Professional Wealth Manager
1 week ago
As a Professional Wealth Manager, you will:
- Manage client relationships and provide exceptional service.
- Analyze clients' financial situations and develop tailored investment strategies.
- Stay up-to-date on industry trends and developments.
- Collaborate with cross-functional teams to deliver comprehensive financial solutions.
This is a unique opportunity to join a forward-thinking organization and contribute to its continued success.
Estimated salary: $100,000 - $140,000 per year.
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Wealth Management Professional
2 weeks ago
Stamford, Connecticut, United States Lead Advisor Full timeAre you a driven and results-oriented professional looking for a new opportunity? Do you have a passion for recruiting and sales?We are seeking a wealth management professional to join our team as a recruiter. In this role, you will be responsible for identifying and recruiting top financial advisors to join our firm.**Job Description:**As a recruiter, you...
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Administrative Support Professional
2 weeks ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeAbout the Role We are seeking an experienced Administrative Support Professional to join our team at Hackmann Wealth Partners. As an integral part of our operations, you will provide administrative support to our President and other team members. This role requires a high level of organizational skills, attention to detail, and excellent communication...
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Lead Wealth Management Specialist
2 weeks ago
Stamford, Connecticut, United States New York Life Full timeJob DescriptionNew York Life is seeking an experienced Wealth Management Specialist to join our team. In this role, you'll work closely with clients to understand their financial objectives and provide expert advice on achieving those goals. With your expertise in financial planning, you'll help clients navigate the complex world of investments and make...
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Office Administrator
2 weeks ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeAbout the Company Hackmann Wealth Partners is a Stamford CT-based financial planning firm that offers a unique opportunity to work in a fast-paced, entrepreneurial environment. As an Office Administrator - Financial Services, you will play a vital role in supporting our President and other team members in their daily tasks. Your responsibilities will include...
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Executive Assistant
2 weeks ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeAbout the Job We are looking for an Executive Assistant - Business Operations to join our team at Hackmann Wealth Partners. As an executive assistant, you will provide high-level administrative support to our President and other senior executives. Your responsibilities will include coordinating business travel, managing complex schedules, and preparing...
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Financial Operations Associate
3 weeks ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeHackmann Wealth Partners is a dynamic financial planning firm based in Stamford, CT, seeking a highly skilled Financial Operations Associate to join its team. As an essential member of our team, you will be responsible for providing administrative support, managing daily operations, and ensuring the smooth functioning of our firm.The ideal candidate will...
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Executive Administrative Coordinator
3 weeks ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeHackmann Wealth Partners, a financial planning firm based in Stamford, CT, seeks an Executive Administrative Coordinator to join its team of professionals. The company environment is fast-paced and entrepreneurial, requiring enthusiasm and energy from team members.The ideal candidate will provide high-level administrative support, handling various aspects of...
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Data Implementation Manager
1 week ago
Stamford, Connecticut, United States iCapital Full timeAbout iCapitalWe power the world's alternative investment marketplace, transforming how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time...
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Investment Advisor
2 weeks ago
Stamford, Connecticut, United States New York Life Full timeAbout the RoleWe are looking for an Experienced Financial Advisor to work closely with clients in New York, providing expert guidance on investment strategies and financial planning.Key Responsibilities:Deliver customized financial solutions to clients, addressing their unique needs and goals.Evaluate clients' financial situations to identify areas for...
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Investment Delivery Specialist
2 weeks ago
Stamford, Connecticut, United States iCapital Full timeAbout iCapitalWe are a leading financial technology platform powering the world's alternative investment marketplace. Our innovative solutions have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
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Financial Services Coordinator
7 days ago
Stamford, Connecticut, United States Jefferies Full timeAbout UsWe are a U.S.-headquartered company with international subsidiaries operating in the Americas, Europe and Asia. Our team is dedicated to providing deep sector expertise across a range of products and services, including investment banking, equities, fixed income and asset and wealth management.
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Financial Services Data Analyst
1 week ago
Stamford, Connecticut, United States iCapital Full timeAbout iCapitaliCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform powers the world's alternative investment marketplace, transforming how advisors and wealth management firms evaluate and recommend bespoke public and private market strategies.
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Investment Portfolio Specialist
1 week ago
Stamford, Connecticut, United States iCapital Full timeOverviewiCapital is a leading financial technology platform that powers the alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately $184...
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Senior Tax Leadership Position
4 weeks ago
Stamford, Connecticut, United States RSM US LLP Full timeRSM US LLP, a leading professional services firm, is seeking an experienced Senior Tax Manager to join our team. As a trusted advisor to high-net-worth individuals and families, we are committed to delivering exceptional client service and expertise in tax planning and compliance.Job SummaryWe are looking for a highly skilled and experienced Tax Senior...
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Medical Director of Clinical Excellence
7 days ago
Stamford, Connecticut, United States Envision Physician Services - ANES Full timeUnlock your potential as a clinical leaderIn this critical role, you will have the opportunity to shape the future of our anesthesia department and make a lasting impact on patient care and outcomes. As a seasoned medical director or leader, you will bring a wealth of experience and expertise to the table and work closely with our teams to drive excellence...
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Healthcare Case Manager Professional
1 month ago
Stamford, Connecticut, United States Stamford Health Full timeJob SummaryThe Value-Based Care Manager is responsible for collaborating with the Executive Director of Care Management & Director of Quality to create and implement strategic plans for value-based care management programs. This includes coordinating patient care, instituting appropriate interventions for high-risk patients, assessing plans, evaluating...
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Database Administration Assistant
7 days ago
Stamford, Connecticut, United States iCapital Full timeiCapital - Where Innovation Meets ExcellenceiCapital is revolutionizing the alternative investment marketplace with its groundbreaking financial technology platform. Our mission is to empower advisors, wealth management firms, and asset managers to make informed decisions about bespoke public and private market strategies for their high-net-worth...
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Financial Applications Lead
1 week ago
Stamford, Connecticut, United States iCapital Full timeAbout the JobWe are seeking an experienced Client Delivery Team Lead to join our Data Solutions team. This role will be responsible for setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and helping with ad-hoc tasks.Key ResponsibilitiesFinancial Reporting and Data Aggregation tools:Analyze...
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Site Management Professional
1 week ago
Stamford, Connecticut, United States Guiltec Development LLC Full timeAbout Guiltec Development LLCGUILTEC DEVELOPMENT LLC is a leading custom home builder based in Stamford, CT. Our company operates throughout Lower Fairfield County in Connecticut and Westchester County in New York, delivering high-quality construction services to discerning clients.Role RequirementsOversight of new construction and renovation...
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Financial Data Processor
2 weeks ago
Stamford, Connecticut, United States iCapital Full timeiCapital OverviewiCapital empowers the world's alternative investment marketplace through its cutting-edge financial technology platform. Our innovative solutions have transformed how advisors, wealth management firms, and asset managers evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Our commitment to...