Wealth Management Jobs
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Private Wealth Operations Analyst
A top hedge fund in Boston ($12 bil AUM) is looking to bring on a new Investment Operations Analyst (Private Wealth) to their team. You will be responsible for all operations related to financial reports and data related to partner investments. Responsibilities:Prepare cash flow and net worth financial statements for partners (HNW individuals)Recon...
Client Services Associate
Job Title: Client Services AssociateLocation (Hybrid): New York, NYJob Type: Full-timeCompensation: $105,000 - $115,000 base salary + discretionary bonusAbout Our Client:Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive ra...
Business Development Associate
Title: Business Development Associate Company Summary: We are currently partnered with a Growth-Equity backed Wealth Management firm looking to add on talent at the Associate level to their Business Development team within Healthcare. This candidate will have the opportunity to work directly with senior leadership to gain hands on learning and deve...
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M&A Business Development Associate
Title: M&A Business Development Associate Company Summary: We are working with a top tier Growth Equity backed Wealth Management firm that is looking to add a M&A Business Development Associate to their growing team. You will have the opportunity to identify potential acquisition targets, source & screen deals, support the Corporate Development fun...
M&A Business Development Associate
Title: M&A Business Development Associate Company Summary: We are working with a top tier Growth Equity backed Wealth Management firm that is looking to add a M&A Business Development Associate to their growing team. You will have the opportunity to identify potential acquisition targets, source & screen deals, support the Corporate Development fun...
Client Services Vice President
Title: Client Services VPLocation (Hybrid): New York, NYEmployment Type: Full-timeSalary: $110,000 - $150,000 base salary + discretionary bonusAbout the CompanyWe are currently representing a private firm that is looking to add headcount to their client services team and is dedicated to providing top-tier wealth management solutions for high-net-wo...