Careers
CLIENT ADMINISTRATIVE MANAGER
Location: Clearwater, FL
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.
CLIENT ADMINISTRATIVE MANAGER
Location: Florham Park, NJ
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.
CLIENT ADMINISTRATIVE MANAGER
Location: Keene, NH
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.
CLIENT ADMINISTRATIVE MANAGER
Location: Paramus, NJ
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.
CLIENT ADMINISTRATIVE MANAGER
Location: Portsmouth, NH
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.
CLIENT ADMINISTRATIVE MANAGER
Location: Washington, DC
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.
CLIENT ADMINISTRATIVE MANAGER - PART TIME
Location: Newtown, CT
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.
CLIENT ONBOARDING SPECIALIST
Location: Manchester, NH
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.
Human Resources Business Partner
Location: Tri State area (NY, NJ, CT)
The Human Resources Business Partner will serve as a strategic business partner to management team members across the organization to align Human Resources strategies and practices with business initiatives. This position will provide managers with partnership in the areas of employee relations, people and talent management strategy, change management and other day to day HR support across all aspects of the employee lifecycle. The ideal candidate will transition seamlessly between HR strategy and hands-on HR functional work. The Human Resources Business Partner position offers the opportunity to play an advisory and functional role that has a significant impact across the business through innovative approaches to people challenges, creating and enhancing processes and programs, and sharing experiential insights across the HR team.
CLIENT COMMUNICATIONS & MARKETING COORDINATOR
Location: Clearwater, FL
The Client Communications & Marketing Coordinator is a registered position responsible for maintaining key client communications along with creating the team’s written, visual and digital content for use with clients and prospects.
CLIENT COMMUNICATIONS & MARKETING COORDINATOR
Location: Paramus, NJ
The Client Communications & Marketing Coordinator is a registered position responsible for maintaining key client communications along with creating the team’s written, visual and digital content for use with clients and prospects.
DUE DILIGENCE OFFICER
Location: Various
The Due Diligence Officer works as part of the Risk Management team. The Due Diligence Officer will perform investment management due diligence and/or oversight on both retail products and third-party investment advisory strategies/managers. This includes both initial and ongoing due diligence. In addition, the Due Diligence Officer will act at the Chairperson of the Firm’s Product Review Committee.