Anchin is a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds and high-net-worth individuals and families. Its highly-focused industry specialization helps clients overcome challenges and achieve their financial objectives with exceptional confidence. Consistently recognized in respected “best of” lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness. The full-service firm, with a staff of 450, including more than 60 partners, provides a wide range of assurance, financial reporting, tax and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies, family office strategies management and succession advisory; growth, transition and exit strategies; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, and in Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Discover what’s possible by visiting us online at www.anchin.com.

Industry: Accounting
Company Size: 201-500 employees

Anchin

Savvy Admin PROD

**Title: ** Tax Manager, Private Client Group

**Department: ** Private Client Group

**Supervises: ** Supervisors

**Role Type: ** Full-time

**Location: ** New York, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)

**About The Company**

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

**About The Position**

Anchin’s Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and ensuring compliance with tax regulations. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals.

**Responsibilities**

- Build and maintain strong relationships with high-net-worth clients.

- Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes.

- Understand clients' financial goals, assets, and investment portfolios.

- Provide personalized tax planning and advisory services tailored to individual client needs.

- Communicate complex tax concepts in an understandable manner to clients.

- Conduct in-depth analysis of clients' financial situations to identify tax planning opportunities.

- Develop and implement tax-efficient strategies to minimize clients' tax liabilities.

- Ensure compliance with local, state, and federal tax laws and regulations.

- Supervise and mentor junior tax staff.

- Provide guidance, training, and support to team members.

- Review the work of team members to ensure accuracy and compliance with tax laws.

- Stay updated on changes in tax laws, regulations, and industry trends.

- Conduct research on specific tax issues and provide recommendations to clients.

- Analyze tax implications of various financial decisions, such as investments and estate planning.

**Qualifications**

**Education:**

- Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification is a plus.

**Experience**

- 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients.

- Strong knowledge of tax laws, regulations, and compliance requirements.

- Exceptional analytical and problem-solving skills.

- Excellent communication and interpersonal skills for building and maintaining client relationships.

- Leadership abilities and experience managing a team of tax professionals.

- Detail-oriented with a high level of accuracy in work.

- Ability to work under pressure and meet deadlines.

**Compensation**

- Competitive annual salary in the range of $140,000 to $180,000, based on individual’s experience level.

Anchin provides comprehensive benefits, which you can view**here **.

**Attributes**

- Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.

- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.

- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.

- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.

- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.

- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.

- Action Oriented: Proactively seeks out new and challenging work.

- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

~~Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com ~~

Tax Manager, Private Client Group

TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.

For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer

Industry: Financial Services
Company Size: 501-1,000 employees

**Position Summary**

TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals.

The Vice President, Content Writer and Strategist leads TCW’s enterprise content marketing function, driving the development and execution of a cohesive thought leadership and branded content strategy that amplifies TCW’s voice globally across institutional, intermediary, and advisor audiences.

This individual will collaborate closely with senior leaders, portfolio managers, and subject matter experts to craft narratives that reflect TCW’s investment expertise and brand value propositions. The ideal candidate brings deep knowledge of financial services and asset management, an editorial mindset grounded in data and SEO, and a passion for creating content that strengthens TCW’s reputation and drives measurable business outcomes.

**Editorial Strategy**

**Essential Duties**

-  Define and execute TCW’s firmwide content strategy to elevate TCW’s brand visibility and deepen understanding of TCW’s expertise across macro perspectives and asset classes (Fixed Income, Alternatives, and Equities), and investment vehicles (ETFs, mutual funds, BDCs, Intervals funds)

-  Develop differentiated content programs and recurring series designed to break through a crowded market, build audience loyalty, and position TCW as a sought-after thought leader.

-  Partner with senior leadership, CIOs, portfolio managers, and distribution teams to surface opportunities to develop content aligned to enterprise growth objectives and commercial priorities.

-  Research, draft, and refine long-form and short-form content—including thought leadership, articles, commentary, scripts, and campaign narratives—ensuring clarity, consistency, and a strong TCW point of view.

-  Drive editorial and storytelling excellence, claiming TCW areas of expertise and communicating TCW’s differentiators across investment philosophy, CIO insights, and products.

-  Align content initiatives with broader marketing, brand, and sales enablement programs to maximize reach, relevance, and cohesion.

-  Collaborate with Marketing stakeholders and leadership to ensure content is discoverable, integrated, and optimized across digital touchpoints.

**Content Creation And Curation**

-  Lead the development, writing, editing, and curation of high-quality content, including thought leadership articles, market insights, commentaries, and multimedia (e.g. video, podcast) storytelling.

-  Translate investment and market intelligence into clear, engaging, and compliant narratives for institutional investors, financial advisors, consultants and the general public.

-  Maintain a unified editorial calendar to align content deployment across TCW.com, social, and email channels.

-  Partner with SMEs, business leaders, and product marketers to produce content that embeds TCW’s brand value propositions and supports key marketing objectives.

-  Ensure all content aligns with TCW’s brand standards, compliance requirements, and audience needs.

-  Collaborate across the marketing team to drive TCW’s SEO strategy, ensuring content is optimized for discoverability and organic growth.

-  Partner with the Social Media Strategist to amplify content across social channels, extending reach and engagement through cohesive storytelling.

-  Coordinate with marketing partners to map journeys for TCW signature content programs, track engagement, and connect content consumption to client and lead activity.

-  Manage the end-to-end compliance process for all content.

**Measurement & Optimization**

-  Establish KPIs to evaluate performance across reach, engagement, and conversion metrics.

-  Leverage analytics platforms (HubSpot, Seismic, Google Analytics, native dashboards, Conductor (SEO) to assess effectiveness and identify opportunities for improvement.

-  Translate performance insights into actionable recommendations that guide editorial priorities and resource allocation.

-  Deliver regular reporting that demonstrates the impact of content marketing on brand visibility and commercial outcomes.

**Required Qualifications**

-  Bachelor’s degree in Marketing, Communications, Journalism, Finance, or related field; advanced degree or CFA charter holder preferred.

-  Minimum of eight years of experience leading content strategy, editorial, or communications within financial services or asset management.

-  Deep understanding of investment markets, products, and audiences (institutional, intermediary, and wealth).

-  Proven ability to partner with senior executives and investment professionals to develop and refine content themes.

-  Strong writing, editing, and storytelling skills, with the ability to translate complex investment insights into accessible, differentiated content.

-  Expertise in SEO, content discoverability, and data-informed editorial planning.

-  Experience collaborating with digital, social, and web teams to execute integrated marketing programs.

-  Fluency in MarTech and analytics tools such as HubSpot, Conductor, Yext, and Google Analytics.

-  Highly organized and proactive leader with exceptional communication and stakeholder management skills.

**Estimated Compensation**

**Base Salary: ** For an NY based position, the base salary range is $150K-180K. This is an anticipated range for the base salary only.

**Other Compensation **: Eligible to be considered for an annual discretionary bonus.

**Benefits **: Eligible for TCW’s comprehensive benefits package.

VP, Content Writer and Strategist

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. 

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. 

Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ 

Financial representatives and interns are independent contractors and not employees of Northwestern Mutual.

https://www.northwesternmutual.com/social-media-guidelines

Industry: Financial Services
Company Size: 5,001-10,000 employees

Northwestern Mutual

We are seeking an eager, strategic, and definitive candidate to fill an open **Financial Advisor ** Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve **uncapped earning potential ** through a performance-based compensation structure.

At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

**Training, Licensing & Designations: **

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

**Why Join Northwestern Mutual: **

- Top 5 US Independent Broker-Dealers

- Unsurpassed financial strength with total company assets of $366 billion

- Fortune 500® company (June 2024)

- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness

- Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management

- Forbes' Best Employers for Diversity

**Perks at a Glance: **

- Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially

- Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.

- Benefits - full comprehensive benefits

- Work/life balance

**Job Responsibilities: **

- Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience

- Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs

- Grow relationships with clients to support them through every stage of life

- Lead and maintain a life of continuing education to ensure your clients are getting your best

**Compensation & Benefits: **

- 100% Commission - ~~Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) ~~

- Career launch stipend program eligibility

- Commission structure design to support early development

- Bonus Programs and Production Allowance eligibility

- Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®

- Retirement Package and Pension Plan

- Medical, Dental, Vision, Life Insurance and Disability Income Insurance

- Parental benefits at every stage of family planning

**Schedule: **

- Monday - Friday

- Full-time, On Site

**Ideal Candidates Have: **

- 4-year College Degree or higher

- Legal authorization to work in the US without sponsorship

- Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022

- Values of integrity and honesty

- A pleasant attitude and dependable judgment

- Entrepreneurial ambitions and a strong sense of motivation and drive

- Excellent time-management, communication, and critical thinking skills

- A history of success in relationship-building or client-facing roles

- A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Financial Advisor (Wealth Management Track)

Founded in 1848, Lazard is one of the world's preeminent financial advisory and asset management firms, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Lazard provides advice on mergers and acquisitions, capital markets and capital solutions, restructuring and liability management, geopolitics, and other strategic matters, as well as asset management and investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. For more information, please visit www.lazard.com.

Social Media Disclosure: https://www.lazard.com/social-media-community-guidelines/

Industry: Financial Services
Company Size: 1,001-5,000 employees

Lazard

**Job Description**

Lazard is one of the world’s preeminent financial advisory and asset management firms. **Our people and culture make the difference **. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.

In the Industrials group, our team provides best-in-class strategic advice and execution capabilities on a global scale. The group’s core verticals include Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products and Packaging, and Aerospace and Defense, among others.

**We’ll Trust You To**

- Perform financial analyses and create models

- Prepare and create client presentations and meeting materials

- Interact with client senior executives

- Help to manage deal processes

- Mentor and coach Analyst bankers

**You’ll Need To Have**

- At least 1+ years of investment banking experience (M&A experience strongly preferred)

- Interest in the Industrials sector

- Strong quantitative background and analytical/technical skills coupled with meticulous attention to detail

- A demonstrated team player attitude with a strong motivation to contribute to a positive team culture

- Top academic performance with comfort operating in an unstructured environment which values initiative, creativity, and maturity

- Motivation to work as a team player and contribute to a positive team culture

- Excellent verbal and written communication skills with ability to multi-task

- Bachelor’s degree required

**What We Offer**

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $185,000 - $250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Base salary is one component of Lazard Financial Advisory’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

**Does this sound like you?**

Apply! We’ll get in touch on the next steps.

**Representation at Lazard**

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Associate - Industrials

At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Headquartered in New York City, we have helped thousands of individuals, families and businesses achieve their financial goals in a complex and constantly changing world. Our financial professionals have expertise in creating financial strategies backed by a wide range of product offerings and services.

- 
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SiPC. CRN201610-187270

Industry: Financial Services
Company Size: 51-200 employees

MassMutual Metro New York

Join us at MassMutual Metro NY, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom to develop your brand, backed by a firm that prioritizes exceptional client outcomes and fosters a culture of growth and collaboration. We are committed to serving diverse communities with dedication and respect.

In this role, you'll provide comprehensive financial planning using our extensive product platform and advanced planning technology. Enjoy some of the highest net payouts in the industry, with personalized coaching and structured mentorship to ensure your success. Your skills in developing investment strategies and protection planning will empower clients to confidently navigate life's uncertainties. If you're ready to make a meaningful impact and advance your career in a supportive, innovative environment, let's build the future of wealth management together.

**Compensation: ** $160,000 - $190,000 at plan per year

Wealth Management Advisor

Sapient Capital is an independent wealth advisory firm that specializes in providing highly personalized investment management & advisory, wealth planning, and family office services to multi-generational families, HNW and UHNW individuals, endowments, and foundations. As a registered investment advisor (RIA), Sapient serves as your fiduciary and trusted partner, prioritizing relationship-building, trust, and long-term success. Sapient works with our clients to craft and execute tailored strategies that reflect their unique financial goals, family dynamics, and legacy aspirations. Sapient Capital is headquartered in Indianapolis with offices in Los Angeles, Miami, and New York.

Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.

Industry: Financial Services
Company Size: 11-50 employees

Sapient Capital

**Description**

**About Sapient Capital**

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.

**Job Overview**

Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.

**This position requires consistent in-person attendance at our NYC office.**

**Client Relationship Management**

- Prepare highly sophisticated presentations and reporting for assigned clients using several different financial software tools in addition to Microsoft PowerPoint and Excel.

- Create meeting schedules and prepare deliverables in advance to allow time for review.

- Maintain accurate asset and entity information in core systems to ensure accurate client reporting and deliverables.

- Support assigned advisors with the development of custom views in Addepar to properly track and analyze key attributes.

- Partner with internal teams to resolve any potential issues with data feeds, as needed.

- Assist advisors with managing client communication and inquiries to ensure service standards are maintained and continue building lasting relationships with each family.

**Portfolio Management**

- Conduct thorough research and analysis of investment opportunities, market trends, and economic factors to build your personal expertise and knowledge.

- Assist lead and secondary advisors in constructing and monitoring client portfolios based on their investment objectives.

- Recommend portfolio adjustments and rebalancing strategies as necessary to align with client’s goals and objectives.

- Actively participate in educational calls and internal networking opportunities within Sapient to further your understanding of our investment platform, managers, and opportunities.

**Financial Planning**

- Participate in educational sessions/webinars to build knowledge in financial planning principles and strategies.

- Conduct thorough financial assessments, analyzing clients’ current financial positions, cash flow, and risk management.

- Utilize financial planning software and tools to create customized financial plans as directed.

- Help with analysis and preparation of prospective and current clients’ financial plans and investments to support advisors. Support diligence efforts to identify new business or other organic growth opportunities.

**Operational Support**

- Coordinate operational processes related to client onboarding, account maintenance, and transactions as directed.

- Work directly with our Relationship Management, Investments, and Family Office teams to ensure all client-related requests and tasks are completed timely and efficiently on behalf of the advisor.

- Assist in maintaining client databases CRM systems, and other technology systems to ensure accurate records at all time.

- Maintain tracking of billable vs. non-billable assets. Communicate opportunities to advisors to drive billable asset growth.

**Requirements**

**Qualifications:**

- Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business Administration, or related fields of study preferred.

- 3+ years of direct industry experience.

- Active pursuit of the CFP (Certified Financial Planner) designation and/or Series 65 strongly preferred.

- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders

- Ability to multi-task and manage multiple priorities in a fast-paced environment

- Strong analytical skills with the ability to interpret complex financial data

- Knowledge of investment products, financial markets, and portfolio management principles, with the ability to explain concepts internally and to clients

- Advanced in Microsoft Office Suite, including Word, Excel, PowerPoint and SharePoint

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

Advisory Associate

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

More about our company can be found at www.goldmansachs.com

For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3

gs.com/social-media-disclosures

Industry: Financial Services
Company Size: 10,001+ employees

Goldman Sachs

**Job Description**

**Private Wealth Management (PWM)**

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

**This role is for a 2026 start.**

**As a Private Wealth Advisor, You Will**

- Leverage your unique background and experiences to build a business within Goldman Sachs

- Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential

- Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients

- Provide exceptional client service while maintaining the highest ethical standard in execution

- Curate a network of intermediaries to help best serve clients across complimentary services

- Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

**Required Qualifications, Skills And Experience**

- Record of academic and professional achievement

- Four plus years of private wealth management, financial services, or related professional experience

- Prior sales, fundraising, business development or investing experience preferred

- Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)

- Demonstrated strong connectivity within an established network

- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

- Exceptional client focus, business development, and relationship management skills

- Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships

- Creative approach to problem solving and developing innovative solutions for clients

- Self-motivated and able to work in an autonomous, yet collaborative environment

- Commitment to excellence and a high level of integrity

**Salary Range**

The expected base salary for this New York, New York, United States-based position is~~$100,000-$160,000 ~~. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

**Benefits**

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

**About Goldman Sachs**

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support.
Our wealth solutions include:
- Wealth planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning
To learn more about us, please visit mariner.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Mariner

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

**Responsibilities**

- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients

- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions

- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

- Effectively work with your team and available resources in support of our clients, executing client requests and updating information

- Active participant in obtaining new clients in partnership with strategic relationships and community networks

- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

**Qualifications**

- Bachelor’s degree required

- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

- Series 65, CFP or CFA required

**Skills & Knowledge**

- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

- Previous experience with high net worth or ultra-high net worth clients

- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

- Highly effective interpersonal, relationship management and communication skills

- Demonstrated talent development experience, training new staff, mentoring interns, etc.

- Excellent organizational and time management skills in a high energy environment to manage multiple priorities

- Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $115K - $155K

Wealth Advisor

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