Private Wealth Internal Sales Associate

Join our dynamic team at Pierce as a Product Manager in Private Wealth Management. In this pivotal role, you will leverage your expertise in product management to drive innovative solutions and enhance our offerings in the financial services sector.Education: A Bachelor’s Degree is required.Experience: 5+ years in product management within the financial services industry; wealth management experience is a plus.Communication: Exceptional verbal and written skills are a must, including the ability to effectively lead calls and training sessions.Analytical Skills: Demonstrated analytical and problem-solving abilities, with a knack for synthesizing diverse requirements.Attention to Detail: Strong logical and analytical thinker with meticulous attention to detail.Accountability: A proven track record of personal accountability and teamwork, ensuring products are delivered timely and meet quality standards.Problem-Solving: Ability to dissect complex problems and processes, document workflows, and communicate solutions clearly.Integrity: A commitment to excellence and a high level of integrity in all work.Proactivity: A proactive mindset with a willingness to take initiative, identify potential risks, and propose effective solutions.Adaptability: Flexibility to thrive in a fast-paced, dynamic environment while collaborating with cross-functional teams and stakeholders.Time Management: Capability to balance high-quality work with tight deadlines.

OverviewAt Addition Wealth, we are dedicated to revolutionizing financial health by making personalized financial expertise accessible and inclusive for everyone. Through cutting-edge technology and strategic partnerships with leading companies and financial institutions, we empower individuals with comprehensive digital tools, a rich knowledge center, and access to top financial professionals. Our mission is to alleviate financial stress and enhance productivity, transforming the way people manage their finances.We are more than just another financial wellness platform; we are leading a transformative movement in personal finance decision-making. By harnessing technology, we create impactful, seamless experiences that can genuinely change lives. As a member of Addition Wealth, you will tackle complex challenges, expand the limits of innovation, and develop impactful tools that enhance lives.Our global impact has been acknowledged across the industry, with backing from top fintech VCs including Barclays, Anthemis, and Nyca. Addition Wealth has been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received the UBS Female Founder Award 2023, and was selected as a Top Innovator by the World Economic Forum. Our achievements have also been featured in leading publications such as Bloomberg, TechCrunch, Insider, and Forbes. Join us in building something extraordinary as we embark on this journey together.About The RoleIn this pivotal role, you will design and implement features that enhance the financial well-being of our users. You will have the chance to influence the product roadmap, make impactful decisions, and bring your strategic insights, creativity, and user-focused approach to fruition. The ideal candidate is an adept communicator, problem-solver, and leader capable of balancing user needs with business goals and technical limitations. You will engage deeply in product development, collaborate with diverse teams, and utilize data to refine your strategies. You will be part of a team that prioritizes innovation, synergy, and delivering exceptional products for both our users and enterprise partners.

About General AtlanticGeneral Atlantic is a premier global investor, boasting over 45 years of expertise in delivering capital and strategic support to more than 830 companies globally. Founded in 1980, we remain a committed partner to visionary founders and investors aiming to cultivate dynamic enterprises that create lasting value. Fueled by the belief that entrepreneurs can be transformative agents of change, we adopt a collaborative global approach, leveraging sector-specific knowledge, a long-term investment perspective, and deep insights into growth drivers to partner with and scale innovative businesses worldwide. Our firm utilizes patient capital, operational acumen, and a global network to bolster a diversified investment portfolio encompassing Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, General Atlantic oversees approximately $123 billion in assets under management, with a workforce of over 900 professionals across 20 countries and five regions. For further details about General Atlantic, please visit: www.generalatlantic.com.Position SummaryThe Capital Solutions team at General Atlantic is dedicated to promoting the firm’s global investment strategies to institutional and private wealth investors around the world. This team oversees all dimensions of client coverage and the fundraising process, fostering relationships with both existing and potential investors.We are seeking a highly skilled Associate to join our Private Wealth Capital Solutions team located in New York. This role will focus on supporting financial advisor relationships across a designated U.S. region. The Client Coverage Associate will collaborate closely with regional Client Coverage leads to engage financial advisors within private bank and wirehouse wealth management platforms, offering proactive sales and client service support to enhance fundraising efforts and strengthen relationships with advisors across General Atlantic’s Growth Equity, Climate, Infrastructure, and Credit strategies in their designated territory. The successful candidate will work in tandem with senior members of General Atlantic’s global Capital Solutions team while partnering with colleagues throughout the firm to design and implement scalable fundraising initiatives, financial advisor engagement strategies, and client service programs within the private wealth sector.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion, yet it often operates with outdated processes and minimal technological integration. A staggering 75% of financial advisors rely solely on email for digital communication, while 62% still utilize Excel for financial planning, creating inefficiencies and diminishing client satisfaction. Financial advisors currently dedicate over 70% of their time to non-client facing, manual tasks.Savvy is revolutionizing this landscape. We are developing the most advisor-centric platform in wealth management—a digital-first solution that enhances traditional financial advisory services. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales tools, and streamlined back-office operations, allowing them to grow their practices and focus more on their clients.With over $105 million raised from prestigious investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned entrepreneurs and operators who have made significant contributions to companies like Airbnb, Square, Brex, and Facebook. Savvy is at a critical juncture in its expansion, having achieved a remarkable product-market fit by providing a contemporary platform for financial advisors. We have exceeded $2.2 billion in assets under management (AUM) within three years and grown by over 600% in the past 18 months. Join us in our mission to scale further!

Blend360 is seeking a Marketing Program Manager to support its Wealth Management division in New York. This role centers on building and executing marketing programs that strengthen the firm’s wealth management offerings. Role overview The Marketing Program Manager will work with teams across the organization to shape and deliver marketing initiatives. The focus is on programs that reflect client needs and foster stronger customer engagement. What you will do Develop marketing programs tailored to the wealth management sector Collaborate with cross-functional teams to coordinate strategic marketing efforts Support initiatives that improve client experience and engagement Location This position is based in New York.

OpenTable is a premier platform with over 60,000 restaurant partners and millions of diners, dedicated to enhancing the dining experience. As a part of Booking Holdings, Inc. (NASDAQ: BKNG), we leverage over 25 years of industry expertise to empower restaurants, allowing them to focus on their guests and team while optimizing their operations. Our cutting-edge technology enables diners to discover and book the ideal restaurant for any occasion.At OpenTable, every team member plays a vital role in shaping our services and culture, which is deeply rooted in the hospitality industry. Join a global team committed to supporting restaurants and diners alike.We are searching for an accomplished Director of Product Design to lead our table management system and private dining teams. In this role, you will oversee a global team of talented product designers, collaborating with product managers, engineers, researchers, and data scientists. Your mission will be to deliver exceptional value and create impactful experiences for restaurants and diners worldwide.You will be an integral part of our UX team, working closely with product development to enhance our processes, ensure design quality, foster innovation, and support the growth of your team members.

Oversee and drive data modernization initiatives within the wealth and asset management sectors, ensuring alignment with both business objectives and regulatory standards. Engage in close collaboration with data teams, technology partners, and business stakeholders to delineate project scope, timelines, and deliverables. Create and uphold detailed project plans, monitoring progress, risks, and strategies for mitigation. Facilitate effective communication across cross-functional teams and provide consistent updates to senior management and clients. Ensure rigorous quality control and validation throughout data migration and modernization efforts. Spot opportunities for process enhancements and implement best practices to improve project outcomes. Maintain compliance with industry standards and regulatory guidelines throughout the project lifecycle.

Join gleanwork as a Private Equity Partnerships Manager in the vibrant city of New York! In this pivotal role, you will be responsible for forging and nurturing relationships with private equity firms, ensuring seamless collaboration and maximizing investment opportunities. You will leverage your expertise in the finance sector to drive strategic initiatives and support our mission to empower businesses through innovative solutions.

Join our dynamic team as a Consultant specializing in Capital Markets and Wealth Management. At Capco, we empower financial institutions to innovate and overcome their challenges. As a Consultant, you will leverage your expertise to provide strategic insights, drive impactful solutions, and contribute to the success of our clients. This is your opportunity to make a significant impact in a fast-paced environment.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

About TitanTitan is a distinguished wealth management firm dedicated to enhancing our generation's capacity for compound growth. We aim to democratize access to wealth management by placing a personal wealth advisor in everyone’s pocket. Traditionally, wealth management services were reserved for the ultra-wealthy, but Titan makes them accessible to all. By leveraging cutting-edge technologies like artificial intelligence, we empower advisors with tools that allow them to serve clients they previously could not reach. Supported by prominent investors such as a16z, General Catalyst, and Sam Altman, we currently manage over $1 billion in assets for clients nationwide.Why Join Titan?Visionary Mission: Our goal to make private wealth management universally accessible is set to create a legacy that significantly enhances our generation's wealth.Timely Opportunity: The rise of large language models (LLMs) fuels our mission to democratize personalized wealth management, driving our daily urgency.Significant Contribution: As a member of our small, dynamic team, your contributions at Titan will carry substantial weight.Engaging Work Environment: We foster a vibrant, high-touch culture where collaboration and hands-on teamwork thrive, with our founders working alongside you daily.Competitive Compensation: Titan offers attractive salary packages, along with equity options that allow every team member to share in our success.Renowned Investors: Join us with the support of leading investors who share our ambitious vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.Role OverviewWe are seeking a Technical Product Manager to take ownership of the systems, integrations, workflows, and infrastructure that drive Titan’s wealth management platform. This critical role intersects product development, engineering, operations, compliance, and data management. You will ensure that Titan’s essential technical components—from custodial integrations to portfolio management workflows and regulatory systems—are reliable, scalable, and optimized for performance. This position requires a deep technical foundation and a results-oriented approach, as you will be responsible for ensuring that our internal and client-facing systems operate seamlessly, fostering trust among advisors, operations personnel, and clients.

Savvy Wealth develops technology for the wealth management sector, where many firms still depend on manual processes like email and spreadsheets. The company’s platform introduces AI-driven software, automated sales and marketing tools, and streamlined back-office operations. This enables financial advisors to spend less time on administrative work and more time engaging with clients. Savvy Wealth has raised over $105 million from investors such as Thrive Capital, Index Ventures, and Canvas Ventures. Team members bring experience from organizations including Airbnb, Square, and Facebook. In less than three years, Savvy has surpassed $5.1 billion in Assets Under Management and achieved over 600% growth in the past 18 months. The team continues to expand its product offerings and revenue as the company scales. Role overview This Senior Product Marketing Manager position is based in the New York City office. The role leads marketing for Savvy Wealth Investment Management (SWIM) and an expanding suite of financial products. Close collaboration with the Chief Investment Officer is central, focusing on turning proprietary investment strategies into clear offerings for financial advisors. The work involves a B2B2C approach: marketing directly to advisors and equipping them with messaging and tools to reach their own clients. What you will do Productize SWIM strategies: Work with the CIO and investment team to translate complex strategies, including ETFs, SMAs, and model portfolios, into accessible, client-ready narratives. Shape B2B2C marketing: Develop a two-layer marketing approach that first drives advisor adoption, then provides advisors with collateral to engage their clients. Lead go-to-market for new services: Direct launch strategies for additional offerings such as Financial Planning, Tax Services, and Estate Planning.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion but remains largely outdated and inefficient, with minimal technological integration. A staggering 75% of financial advisors limit their digital communication to email, while 62% still rely on Excel for financial planning. This results in subpar client experiences and causes advisors to spend over 70% of their time on manual, non-client-facing tasks.Savvy is revolutionizing this landscape. We're developing the most advisor-centric platform in wealth management: a digital-first solution designed to modernize human financial advice. By collaborating with Savvy, advisors gain access to AI-driven software, automated sales and marketing tools, and streamlined back-office operations, enabling them to scale more effectively and dedicate more time to their clients.Having raised over $105 million from renowned investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned founders and operators with experience at organizations like Airbnb, Square, and Facebook, as well as managing $200 billion in Registered Investment Advisors (RIAs).Savvy is currently at a crucial juncture in its growth journey, having secured a solid product-market fit in delivering a contemporary platform to financial advisors. In less than three years, we have surpassed $2.2 billion in assets under management (AUM) and experienced over 600% growth in the last 18 months. We are now poised to enter a phase of rapid expansion, enhancing our product offerings and driving continued revenue growth. Join us in scaling this exciting venture!The Role:As a Senior Product Manager, you will hold a pivotal position within a dynamic environment, proactively identifying market opportunities across the organization and guiding product strategy to address them effectively.Your critical responsibilities will include pinpointing areas to enhance value for existing customers and developing new product lines. You will determine the next products to be developed, define their scope, set target metrics, and more. Additionally, you will lead projects from conception to production, collaborating closely with engineering, design, and cross-functional business partners to ensure swift and effective execution.With countless opportunities at our disposal, the ability to focus on a select number of high-impact areas will be key to our sustained success. You will be instrumental in deciding which areas to prioritize and will drive the team towards achieving these goals with high velocity.Success in this role requires the ability to navigate ambiguity and thrive in a fast-paced setting.

About NevisNevis is pioneering the development of the world’s first AI-driven wealth management platform. Our innovative solution empowers financial advisors by automating tasks and enhancing workflows, allowing them to dedicate more time to client relationships. We envision a future where every wealth management firm will rely on Nevis.Founded by a distinguished team of former Revolut executives, Nevis has successfully secured $40 million in funding from top-tier investors such as Sequoia Capital, ICONIQ, and Ribbit.The RoleWe are seeking a detail-oriented and analytical Operations Manager (Product) to join our dynamic Product teams at Nevis. In this pivotal role, you will be instrumental in shaping the future of our AI-centric wealth management platform by translating operational insights into scalable, data-driven strategies.Your collaboration with Product Managers, Engineers, and Leadership will be key in addressing complex business challenges, uncovering growth avenues, and structuring operational frameworks for our core product initiatives. From the launch of new features and market entries to performance analysis and go-to-market strategy definition, you will play a vital role in Nevis's growth trajectory.If you enjoy navigating the nexus of product development, data analysis, and business strategy while addressing complex challenges with clarity and rigor, you'll thrive in our environment.What You’ll DoCollaborate with Product & Engineering teams to establish and implement operational strategies that ensure product success.Analyze critical product, user, and financial metrics to pinpoint inefficiencies and identify new growth potential.Transform insights into actionable plans aimed at enhancing customer experience, scalability, and profitability.Lead impactful, cross-functional projects spanning product development, AI, and operations.Contribute to defining product strategy and go-to-market approaches for new features and market segments.Develop scalable processes and frameworks to monitor product performance and operational efficiency.Act as a liaison between product development and business execution, ensuring cohesive alignment across teams.Utilize SQL, Python, or other analytical tools to facilitate data-driven decision-making.Who You AreA minimum of 2 years of experience in operations, product strategy, consulting, or data-driven roles.

Location and Work Arrangement Melville, NY (Hybrid schedule) About EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants has grown rapidly since its founding in 2007. Headquartered in New York City, the company employs over 3,000 professionals nationwide. Teams combine local market knowledge with industry expertise to serve a wide range of client needs. EPIC’s growth reflects the dedication and commitment of its people. The company’s core values include an owner mindset, building trust, ambitious thinking, and a focus on results. Role Overview: Private Client Relationship Manager The Private Client Relationship Manager delivers high-quality service and advice to private clients. Acting as a trusted advisor and advocate, this person helps clients navigate their insurance needs. The role calls for independent work and strong problem-solving skills. This is a full-time, exempt position.

IQ-EQ seeks a Manager of Private Equity Fund Accounting based in New York. This position is responsible for managing fund accounting operations with a strong emphasis on accuracy, regulatory compliance, and attentive client service. Key responsibilities Direct daily accounting activities for private equity funds Monitor and ensure compliance with applicable regulations and internal standards Lead, mentor, and support a team of accounting professionals Oversee the preparation of financial statements and performance reports Build and maintain effective relationships with clients and key stakeholders Role focus This role centers on delivering accurate fund accounting, upholding compliance, and fostering strong client connections while guiding a team through complex financial processes.