Careers
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.