Top Tech Jobs & Startup Jobs in NYC, NY

The Director of Investments oversees investment strategies for clients, collaborating with Financial Advisors to ensure effective asset management and reporting.

Client Relationship Analysts support Financial Advisors by managing client relationships, executing transactions, and providing administrative support to enhance client engagement and satisfaction.

Lead and optimize equities, options, fractional shares and lending trading operations. Oversee policies, risk controls, P&L, partner with internal/external teams, drive strategic initiatives, and scale fractional shares business while coordinating Legal, Compliance, Risk, IT, Finance and sales partners.

This role involves designing, implementing, and managing cryptographic solutions, including PKI and HSM, ensuring security compliance and operational effectiveness.

The VP will lead digital asset initiatives within Wealth Management, focusing on strategy, execution, and stakeholder management, ensuring alignment with regulatory frameworks.

Support Institutional Portfolio Managers on Mortgage & Securitized strategies by monitoring markets, drafting client materials and commentary, preparing meeting/RFP content, performing competitor analysis, managing performance and attribution data, coordinating with cross-functional teams, and assisting consultant/client requests and account onboarding/reporting.

Support deal teams on secondary private equity investments by sourcing opportunities, performing diligence, constructing financial and LBO models, preparing valuation and return analyses, creating marketing materials, and contributing to cross-functional strategic initiatives and portfolio monitoring.

The Vice President will manage state and local tax compliance and reporting, oversee tax strategies, and liaise with internal teams and external partners.

Provide financial analysis, reporting, and automation for Wealth Management Advisor Channel. Produce and present analyses, maintain branch reporting, collaborate cross-functionally, respond to field inquiries, and deliver ad hoc and recurring reports to support business strategy and transparency.

Provide legal advice on structuring, distributing, marketing, diligence and ongoing support for alternative investment and private markets products. Review offering documents, negotiate distribution and client account agreements, manage outside counsel, advise on co-investments, secondaries and direct private securities, interpret securities laws and regulatory requirements, and support fund launches, regulatory inquiries, and cross-functional projects.