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With ongoing growth across multiple groups, they eagerly seek an experienced accountant to join their team and contribute to the third line of defense for their Asset Management business, covering RIA and Broker-Dealer activities.
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This position is in CIM’s New York office and will report to the National Sales Manager of the RIA/FO Channel. Experience working with large RIA firms and Family Offices in alternative investments is preferred.
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Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to millions of customers along with currency exchange, mobile top-up, bill payment and check cashing services, offering a reliable omnichannel experience.
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Must be able to identify the various types of commissions being reported (regular, 12b-1’s and mixed transactions) and product types (mutual fund, variable annuity, variable life, brokerage and RIA business.
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Serve as an RIA specialist when existing clients transition to, or establish their own, RIA, partnering with B/D counterparts. Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA.
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Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. We are looking for a highly skilled and dynamic Managing Director to lead our Debt Capital Markets (DCM) team.
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Experience with RIA Checkpoint and BNA. Experience with RIA Checkpoint and BNA. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Work experience with CCH Axcess tax software and other related tax technologies including RIA Checkpoint and BNA. Work experience with CCH Axcess tax software and other related tax technologies including RIA Checkpoint and BNA.
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Established Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations Associate to work closely with custodial liaisons and handle custodian related matters.
$80,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader. Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
$161,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Existing relationships with RIA, financial advisors, and institutions in the Midwest territory. BondBloxx Investment Management Corp. is the first ETF issuer focused solely on addressing the needs of fixed income investors.
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FINRA Series 7 and 63 (or 66) certifications. As a Regional Director (Northeast) at Allspring Global Investments, you will have the opportunity to drive sales and make a significant impact. Achieve top-tier market share at the territory level, focusing on our key RIAs and products.
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The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint. The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.
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Minimum of 2 years of design and coding skills in JSP, RIA, or SQL. Must have Salesforce developer/admin certification with 3+ years of development experience with Apex, VisualForce, Force.com and Angular JS.
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Client is a well-established, profitable, Registered Investment Advisor and Asset Manager with a global pressence.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated Today
ria job in New York, NY
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