Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers dependent care
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Provides family medical leave
Offers generous parental leave
Offers employee discounts
Company Culture
Provides commuter benefits
Offers legal assistance
Provides a mobile phone discount
Career Growth + Development
Provides customized development tracks
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid sick days
Provides military leave
Provides paid holidays
Provides bereavement leave
Offers an Employee Assistance Program (EAP)
Recently posted jobs
Financial Services
Review and approve marketing and advertising materials for proprietary and third-party funds and advisory programs to ensure FINRA and SEC compliance; draft disclosures; submit materials to FINRA and manage correspondence; advise broker-dealer and investment advisers on marketing issues; assist with preparation and amendments of Form ADV filings.
Financial Services
Support daily New Accounts operations: review and code DocuSign account documents, update institutional settlement instructions, back up W-8/W-9 coding, provide client service escalation, coach junior staff, support senior team members, and perform other assigned tasks to ensure accurate account openings and maintenance.
Financial Services
Perform AML investigations for retail and institutional accounts: gather transactional data, analyze trends and typologies, conduct high-risk account reviews, prepare SARs, clear alerts, and report findings with recommendations to management. Use Excel/VBA/SQL and AML surveillance tools; collaborate across AML Compliance and business teams.
