A Best-Of-All-Worlds Model

Careers at Steward Partners

Full-Service Independence with
Equity Upside

Location: Portsmouth, NH

Wealth Management Associate

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager, the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

Location: Alabama, Birmingham

Client Administrative Manager

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.

Location: Flexible locations/Hybrid/Remote

Associate Product Manager - Insurance/Annuities and Alternative Investments

The Product Operations Associate supports the Insurance/Annuities and Alternative Investments teams through operational administration, workflow management, documentation maintenance, transition assistance and general platform support. This role helps improve advisor service, maintain internal resources, support operational processes, and assists with strategic growth initiatives across both business lines. The right candidate would bring experience in one or both product lines, and a strong desire to expand their expertise and responsibilities into the other.

Location: Florham, NJ/Hybrid

Technical Lead - Application & Platform Engineering

The Technical Lead – Application & Platform Engineering is a senior engineering leader responsible for architecting, developing, and optimizing advisor and client facing applications and platforms. The ideal candidate brings strong hands-on engineering ability, architectural vision, and leadership experience in regulated environments, application modernization, SaaS integrations, AI-enabling integrations, and user-centric development.

Location: Remote

Director of Infrastructure

We are seeking a skilled Director of Infrastructure to oversee and support our office networking, help desk operations, security administration, email security, and IT Service Management (ITSM). This role is essential in ensuring smooth IT operations, providing technical support to employees, and maintaining robust security measures, including email spam filtering and Data Loss Prevention (DLP). The ideal candidate will have experience in ITSM processes, network administration, troubleshooting hardware/software issues, and implementing security best practices.

Location: Florham Park, NJ

IT Support Technician

The Support Technician will be the main point of contact for our employees to provide thorough and responsive support to troubleshooting requests and timely resolution to tickets for a variety of systems and platforms in an adaptable role.

Location: Florham Park, NJ 1-2 DAYS PER WEEK

Data Engineering Team Lead

We’re seeking a Data Engineering Team Lead who thrives at the intersection of data engineering solutions. This is a technical leadership role where you’ll design, build, and deliver scalable cloud and data architectures for enterprise clients. You will take the lead in guiding a team of data engineers, fostering collaboration with cross-functional teams, and spearheading initiatives geared towards fortifying our data infrastructure, CI/CD pipelines, and analytics capabilities.

Location: Conshohocken, PA

Client Administrative Manager

Location: Largo, FL

Client Administrative Manager

Location: New York, NY

Registered Client Administrative Manager

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 Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Location: Sarasota, FL

Registered Client Administrative Manager

Location: Charlotte, NC

Client Administrative Manager

Location: Florham Park, NJ 1-2 days per week

Data Engineering Team Lead

Location: Florham Park, NJ

Technical Accounting Associate

The Technical Accounting Associate will support the firm’s technical accounting, equity management, and financial reporting processes. This role will work closely with the Technical Accounting Manager to assist with the interpretation and application of U.S. GAAP across complex transactions, including equity, stock-based compensation, and M&A activity.

This position is designed to build foundational technical accounting expertise while providing critical support across financial reporting, audit, and control-related initiatives in a fast-growing environment.

Location: Clearwater, FL

Registered or Non-Registered Client Administrative Manager

Working as part of a team, the Registered or Non-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.

Location: Chesapeake, VA

Client Administrative Manager

Location: Dallas, TX

Registered Client Administrative Manager

Location: Winnetka, IL

Registered Client Administrative Manager

Location: Albany, New York

Client Administrative Manager

Location: Danville, CA

Financial Planner

Working as part of a Financial Advisor Team, the Financial Planner works directly with clients to develop and maintain comprehensive financial plans that align with their unique goals and circumstances. This role provides specialized expertise across investment strategy, retirement planning, tax optimization, insurance, and estate planning.

Working collaboratively with the FA Team, the Financial Planner designs customized strategies, engages with clients to track progress, and ensures each plan maintains alignment with client’s evolving objectives. This position requires strong analytical skills, client communication abilities and professional judgment to make planning recommendations independently. The CFP designation is required.

Location: Flexible across Steward Partners network of offices, hybrid and remote options

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 clients 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:

Reporting to the Head of Strategic Initiatives and Chief Legal Officer (“CLO”), the Deputy General Counsel will serve as a key senior member of the legal team, playing a crucial role in shaping and overseeing the Firm’s legal strategies and operations. This role requires a strong understanding of diverse legal disciplines, including corporate law, regulatory compliance, litigation management, employment law, real estate law, and vendor contracting and management, among others. Working closely with and supporting the CLO, this senior role involves providing sound legal advice, implementing best practices, and mitigating risks while upholding the highest ethical standards. Additionally, the Deputy General Counsel will serve as a trusted advisor to senior management and cross-functional departments, ensuring that the Firm’s business objectives align with relevant legal requirements and fostering a culture of transparency and accountability. With responsibilities ranging from managing transactions to negotiating key contracts, the role requires exceptional analytical skills, strategic thinking, and the ability to navigate complex legal landscapes adeptly. The ideal candidate will have 10-15 years of relevant experience, with substantial exposure to a wide range of corporate and related matters and a proven track record of leading complex transactions in the wealth management industry.

Duties and Responsibilities:

Provide strategic counsel to senior management
Lead and execute complex M&A transactions, including structuring deals, managing due diligence, negotiating transaction documents, and overseeing post-closing integration matters
Oversee and manage litigation, arbitration, and dispute resolution processes
Ensure compliance with federal, state, and local laws and regulations
Manage corporate governance matters
Direct and manage significant commercial contracts and strategic partnerships
Develop and implement legal policies and procedures to support business objectives while managing risk
Partner with business units to provide practical, solutions-oriented legal guidance on daily and strategic initiatives
Support the CLO in developing and executing legal department strategy and initiatives
Supervise and mentor junior attorney(s)
Assist in the preparation of legal documents, policies, and procedures
Skills, Experience & Qualifications
Juris Doctor from an accredited law school and active membership in good standing with a state bar association, ideally New York.
10-15 years of progressive legal experience, with substantial time spent in the wealth management or financial services industry
Extensive experience leading M&A transactions and comprehensive knowledge of securities regulations
Strong background in corporate governance
Proven track record of managing complex litigation
Excellent negotiation skills
Strong business acumen and ability to balance legal risk with business objectives
Exceptional leadership skills with experience managing and developing legal professionals
Superior analytical, negotiation and communication skills
Experience working with broker-dealers and registered investment advisers and their regulatory frameworks
Deep understanding of wealth management industry trends, challenges, and regulatory landscape
Prior experience as Associate General Counsel or similar senior legal role in a wealth management or financial services firm
Background in securities litigation or regulatory enforcement matters
Experience handling employment law matters, including policy development, investigations, and employment litigation would be ideal
Ability to manage multiple projects simultaneously
Strong organizational and time-management skills
High ethical standards and integrity
Ability to work collaboratively with cross-functional teams

Reports To: Head of Strategic Initiatives and Chief Legal Officer

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:
careers@stewardpartners.com

Divisional Business Coordinator

Location: Near Hamptons Roads, Virginia

Company Overview:

Steward Partners 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 primary role of the Divisional Business Coordinator is to provide comprehensive administrative support to the Division. This includes managing projects and supporting advisor transitions, event planning, and providing divisional support. The role requires a highly organized individual with exceptional attention to detail, a strong sense of urgency, and the ability to effectively multitask in a growing team environment. The individual must build strong relationships, be proactive, and thrive in a fast-paced, constantly changing environment.

Duties and Responsibilities:

Project and Transition Management:

Collaborate with the Division and Transitions team to support advisor transitions, tracking progress and identifying pending next steps.
Establish and manage a process for new advisor onboarding communications.
Ensure advisor teams are equipped with all necessary resources and information, identify any gaps, and take proactive steps to address them.
Track and organize divisional projects, such as retirements and client reallocations, ensuring timely completion and communication.
Collaborate with the Marketing team on various items including client communication and Advisor social media support.

Event Planning and Coordination:

Plan and coordinate logistics of divisional events, including retirements, new hire events, and branch events and initiatives.
Organize divisional calls and meetings by sending invitations, tracking attendance, and managing follow-up actions.
Organize and coordinate meetings with potential advisors regarding logistics, travel arrangements, agendas, and communications.

Administrative and Divisional Support:

Perform administrative functions for the Divisional Leadership Team, including telephone coverage and business travel arrangements.
Prepare and submit T&E reports to ensure compliance with relevant policies.
Manage calendars and oversee the scheduling of Divisional Leadership office visits.
Provide operational support to branches, including supply orders, facilities management, and coordination of technology.
Provide administrative support for HR processes such as Form I-9 processing and new hire and termination notifications.
Manage highly sensitive information related to the firm and staff.
Coordinate and complete special projects as assigned.
Build strong relationships and act as a liaison with potential advisors, key custodian partners, and internal firm resources.

Skills, Experience & Qualifications:

Bachelor’s degree in business administration, or other related field preferred.
Highly organized individual with strong attention to detail, a sense of urgency, and the ability to multitask.
Wealth management experience preferred.
Advanced skills in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
Ability to handle confidential materials in a professional manner.
Flexible approach with a willingness to take on new projects.
Highly service-oriented individual with the ability to work well both independently and as part of a team.
Financial services experience strongly preferred.
Excellent written, verbal, and interpersonal communication skills
Experience with event planning is a plus

Status: Non-Exempt

Location: Near Hamptons Roads Virginia, based out of one the Firm’s offices.

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

Manager Data Management

Location: Florham Park, NJ

Company Overview:

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:
careers@stewardpartners.com

Corporate Counsel

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

Company Overview:

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:
careers@stewardpartners.com

HR Operations Coordinator

Location: In-office role, Stamford, CT is preferred

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 wide-ranging client service with an unwavering commitment to excellence.

Position Overview:

The HR Operations Coordinator is a critical member of the HR team, responsible for the accurate and timely execution of HR processes and administrative tasks across the employee life cycle. This role combines high-volume task ownership with a strong focus on data integrity, reporting, and operational efficiency.

The HR Operations Coordinator is a detail-oriented, highly accountable professional who thrives in a task-driven environment and brings an analytical approach to their work. The ideal candidate will have experience in HR administration, strong execution skills, and the ability to manage responsibilities with consistency and accuracy. This is an opportunity for someone looking to further develop their career in HR while contributing to a fast-paced, growing team.

Duties and Responsibilities:

Manage onboarding and offboarding processes, including drafting offer letters, HRIS updates, and terminations, ensuring tasks are completed accurately and timely
Process employee life cycle changes, such as internal mobility and compensation adjustments
Manage and process payroll for all non-Advisor employees, including analyzing time and attendance data, expense reports, and coordination with the PEO
Support non-Advisor recruiting by posting roles, updating job sites, and scheduling interviews
Manage the HR inbox, respond to inquiries, escalate as needed, and maintain organization
Act as the first point of contact for benefits questions, working with the PEO to resolve issues and provide timely information
Administer and track all leave of absence processes (e.g., STD), from start to return
Maintain accurate employee records and data in the HRIS
Manage the time and attendance system, including new hire setup and system-related questions
Generate and analyze recurring HR reports (e.g., headcount), ensuring accuracy and consistency
Create and maintain internal HR desktop procedures
Contribute to HR projects and initiatives as assigned, supporting process efficiencies, and team operations

Skills, Experience & Qualifications:

Bachelor’s degree in HR or a related field preferred
2-3 years of HR administration experience with a working knowledge of HR principles, practices, and procedures preferred
Experience in financial services or wealth management preferred
Strong analytical and reporting skills, including proficiency in Excel (e.g., VLOOKUPs, Pivot Tables)
Proficiency in Microsoft Office; PowerPoint a plus
Exceptional attention to detail, organizational skills, and time management, with a proven ability to meet deadlines and follow through
Strong verbal and written communication skills
Ability to build relationships and collaborate across diverse teams
Ability to act with integrity, professionalism and handle confidential information with discretion
Team oriented with a proactive and customer-focused mindset
Excellent interpersonal and customer service skills

Reports To:
Head of HR Operations

Job Level:
Senior Associate

Direct Reports:
None

FLSA Status:
Non-Exempt

Location:
In-office role, Stamford, CT is preferred

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

Support Technician

Location: Remote, Central and Mountain Time Zones preferred

Company Overview:

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.

Position Overview:

Duties and Responsibilities:

Support a growing user base’s software and hardware troubleshooting requests coming via multiple channels
Review, monitor, upgrade, and secure computers, phones, and networks
Help on site resources deploy new equipment, onboard new users, and open new office locations remotely
Triage support requests and route to internal departments or external vendors/SaaS providers as needed or for escalation
Perform password resets, entitlement/permission management, user account creation/terminations
Create documentation for self-service support, “day one” questions, and efficiency improvements
Assist with user training for technology platform and workflows
Work with Technology department on ongoing projects and implementations

Skills, Experience and Qualifications:

Experience with Ticket tracking systems (JIRA, ConnectWise, ZenDesk, etc)
Experience with remote support software (ScreenConnect/CW Control, LogMein, etc)
Experience of device management (InTune, LabTech/CW Automate, N-Able, etc)
Experience with Enterprise email (Microsoft 365, Exchange)
Experience with Microsoft servers/services (Azure AD, Active Directory, Group Policy, SharePoint)
Experience with SSO environments (Okta, Azure, etc)
Experience with Networking (TCP/IP, IPSEC VPNs, DNS, firewalls/NAT, VOIP)
Experience with Windows 10/11 (installation, configuration, management)
Strong knowledge of financial industry with Compliance and Regulatory requirements

Reports To:
Head of Data

Job Level:
Associate

Direct Reports:
None

FLSA Status:
Non Exempt

Location:
Remote – Central or Mountain Time Zones preferred

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

Registered Client Administrative Manager

Location: Winnetka, IL

Company Overview:

Position Overview:

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications

Active FINRA Series 7 and 66 (or 63 and 65) licenses required
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Divisional Business Director

Location:
Winnetka, IL

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

Financial Planner

Location: Danville, CA

Company Overview:

Position Overview:

Duties and Responsibilities:

Develop comprehensive financial plans incorporating budgeting, savings, debt management, retirement, insurance, and estate planning strategies
Gather and analyze client financial data including income, assets, liabilities, tax returns, and estate documents
Utilize financial planning software to analyze current strategies, identify planning gaps and model scenarios for cash flow, retirement readiness and major purchases
Design and present strategic wealth planning recommendations to clients, exercising discretion to make updates as necessary
Recommend investment and asset allocation adjustments based on client goals and risk tolerance
Identify tax-efficient strategies and insurance coverage gaps to optimize client financial positions
Prepare and present planning materials in client meetings and monitor plans based on changing circumstances, market conditions, and evolving goals
Maintain current knowledge of regulations and planning tools to ensure high-quality, compliant output
Collaborate with the FA Team and support staff to ensure seamless delivery of planning services
Contribute planning insights and identify opportunities to deepen existing client relationships
Maintain clear and professional communication regarding planning timelines, required information, and updates
Proactively anticipate planning needs and recommend relevant solutions

Skills, Experience & Qualifications:

CFP designation required, or active Series 65 or Series 66 required to qualify for IAR registration, depending on jurisdiction
Bachelor’s degree in Finance, Business, or a related field preferred
Minimum three years financial planning experience within wealth management or financial services
Strong knowledge of planning concepts across retirement, tax, insurance, and estate planning
Experience with custodial platforms (e.g., Schwab, Fidelity, Pershing, Raymond James)
Demonstrated ability to effectively utilize financial planning software to create and present comprehensive financial plans to clients
Exceptional attention to detail, with the ability to manage multiple client cases and competing deadlines
Excellent written and verbal communication skills with the ability to summarize complex financial concepts clearly to clients
Professionalism and discretion in handling sensitive client information
Collaborative team player able to work effectively with Advisors and support staff

Reports To:
Divisional Business Director

FLSA Status:
Exempt

Location:
Danville, CA

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

Client Administrative Manager

Location: Albany, New York

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Qualification & Experience:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Divisional Business Director

Status:
Non-Exempt

Location:
Albany, NY

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

Registered Client Administrative Manager

Location: Dallas, TX

Company Overview:

Position Overview:

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Active FINRA Series 7 and 66 (or 63 and 65) licenses required
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Dallas, TX

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

Client Administrative Manager

Location: Chesapeake, VA

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Chesapeake, VA

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

Technical Accounting Associate

Location: Florham Park, NJ

Company Overview:

Position Overview:

Duties and Responsibilities:

Assist in the preparation and maintenance of technical accounting memos, including research, documentation, and updates for new and existing accounting positions
Support equity accounting processes, including tracking issuances, terminations, and modifications within the firm’s equity management platform
Assist in the preparation of journal entries and supporting schedules related to equity, stock-based compensation, and other complex transactions
Support the development and maintenance of accounting policies, procedures, and internal controls to ensure compliance with US GAAP and regulatory requirements
Assist with audit support, including preparing documentation, compiling support for technical accounting positions, and maintaining audit request trackers
Perform research on technical accounting topics and summarize findings into clear, concise documentation for internal and external stakeholders
Support M&A and complex transaction accounting by assisting with data gathering, documentation, and analysis (e.g., purchase accounting, earn-outs, valuations)
Partner with the Technical Accounting Manager and broader finance team to identify process improvements and strengthen controls around financial reporting and equity management

Skills, Experience & Qualifications:

Bachelor’s degree in accounting required CPA or CPA-track strongly preferred
0–2 years of experience in accounting or finance; public accounting internship or experience strongly preferred
Foundational knowledge of US GAAP, with demonstrated ability to research and apply accounting guidance
Strong analytical and problem-solving skills, with the ability to understand and break down complex accounting concepts
Excellent written communication skills, with the ability to support preparation of clear, concise accounting memos and documentation
High attention to detail and strong organizational skills, particularly in documentation, audit support, and tracking activities
Proficiency in Microsoft Excel; ability to work with large datasets and supporting schedules
Experience or exposure to financial reporting, equity/stock-based compensation, or technical accounting topics is a plus
Ability to manage multiple priorities and meet deadlines in a fast-paced, growth-oriented environment
Strong interpersonal skills and ability to collaborate across teams, including Accounting, Finance, Legal, and external auditors

Reports To:
Technical Accounting Manager

Direct Reports:
None

Location:
Florham Park, NJ

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

Registered or Non-Registered Client Administrative Manager

Location: Clearwater, FL

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties and Responsibilities:

Input orderes at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Active FINRA Series 7 and 66 (or 63 and 65) licenses required
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

Reports To:
Market Business Director

Location:
Clearwater, FL

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

Data Engineering Team Lead

Location: Florham Park, NJ 1-2 days per week

Company Overview:

Position Overview:

Duties and Responsibilities:

Apply advanced knowledge of Data Engineering principles, methodologies and techniques to design and implement data loading and aggregation frameworks across broad areas of the organization.
Design and implement end-to-end data solutions that are secure, performant, and scalable.
Lead architecture discussions, conduct POCs, create technical roadmaps, diagrams, and solution documentation.
Gather and process raw, structured, semi-structured and unstructured data using batch and real-time data processing frameworks.
Experience building enterprise data warehouses using modern data stack tools such as Databricks, platforms like Azure and streaming/integration tech (Eventhub, Kafka, dbt, ADF.)
Leverage strong Python, Spark, SQL programming skills to construct robust pipelines for efficient data processing and analysis.
Implement data modeling techniques to design and optimize data schemas, ensuring data integrity and performance.
Drive continuous improvement initiatives to enhance performance, reliability, and scalability of our data infrastructure.
Collaborate with data scientists, analysts, and other stakeholders to understand business requirements and translate them into technical solutions.
Implement best practices for data governance, security, and compliance to ensure the integrity and confidentiality of our data assets.
Guide and mentor engineers, helping elevate their technical expertise.
Deliver presentations and demos that clearly communicate solutions to technical audiences.

Skills, Experience & Qualifications:

Bachelor’s or master’s degree in computer science, Engineering, or a related field.
Proven experience (8+) in a Solutions Architect/data engineering role, with expertise in designing and building data pipelines, ETL processes, and data warehouses.
Strong proficiency in SQL, Python and Spark programming languages.
Strong experience with Azure cloud platform is a must.
Familiarity with streaming tools (Eventhub, Kafka, Spark), orchestration (Airflow), and data integration technologies (Fivetran, Matillion, ADF.)
Knowledge of data lake and data warehouse solutions, including Databricks, Synapse Analytics, Azure Data Factory, Airflow etc.
Solid understanding of data modeling concepts, data warehouse architectures, and data management best practices.
Excellent communication and leadership skills, with the ability to effectively collaborate with cross-functional teams and drive consensus on technical decisions.
Relevant certifications (e.g., Azure, databricks, snowflake) would be a plus.

Reports To:
Director of Data Engineering

Direct Reports:
None

Location:
Commutable to the Florham Park, NJ office 1-2 days per week.

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

Client Administrative Manager

Location: Conshohocken, PA

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Conshohocken, PA

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

Client Administrative Manager

Location: Alabama, Birmingham

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Alabama, Birmingham

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

Client Administrative Manager

Location: Largo, FL

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Largo, FL

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

Client Administrative Manager

Location: Charlotte, NC

Company Overview:

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Charlotte, NC

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

Registered Client Administrative Manager

Location: New York, NY

Company Overview:

Position Overview:

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications

Active FINRA Series 7 and 66 (or 63 and 65) licenses required
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
New York, NY

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

Registered Client Administrative Manager

Location: Sarasota, FL

Company Overview:

Position Overview:

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications

Active FINRA Series 7 and 66 (or 63 and 65) licenses required
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:
Market Business Director

Location:
Sarasota, FL

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

Director of Infrastructure

Location: Remote

Company Overview:

Position Overview:

Duties and Responsibilities:

Office Networking:

Configure, maintain, and troubleshoot office network infrastructure, including routers, switches, firewalls, and wireless access points.
Monitor network performance and ensure high availability and reliability.
Implement and manage VLANs, VPNs, and other network segmentation strategies.
Coordinate with vendors and service providers for internet and network-related issues.

Help Desk Support:

Provide escalated IT support for employees, including hardware, software, and connectivity issues.
Manage user accounts, permissions, and access control across various systems.
Install, configure, and maintain workstations, printers, and other office IT equipment.
Document technical issues, solutions, and IT processes in a knowledge base.

Security Administration:

Implement and enforce security policies, including endpoint protection, patch management, and access control.
Monitor and respond to security threats, vulnerabilities, and incidents.
Ensure compliance with data protection regulations and company security policies.
Email Security & Data Loss Prevention (DLP):
Configure and manage email spam filtering solutions to prevent phishing and malware threats.
Implement Data Loss Prevention (DLP) policies to safeguard sensitive information from unauthorized access or sharing.
Monitor and analyze email security logs to detect and mitigate threats.
Educate employees on email security best practices and phishing awareness.

IT Service Management (ITSM):

Implement and manage ITSM best practices for incident, problem, and change management.
Maintain IT asset management and software licensing records.
Utilize ITSM tools (e.g., ServiceNow, Jira Service Management, Freshservice) to track and resolve IT support requests.
Develop and maintain IT process documentation and standard operating procedures.
Continuously improve IT service delivery and efficiency.

Skills, Experience & Qualifications:

Strong experience in networking technologies (TCP/IP, DHCP, DNS, VLANs, VPNs)
Proficiency with Windows and Mac operating systems, Active Directory, and Office 365 administration
Experience with ITSM tools and processes for service request management
Experience with email security solutions (e.g., Proofpoint, Microsoft Defender for Office 365, Barracuda)
Familiarity with DLP policies and configuration in Microsoft 365, Google Workspace, or other platforms
Knowledge of firewalls, endpoint protection, and security best practices
Experience troubleshooting hardware, software, and network issues
Excellent problem-solving skills and ability to work independently or in a team

Reports To:
Head of Data

Direct Reports:
Team of 5

Location:
This position is based remotely

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

IT Support Technician

Location: Florham Park, NJ

Company Overview:

Position Overview:

Duties and Responsibilities:

Support a growing user base’s software and hardware troubleshooting requests coming via multiple channels.
Review, monitor, upgrade, and secure computers, phones, and networks.
Help on site resources deploy new equipment, onboard new users, and open new office locations remotely.
Triage support requests and route to internal departments or external vendors/SaaS providers as needed or for escalation.
Perform password resets, entitlement/permission management, user account creation/terminations.
Create documentation for self-service support, “day one” questions, and efficiency improvements.
Assist with user training for technology platforms and workflows.
Work with the Technology department on ongoing projects and implementations.

Skills, Experience & Qualifications:

Experience with Ticket tracking systems (JIRA, ConnectWise, ZenDesk, etc.)
Experience with remote support software (ScreenConnect/CW Control, LogMein, etc.)
Experience with device management (InTune, LabTech/CW Automate, N-Able, etc.)
Experience with Enterprise email (Microsoft 365, Exchange)
Experience with Microsoft servers/services (Azure AD, Active Directory, Group Policy, SharePoint)
Experience with SSO environments (Okta, Azure, etc.)
Experience with Networking (TCP/IP, IPSEC VPNs, DNS, firewalls/NAT, VOIP)
Experience with Windows 10/11 (installation, configuration, management)
Strong knowledge of financial industry with Compliance and Regulatory requirements

Reports To:
Head of Data & Infrastructure

Direct Reports:
None

FLSA Status:
Non-Exempt

Location:
This position is based in the greater Northern New Jersey and New York metropolitan area. Candidates should reside within reasonable commuting distance of Steward Partners' Florham Park, New Jersey office and be able to maintain a regular onsite presence to support leadership responsibilities, strategic planning, vendor engagements, technology initiatives, and collaboration with business stakeholders. Steward Partners promotes a flexible work environment. Remote work is available when business, operational, project, or leadership requirements do not necessitate an in-office presence.

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

Data Engineering Team Lead

Location: Florham Park, NJ 1-2 DAYS PER WEEK

Company Overview:

Position Overview:

Duties and Responsibilities:

Apply advanced knowledge of Data Engineering principles, methodologies and techniques to design and implement data loading and aggregation frameworks across broad areas of the organization.
Design and implement end-to-end data solutions that are secure, performant, and scalable.
Lead architecture discussions, conduct POCs, create technical roadmaps, diagrams, and solution documentation.
Gather and process raw, structured, semi-structured and unstructured data using batch and real-time data processing frameworks.
Experience building enterprise data warehouses using modern data stack tools such as Databricks, platforms like Azure and streaming/integration tech (Eventhub, Kafka, dbt, ADF.)
Leverage strong Python, Spark, SQL programming skills to construct robust pipelines for efficient data processing and analysis.
Implement data modeling techniques to design and optimize data schemas, ensuring data integrity and performance.
Drive continuous improvement initiatives to enhance performance, reliability, and scalability of our data infrastructure.
Collaborate with data scientists, analysts, and other stakeholders to understand business requirements and translate them into technical solutions.
Implement best practices for data governance, security, and compliance to ensure the integrity and confidentiality of our data assets.
Guide and mentor engineers, helping elevate their technical expertise.
Deliver presentations and demos that clearly communicate solutions to technical audiences.

Skills, Experience & Qualifications:

Bachelor’s or master’s degree in computer science, Engineering, or a related field.
Proven experience (8+) in a Solutions Architect/data engineering role, with expertise in designing and building data pipelines, ETL processes, and data warehouses.
Strong proficiency in SQL, Python and Spark programming languages.
Strong experience with Azure cloud platform is a must.
Familiarity with streaming tools (Eventhub, Kafka, Spark), orchestration (Airflow), and data integration technologies (Fivetran, Matillion, ADF.)
Knowledge of data lake and data warehouse solutions, including Databricks, Synapse Analytics, Azure Data Factory, Airflow etc.
Solid understanding of data modeling concepts, data warehouse architectures, and data management best practices.
Excellent communication and leadership skills, with the ability to effectively collaborate with cross-functional teams and drive consensus on technical decisions.
Relevant certifications (e.g., Azure, databricks, snowflake) would be a plus.

Reports To:
Director of Data Engineering

Direct Reports:
None

FLSA Status:
Non-Exempt

Location:
Commutable to the Florham Park, NJ office 1-2 days per week.

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

Technical Lead - Application & Platform Engineering

Location: Florham, NJ/Hybrid

Company Overview:

Position Overview:

Key Responsibilities:

Application & Platform Engineering & Integration

Lead end-to-end engineering for advisor and client platforms, emphasizing performance, scalability, and financial industry security standards.
Architect and evolve distributed microservices using Java, Python, Spring Boot, REST APIs, and event-driven patterns; guide frontend engineering with ReactJS or other modern JavaScript frameworks.
Lead SaaS integration strategy and enterprise-grade API ecosystems across custodians, market data providers, and third-party financial services applications, standardizing authentication, data synchronization, and lifecycle management.
Design AI-enabling integrations – including AI connectors, tools, and Model Context Protocol (MCP) servers – that securely expose platform data and actions to LLMs, AI agents, and agentic workflows under governed, permissioned, and auditable controls.
Champion AI-assisted development and code generation agents within the SDLC to accelerate delivery, testing, and code review while preserving quality, security, and human-in-the-loop controls.
Define standards for API governance, authentication, observability, and lifecycle management.

SDLC Governance & Engineering Excellence

Oversee the full SDLC within Agile frameworks, driving quality and high-velocity delivery.
Advance CI/CD pipelines, automated testing, code quality practices, and cloud-native deployment (containers, ARM templates, GitHub Actions).

Team Leadership & Cross-Functional Alignment

Mentor engineers across backend, frontend, DevOps, and QA functions, and lead technical decision-making for modernization efforts and new platform capabilities.
Partner with business, product, operations, and compliance teams to ensure solutions meet regulatory, audit, and data security requirements.

Metrics, Optimization & Continuous Improvement

Define and track engineering KPIs for productivity, reliability, and performance; drive refactoring, technical debt reduction, and platform resilience to support growth.
Evaluate emerging technologies that improve advisor experience, automation, and digital service delivery.

Required Experience & Skills:

Core Technical Skills

Java, Spring Boot, microservices, and RESTful APIs; Python and FastAPI; ReactJS, JavaScript/TypeScript (Redux, Next.js, Node.js); component libraries (MUI) and micro-frontends (Module Federation).
API design, integration patterns, and SaaS orchestration, with hands-on experience integrating custodians, market data providers, and financial services SaaS platforms.
AI-enabling integration experience — building AI connectors, tools, and MCP servers that expose data and services to LLMs, AI agents, and agentic workflows through secure, governed APIs.
Code generation agents and AI-assisted development tools (e.g., GitHub Copilot, Claude Code), with secure-by-design coding and quality guardrails for AI-generated code.
Cloud engineering (Azure preferred; AWS a plus), containers (Docker, Kubernetes), IaC (Bicep/Terraform), and CI/CD (Azure DevOps, GitHub).
Working knowledge of Azure AI Foundry and the Azure AI/OpenAI service ecosystem.
Identity and access engineering — OAuth 2.0/OIDC, SAML, SSO federation, token exchange, and role/entitlement models for advisor- and client-level data access.
SQL/NoSQL databases, caching, and event-driven architectures (Kafka, Azure Service Bus)
Reliability practices — SLOs, observability (OpenTelemetry/App Insights).
AI security, quality, and safety — guardrails, prompt-injection/data-leakage protection, and evaluation of prompts and agent actions.

Leadership & Delivery

10+ years in application/platform engineering with increasing responsibility.
Proven ability to lead cross-functional teams and deliver complex solutions at scale.
Strong communication skills with the ability to engage both technical and business stakeholders.

Reports To:
Director of Applications

Direct Reports:
None

Location:
Florham Park, NJ. Flexible across Steward Partners offices; hybrid and remote options are also available for the right candidate.

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

Associate Product Manager - Insurance/Annuities and Alternative Investments

Location: Florham, NJ/Hybrid

Company Overview:

Position Overview:

Duties and Responsibilities:

Insurance & Annuities

Support and managed department workflows, carrier selling agreements, and related operational processes.
Manage and respond to Insurance & Annuity Inbox inquiries and service requests.
Assist with the review and transfer of annuity and insurance business to support the smooth transition of new Advisors/Firms.
Updated and maintain procedures, training materials, and workflow documentation.
Identify process improvement and automation opportunities within existing procedures and workflows.

Alternative Investments

Support operational processes related to the firm's Alternative Investments platform
Create and maintain advisor-facing procedures, training, and related platform materials
Assist with advisor/client transition-related operational activities and follow-up items.
Participate in calls with platform providers and asset managers, document meeting notes, and track follow-up items
Support product onboarding, due diligence, and platform enhancement initiatives by gathering information, maintaining records, and coordinating project-related activities
Assist with troubleshooting alternative investment operational and custody issues.
Monitor platform offerings and identify discrepancies between approved lists and available investments.

Skills, Experience & Qualifications:

2-5 years of experience in insurance and annuity and/or alternative investment teams at either wealth management firms, insurance carriers, or asset managers
Strong organizational skills; the candidate will need to manage multiple tasks and projects across multiple product lines
Ability to work remotely and independently
Comfort in working in a matrix reporting structure
Strong desire to expand knowledge and responsibilities in one of both product lines over time
Proficiency in Microsoft Office suite, including CoPilot
Bachelor’s degree

Reports To:
Product Manager – Alts & Structured Notes with dotted line to Head of Insurance & Annuities

Direct Reports:
None

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:
careers@stewardpartners.com

Wealth Management Associate

Location: Portsmouth, NH

Company Overview:

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:

Duties and Responsibilities:

Preparing research report(s) and reviewing with clients
Preparing portfolio reviews on behalf of Financial Advisor, may attend client meetings with Financial Advisor
Independently improves and streamlines the service model and operational procedures for the team
Coordinates and leads resolution of complex issues/concerns from the client with input from Financial Advisor and/or Operations Manager
Establishes and cultivates relationships with new clients and proactively helps to resolve client issues and concerns
Provides high level support on products and services
Develops customizes presentation materials and manage performance measurements for existing accounts in order to attract new clients
Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective clients and create/plan the content of seminars
Initiates, organizes, promotes and sets up seminars for clients and prospects on behalf of the advisor
Independently assists clients with market and stock research
Independently develops, implements and communicates new procedures, products and portfolio enhancements to clients
Cultivates and develops relationships with custodians and other internal departments
Attends seminars or client meetings with Advisor and coordinates distribution of marketing presentations to clients
Is a leader in sharing best practices within the branch and across Divisions
May mentor other sales support professional within branch or across Division
Supports local manager in day-to-day branch administration activities
Other ad hoc duties or projects that may be assigned
In addition, the Wealth Management Associate may also have a specialism or perform additional functions such as business development, financial planning, marketing or business strategy.

Skills, Experience & Qualifications

Minimum of 5 years of work experience in a field relevant to the position
Bachelor’s degree in business or in related field is preferred
Financial industry and product knowledge
FINRA Series 7 and 66 (or 63 and 65)
Life and health licenses as required
Excellent analytical, problem solving and critical thinking
Independent self-starter who can manage multiple activities to defined deadlines
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Team player with the ability to collaborate with others
Effective written and verbal communications skills
Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:
Market Business Director

FLSA Status:
Non-Exempt

Location:
Portsmouth, NH

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

Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Address:

Phone:

E-mail:

A Best-Of-All-Worlds Model

Wealth Management Associate

Client Administrative Manager

Associate Product Manager - Insurance/Annuities and Alternative Investments

Technical Lead - Application & Platform Engineering

Director of Infrastructure

IT Support Technician

Data Engineering Team Lead

Client Administrative Manager

Client Administrative Manager

Registered Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Data Engineering Team Lead

Technical Accounting Associate

Registered or Non-Registered Client Administrative Manager

Client Administrative Manager

Registered Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Financial Planner

Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Address:

Phone:

E-mail:

A Best-Of-All-Worlds Model

Wealth Management Associate

Client Administrative Manager

Associate Product Manager - Insurance/Annuities and Alternative Investments

Technical Lead - Application & Platform Engineering

Director of Infrastructure

IT Support Technician

Data Engineering Team Lead

Client Administrative Manager

Client Administrative Manager

Registered Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Data Engineering Team Lead

Technical Accounting Associate

Registered or Non-Registered Client Administrative Manager

Client Administrative Manager

Registered Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Financial Planner

Deputy General Counsel

Location: Flexible across Steward Partners network of offices, hybrid and remote options

Divisional Business Coordinator

Location: Near Hamptons Roads, Virginia

Manager Data Management

Location: Florham Park, NJ

Corporate Counsel

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

HR Operations Coordinator

Location: In-office role, Stamford, CT is preferred

Support Technician

Location: Remote, Central and Mountain Time Zones preferred

Registered Client Administrative Manager

Location: Winnetka, IL

Key Responsibilities:

Skills, Experience & Qualifications

Financial Planner

Location: Danville, CA

Duties and Responsibilities:

Skills, Experience & Qualifications:

Client Administrative Manager

Location: Albany, New York

Duties & Responsibilities:

Skills, Qualification & Experience:

Registered Client Administrative Manager

Location: Dallas, TX

Key Responsibilities:

Skills, Experience & Qualifications:

Client Administrative Manager

Location: Chesapeake, VA

Duties & Responsibilities:

Skills, Experience & Qualifications:

Technical Accounting Associate

Location: Florham Park, NJ

Duties and Responsibilities:

Skills, Experience & Qualifications:

Registered or Non-Registered Client Administrative Manager

Location: Clearwater, FL

Duties and Responsibilities:

Skills, Experience & Qualifications:

Operations Specialist

Location: Remote

Duties and Responsibilities:

Skills, Experience & Qualifications:

Data Engineering Team Lead

Location: Florham Park, NJ 1-2 days per week

Duties and Responsibilities:

Skills, Experience & Qualifications:

Client Administrative Manager

Location: Conshohocken, PA

Duties & Responsibilities:

Skills, Experience & Qualifications:

Client Administrative Manager

Location: Alabama, Birmingham

Duties & Responsibilities: