Top Tech Jobs & Startup Jobs in NYC, NY

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Advisor Team Communications Lead manages advisor communications, develops strategies, creates content, and coordinates between departments to enhance advisor effectiveness and engagement.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

The Sr. Development Manager oversees development resources, ensures alignment with technology strategies, drives innovative solutions on platforms, and leads and mentors developers.