Wealth Management & Private Banking Jobs
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Business Development Associate
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
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...
Wealth Management Analytics Manager
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...
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Integration & Operations Specialist
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
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...
FIX Connectivity Engineer
Key ResponsibilitiesBuild, configure, and maintain FIX connections with clients, brokers, exchanges, and trading systemsOversee the full onboarding process, including requirements gathering, session setup, certification, and production deploymentInvestigate and resolve issues within FIX message flows such as order submissions, cancellations, execut...
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