Top Tech Jobs & Startup Jobs in NYC, NY

The Client Services Representative supports Financial Advisors by managing client paperwork, processing transactions, maintaining relationships, and ensuring excellent customer service. This role involves communication with clients and Advisors, preparing materials for meetings, and organizing client events.

The Wealth Management Consultant builds and manages relationships with Tier 2 advisors, driving engagement and satisfaction through Cetera's growth tools and support.

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

The Compliance Analyst will ensure all retail communication complies with laws and regulations, manage reviews and correspondence with regulatory bodies, and maintain compliance documentation.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.

As a Senior Compliance Analyst, you will review retail communication for compliance with laws and firm policies, manage internal compliance materials, and assist other analysts while meeting tight deadlines.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.

As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.

The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.