A Best-Of-All-Worlds Model

Careers at Steward Partners

Full-Service Independence with
Equity Upside

 

Location: Tri State Area - Hybrid

Financial Reporting & Technical GAAP Accountant

The Financial Reporting & Technical GAAP Accountant will use their accounting knowledge and technical skills to assist the firm with respect to the interpretation of complex accounting rules and standards, accounting for complex business transactions, including acquisitions and business combinations, and the management and oversight of all revenue recognition, lease accounting, and equity-related accounting matters. The role requires a deep understanding of US GAAP accounting principles and disclosure matters and the ability to effectively communicate complex concepts to various stakeholders, including our external auditors.

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Location: Portland, OR

Client Onboarding Specialist

The Client Onboarding Specialist is an integral part of the team that supports newly hired Financial Advisors transition client relationships, setting up accounts, and supporting documents. This hands-on role leverages strong data management skills, attention to detail along with high levels of client service and the ability to problem solve and work as part of a team.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.

Position Overview:

The Client Onboarding Specialist is an integral part of the team that supports newly hired Financial Advisors transition client relationships, setting up accounts, and supporting documents. This hands-on role leverages strong data management skills, attention to detail along with high levels of client service and the ability to problem solve and work as part of a team.

Duties and Responsibilities:

  • Establishes new client accounts by utilizing industry registration requirements.
  • Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.
  • Reviews standard issues, analyzes and interprets data and determines appropriate account type.
  • Prepares supporting documents based on client profiles.
  • Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.
  • Contributes to department projects, documentation, general analysis and testing as needed.
  • Participates in a high learning culture where on-the-job training is prevalent.
  • Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
  • Assists other areas of the department with various functions when volume is high.
  • May be required to assist with after-hour account opening.
  • Performs other duties and responsibilities as assigned.

Skills, Experience & Qualifications:

  • High School Degree or equivalent with at least two (2) years of customer service experience.
  • Experience in a contact center environment and college degree preferred.
  • Basic customer operations and the financial industry.
  • Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
  • Strong interpersonal and communication (written and verbal) and the ability to interact with all levels of the organization including financial advisors and their team members
  • Identifying and resolving operational issues.
  • Numerical aptitude and critical thinking sufficient to solve operational problems.
  • Analyzing operational processes and identifying opportunities for improvement.
  • Organize and prioritize workload to meet deadlines
  • Work constructively under stress and pressure when faced with high volume and deadlines.
  • Use good judgment in responding to a variety of client issues.
  • Competently analyze and prioritize information to make appropriate recommendations
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
  • Participate in on-the-job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts.

Location:
Portland, OR

Status:
Non-exempt

Travel Required:
None

For additional information or to submit a resume, please contact:
Jamie Saroka
jamie.saroka@stewardpartners.com

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Location: Hybrid or Remote

Director of FP&A

The Director of Financial Planning & Analysis (FP&A) will lead and grow a team to manage the operational and financial health of our business and help chart its future direction. The Director will work closely and productively with senior finance leaders and executive management to influence, refine, and implement strategy. The ideal candidate is a self-starter and entrepreneurial-minded individual who has a strong technical background and sharp focus on execution.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Director of Financial Planning & Analysis (FP&A) will lead and grow a team to manage the operational and financial health of our business and help chart its future direction. The Director will work closely and productively with senior finance leaders and executive management to influence, refine, and implement strategy. The ideal candidate is a self-starter and entrepreneurial-minded individual who has a strong technical background and sharp focus on execution.

This role, reporting to the Head of FP&A, plays a key leadership role within the FP&A function at Steward and will be responsible for building and developing the practice as the Firm continues to scale. In this role, the Director of FP&A will drive high-impact strategic and operational initiatives, create & lead the development of management and board reporting, and facilitate the growth of our financial & business planning processes. This position will also take primary responsibility for the Firm’s financial model, annual budget process, and analytical functions.

Duties and Responsibilities:

  • Work directly with senior finance leaders to manage the company's operational finance functions, including financial planning and a range of strategic financial matters
  • Serve as a key business partner and contributor to growth strategies, tactics, and mid- and long-range planning
  • Be a critical thought partner for the broader business and drive informed decision-making through sound financial management
  • Plan, coordinate, and execute the annual and long-term budgeting and planning processes
  • Support executive team in the preparation of presentations for internal and external stakeholders including board of directors, investors, and lenders
  • Own the preparation of our monthly financial results reporting and analysis and drive
  • improvement in reporting processes and analytical depth
  • Oversee, direct, and organize the work of junior and mid-level FP&A team, ensuring staff members receive appropriate training, development, mentorship, and performance management
  • Provide analyses and recommendations on financial and operational metrics to executive management to support decision making
  • Support the Firm’s Divisional Presidents to evaluate recruiting opportunities
  • Develop and maintain financial reporting systems, ensuring the efficient day-to-day operation of the FP&A activities through the development and management of all internal and external financial reports, forecasts, budgets, and mid and long-range plans
  • Be a critical thought partner / avid consumer for the build out of our enterprise data warehouse

Skills, Experience & Qualifications:

  • Demonstrated educational success at a reputable university
  • M.B.A. or master's degree in finance is a plus
  • 7 to 10+ years of hands-on experience in a financial management and operations function at a fast-growing company
  • At least five years’ of wealth management industry experience (broker-dealer and/or RIA experience a plus)
  • Broad working knowledge and in-depth understanding of ERP systems, BI tools, and analytical systems (e.g., Tableau, Alteryx, etc.)
  • Prior experience in an FP&A leadership role, and comfortable being “hands on” when/as necessary.
  • Demonstrated track record of as a high performing executor who can communicate problems and their solutions effectively
  • Ability to take high-level strategic perspectives while not being afraid to delve into the details of specific analyses
  • Ability to interact with and influence people at all levels of an organization
  • High degree of financial and analytical process leadership and business acumen
  • Excellent financial modeling and analytical skills combined with strong attention to detail
  • Experience building an enterprise or finance data warehouse
  • Ability to present complex information in a usable format to a diverse audience
  • Experience establishing, implementing, and adhering to process improvement initiatives within a high-growth environment
  • Comfortable multi-tasking as necessary; able to thrive in a fast-paced, entrepreneurial environment with the feel of a start-up

Location:
Flexible, with a preference for tri-state area or Los Angeles, CA, but can be a remote or hybrid position.

For additional information or to submit a resume, please contact:
Jennifer Daley
Jennifer.daley@stewardpartners.com

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Location: Hybrid – Florham Park, NJ

Director of Data Engineering

The Director of Data Engineering will lead the data engineering team and oversee the design, implementation, and management of our data infrastructure on the Azure platform. This role requires a strategic thinker with deep technical expertise and strong leadership capabilities to drive the evolution of our data capabilities and support our business objectives. This position will play a critical role in ensuring the accuracy, integrity, security, and accessibility of data assets, and will collaborate with various teams to support data-driven decision-making and operational efficiency.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Director of Data Engineering will lead the data engineering team and oversee the design, implementation, and management of our data infrastructure on the Azure platform.This role requires a strategic thinker with deep technical expertise and strong leadership capabilities to drive the evolution of our data capabilities and support our business objectives. This position will play a critical role in ensuring the accuracy, integrity, security, and accessibility of data assets, and will collaborate with various teams to support data-driven decision-making and operational efficiency.

Duties and Responsibilities:

  • Leadership and Strategy:
    • Develop and execute the data engineering strategy aligned with the company's business goals.
    • Lead, mentor, and develop a high-performing data engineering team.
    • Collaborate with executive leadership to define and prioritize data initiatives.
  • Data Architecture and Engineering:
    • Design and implement scalable, reliable, and secure data architectures on Azure.
    • Oversee the development and maintenance of data pipelines, ETL processes, and data integration workflows.
    • Ensure best practices in data modeling, warehousing, and data management.
  • Azure Expertise:
    • Leverage Azure data services, including Azure SQL Database, Azure Data Factory, Azure Synapse Analytics, and Azure Databricks.
    • Optimize the use of Azure resources for performance, cost-efficiency, and scalability.
    • Stay current with the latest Azure technologies and incorporate relevant advancements into the data strategy.
  • Data Quality and Governance:
    • Implement data governance policies and practices to ensure data accuracy, consistency, and security.
    • Monitor and improve data quality through robust validation and monitoring processes.
  • Collaboration and Communication:
    • Work closely with data scientists, analysts, and business stakeholders to understand data requirements and deliver solutions.
    • Communicate complex technical concepts to non-technical stakeholders effectively.
  • Project Management:
    • Manage data engineering projects, including timelines, budgets, and resource allocation.
    • Ensure timely delivery of high-quality data solutions.

Skills, Experience & Qualifications:

  • Bachelor's or Master’s degree in a relevant field (e.g., Computer Science, Information Management, Data Science).
  • 10+ years of experience in data engineering, with a significant focus on Azure.
  • Proven track record of leading and managing data engineering teams.
  • Extensive experience with Azure data services and cloud architecture.
  • Proficiency in SQL, Python, and other relevant programming languages.
  • Strong knowledge of data warehousing, ETL processes, and data integration.
  • Experience with big data technologies and frameworks.
  • Exceptional leadership, team-building, and mentoring skills.
  • Strong strategic thinking and problem-solving abilities.
  • Excellent communication and collaboration skills.

Preferred Qualifications:

  • Certifications in Azure data services or cloud architecture.
  • Experience with machine learning and AI integrations.
  • Knowledge of data security and compliance standards.

Reports To:

  • Head of Data

Location:
Hybrid – Florham Park, NJ

For additional information or to submit a resume, please contact:
Jennifer Daley
Jennifer.daley@stewardpartners.com

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Financial Reporting & Technical GAAP Accountant

Location: Tri State Area - Hybrid

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service, leading independent private financial services firm with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional, and multigenerational investors. We deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Financial Reporting & Technical GAAP Accountant will use their accounting knowledge and technical skills to assist the firm with respect to the interpretation of complex accounting rules and standards, accounting for complex business transactions, including acquisitions and business combinations, and the management and oversight of all revenue recognition, lease accounting, and equity-related accounting matters. The role requires a deep understanding of US GAAP accounting principles and disclosure matters and the ability to effectively communicate complex concepts to various stakeholders, including our external auditors.

Duties and Responsibilities:

  • Proactively analyze new and proposed accounting standards to determine the impact on the firm and assist in assessing and implementing new accounting standards as required.
  • Research technical accounting guidance and prepare/update accounting memos as needed.
  • Stay current on changes to accounting standards and regulatory requirements and assist with developing accounting policies and procedures as needed.
  • Assist with preparing the financial statements for internal and external purposes, including detailed financial reports.
  • Support financial audits by preparing audit requests, compiling technical accounting assessments, preparing disclosures, and maintaining audit tracker reports.
  • Create, maintain, and update accounting policies & procedures to ensure compliance with applicable PCAOB and GAAP disclosure requirements.
  • Perform business combination accounting, allocation of purchase price analysis, and valuation analysis of identifiable intangible assets, including working with and checking the work performed by valuation specialists, to ensure amounts are recorded and presented in accordance with US GAAP and firm policies.
  • Prepare journal entries with sufficient supporting documentation to substantiate the entries and ensure purchase price allocation is appropriately allocated for M&A transactions.
  • Track and maintain the equity issued by the firm in a third-party application for all issuances, terminations, and buybacks.
  • Amortization entries associated with the issuance of profit interests, capital interests, and all other classes of legal equity that the firm issued.
  • Work cross-functionally across the business to foresee potential accounting issues and recommend practical solutions for contemplated business transactions.

Skills, Experience & Qualifications:

  • Bachelor’s degree with a major in accounting
  • CPA required
  • 5+ years of public accounting or public/private experience
  • 3+ years of relevant technical GAAP and PCAOB accounting experience
  • Has experience with direct integration after M&A, is Entrepreneurial minded and wants to be part of the growth of a fast-growing platform
  • Ability to understand, analyze, and summarize complex financial data in a clear, concise manner
  • Ability to determine the business impact of accounting guidance and translate it into operational and reporting outcomes
  • Hands-on orientation with the ability to work through others and juggle priorities and project management efforts across an organization.
  • Excellent communication and interpersonal skills, building and maintaining relationships with internal and external stakeholders.
  • High level of integrity, confidentiality, accountability, and interpersonal skills.
  • Strong intellectual horsepower and a fact-based approach to analyzing business problems and opportunities.

Status: Exempt

Reports To: Controller

Location:
Flexible, with a preference for New York or the tri-state area, but can be a remote or hybrid position.

For additional information or to submit a resume, please contact:
Jennifer Daley
Jennifer.daley@stewardpartners.com

Director of FP&A

Location: Hybrid or Remote

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Director of Financial Planning & Analysis (FP&A) will lead and grow a team to manage the operational and financial health of our business and help chart its future direction. The Director will work closely and productively with senior finance leaders and executive management to influence, refine, and implement strategy. The ideal candidate is a self-starter and entrepreneurial-minded individual who has a strong technical background and sharp focus on execution.

This role, reporting to the Head of FP&A, plays a key leadership role within the FP&A function at Steward and will be responsible for building and developing the practice as the Firm continues to scale. In this role, the Director of FP&A will drive high-impact strategic and operational initiatives, create & lead the development of management and board reporting, and facilitate the growth of our financial & business planning processes. This position will also take primary responsibility for the Firm’s financial model, annual budget process, and analytical functions.

Duties and Responsibilities:

  • Work directly with senior finance leaders to manage the company's operational finance functions, including financial planning and a range of strategic financial matters
  • Serve as a key business partner and contributor to growth strategies, tactics, and mid- and long-range planning
  • Be a critical thought partner for the broader business and drive informed decision-making through sound financial management
  • Plan, coordinate, and execute the annual and long-term budgeting and planning processes
  • Support executive team in the preparation of presentations for internal and external stakeholders including board of directors, investors, and lenders
  • Own the preparation of our monthly financial results reporting and analysis and drive
  • improvement in reporting processes and analytical depth
  • Oversee, direct, and organize the work of junior and mid-level FP&A team, ensuring staff members receive appropriate training, development, mentorship, and performance management
  • Provide analyses and recommendations on financial and operational metrics to executive management to support decision making
  • Support the Firm’s Divisional Presidents to evaluate recruiting opportunities
  • Develop and maintain financial reporting systems, ensuring the efficient day-to-day operation of the FP&A activities through the development and management of all internal and external financial reports, forecasts, budgets, and mid and long-range plans
  • Be a critical thought partner / avid consumer for the build out of our enterprise data warehouse

Skills, Experience & Qualifications:

  • Demonstrated educational success at a reputable university
  • M.B.A. or master's degree in finance is a plus
  • 7 to 10+ years of hands-on experience in a financial management and operations function at a fast-growing company
  • At least five years’ of wealth management industry experience (broker-dealer and/or RIA experience a plus)
  • Broad working knowledge and in-depth understanding of ERP systems, BI tools, and analytical systems (e.g., Tableau, Alteryx, etc.)
  • Prior experience in an FP&A leadership role, and comfortable being “hands on” when/as necessary.
  • Demonstrated track record of as a high performing executor who can communicate problems and their solutions effectively
  • Ability to take high-level strategic perspectives while not being afraid to delve into the details of specific analyses
  • Ability to interact with and influence people at all levels of an organization
  • High degree of financial and analytical process leadership and business acumen
  • Excellent financial modeling and analytical skills combined with strong attention to detail
  • Experience building an enterprise or finance data warehouse
  • Ability to present complex information in a usable format to a diverse audience
  • Experience establishing, implementing, and adhering to process improvement initiatives within a high-growth environment
  • Comfortable multi-tasking as necessary; able to thrive in a fast-paced, entrepreneurial environment with the feel of a start-up

Location:
Flexible, with a preference for tri-state area or Los Angeles, CA, but can be a remote or hybrid position.

For additional information or to submit a resume, please contact:
Jennifer Daley
Jennifer.daley@stewardpartners.com

Director of Data Engineering

Location: Hybrid – Florham Park, NJ

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Director of Data Engineering will lead the data engineering team and oversee the design, implementation, and management of our data infrastructure on the Azure platform.This role requires a strategic thinker with deep technical expertise and strong leadership capabilities to drive the evolution of our data capabilities and support our business objectives. This position will play a critical role in ensuring the accuracy, integrity, security, and accessibility of data assets, and will collaborate with various teams to support data-driven decision-making and operational efficiency.

Duties and Responsibilities:

  • Leadership and Strategy:
    • Develop and execute the data engineering strategy aligned with the company's business goals.
    • Lead, mentor, and develop a high-performing data engineering team.
    • Collaborate with executive leadership to define and prioritize data initiatives.
  • Data Architecture and Engineering:
    • Design and implement scalable, reliable, and secure data architectures on Azure.
    • Oversee the development and maintenance of data pipelines, ETL processes, and data integration workflows.
    • Ensure best practices in data modeling, warehousing, and data management.
  • Azure Expertise:
    • Leverage Azure data services, including Azure SQL Database, Azure Data Factory, Azure Synapse Analytics, and Azure Databricks.
    • Optimize the use of Azure resources for performance, cost-efficiency, and scalability.
    • Stay current with the latest Azure technologies and incorporate relevant advancements into the data strategy.
  • Data Quality and Governance:
    • Implement data governance policies and practices to ensure data accuracy, consistency, and security.
    • Monitor and improve data quality through robust validation and monitoring processes.
  • Collaboration and Communication:
    • Work closely with data scientists, analysts, and business stakeholders to understand data requirements and deliver solutions.
    • Communicate complex technical concepts to non-technical stakeholders effectively.
  • Project Management:
    • Manage data engineering projects, including timelines, budgets, and resource allocation.
    • Ensure timely delivery of high-quality data solutions.

Skills, Experience & Qualifications:

  • Bachelor's or Master’s degree in a relevant field (e.g., Computer Science, Information Management, Data Science).
  • 10+ years of experience in data engineering, with a significant focus on Azure.
  • Proven track record of leading and managing data engineering teams.
  • Extensive experience with Azure data services and cloud architecture.
  • Proficiency in SQL, Python, and other relevant programming languages.
  • Strong knowledge of data warehousing, ETL processes, and data integration.
  • Experience with big data technologies and frameworks.
  • Exceptional leadership, team-building, and mentoring skills.
  • Strong strategic thinking and problem-solving abilities.
  • Excellent communication and collaboration skills.

Preferred Qualifications:

  • Certifications in Azure data services or cloud architecture.
  • Experience with machine learning and AI integrations.
  • Knowledge of data security and compliance standards.

Reports To:
Head of Data

Location:
Hybrid – Florham Park, NJ

For additional information or to submit a resume, please contact:
Jennifer Daley
Jennifer.daley@stewardpartners.com

Manager Data Management

Location: Florham Park, NJ

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Data Management Manager will be responsible for overseeing the management, organization, and governance of data within an organization. This position will play a critical role in ensuring the accuracy, integrity, security, and accessibility of data assets, and will collaborate with various teams to support data-driven decision-making and operational efficiency.

Duties and Responsibilities:

  • Data Management Strategy and Governance:
    • Develop and implement data management strategies, policies, and procedures to ensure consistent and efficient handling of technical data.
    • Establish data governance frameworks, including data standards, data quality measures, and data lifecycle management.
    • Define data stewardship roles and responsibilities and foster a culture of data ownership and accountability.
  • Data Acquisition and Integration:
    • Collaborate with data providers, subject matter experts, and IT teams to identify, acquire, and integrate data from various internal and external sources.
    • Ensure data compatibility, consistency, and accuracy through data validation and data cleansing activities.
    • Work closely with data engineers to design and implement efficient data pipelines and workflows for data acquisition and ingestion.
  • Data Quality Assurance:
    • Establish data quality standards and implement data quality checks and controls to maintain the integrity and reliability of technical data.
    • Develop and execute data quality improvement initiatives, including data profiling, anomaly detection, and root cause analysis.
    • Monitor data quality metrics and provide regular reports to stakeholders, highlighting areas for improvement and remediation.
  • Data Storage and Infrastructure:
    • Collaborate with IT teams to design and maintain scalable and secure data storage infrastructure, including databases, data warehouses, and data lakes.
    • Ensure appropriate data backup, retention, and disaster recovery mechanisms are in place.
    • Optimize data storage and retrieval processes to meet performance requirements and facilitate data accessibility.
  • Data Security and Privacy:
    • Implement data security measures to protect technical data assets from unauthorized access, data breaches, and cyber threats.
    • Ensure compliance with data privacy regulations and industry best practices for handling sensitive and personally identifiable information.
    • Collaborate with legal and compliance teams to define data usage policies and manage data access controls.
  • Data Documentation and Metadata Management:
    • Establish and maintain a comprehensive data dictionary and metadata repository for technical data assets.
    • Document data lineage, data transformations, and data dependencies to facilitate data understanding and traceability.
    • Promote metadata management practices and tools to enhance data discoverability and usability.
  • Data Collaboration and Support:
    • Collaborate with cross-functional teams, including data analysts, data scientists, and business stakeholders, to understand data requirements and support their data-related initiatives.
    • Provide technical guidance and support to teams working with technical data, including data modeling, data analysis, and data visualization.
    • Facilitate data sharing and collaboration by establishing data sharing platforms and promoting data-driven culture and knowledge sharing.
  • Continuous Improvement and Innovation:
    • Stay updated with the latest trends, technologies, and best practices in data management and data governance.
    • Identify opportunities for process improvements, automation, and innovation to enhance data management capabilities and operational efficiency.
    • Actively participate in data management communities and professional networks to exchange knowledge and stay informed about industry developments.

Skills, Experience & Qualifications:

  • Bachelor's degree in a relevant field (e.g., Computer Science, Information Management, Data Science).
  • Proven experience in data management, data governance, or a related role.
  • Strong understanding of data management principles, including data quality, data governance, and data integration.
  • Familiarity with technical data domains, such as engineering data, scientific data, or technical specifications.
  • Proficiency in database management systems (e.g., SQL, NoSQL) and data integration tools.

Reports To:
Head of Data

Location:
Hybrid – Florham Park, NJ

For additional information or to submit a resume, please contact:
Jamie Saroka
jennifer.daley@stewardpartners.com

Corporate Counsel

Flexible across Steward Partners network of offices, hybrid and remote options are also available.

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Corporate Counsel will report to the Firm’s Head of Strategic Initiatives and Chief Legal Officer and play a key role in providing legal support and expertise across a variety of corporate and commercial matters, with a primary focus on contract work. The ideal candidate will have 3-5 years of relevant experience and a strong understanding of corporate law and exposure to regulatory compliance.

Duties and Responsibilities:

  • Draft, review, and negotiate a wide range of contracts and agreements, including client agreements, vendor contracts, and service agreements.
  • Provide legal guidance and support to internal stakeholders on corporate governance matters, including entity formation, corporate structuring, and regulatory compliance.
  • Collaborate with cross-functional teams to assess legal risks and develop strategies to mitigate them effectively.
  • Stay abreast of industry developments and regulatory changes affecting the wealth management industry and advise stakeholders accordingly.
  • Assist with due diligence efforts in corporate transactions, including mergers and acquisitions, joint ventures, and strategic partnerships.
  • Conduct legal research and analysis on various corporate and commercial issues as needed.
  • Assist in managing relationships with external legal counsel and other third-party advisers as necessary.

Skills, Experience & Qualifications

  • Juris Doctor from an accredited law school and active membership in good standing with a state Bar association, ideally New York.
  • 3-5 years of experience practicing corporate law, with a focus on contract work and the wealth management industry preferred.
  • Strong understanding of corporate governance principles and contract law, and general understanding of regulatory compliance requirements.
  • Excellent drafting, negotiation, and communication skills.
  • Ability to work independently and collaboratively in a fast-paced environment, with a proactive and solutions-oriented approach.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Prior experience in a financial services or wealth management firm is a plus.

Location:
Flexible across Steward Partners network of offices, hybrid and remote options are also available.

For additional information or to submit a resume, please contact:
Francesca Welch
Francesca.Welch@StewardPartners.com

Client Onboarding Specialist

Portal, OR

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.

Position Overview:

The Client Onboarding Specialist is an integral part of the team that supports newly hired Financial Advisors transition client relationships, setting up accounts, and supporting documents. This hands-on role leverages strong data management skills, attention to detail along with high levels of client service and the ability to problem solve and work as part of a team.

Duties and Responsibilities:

  • Establishes new client accounts by utilizing industry registration requirements.
  • Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.
  • Reviews standard issues, analyzes and interprets data and determines appropriate account type.
  • Prepares supporting documents based on client profiles.
  • Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.
  • Contributes to department projects, documentation, general analysis and testing as needed.
  • Participates in a high learning culture where on-the-job training is prevalent.
  • Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
  • Assists other areas of the department with various functions when volume is high.
  • May be required to assist with after-hour account opening.
  • Performs other duties and responsibilities as assigned.

Skills, Experience & Qualifications:

  • High School Degree or equivalent with at least two (2) years of customer service experience.
  • Experience in a contact center environment and college degree preferred.
  • Basic customer operations and the financial industry.
  • Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
  • Strong interpersonal and communication (written and verbal) and the ability to interact with all levels of the organization including financial advisors and their team members
  • Identifying and resolving operational issues.
  • Numerical aptitude and critical thinking sufficient to solve operational problems.
  • Analyzing operational processes and identifying opportunities for improvement.
  • Organize and prioritize workload to meet deadlines
  • Work constructively under stress and pressure when faced with high volume and deadlines.
  • Use good judgment in responding to a variety of client issues.
  • Competently analyze and prioritize information to make appropriate recommendations
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
  • Participate in on-the-job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts.

Location:
Portland, OR

Status:
Non-exempt

Travel Required:
None

For additional information or to submit a resume, please contact:
Jamie Saroka
jamie.saroka@stewardpartners.com