A Best-Of-All-Worlds Model

Careers at Steward Partners

Full-Service Independence with
Equity Upside

Location: Paramus, NJ

Client Administrative Manager

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Location: Paramus, NJ. This is an in-office position on a full-time basis.

Junior Investment Analyst

The Junior Investment Analyst will work as an integral member of the Financial Advisor team, supporting investment research initiatives and portfolio management activities. This role involves analyzing financial data, conducting market research, and utilizing analytical tools including AI-driven platforms to evaluate securities and monitor market trends. Working closely with Financial Advisors, this position assists in client portfolio construction, performance analysis, and investment presentations while ensuring adherence to regulatory requirements and investment policies.

Location: Hybrid - Florham Park, NJ

Infrastructure Engineer

We are seeking a skilled Infrastructure Engineer to manage and support our office networking, help desk operations, security administration, email security, and IT Service Management (ITSM). This role is essential in ensuring smooth IT operations, providing technical support to employees, and maintaining robust security measures, including email spam filtering and Data Loss Prevention (DLP). The ideal candidate will have experience in ITSM processes, network administration, troubleshooting hardware/software issues, and implementing security best practices.

Location: Flexible across Steward Partners network of offices, hybrid and remote options

Deputy General Counsel

Reporting to the Head of Strategic Initiatives and Chief Legal Officer (“CLO”), the Deputy General Counsel will serve as a key senior member of the legal team, playing a crucial role in shaping and overseeing the Firm’s legal strategies and operations. This role requires a strong understanding of diverse legal disciplines, including corporate law, regulatory compliance, litigation management, employment law, real estate law, and vendor contracting and management, among others. Working closely with and supporting the CLO, this senior role involves providing sound legal advice, implementing best practices, and mitigating risks while upholding the highest ethical standards. Additionally, the Deputy General Counsel will serve as a trusted advisor to senior management and cross-functional departments, ensuring that the Firm’s business objectives align with relevant legal requirements and fostering a culture of transparency and accountability. With responsibilities ranging from managing transactions to negotiating key contracts, the role requires exceptional analytical skills, strategic thinking, and the ability to navigate complex legal landscapes adeptly. The ideal candidate will have 10-15 years of relevant experience, with substantial exposure to a wide range of corporate and related matters and a proven track record of leading complex transactions in the wealth management industry.

Location: Remote

Product Manager – Wealth Management Solutions

The Product Manager for Wealth Management Solutions will be responsible for helping to define and execute on our strategy for supporting a range of Wealth Management initiatives in a collaborative, team-based structure. Specific responsibilities may include one or more of the following: financial planning, retirement plan consulting, wealth planning, and traditional investment products (e.g., mutual funds, ETFs, closed-end funds); the specific set of responsibilities will be crafted to meet the strengths of the best candidate. The position will collaborate with other members of the Steward Partners home office team (particularly operations and legal/compliance), interface with key resources at our custodians and vendors, and work with our wealth managers on how to properly implement these products and solutions for the benefit of our clients.

Location: Boston, MA

Financial Advisor

Joining an existing Steward Partners Financial Advisor team, the Financial Advisor will play a key role in driving business development, asset acquisition, and revenue growth. Supporting business development, the Financial Advisor will leverage their network, knowledge, and experience to build new client relationships and identify new business opportunities. This individual will be responsible for developing customized financial plans, advising clients on tax and investment strategies, and ensuring that clients’ financial strategies align with their long-term goals.