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Partner Wealth Advisor
Our client is a well-established independent investment management firm managing $2bn in assets for high-net-worth individuals, families, and institutions. The firm is seeking a Partner to help drive investment performance, client growth, and the long-term strategic development of the business. ResponsibilitiesManage and grow HNW/UHNW client relati...
Associate
Investment AssociateNew York, NY About the OpportunityA leading long-term investment platform is seeking an Investment Associate to join its growing team in New York. The firm focuses on acquiring and building software and technology-enabled businesses through a patient ownership model that emphasizes operational improvement, strategic growth, and ...
Private Credit Secondaries Analyst/Senior Analyst
About the jobPosition OverviewWe are partnering with a private credit secondaries firm in New York City that is looking to add a talented investment professional to its growing team. The firm invests across private credit secondaries, co‑investments, fund‑of‑funds strategies, and direct investments (both credit and equity), and currently manages ap...
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Investment Banking Managing Director
Position OverviewA rapidly growing middle-market investment banking platform is seeking a relationship-driven Managing Director to originate and lead M&A and capital markets engagements across a variety of industries. This individual will be responsible for developing new client relationships, sourcing transaction opportunities, advising business o...
Associate, Marketing Copywriter
Associate, Marketing Content (Annuities & Retirement Solutions)Are you an experienced insurance copywriter, financial content strategist, or annuity marketing professional looking to make a bigger impact? Join a leading global investment firm and help shape the messaging behind innovative retirement and wealth solutions used by financial profession...
Regional Sales Manager New York
As a Regional Sales Manager, you will play a key role in expanding agency distribution partnerships and driving growth in strategic markets throughout the Northeast. This position is responsible for developing and managing agency relationships, executing market expansion initiatives, identifying new business opportunities, and serving as a critical...