Careers

 

Careers

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.

CHIEF TECHNOLOGY OFFICER

Location: Flexible

The Chief Technology Officer (CTO) will work closely with the executive leadership team and key stakeholders to develop and maintain Steward Partners technical and electronic information strategic plan supporting the Firm’s business strategy.

Administrative Assistant / Front Receptionist

Location: New York, NY

The primary role of the Administrative Assistant is to provide administrative support to the Executive team with a wide variety of administrative tasks including receptionist and office manager duties.

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.

TRANSITIONS RELATIONSHIP MANAGER

Location: Remote

Working closely with the Divisional and Operations teams, the Transitions Relationship Manager’s primary responsibility is to effectively support the transition of the Financial Advisor team to the Firm by providing training, consulting and support services. The Transitions Relationship Manager will serve as a liaison with the Firm’s custodians to ensure compliance with protocol requirements while managing the internal processes for transitions and onboarding, in addition to the requirements for each custodian.

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 - 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 COMMUNICATIONS & MARKETING COORDINATOR

Location: Clearwater, FL

The Client Communications & Marketing Coordinator is a position responsible for maintaining key client communications along with creating the team’s written, visual and digital content for use with clients and prospects.

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Check the background of this financial professional on FINRA's BrokerCheck