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senior wealth advisor

Masterworks

<div><h2 class="jobSectionHeader">About Masterworks</h2>
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.
Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.
<h2 class="jobSectionHeader">Why Masterworks?</h2>
If you answered &quot;Yes&quot; to any of the below, we'd love to hear from you!
<ul><li>Are you passionate about democratizing alternative investments?</li><li>
Are you interested in working for a disruptive start-up, focused on a new asset class?</li><li>
Do you enjoy meaningful work that has a noticeable impact on business performance?</li></ul>
<h2 class="jobSectionHeader">Position Overview</h2>
As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team &mdash; bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community &mdash; whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.
You will be matched to one of two senior advisory tracks based on mutual fit identified during the interview process:
<ul><li>New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .</li><li>
Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.</li></ul>
In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.
<h2 class="jobSectionHeader">Responsibilities</h2>
<ul><li>Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)</li><li>
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility</li><li>
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)</li><li>
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value</li><li>
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics</li><li>
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs</li><li>
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives</li></ul>
<h2 class="jobSectionHeader">Team Overview</h2>
<ul><li>Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group</li><li>
Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team</li><li>
Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively during the interview process</li></ul>
<h2 class="jobSectionHeader">Requirements &amp; Preferred Skills</h2>
<ul><li>5+ years of experience in investment advising, financial advising, or a similar client-facing role</li><li>
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes</li><li>
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)</li><li>
Deep interest in alternative assets, financial markets, and macroeconomics</li><li>
Excellent organizational, problem-solving, relationship-building, and time management skills</li><li>
Series 65 license from FINRA (required)</li><li>
Highly results-driven with a competitive, ownership-oriented mentality</li><li>
Proven ability to lead and perform in a fast-paced, high-volume environment</li><li>
Proficiency with CRM tools strongly preferred (e.g., HubSpot)</li><li>
Passion for the &quot;business of art&quot; is a plus &mdash; no prior art knowledge required</li></ul>
<h2 class="jobSectionHeader">Compensation &amp; Benefits</h2>
Compensation range: $150,000 &ndash; $200,000
Benefits include: Daily catered lunches &middot; Free admission to art museums and galleries &middot; Health, dental, and vision coverage with FSA options &middot; Paid Parental Leave &middot; PTO and 401k &middot; Discounted Equinox membership &middot; Happy hours, company outings, social clubs, and more</div>

Senior Wealth Advisor

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients&rsquo; estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. 
 
 
Job Responsibilities<ul>
<li>Serve as an advisor to clients on personal planning matters</li>
<li>Identify opportunities for the Bank to serve in a current or future fiduciary capacity</li>
<li>Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning</li>
<li>Assist Bankers and other team members in their new business efforts</li>
<li>Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team&rsquo;s strategy with respect to PA outreach</li>
<li>Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media</li>
Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers 
<li>
</li></ul>Required Qualifications, Capabilities, and Skills<ul>
<li>Five plus years of complex estate and wealth planning experience</li>
<li>Professional designations required: JD</li>
<li>Recognized expertise in managing the estate planning needs of high-net-worth individuals</li>
<li>Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals</li>
<li>Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations</li>
<li>Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations</li>
<li>Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul>
<li>CPA designation</li>
<li>Ability to partner with clients&rsquo; other advisors (principally their attorneys and accountants)</li>
<li>Demonstrated understanding of other wealth management disciplines, including investing and credit</li>
<li>Ability to work in a team-based 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>

U.S. Private Bank - Wealth Advisor - Executive Director

Social Capital Resources

<div>
 
 
 Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Lead the investment process for the team&rsquo;s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
 </li>
 <li>
 Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
 </li>
 <li>
 Presenting regularly to existing clients and prospects
 </li>
 <li>
 Leveraging the views established by the firm&rsquo;s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
 </li>
 <li>
 Driving process and provide investment expertise to build optimal portfolios
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor's Degree
 </li>
 <li>
 CFA is a plus
 </li>
 <li>
 Series 7 is a must
 </li>
 <li>
 10+ years of experience constructing portfolios on behalf of HNW clients or institutions
 </li>
 <li>
 Comprehensive understanding of asset allocation, portfolio construction and manager selection
 </li>
 <li>
 Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
 </li>
 <li>
 Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
 </li>
 <li>
 Superior analytical and problem-solving skills
 </li>
 <li>
 Effective verbal and written communication skills
 </li>
 </ul>
 
 
</div>

Investment Strategist (Wealth Management)

Morgan Stanley

<div><div>We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.
 
 
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight.
 
 
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
 
 
What you'll do in the role:
 
<ul><li>Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
</li><li>Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight
</li><li>Prepare Fully-Loaded reporting for the WM branch network
</li><li>Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
</li><li>Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
</li><li>Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
</li><li>Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners
</li><li>Additional ad hoc analyses and recurring reporting as necessary
</li></ul></div><div>What you'll bring to the role:
 
<ul><li>Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
</li><li>B.A./B.S. in relevant field
</li><li>Up to 3 years of relevant experience
</li><li>A high aptitude for numbers and a quick grasp of new applications and technology
</li><li>Must be willing to learn, grow and remain agile
</li><li>Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
</li><li>A desire to work in a team-based environment and contribute as a team player
</li><li>Extremely proficient with both Microsoft Excel &amp; PowerPoint
</li><li>Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
</li><li>Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.
</li></ul></div>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Wealth Management Finance, Associate (Advisor Channel)

Equitable Advisors

Wealth Management AssociateEquitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.Role Highlights<ul><li>Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking</li><li>Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance</li><li>Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations</li><li>Location: In-office presence required</li><li>Work-Life Balance: Flexible schedule to maximize productivity and personal time</li></ul>Skills &amp; Experience<ul><li>Education: Bachelor's degree or equivalent skills and work experience</li><li>Licensing: State Life &amp; Health, SIE, Series 7, Series 66</li><li>Personal Attributes: values-driven with a track record of success and accomplishment</li><li>Communication Skills: excellent interpersonal and communication abilities with strong self-confidence</li><li>Mindset: entrepreneurial spirit with a desire to positively impact others' lives</li><li>Collaboration: ability to work with and learn from top performers</li><li>Work Authorization: must be authorized to work in the United States</li></ul>Training &amp; Development<ul><li>FINRA Sponsorship: provided for required FINRA licensing</li><li>Preliminary Employment Period (PEP): comprehensive 120-day hands-on training</li><li>Virtual University: access to Equitable Advisors' Virtual University for continuous learning</li><li>Mentorship: opportunities for joint work and mentorship</li><li>Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed</li><li>Leadership Development: access to Leadership Development School for those with management ambition</li><li>Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER&trade; (CFP&reg;), Chartered Financial Consultant (ChFC) and Equitable Advisors&rsquo; own Credentialed Holistic Financial Coach program</li></ul>Compensation &amp; Benefits<ul><li>Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.</li><li>Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually.</li><li>Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.</li><li>Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.</li></ul>Our Impact &amp; CultureEquitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like &quot;1,000 Hours of Giving Back,&quot; sponsored by our Women&rsquo;s Network, and &ldquo;Equitable Excellence,&rdquo; which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI &amp; TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)Job Type: Full-timePay: $35,500.00 - $125,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?</li></ul>Work Location: In person

Wealth Management Associate

NFP Corp

<div>Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive is a seasoned advisor and may work on large, complex accounts with some degree of supervision and approval from their supervisor. At this level, the Senior Account Executive may have direct supervision of team members.

Essential Duties and Responsibilities:
<ul>
<li>Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers</li>
<li>Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health &amp; Welfare Benefits and vendor/carrier products and services</li>
<li>Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion</li>
<li>Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only)</li>
<li>Build and maintain strong relationships with carriers, companies and clients. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues</li>
<li>Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients</li>
<li>Anticipate client needs and identify the strategies to solve them</li>
<li>Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business</li>
<li>Understand and articulate alternative funding strategies</li>
<li>Work with director to develop and execute client strategy plan and defined deliverables</li>
<li>Oversee open enrollment process for clients; Review employee presentations and communication materials</li>
<li>Conduct and present annual client compliance audits</li>
<li>Genuine understanding of client financial mechanics and projections</li>
<li>Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant</li>
<li>Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)</li>
<li>Review the work of the Account Managers on the team and provide informal mentorship to them</li>
<li>Ensure all client data is entered into CRM System (Salesforce) in a timely manner</li>
<li>May have direct supervisory responsibility of junior team members</li>
</ul>
Knowledge, Skills and/or Abilities:
<ul>
<li>Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services</li>
<li>Ability to work independently and anticipate client and team needs</li>
<li>Effective time management and decision-making skills</li>
<li>Diligent follow up skills</li>
<li>Ability to express ideas clearly in both written and oral communications</li>
<li>Strong Microsoft Excel and PowerPoint skills</li>
<li>Commanding presentation and public speaking abilities</li>
</ul>
Education and/or Experience:
<ul>
<li>BA/BS preferred</li>
<li>More than 8 years industry and product line experience</li>
<li>8+ years of health and welfare consulting experience required</li>
</ul>
Certificates, Licenses, Registration:
<ul>
<li>Life, Accident and Health Insurance License required</li>
<li>GBA or CEBS Certification a plus</li>
</ul>
What We Offer:

We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $145,000 &ndash; $175,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.</div>

Senior Account Executive- Employee Benefits

Savvy Wealth

<div>
 
 About Savvy Wealth
 
 
 
 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!
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
 </li>
 <li>
 Produce high-quality, production-ready, readable, maintainable code
 </li>
 <li>
 Work cross functionally with product leadership, design, and business partners to deliver the best product.
 
 
 </li>
 </ul>
 
 Must Have
 
 
 
 <ul>
 <li>
 2-5 years building web applications with experience shipping features in production environments
 </li>
 <li>
 Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases
 </li>
 <li>
 Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills
 </li>
 <li>
 Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
 
 
 </li>
 </ul>
 
 Nice To Have
 
 
 
 <ul>
 <li>
 Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
 </li>
 <li>
 Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 Competitive salary and equity package
 </li>
 <li>
 Unlimited PTO + paid company holidays
 </li>
 <li>
 Access to holistic medical, dental, and vision plans
 </li>
 <li>
 Company 401(k), Commuter, and HSA/FSA plans
 </li>
 <li>
 NYC office in the heart of Manhattan
 </li>
 <li>
 Lunch and snacks provided in the office
 </li>
 <li>
 Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
 </li>
 <li>
 Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
 
 
 </li>
 </ul>
 Compensation Range: $134K - $164K
</div>

Software Engineer

Explore 878+ Senior wealth advisor in New York this March. Find roles across top companies and apply now to boost your career.