Top Tech Jobs & Startup Jobs in NYC, NY

Initiate high-volume outbound calls to recruit experienced financial advisors, qualify prospects, recommend affiliation options, set meetings for recruiters, follow up and collaborate throughout the recruiting process, cultivate recruiting partner relationships, and contribute to business development and team sales goals. Eligible for commission in addition to base salary.

The AMP program trains new Financial Advisors in client relationship management, investment recommendations, and developing business. Advisors must meet production goals while obtaining necessary licenses.

Lead design, delivery, and support of risk data, reporting, and analytics solutions. Partner with stakeholders to improve risk measurement, data governance, automation, and reporting. Manage roadmaps, backlogs, documentation, observability, and a team delivering analytics, dashboards, and decision-support for regulatory, audit, and executive audiences.

Advise financial advisors on custom fixed-income portfolios for high-net-worth clients, constructing CUSIP-level municipal and taxable bond allocations, assessing credit/duration/reinvestment risk, producing market commentary, supporting advisor recruitment, and presenting strategies via phone, Zoom, and in-person meetings.

The Experience Analyst supports strategic initiatives across the Investment Bank by enhancing client and employee experiences through analysis, reporting, and collaboration across various functions.

The Senior Investment/Portfolio Analyst analyzes portfolio analytics, supports financial advisors, prepares presentations, conducts research, and manages client relationships.

Lead Workday governance, roadmap, and end-to-end delivery of HR system enhancements. Combine project management and business analysis to elicit requirements, design Workday solutions, manage risks, coordinate testing and deployment, and drive stakeholder alignment and adoption across HR, IT, and business partners.