of behaviour to all staff., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution., • Understand and communicate the risk involved with various investment strategies., • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity., • Persevere in delivering what is promised, even when obstacles arise., • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability., • Understand the broad array of products and services under the Citi umbrella., • Apply an in‑depth level of knowledge in key investment and financing products., • Develop expertise to identify business opportunities and address the unique needs of specific client segments., • Keep abreast of financial industry developments and current global market conditions., • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism., • Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues., • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency., • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling, • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities., • Bachelor's/University degree, Master's degree preferred Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Additional information may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Associate, Deposit & Cash Management Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world's largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management, significantly increasing the scale and breadth of the franchise. The recent integration of ETRADE's Banking platform provides an endless opportunity for growth. The Deposits and Cash Management Team designs, delivers, and maintains products and services across Morgan Stanley, Digital Direct, and MS@Work channels and platforms to help clients manage their cash needs from transactional cash (e.g., Bank Checking) to cash saved for a specific purpose (e.g., Savings) as well as cash as part of a strategic portfolio allocation (e.g., Certificates of Deposit). The team also oversees banking services that support deposit products and cash management (e.g., debit cards, check writing). Deposit & Cash Management is seeking an Associate to join the product management team reporting to the Shared Bank Services Program Manager. The Associate will help the team optimize many of the foundational experiences and processes across deposit products from account opening through to closure and to grow and manage the host of deposit products offered by Morgan Stanley Private Bank. To help meet the Firm's goals in growing balances across these channels, this role will consist of a mix of Project Management responsibilities, reporting, data analytics, and research. The Associate will also execute product initiatives in collaboration with internal and external functional partners and execute routine product management functions. In this role there are tremendous opportunities to learn the fundamentals of banking, work with the team on product development and refinement, present to and be recognized by senior-level management while partnering across Morgan Stanley. This role encourages collaboration and is perfect for a team player interested in learning and growing with the firm. Responsibilities • Support in the management and launch of Morgan Stanley Deposit Products delivered through the Advised or Self-Directed channel, • Project management of new products and/or initiatives from pilot through launch, including assisting with the implementation of our project plan and strategy., • Provide data & analytics and maintain documentation for new products/initiatives, • Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to Deposit Products, • Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards, • Track financial performance and develop key performance metrics, • Analyze competitive strategies across the industry, • Prepare analyses and financial forecasts for Senior Management, • Assist in managing project plans with deliverables that span across functional teams with representatives from IT, Operations, Legal, Compliance, Marketing, Business, Finance as well as External Vendors, to launch and implement new initiatives Experience • 2-3 years of professional experience, • Wealth Management and/or project management experience is a plus, • General knowledge of retail and private banking products, • Bachelor's degree in Finance, Economics, Accounting Skills/Abilities • Strong analytical & critical thinking skills, • Excellent verbal and written communication skills, • Proficiency in MS Office (Excel, PowerPoint, Access), • Appreciate & encourage diversity of people, ideas & perspectives At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo

Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. Duties and Responsibilities: Client Support: • Support the FA/PWA/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or FA/PWA/team, • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit), • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team, • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance), • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team, • Support the FAs / PWAs / teams' marketing strategy (e.g., website maintenance), • Assist FAs / PWAs/ teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures, and new platforms, • Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management, • Serve as a peer / mentor to other Support Professionals in the market Administrative Support: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed), • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials), • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills: Education and/or Experience: • High School Diploma/Equivalency, • College degree preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • 5+ years of work experience in a field relevant to the position, • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge/Skills: • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Detail orientated with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multitask, • Goal oriented, self-motivated and results driven Reports to: Business Service Officer

Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Deliver wealth management services to clients with guidance from the Banker teams. Licensed Client Service Associate.

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support se

Join RBC and be an integral member of our team.As an Office Associate, you will provide support to ensure the branch operates efficiently on an ongoing basis, especially handling the needs and requests of our clients.At RBC Wealth Management, your career progression matters to us.We offer training,

Join RBC and be an integral member of our team.As an Office Associate, you will provide support to ensure the branch operates efficiently on an ongoing basis, especially handling the needs and requests of our clients.At RBC Wealth Management, your career progression matters to us.We offer training,

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client., • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established., • Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office., • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.)., • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients., • Provide reports and other information to FA(s), as requested., • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior., • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager., • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology., • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products., • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently., • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving., • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette., • Minimum Required: High School Diploma or equivalent, • Minimum Required: 2 years clerical/related industry, • Minimum Required: None, • Proficient in Microsoft Excel, Word, PowerPoint, Outlook. Salary: USD $43,800.00/Yr. - USD $65,500.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • 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 risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset, • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms, • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills, • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NY - White Plains - 360 HAMILTON AVE (NY3360)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform's management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices. This is an in-office role based in our Greenwich, CT office. Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Serve as the firm's leader and manager, • Become the primary point of contact for the firm's existing client base, • Serve as the primary point of contact and relationship manager for new clients, • Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies, • Review individual, corporate, partnership and trust tax returns; assign work and oversee operations, • Oversee the firm's consulting and advisory efforts in the region, • Lead and manage staff in areas of research, training, and performance What we look for: • 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns, • Bachelor's degree required; Master's degree preferred, • CPA, JD, LLM or EA required, • Direct experience managing staff and client relationships, • Excellent communication and attention management skills, • Proprietor mentality and work ethic, • Entrepreneurial minded with an interest in strategy and operations What we offer: • Market-leading base compensation, • Annual Bonus, • Commissions for new client growth + profit sharing, • Paid medical benefits and 401(k), • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Morgan Advisors, the ultra-high net worth division of J. Morgan Wealth Management, offers U. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.

Mastercard Services encompasses Mastercard's (NYSE: MA) offerings beyond the transaction. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business pain points. By harnessing the power of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of consumer behavior beyond their four walls, distill actionable insights and make more data-driven decisions. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end. As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships. The Role As Managing Consultant, you will be instrumental in driving the growth with Community Institutions within USFI. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales. To be successful the ideal candidate will: • Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers., • Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads., • Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies., • Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients., • Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance., • Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience., • Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements., • Support project / customer success teams in problem-solving efforts and structuring project workplans., • Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations., • Coach and provide valuable feedback to team members, fostering their professional growth., • Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization. Sales experience, within software as a service (SaaS), data & analytics, consulting and/or cybersecurity solutions. Proven ability to meet/exceed sales targets and quotas Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams. Strong communication and persuasion skills, both written and oral. Exceptional relationship management skills, fostering long-term partnerships with clients. Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues. Strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise. Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff. Experience managing projects and / or teams, showcasing your leadership abilities. Knowledge of consumer and commercial payments market is a plus High level of energy, drive, enthusiasm, initiative, and commitment. Outstanding multitasking abilities in a fast-paced, deadline-driven environment. National Salary Range (Applies Regardless of Location): $139,000-$222,000

At J.P. 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 product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications, Capabilities, and Skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred Qualifications, Capabilities, and Skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Work location: Mamaroneck, New York, United States of America Hours: 40 Pay details: $97,240 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. The store manager ii develops, leads and contributes to the growth and profitability of our consumer business through the management of a store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the store team to deliver a legendary employee and customer experience while achieving shareholder value through solutions and referrals. Responsible for the store growth by focusing on deepening customer relationships, putting the customer first and referring them to the right specialist to ensure we are meeting their needs and providing the best advice to customers. • Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required, • Manages a medium sized store and team (based on U.S. TD bank store levelling criteria), • Oversees and leads a medium and/or complex and/or denovo store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results, • Accountable for achieving both store and individual performance metrics, • Ability to manage multiple store locations and/or a diverse and complex customer base, if required, • Acts as peer mentor to developing store managers, • Requires deep expert knowledge of the business, banking and bank operations, • Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps, • Provides coaching, mentorship and guidance to others within area of expertise, • Oversees management of team requiring workforce to decision on acceptable level of risk-moderate to high risk potential (loss/reputational), • Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners, • Originates loan applications, handles conditions of lending and conducts loan closings, • Maintains an active registration status with NMLS (nationwide mortgage licensing system and registry), • Undergraduate degree or equivalent experience, • 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required, • 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies, • 4+ years of proven leadership and coaching experience required, • Small business and consumer lending experience required, • Knowledge of bank product lines and services as well as an understanding of store operations and security, • Proven ability to manage competing priorities, strategically aligning efforts and activities to meet store goals and objectives, • Strong financial analysis skills, • Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers, • Excellent verbal and written communication skills, • Demonstrated ability to lead and motivate team members, • Proficient with Microsoft Office suite, • Notary license (preferred), • Manages the service and advice team promoting a positive customer and colleague experience, • Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers, • Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary, • Actively promotes the bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc., • Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs, • Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives, • Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance, • Ensures overall colleague scheduling is optimal to meet customer demands, • Provides ownership/oversight of complex daily operational/administrative duties, • Creates store-specific strategies to grow the business, • Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth, • Partners with specialists to grow and advise new and existing customers, • Works with partners, including small business, commercial, consumer lending and wealth to grow the store portfolio, • Manages the store budget to meet expense and revenue objectives and revenue and manages expenses, • Drives one TD - builds and sustains awareness and engagement to increase partnership across retail and all lines of business with a focus on digital to meet and exceed goals, • Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations, • Identifies and develops relationships with personal, small business and center and influence (COIs) to generate demand for TD products and services, • Achieves business objective for operational excellence, • Ensures necessary due diligence to support the accuracy of all customer transactions/activities, • Follows and ensures colleagues understand and apply bank operating policies and procedures, • Protects the interests of the organization identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary, • Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts, • Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite, • Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with bank and industry code of conduct, • Works alongside other business lines including wealth and business banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues, • Colleagues at higher levels may be responsible for acting as a leader in the provision of one TD services to customers, demonstrating cohesive partnership for business planning and community involvement, • Leads, coaches and develops store teammates to create a consistent legendary customer experience, • Coaches teammates to provide the best advice to potential and existing TD bank customers, • Responsible for management of the overall team providing both leadership and guidance, • Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives, • Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers, • Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues, • Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner, • Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk, • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams, • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes, • Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. Client Support: • As a senior member of the service team, provide coverage for an FA/PWA/team including:, • Cultivating relationships with business partners and colleagues internally and externally, • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience, • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups, • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed, • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity, • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management, • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity, • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients, • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications Education and/or Experience: • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills: • Strong leadership skills, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Technically proficient and quick learner of new and updated platforms, • Detail oriented with superior organizational skills and ability to prioritize, • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications, • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven Reports To: • Business Service Officer What You Can Expect From Morgan Stanley: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. This is an in-office role based in our Greenwich, CT office. Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Coach/Mentor staff to assist with enhancing their skills and further developing their career, • Manage office workflow and procedures, • Lead client engagement and become relationship owner, • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns, • Provide advisory services to clients related to tax, finance & business practices, • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies What we look for: • 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns, • BA or higher degree in accounting, • CPA / EA required, • Prior team management experience a major plus What we offer: • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing education

Purchase, New York 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 from more than 1,200 offices in 43 countries. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, digital assets, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The Alternative Investments Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically paper-based and manual. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle. Qualifications - External • Bachelor's Degree, • Ideal candidate will have 5+ years of relevant finance industry experience, • Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required, • Organized and attention to detail focused, • Problem solving skills with the ability to identify and escalate risks, • Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set, • Ability to take direction and work independently, as well as in a team environment - Firm understanding of the importance of accuracy in quality of work/downstream impacts, • Excellent written and verbal communication skills and ability to effectively interact with senior management - Strong reasoning and problem-solving skills and ability to think and act like an owner - Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with - High level of organizational skills and attention to detail Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. ResponsibilitiesDevelop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.Play a key role as the Relationship Manager for several strategic asset and wealth management clients.Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.Manage and lead internal projects and develop frameworks and processes for ongoing team management.Develop presentations with significant data and analysis for internal meetings and projects.Work alongside the Enterprise Solutions team to develop meaningful measurements of success.Qualifications12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology salesExtensive knowledge of alternative investmentsDirect experience working for or with Asset Management or Wealth Management firms is highly preferredExcellent verbal and written communication skillsStrategic mindset and able to work independentlyDemonstrated client service skills with stakeholders and clientsSeries 7 and 63 licenses preferredBenefitsThe base salary range for this role is $160,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Greenwich, Connecticut, United States iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. • Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers., • Play a key role as the Relationship Manager for several strategic asset and wealth management clients., • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives., • Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing., • Manage and lead internal projects and develop frameworks and processes for ongoing team management., • Develop presentations with significant data and analysis for internal meetings and projects., • Work alongside the Enterprise Solutions team to develop meaningful measurements of success., • 12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales, • Extensive knowledge of alternative investments, • Direct experience working for or with Asset Management or Wealth Management firms is highly preferred, • Excellent verbal and written communication skills, • Strategic mindset and able to work independently, • Demonstrated client service skills with stakeholders and clients, • Series 7 and 63 licenses preferred The base salary range for this role is $160,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals., • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history., • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution., • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives, • Advise customers about the consequences, risks, and benefits of alternative lending solutions., • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers., • Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors., • Work as a team with all internal partners to support and grow our customers., • Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals., • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters., • Work with Processors/Closers and customers to ensure the timely closing of the customer's loan., • Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank., • Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc., • Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency., • 2-5 years relevant experience, • 3+ years previous mortgage sales experience required, • Residential Mortgage experience required, • Established book of business, • Proven product sales capability is required., • FHA/VA & conventional loan experience is preferred, • The ability to comprehend and explain financial calculations and pricing alternatives., • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan., • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA., • Demonstrated customer service skills, • Strong relationship development and management skills, • Expertise of general lending products and overall mortgage industry., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities., • Bachelor's/University degree or equivalent experience This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Greenwich, Connecticut, United States Or refer someone Job Openings Wealth Manager We are recruiting for a top tier advisor/team in the Greenwich market. Fantastic opportunity to build out an office, recruit top producing advisors and be a leader in the Northeastern corridor. A global book of clients from $100MM - $2BBMM+ in assets. Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US. Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor). Ensure that the proposed solutions maximize the clients needs, goals and objectives. The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives. Qualifications: Significant experience in Wealth Management working with HNW/UHNW individuals and families Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships. Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. Strong relationship management and team building skills; views team concept as critical to model. Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue Best deal bonus, grid pay-out, platform and work culture in the market Referrals from the private bank

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Morgan Private Adv

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 from more than 1,200 offices in 43 countries. This is a key role designed to support market coverage, enhance cross-border coordination, and strengthen connectivity across the International Wealth Management platform. The Analyst will serve as an integral partner to Portfolio Management, International Financial Advisors, and the Alternatives Product team to deliver customized investment solutions for UHNW international clients. Responsibilities: • Support strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients., • Maintain existing institutional client relationships by providing world class service, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date, • Support and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring., • Coordinate with portfolio managers and product teams to ensure accurate and timely investment execution., • Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians., • Assist with portfolio reporting, monitoring, and operational oversight to support client mandates. Qualifications: • Undergraduate degree required, • FINRA Series 7 and 66 are required after hiring (additional licensing may be required), • 13 years of experience in Asset Management, Wealth Management, OCIO, or Institutional Advisory., • High attention to detail and strong organizational skills., • Strong teamwork and collaboration skills to work effectively with cross-functional teams At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $95,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

At J.P. 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 product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want, • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. 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 product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want, • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Morgan Stanley is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, inves

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, and Skills • Three plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios. The investment analyst will provide support to the team's investment officer, focused on fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment analyst will primarily be responsible for sourcing new investment managers and conducting initial and ongoing investment due diligence for various fixed income products. • Lead the due diligence process from inception to completion, which typically involves documentation review, conference calls, and in-person meetings with investment managers., • Analyze managers in relation to their investment process, portfolio construction, and risk management capabilities., • Assess manager's historical return profile based on their performance history and attribution., • Prepare written reports and commentaries on various managers., • Present findings and results to internal product approval committees, as necessary., • Adhere to policies and procedures for initial and ongoing due diligence including onsite reviews, written notes, and updating reports., • Interact with internal teams as appropriate, including Product Management, Sales, Legal, and Compliance, as needed., • Support a team atmosphere including idea sharing, learning, and back-up., • Remain abreast of industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry., • Looking for a candidate that has a strong knowledge of fixed income active manager strategies and the desire to expand their skillset across investment strategies and products., • 6-10+ years of job experience in the financial markets, with experience in investment due diligence and knowledge of various traditional investment strategies., • Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports., • Strong analytical and quantitative skills., • Detail-oriented with ability to multi-task and handle multiple priorities., • Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy., • Must be able to efficiently interface with internal personnel and external clients., • A willingness to learn and to work within a close-knit team., • Undergraduate degree required., • MBA, CFA, CPA, and/or CAIA not required but viewed favorably., • Appropriate securities licenses required or will need to be obtained upon hire. What You Can Expect From Morgan Stanley: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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 from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee ("participant") experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Relationship Manager. You will be responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments across both the private and public market teams within Morgan Stanley at Work to ensure that client expectations are met and satisfaction levels are maintained. Primary Responsibilities • Proactively build "partnership" style relationships focusing on integration at all levels, maintaining relationship with senior client contacts, • Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities, • Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality, • Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan-level analytics, and relevant enhancements, • Keep clients informed of new product functionality relevant to the client and their plan administration, • Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins, • Aligning client requests and expectations with business needs while maintaining a positive relationships, • Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc., • Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments, • Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms., • Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required., • Promote and share best practices to improve service efficiency and execution Requirements • University degree or College diploma in Business, Economics or similar, • Minimum 3 years in an Account Management, Client Services, or Sales role, • Experience in the equity or share plan industry, including group and retirement plans, would be an asset, • Licenses required; SIE, FINRA 7 & 63, • Excellent written and oral communication and presentation skills, • Proven ability to work independently and manage numerous assignments concurrently, • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word, • Strong analytical, attention-to-detail, and problem-solving skills, • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities, • Ability to travel up to 25% of time within and outside North America Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: • Assist customers with questions and recommendations, • Manage sales transactions while working assigned cash register, • Maintain security of cash and protect company assets, • Keep the store well-stocked, and recover merchandise, • Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards, • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders, • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable, • Other duties as assigned* Skills and Experience: • High school diploma or equivalent is preferred, • Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred, • Ability to follow instructions and interpret operational documents is required, • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, • Excellent customer service and relationship management skills are required, • Strong organizational and communication skills are required, • Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: • Employee Assistance Program, • Retirement plans, • Educational Assistance, • And much more! We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities. This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

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 from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: • Responsible for supervision of VEAs including managing their training and development, • Monitor on-site performance, behavior and general policy adherence, • Develop effective teams, providing consistent leadership and assuming accountability for results, • Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity, • Coach and develop team members to improve their performance across all metrics, • As needed, create performance improvement plans for underperforming VEAs, • Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary, • Conduct regular team meetings to pass along best practices and share ideas, • Understanding and knowledge across all VEA services and offerings, • In partnership with the VEA Relationship Manager, conduct performance reviews, • Stay organized, focused, and highly disciplined, • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: • Bachelor's degree or equivalent experience, • Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field, • Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged., • Previous management experience required, • Excellent written, verbal and presentation communication skills, • Possess exemplary organization and time-management skills, • Expert knowledge of PC, MS Office and internet applications, • Self-starter, must be able to work independently, be flexible and detail-oriented, • Be authorized to work in the US without durational restrictions, • Successfully complete background check and pre-employment assessments Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams. What You'll Do: • Manage and grow a sizeable book of high-value client relationships, • Deliver sophisticated investment and insurance strategies aligned to client goals, • Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market, • Provide ongoing portfolio guidance, reviews, and proactive advice, • Collaborate across the bank to deepen client relationships and uncover opportunities What You Bring: • 7+ years of experience in financial advising, wealth management, or similar, • Proven success managing and growing a large book of business, • Strong consultative approach and ability to serve complex client needs, • Established business development and relationship management skills Education and Experience Required: • Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience Licenses Required: • Series 7, 63, and 65 or 66, • Life/Variable Insurance license Why M&T: • Established book and referral network to accelerate impact, • Access to a broad suite of investment and planning solutions, • Collaborative, relationship-driven culture, • Opportunity to scale and further deepen a high-value practice

Greenwich, Connecticut, United States; New York, New York, United States iCapital is seeking a Senior Vice President, Head of Managed Accounts and Model Portfolio Delivery to lead the packaging, development, and commercialization of the firm's model portfolio and separately managed account (SMA) capabilities. This individual will be responsible for defining and scaling the operational infrastructure to support inclusion of alternative investments via model portfolio and managed account solutions across wealth management channels. This is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). The role will operate at the intersection of product, investment solutions, distribution, and technology, partnering closely with internal teams and external clients to deliver innovative, scalable portfolio solutions and drive revenue growth. • Define and execute the firm's Managed Accounts and Model Portfolio Delivery strategy, aligning with iCapital's broader product and platform roadmap., • Establish iCapital as a market leader in next-generation portfolio construction frameworks, including public-private allocation models., • Lead the evolution of model portfolios, UMA programs, SMA offerings and other managed account solutions, including the integration of alternative investments and private markets., • Lead go-to-market strategy for model and SMA solutions across distribution channels., • Partner with Sales, Relationship Management, and Platform teams to drive adoption and revenue growth., • Identify and develop strategic partnerships with wealth platforms, asset managers, and technology providers., • Oversee the design, development, and lifecycle management of managed account solutions., • Partner with iCapital's Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems., • Drive innovation in portfolio implementation, rebalancing, reporting, and analytics., • Partner with iCapital's operations team to define the operational framework needed to support managed account solutions., • Collaborate with internal stakeholders to ensure solutions meet client needs across RIAs, broker-dealers, wirehouses, and private banks., • Guide the structuring of models and managed account solutions, ensuring regulatory alignment and scalability., • Partner with legal and compliance teams to ensure all offerings meet regulatory and governance requirements, engagements, including platform integrations, RFPs, and strategic initiatives., • Serve as a senior thought leader externally, representing iCapital with wealth managers, asset managers, and industry partners., • Demonstrate a deep understanding of financial advisors, client portfolios, and portfolio construction workflows., • Gather market feedback to continuously refine product offerings and positioning., • 15+ years of experience in asset management, wealth management, or financial technology, with a focus on model portfolios, SMAs, or portfolio construction, • Proven experience building and scaling investment advisory programs, model portfolios, or managed account solutions, • Strong knowledge of the Investment Company Act of 1940, including registered product structures and compliance considerations, • Extensive experience with SMA program structuring, UMA platforms, and advisory platform implementation, • Experience owning or managing alternative investment products or private markets strategies, • Strong track record of leading go-to-market initiatives and driving revenue growth, • Deep understanding of portfolio construction and asset allocation, portfolio implementation and trading workflows, model management and customization, performance reporting and analytics, • Able to operate at a senior level across product, strategy, sales, and technology teams, • Exceptional communication and executive presence, with the ability to engage internal stakeholders and external clients The base salary range for this role is $210,000 to $260,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.