advisory enterprise account manager - nyc

assistant vice president, selling engagement manager

human resources business advisor - associate

senior customer support associate Jobs in New York

senior customer support associate

advisory enterprise account manager - nyc Jobs in New York

assistant vice president, selling engagement manager Jobs in New York

freelance senior relationship manager Jobs in New York

freelance senior relationship manager

human resources business advisor - associate Jobs in New York

senior sales advisor

TOTEME

<div>About TOTEME
TOTEME is a fashion house rooted in Swedish sensibilities, modern aspirations and the notion of style. With an appreciation for women&rsquo;s many roles and how pieces are worn in practice, we create emblematic designs with an emphasis on materiality and shape. Representing a direct and decisive way of dressing, the collections are contextualized in curated edits, visuals and spaces. 
 
TOTEME was founded in 2014 by Elin Kling and Karl Lindman. From the atelier in Stockholm, we create collections spanning ready-to-wear, shoes, bags, accessories and jewelry. 
The Role
TOTEME is looking for a Senior Sales Advisor to join our store on Madison Avenue. In this role, you will act as a brand ambassador providing exceptional service and building lasting relationships with our clients. You will help drive the business in all areas, from client engagement and styling to operational excellence and brand building. You will report to the Store Manager.
Responsibilities<ul><li>
Deliver an elevated and personalized customer experience aligned with TOTEME&rsquo;s values.</li><li>
Build and nurture long-term relationships with clients through clienteling.</li><li>
Work both independently and collaboratively to execute efficient workflows and achieve sales targets.</li><li>
Provide styling advice and ensure impeccable visual merchandising and store presentation.</li><li>
Actively contribute to daily store operations.</li><li>
Share insights and feedback with the team and management regarding customer needs, product requests and trends.</li><li>
Analyze and work towards Key Performance indicators (KPIs) and business goals.</li><li>
Participate in and contribute to TOTEME&rsquo;s social and environmental sustainability strategy.</li></ul>
Your Profile<ul><li>
Minimum of two years of experience in fashion retail, ideally within the luxury sector.</li><li>
Proven success in delivering outstanding customer service, building strong client relationships, and exceeding sales goals.</li><li>
Strong understanding of fashion, styling, and brand storytelling.</li><li>
Fluent in English, both written and spoken; additional languages are a plus.</li></ul>
About You<ul><li>
A dedicated TOTEME ambassador who embodies our culture and values.</li><li>
Genuinely curious about people and motivated to understand our client base.</li><li>
Passionate about delivering a luxury experience that exceeds client expectations.</li><li>
Driven and results-oriented with a proactive and positive mindset.</li><li>
Highly organized and structured with an eye for detail.</li><li>
Available to work a flexible schedule, including evenings and weekends.</li></ul>
This is a full-time position based at TOTEME's Madison Avenue store starting on agreement.
The hourly salary for this role ranges between $30-35/hour and will be set according to the applicant&rsquo;s profile, skills and previous experience.
TOTEME has teams in Stockholm, London, New York, and Shanghai, as well as retail spaces across Europe, North America, and Asia. As a member of our dynamic, creative, and highly collaborative team, you will take part in exciting projects and milestones, evolving within your role as you contribute to the company&rsquo;s growth. 
TOTEME stands for inclusivity and a sense of belonging in the workplace. We welcome all applicants and recruit on the basis of skills and experience.
By applying to this position I agree with TOTEME&rsquo;s privacy policy and to be contacted about future job opportunities for up to 2 years from the submission date. Find out more about our privacy policy here.</div>

Senior Sales Advisor

Voya Financial

<div>Together we fight for everyone&rsquo;s opportunity for a better financial future.
We will do this together &mdash; with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone&rsquo;s access to opportunities. The status quo is not good enough &hellip; we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with &mdash; and those we acquire throughout our lives &mdash; are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage &ndash; Apply Now
Profile Summary:
The Regional Director serves as a leader within the firm&rsquo;s national sales organization, acting as a business partner responsible for deepening advisor relationships, ensuring practice success, and aligning advisor outcomes with the firm&rsquo;s strategic objectives. The Vice President plays a critical role in advisor satisfaction and growth, delivering thought leadership, practice management support, and trusted guidance and consultations. The role requires exceptional presentation skills, relationship management skills, strategic agility, and the ability to navigate complex business needs while fostering collaboration across internal teams and external advisors. This position combines business consulting, sales, practice development, and authentic partnership to ensure advisors feel supported, empowered, and connected to the firm&rsquo;s Broker-Dealer and will be accountable for delivering measurable impact on advisor growth and satisfaction. By acting as a connector between advisors and the Broker-Dealer resources, the Regional Director ensures that advisors receive the tools, insights, and advocacy necessary to optimize their practices. This includes facilitating business planning and engaging in meaningful dialogue to anticipate advisor needs. The Regional Director will represent the voice of the advisor inside our Broker-Dealer, ensuring alignment between field realities and Broker-Dealer priorities. Additionally, the role requires serving as a strategist who can influence advisor direction, foster loyalty, and drive long-term success.
Profile Description:<ul><li>
Conduct regularly scheduled meetings and coaching sessions to evaluate advisor business performance and identify opportunities for growth.</li><li>
Assist advisors in navigating business challenges, practice management decisions, and succession planning.</li><li>
Represent the firm&rsquo;s leadership team to advisors, ensuring that expectations are met and outcomes align with firm priorities.</li><li>
Provide strategic input and feedback to advisors, helping them refine business models, client engagement strategies, and operational processes.</li><li>
Serve as a trusted connector between advisors and the Broker-Dealer, ensuring advisors are aware of and able to leverage available resources.</li><li>
Identify and align appropriate firm specialists, internal teams, and subject matter experts to address advisor needs.</li><li>
Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions.</li><li>
Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making.</li><li>
Foster stronger advisor connectivity to the firm through regional events, study groups, and peer-to-peer learning opportunities.</li><li>
Build and reinforce advisor loyalty by demonstrating consistency, transparency, and accountability in all interactions.</li><li>
Serve as a strategist for advisors, offering insights on market trends, business growth opportunities, and evolving client needs.</li><li>
Develop and implement proactive strategies to attract resource usage while increasing satisfaction and productivity.</li><li>
Continuously measure advisor satisfaction and adapt engagement strategies to maintain high levels of trust and advocacy.</li></ul>
Knowledge &amp; Experience:<ul><li>
Bachelor&rsquo;s degree; advanced degree or certifications (CFP, CIMA, etc.) a plus.</li><li>
5+ years of progressive experience in financial services, advisor relationship management, or practice consulting roles.</li><li>
Proven ability to manage complex advisor relationships and deliver measurable growth and AUM retention outcomes.</li><li>
Strong consultative and analytical skills with the ability to diagnose business challenges and recommend solutions.</li><li>
Exceptional communication and presentation skills; able to influence and build trust with advisors and business owners.</li><li>
Proficiency in CRM platforms, data analytics tools, and Microsoft Office applications.</li><li>
Strategic thinker with demonstrated ability to balance firm objectives with advisor needs in a collaborative framework.</li><li>
High integrity, authenticity, and client-centric mindset with a passion for driving advisor success.</li><li>
Finra Series 7, 66 or 63 &amp; 65.</li><li>
Agile and partnership driven mindset is required.</li></ul>
#LI-MG1
Compensation Pay Disclosure:
Voya is committed to pay that&rsquo;s fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate&rsquo;s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$112,000 - $140,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That&rsquo;s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer<ul><li>
Health, dental, vision and life insurance plans</li><li>
401(k) Savings plan &ndash; with generous company matching contributions (up to 6%)</li><li>
Voya Retirement Plan &ndash; employer paid cash balance retirement plan (4%)</li><li>
Tuition reimbursement up to $5,250/year</li><li>
Paid time off &ndash; including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.</li><li>
Paid volunteer time &mdash; 40 hours per calendar year</li></ul> 
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
<ul><li>Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.</li><li>
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.</li><li>
Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
</li><li>Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.</li><li>
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.</li></ul> 
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.<div><div><div><div><div><div><div><div><div><div><div><div><div>
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.</div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Regional Director - Wealth Management

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

JPMorganChase

<div>
 
 Job Description
 
 
 
 Join our dynamic Human Resources Team as a Human Resources Business Advisor (HRBA) Executive Director, where you will play a crucial role in creating, driving and executing strategic HR priorities and supporting clients within the CDAO (Data, Analytics, and AI) organization for the Commercial &amp; Investment Bank. As the primary relationship manager to the global senior leadership team, this position offers an exciting opportunity to collaborate and work with a global team to drive strategic HR activities, initiatives and transformation.
 
 
 As a Human Resources Business Advisor in our dynamic Human Resources team, you will help deliver the end-to-end Talent Strategy by starting with business problems, curating the right solutions from product offerings, directly informing segmented product strategy and developing a uniform approach to talent processes.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Design, advise, execute and manage talent development agenda for the respective business unit ensuring close alignment with business priorities. This includes compensation, performance development and culture and leadership development.
 </li>
 <li>
 Provide advice, executive coaching and counsel to senior leaders on sophisticated organizational, leadership and people matters.
 </li>
 <li>
 Identify innovative solutions to maximize organizational design and effectiveness, influence change management initiatives and enhance employee engagement.
 </li>
 <li>
 Partner with the Leadership team/Senior leaders to drive organizational culture in line with business principles.
 </li>
 <li>
 Leverage data to provide holistic insights and develop talent strategies to drive progress on business priorities.
 </li>
 <li>
 Protect the firm and partner with business leaders and controls partners by providing objective advice and counsel on risk and people agenda matters.
 </li>
 <li>
 Leverage knowledge of market and talent to drive best practice outcomes around the talent and people agenda.
 </li>
 <li>
 Support the year-end compensation process and assist senior leaders with compensation decisions.
 </li>
 <li>
 Partner with leaders on performance and talent management cycles, including succession planning and promotions.
 </li>
 <li>
 Provide front-line support for HR risk and controls initiatives, ensuring appropriate controls for critical processes.
 </li>
 <li>
 Utilize workforce data to understand trends and drive talent outcomes.
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 10+ years of experience as an HR Business Advisor/Partner or Talent &amp; Organizational (HR) Consulting
 </li>
 <li>
 Strategic, transformational, innovative and proactive mind-set coupled with strong foundational skills
 </li>
 <li>
 Outstanding technical skills and proven data-driven decision-making
 </li>
 <li>
 Demonstrated success with organizational design and execution
 </li>
 <li>
 Strong change management and execution experience
 </li>
 <li>
 Executive presence with strong verbal and written communication skills -proven experience influencing, coaching and counseling senior leaders
 </li>
 <li>
 Demonstrated ability to thrive in a global, fast paced, collaborative, team-based culture and leverage matrixed organization to problem solve, design and execute people priorities
 </li>
 <li>
 Proven capability to work successfully across a large, global organization with multiple constituents, while influencing direction and outcomes.
 </li>
 <li>
 Project management abilities, including execution skills and end-to-end process improvement.
 </li>
 <li>
 Ability to utilize critical thinking and analytical skills to identify issues and trends, develop solutions, and address root causes.
 </li>
 <li>
 Comfortable partnering with employee relations and HR legal on complex and often time-sensitive employee matters.
 
 
 </li>
 </ul>
 
 Preferred Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Prior experience in the Data, Tech or AI domains
 </li>
 <li>
 Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues.
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 
 
 We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
 
 
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 
 
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 
 
 
 About The Team
 
 
 
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>

Human Resources Business Advisor, Executive Director

Savvy Wealth

<div><div><div>Location<div>
NYC Office</div></div><div>
Employment Type<div>
Full time</div></div><div>
Location Type<div>
Hybrid</div></div><div>
Department<div>
Growth</div></div><div>
Compensation<ul><div>
$135K &ndash; $150K &bull; Offers Equity</div></ul></div></div><div><div><div><div>
About Savvy Wealth:</div>
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We are seeking a Manager, Strategic Growth to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth.
Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow.
Responsibilities:<ul><li><div>
Own recruitment, training, and management for a team of high performing Strategic Growth Associates.</div></li><li><div>
Build a highly engaged and motivated team culture that fosters the success and development of each team member.</div></li><li><div>
Work closely with our Strategic Growth Managers and Chief Growth Officer to optimize a seamless sales cycle that is tailored to the financial advisor experience.</div></li><li><div>
Develop an in-depth understanding of our industry and target companies in order to implement targeted recruiting strategies and initiatives.</div></li><li><div>
Stay up-to-date on industry trends, best practices, and competitive talent landscapes.</div></li><li><div>
In partnership with Revenue Operations, utilize best practices for systems &amp; metrics in order to ensure team alignment and data-driven decision making.</div></li></ul>
Must Have:<ul><li><div>
Strong background in full-cycle recruiting, ideally in the Financial Sector or recruiting revenue-producing candidates</div></li><li><div>
2+ years of experience managing a team that is responsible for sales or recruitment quota attainment</div></li><li><div>
A proactive, collaborative approach to leadership that facilitates strong intra team and cross functional productivity.</div></li><li><div>
Bachelor&rsquo;s degree in Business, HR, or a related field</div></li><li><div>
Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).</div></li></ul>
Nice to have:<ul><li><div>
Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers.</div></li><li><div>
Comfortable working in a fast-paced, early-stage startup environment</div></li></ul>
Benefits:<ul><li><div>
Competitive salary and equity package</div></li><li><div>
Unlimited PTO + paid company holidays</div></li><li><div>
Access to holistic medical, dental, and vision plans</div></li><li><div>
Company 401(k), Commuter, and HSA/FSA plans</div></li><li><div>
NYC office in the heart of Manhattan</div></li><li><div>
Lunch and snacks provided in the office</div></li><li><div>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</div></li><li><div>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</div></li></ul></div></div></div></div>

Manager, Strategic Growth Associates

State Street

<div>Work locations: Burlington MA, Boston MA, Stamford CT, Clifton NJ
(In office presence is expected)
Candidates must possess solid Front-Office - solid depth in trading workflows.
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Client Managers serve a dual purpose &ndash; advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.
As a Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.
Key Responsibilities
Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:<ul><li>
Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements</li><li>
Developing relationships with senior client personnel to gain understanding of client strategy and CRD&rsquo;s alignment to achieving their strategy</li><li>
Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.</li><li>
Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.</li><li>
Establishing long-term, strategic objectives for each client and measure success against account plan goals</li><li>
Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams</li><li>
Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services</li><li>
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base</li></ul>
Qualifications<ul><li>
BA/BS degree in Finance, Technology or relevant discipline</li><li>
5 years experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role</li><li>
Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing</li><li>
Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users</li><li>
Strong analytical and problem-solving skills</li><li>
Ability to multi-task and successfully manage simultaneous priorities</li><li>
Proven organizational skills with attention to detail</li><li>
Self-motivated with the ability to operate independently and as a member of a team</li><li>
Ability to travel to client sites 20% &ndash; 40% per calendar year</li></ul>
Keyword: Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office
Salary Range:
$90,000 - $157,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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Client Manager - Investment Software, AVP - Charles River Development

<div>JOB DESCRIPTION 
The ConnectWealth Program and Change Management Lead will play a pivotal role in driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. This pivotal role combines strategic change leadership with hands-on execution, driving organizational readiness and sustainable adoption across our wealth management transformation. In this high-impact position, you will oversee program management and change initiatives for a specific line of business, ensuring seamless delivery of platform enhancements and effective advisor engagement. Your leadership will be critical in managing change, fostering advisor adoption, and ensuring the technology transformation delivers measurable value throughout the organization. This is a unique opportunity to lead meaningful change, support thousands of advisors and their clients, and guide one of the industry&rsquo;s most significant technology advancements through every stage of engagement and adoption.
Key Responsibilities:
Change Strategy &amp; Leadership<ul>
<li>Design and execute comprehensive change management strategy across all phases of ConnectWealth transformation</li>
<li>Develop adoption frameworks aligned with business objectives and advisor readiness levels</li>
<li>Lead organizational impact assessments identifying change implications across stakeholder groups</li></ul>
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications:<ul>
<li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth - Program and Change Management Lead, Vice President

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