10+ YOEClient relationship management experience; strong communication; time management; FINRA licenses; 10 years financial services; proficient in MS Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
alooola: Specialized wealth management and retirement planning for medical professionals.
Experience selling to small/mid-size businesses and managing client relationships, retirement plan (401k) expertise preferred, consultative sales, CRM usage, able to travel ~20%, Series 65 preferred.
RFA: Managed IT and cybersecurity services for financial investment firms.
Experience in technical account/client management, project management, consultative sales, strong communication, Microsoft Office proficiency, and knowledge of cloud/storage/infrastructure technologies.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Experience in client/account management, strong communication, analytical skills, cross-functional coordination, and proficiency with Microsoft 365 and CRM/ERP systems; college degree preferred.
Microsoft 365, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, CRM, ERP
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yrOnsiteFull Time
Honest Networks: Provides high-speed gigabit internet services to residential buildings.
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required (graduate preferred).Series 65 must be obtained per offer; CFP preferred. Proven client relationship, practice management, sales and leadership ability with strong judgment and communication.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth: Provides science and engineering consulting for infrastructure and manufacturing projects.
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
Experience in hedge fund services or alternative investments, strong client relationship and communication skills, knowledge of fund operations and service delivery; bachelor’s required, master’s preferred.
Strive2Move: Specialized chiropractic treatments and movement-based rehabilitation for athletes.
0+ YOEAdministrative and customer service experience; interest in health and fitness; strong time management, organizational, and communication skills; comfortable with remote work; proficient with computers.
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
3+ YOEBachelor's in commerce/economics/business administration, 3+ years managing complex financial institution client relationships; knowledge of regulatory frameworks, product sales, credit and financial crime risk, and training junior staff.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent experience; experience with equity compensation plans and relationship management; strong analytical, consultative and communication skills; experience collaborating across teams; willingness to travel up to 10%.
Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien
$72k-$120k/yrHybridFull Time
Lawley: Provides insurance brokerage, employee benefits, and risk management consulting.
6+ YOE6+ years insurance/project management experience, life accident and health license, bachelor’s degree preferred, proficiency in Microsoft Excel, strong communication and leadership skills.
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's or equivalent experience; active Series 7 and Series 63; Series 9/10 (or 8) obtainable within 90 days; 3+ years customer service and 3-5 years financial services experience; strong communication and financial acumen.
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
Managing Director, Client Relationship Manager (NYC Wires), Global Wealth
New York, New York, United States
$300k/yrFieldFull Time
The Carlyle GroupNasdaq: CG: Global investment firm managing assets across multiple strategies.
10+ YOECollege degree, FINRA Series 7 and 63, 10+ years sales experience in financial services with bank/wire relationships, territory management, strong communication and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, DealCloud
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
3+ YOE3+ years experience; high school diploma or equivalent; knowledge of financial products, account management, compliance, and relationship building; detail-oriented and client-focused.
Design Bridge and PartnersLondon Stock Exchange: WPP: Provides brand strategy and creative design services for businesses.
Proven track record supporting complex brand and design projects, strong project management and commercial acumen, consultative client relationship skills, and ability to meet deadlines and budgets while maintaining creative standards.