Top Tech Jobs & Startup Jobs in NYC, NY

The Regional Supervisory Principal supervises representatives to ensure compliance with regulations, conducts audits, and promotes adherence to policies.

Lead multi-channel demand generation and digital acquisition for wealth marketing. Develop ABM-style B2C acquisition campaigns, own measurement and testing frameworks, partner with Analytics/CRM to build segmentation and propensity models, optimize media mix and funnel conversion, manage cross-functional stakeholders, and mentor marketing team members.

Provide in-person and virtual financial planning and product advice to retirement plan participants and institutional sponsors; educate and execute transactions for annuities, IRAs, mutual funds, insurance; build client relationships, collaborate across teams, and obtain required licenses within 120 days.

Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.

The Financial Consultant provides financial counseling and planning advice, assists with product purchases, and ensures client satisfaction through communication and strategic solutions.