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Job Description Cater2.me was founded in 2010 with the goal of connecting inspired kitchens with the masses. Inspired by San Francisco's thriving farmers' markets and the abundance of passionate local chefs, we decided it was time to revamp catering by opening up access to this amazing wealth of ...

Job Description Job Title: Tax Manager – Founding Role | RIA Firm Location: Brooklyn, NY Type: Full-Time About Us Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth...

Job Description About the Role iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital's enterprise presence in the US Asset Management Channel. This team develops and manages relationships w...

Job DescriptionAbout the Role iCapital is looking to hire an Associate to join the Regulatory and Compliance team to administer and enhance iCapital's registered 1940 Act product compliance program. This role will work closely with Legal and Compliance team members on a variety of compliance matt...

Job DescriptionSalary: Base Salary -USD $160,000 to $220,000 Brookwood are seeking aTax Senior Managerwith a specialty infiduciary taxationand estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to ...

Job Description About the Role iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding iCapital's enterprise presence in the US wealth channel. This team develops relationships with iCapital's largest clients, ...

Job Description Business Connections. Real Value. Are you comfortable making calls, skilled in sales conversations, and great at getting people to open up? If you’re someone who makes a strong first impression and knows how to spark genuine interest, this role could be a solid fit. We’re ...

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

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Job DescriptionCompany Description Ubiquity Retirement is a leading provider of affordable and customizable 401(k) solutions for small businesses. We partner with financial advisors to help them expand their retirement offerings while delivering exceptional service to their clients. Learn more...

Job Description The Finance Senior Manager will perform non-complex and complex financial analyses, liaise with C-Level executives on budgeting and forecasting, aid decision support & investment optimization, and assist in the creation of Executive and Board level presentations. As a Senior Mana...

Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Senior Compliance Analyst LOCATION: Hybrid in New York City, NY or Jacksonville, FL, or remote on the East Coast, USA. SALARY: $75,000 - $90,000 base salary, plus bonus (based on NYC, will be adjusted ...

Job Description Broker Dealer Compliance Officer Opportunity New York-based boutique broker-dealer and wealth management firm looking for a compliance professional to assist the Chief Compliance Officer with the day-to-day compliance duties of the firm. What we are looking for: - 2-5 year...

Job Description Creative Marketing Manager Location: Leverage HQ; Newark, NJ Employment Type: Full-time About Leverage Companies: Leverage Companies is a holding company focused on helping people unlock financial freedom through real estate and business ownership. Our three synergistic busin...

Job Description Who you are: You enjoy combing through large data sets and finding patterns within the noise. You’re autonomous and able to acquire new skills to solve a problem. You’re always looking to innovate current processes and you get excited when tackling problems you haven’t seen befor...

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attract...

Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Solution Consultant LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $120,000 - $150,000 base, plus incentive pay (based on NYC, will be adjusted for geo) The Role: Cano...

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, ...

Job Description Licensed agents—if you're looking for a flexible, part-time opportunity that fits alongside your existing real estate business, this may be a strong match. We're looking for agents to help homeowners set up essential services like internet, cable, phone, home security, and utiliti...

Job Description Job Summary: The Village Law Firm is seeking a New York attorney for its growing trusts and estates practice. This is a fantastic opportunity for a junior-to-mid level attorney or an experienced attorney looking to transition practice areas. About Us: We are a boutique estate ...

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

Job DescriptionWe are looking for a dedicated Payroll Specialist to join our team in New York, New York. This Contract-to-permanent position offers an opportunity to play a key role in managing payroll operations, ensuring accuracy, and maintaining compliance. The ideal candidate will bring a wea...

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around in...

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience mod...

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

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

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

Job Description Job Title: Welcome Desk Program Counselor (WPC), Pre-College 2025 Organization: BrandEd Department: Sotheby’s Summer Institute, Vogue Summer School Reports to: Precollege Operations Team, Residential Hall Director Program Information With New York City as their home...

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

Job Description Who you are: You enjoy building machine learning models and doing advanced statistical analyses. You enjoy combing through large data sets and finding patterns within the noise. You’re autonomous and able to acquire new skills to solve a problem. You’re always looking to innovate...

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

Job Description Title of Position: Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income Building and Director, Income Building Positions Reporting to the Position: None Salary: $27.55 per hour About Win: Win is a leading...

Job DescriptionFirm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investm...

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 busin...

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

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

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: - Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to se...

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

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

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: - Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products - Manage one or mor...

Job Description About Savvy: Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial plan...

We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. Are you a c...

SFO/UHNW wealth management, family office advisory, and/or institutional investment roles. We're looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. Drive regular family meetings, performance reviews, and strategic planning s...

Within our Global Private Wealth business, we are seeking a dynamic and highly commercial Tax Advantaged Strategy Leader to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York, to drive the growth of our private tax advantaged portfolio with many of the largest private b...

We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing co...

The Investment Sales Team within Wealth Management helps people and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. When you join this growing team, Investment Sales Support Analyst or Associate, you...

Have an opportunity to play a major role in projects like developing market entry strategy for Wealth Management practice with a focus on business strategy, digital strategy and transformation. Focus on strategic client engagements and pursuits and building out our Wealth Management practice with...