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Wealth Management Advisor
$105,000 - $110,000 USD a year

Wealth Management Advisor | Existing HNW Relationships | Planning-Led PlatformBase Salary: $105,000-$110,000 + Bonus + Quarterly IncentivesRole can be based in Massachusetts or New Hampshire, apply to discuss in more detail The OpportunityA leading wealth management platform is seeking an experienced Wealth Management Advisor to join its growing te...

Business Development Associate
Nashville$100,000 - $110,000 USD a year

Business Development Associate - Nashville, TN (Real Assets) Our client is a growing alternative investment manager focused on real assets with several hundred million dollars under management. The firm offers investors access to differentiated investment strategies through a combination of open-ended and closed-end fund structures.As the platform...

Client Services Associate
Chicago$90,000 - $100,000 USD a year

Client Services Associate - Chicago, ILOur client is a growing independent wealth management and family office platform that serves ultra-high-net-worth families, entrepreneurs, and institutional investors. The firm offers access to a broad range of investment solutions, including public markets, private investments, and alternative strategies, whi...

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Wealth Management Analytics Manager
Jersey City$125,000 - $150,000 USD a year

ResponsibilitiesDeliver timely and accurate analytics, reporting, and insights to support sales, distribution, and other key business stakeholders.Leverage data-driven insights and market intelligence to strengthen business partnerships and support strategic initiatives.Fulfill ad hoc research, analysis, and reporting requests by utilizing multiple...

Integration & Operations Specialist
New York$160,000 - $190,000 USD a year

Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...

Partner Wealth Advisor
Greenwich$190,000 - $230,000 USD a year

Our client is a well-established independent investment management firm managing $2bn in assets for high-net-worth individuals, families, and institutions. The firm is seeking a Partner to help drive investment performance, client growth, and the long-term strategic development of the business. ResponsibilitiesManage and grow HNW/UHNW client relati...

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