Top Tech Jobs & Startup Jobs in NYC, NY

The Regional Vice President develops business with custodial partners, manages relationships, educates clients on financial planning, and closes new business opportunities.

The Seasonal Tax Operations Administrator will support tax operations by engaging with clients, managing workflows, and improving processes while ensuring high satisfaction levels for all stakeholders.

Lead and execute risk-based internal audits, provide advisory support to business units, and communicate audit findings and recommendations.

The Client Onboarding Specialist supports new client account onboarding by completing paperwork, tracking accounts, and ensuring compliance with internal policies while building strong relationships with advisor teams.

The Data Analyst will manage and analyze advisor compensation data, develop reports, ensure data quality, and support decision-making through predictive analytics and data relationships.

Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.

The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.

The Senior Client Advisor manages strategy-only client relationships, providing personalized investment recommendations, converting clients to full wealth management, and enhancing client experiences.

The Operations Specialist supports operational excellence, resolves client issues, manages departmental tasks, and assists with data analysis and reporting.

The Advisor Marketing Specialist collaborates with advisor teams to create and execute marketing strategies aimed at driving growth, conducting campaign planning, and managing marketing initiatives across various channels including email, social media, and events.