WealthBridge helps clients nationwide create and maintain wealth through keen listening and creative planning. Our core Planning Principals are built on sound business strategy and our clients best interest at all times. At WealthBridge Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. 

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0721)P

Industry: Financial Services
Company Size: 51-200 employees

WealthBridge Financial Group

Savvy Admin PROD

WealthBridge Financial Group is seeking a dedicated and knowledgeable **Financial Consultant ** to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

**Requirements**

**Requirements**

- Bachelor's degree in finance, economics, or a related field

- Previous experience in financial consulting or a similar role is preferred

- Strong analytical and problem-solving skills

- Excellent communication and interpersonal skills

- Ability to build and maintain relationships with clients

- Familiarity with financial planning software and investment products

**Benefits**

- Top-tier health coverage including medical, dental, and vision plans for you and your dependents

- 401(k) retirement plan with company match to help you build long-term security

- Life and disability insurance for added peace of mind

- Employee wellness programs and mental health resources

- Career growth opportunities and ongoing training support

Financial Consultant (Queens & Brooklyn)

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.

Industry: Software Development
Company Size: 501-1,000 employees

Addepar

**Who We Are**

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

**The Role**

Addepar is seeking a strategic and results-oriented Lifecycle Marketer to join our marketing team, specifically focused on the US RIA (Registered Investment Advisor) segment. This role is responsible for designing and executing end-to-end marketing strategies that span the entire prospect and client lifecycle—from initial awareness and lead generation through to implementation, retention, upsell, and renewal. The ideal candidate will have a deep understanding of the US RIA landscape and a proven track record of using data-driven insights to drive customer lifetime value and long-term firm growth.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $109,000 - $170,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

**What You’ll Do**

- Manage the Full Lifecycle Journey: Design, implement, and optimize multi-channel lifecycle programs (email, in-app, web, etc.) for the US RIA segment to drive prospect conversion and maximize client retention and expansion

- Drive Awareness and Acquisition: Develop targeted campaigns to build brand awareness within the RIA community and generate high-quality leads for the sales team

- Optimize Client Implementation Engagement: Partner with the Customer Success team to optimize our implementation experience marketing efforts and develop ongoing engagement initiatives that ensure clients realize the full value of the Addepar platform

- Execute Retention and Upsell Strategies: Identify opportunities for account growth and renewal; develop triggered and automated campaigns to drive feature adoption, upsells, and cross-sells

- Content and Messaging Strategy: Create and curate compelling, segment-specific content and messaging that resonates with RIA principals and advisors at every stage of their journey

- Data-Driven Optimization: Partner with Marketing Operations to continuously analyze lifecycle metrics (e.g., conversion rates, retention, churn, and LTV) to optimize campaign performance

- Collaborate Cross-Functionally: Work closely with Sales, Customer Success, Product, and Marketing Operations to ensure a unified and consistent brand experience across all touchpoints

- Leverage Marketing Technology: Utilize marketing automation tools (e.g., Marketo), CRM systems (Salesforce), and analytics platforms to build, scale, and measure personalized lifecycle journeys

**Who You Are**

- Bachelor's degree in Marketing, Business, or a related field.

- Substantial experience in B2B marketing, preferably in the financial technology or financial services (or B2B SaaS experience marketing into financial services/RIAs)

- Proven experience in managing and executing marketing campaigns bringing together multiple marketing channels (digital, content, events, social, media etc).

- Strong project management skills with the ability to manage multiple initiatives simultaneously

- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with partners and internal stakeholders

- Proficiency in marketing automation tools, CRM systems, and analytics platforms

- Creative thinker with a strategic mindset and a results-driven approach

- Proactive and enthusiastic with a can-do attitude and willingness to learn new skills

- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities

**Our Values**

- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

Sr. Performance Marketing Manager, RIAs

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. 

We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

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

Morgan Stanley

Team Administrator

**Job Description**

POSITION SUMMARY:

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)

(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

**DUTIES And RESPONSIBILITIES**

Provide administrative coverage for a FA/PWA/team including:

-  Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)

-  Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

-  Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process

-  Assisting with general in-office support functions such as copying, filing, and scanning documentation

-  Preparing and submitting expense reports for processing at the direction of the FA/PWA

-  Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

**EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS**

Education and/or Experience

-  High school diploma/Equivalency

-  Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

-  Detail orientated with superior organizational skills

-  Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

-  Effective communication and interpersonal skills (both written and verbal)

-  Strong time management skills

-  Team player with the ability to collaborate with others

-  Ability to work in a fast-paced, evolving environment

-  Adaptable and ability to multi-task

**Reports To**

-  Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024

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).

**What You Can Expect From Morgan Stanley**

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’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’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’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’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 at a minimum of $17 and $40.87 per hour at the commencement of employment. However, base pay if hired will be determined on 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).

Executive Assistant

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