Careers
HEAD OF INSURANCE & ANNUITIES OPERATIONS
Location: Hybrid – Based locally to one of our Firm offices
The Head of Insurance & Annuities Operations will lead both internal and external resources responsible for all insurance and annuity operations including day-to-day activities and lead the strategic review, along with associated initiatives, that stabilize and enhance the Firm’s ability to support its Advisors and their clients within this unique product area.
HEAD OF LICENSING & REGISTRATIONS
Location: Hybrid – Based locally to one of our Firm offices
The Head of Licensing & Registrations will act as a resource and subject matter expert for business units on all issues related to Licensing and Registration (L&R) and leads the team responsible for Regulatory Reporting, Registration Activities, and Insurance Licensing.
SENIOR PROJECT MANAGER
Location: Remote
Steward Partners is growing and so is the Project Management Office team! We are looking for an experienced project leader to manage several concurrent projects. In this role you will be hands-on to deliver strategic and complex initiatives for the firm and will contribute towards maturing project delivery. Working in a fast-paced environment, you will collaborate with all functional areas to achieve stated objectives, goals, and deliverables for projects.
HEAD OF APPLICATIONS
Location: Hybrid – Florham Park, NJ, Dallas, TX or Portland, OR
As a key member of the Steward Partner’s IT leadership team, the Head of Applications is responsible for driving the future of the workstation technology platform by leading all aspects of the development and management of Applications across the application spectrum. This includes close partnership with business development teams and operational leaders for the creation of application roadmaps, collaborating with business leaders to drive requirements and scoping of strategic initiatives.
TREASURY AND TAX DIRECTOR
Location: Hybrid - Florham Park, NJ
The Treasury and Tax Director will be a key function within the Firm responsible for providing corporate finance and tax advisory services to senior management and internal business units. He/she will be responsible for managing the Firm's liquidity, interest rate exposures (from both a revenue and expense perspective), tax positions, partnership distributions, quarterly estimated tax payments, annual tax payments and coordinates relationships with creditors, rating agencies, tax advisors, investors, and taxing authorities.
CLIENT ADMINISTRATIVE MANAGER
Location: Lake Oswego, OR
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.
Portfolio Management Analyst
Location: Clearwater, FL
The Portfolio Management Analyst works alongside a Financial Advisor or team of Financial Advisors developing wealth management strategies through the analysis and implementation of portfolio management solutions.
SUPERVISORY ANALYST
Location: Flexible
Supervision at Steward Partners is responsible for oversight of the sales practices and branch personnel within its wealth management business. Supervisory Analysts partner with Compliance to implement supervisory processes and procedures to mitigate risk. As a team, Supervision monitors operational readiness for audits, conducts targeted reviews, performs controls testing and provides support for operational risk items.
REGISTERED CLIENT ADMINISTRATIVE MANAGER
Location: Clearwater, FL
Working as part of a team, the Registered 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 - 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.