We connect specialist talent with firms shaping global finance, professional services, and commercial growth. Because in every sector, competitive edge starts with the right hires, and we know how to find them.

At Taurus Search, relationships come first. We believe real success starts by understanding people, their ambitions, their markets, and the impact the right move can make.

Industry: Staffing and Recruiting
Company Size: 11-50 employees

Taurus Search

Savvy Admin PROD

**Customer Success Associate / Client Support Specialist – Fintech SaaS **

New York, NY | Hybrid

Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.

We’re looking for a **Customer Success Associate (Client Support Specialist) ** to serve as the front line for advisor support, onboarding, and relationship management.

**What You’ll Do **

- Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat

- Guide new users through onboarding, training, and adoption of our technology

- Troubleshoot client issues and partner with product/operations teams to resolve them quickly

- Build relationships that drive engagement, retention, and long-term client satisfaction

- Identify opportunities to improve processes and client experience

**What We’re Looking For **

- 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)

- Excellent communication skills with a strong customer-first mindset

- Comfort working in a fast-paced, technology-driven environment

- Ability to manage multiple client requests while staying detail-oriented

- FINRA licensing (Series 7, 63, or 66)

**Why Join **

- Hybrid NYC office (collaborative, energetic team environment)

- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs

- Competitive base salary + bonus + full benefits

Customer Success Associate / Client Support Specialist

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

A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.

Industry: Financial Services
Company Size: 11-50 employees

Seeds

**Director of Investment Strategy **About Us

Seeds is a fast-growing early-stage RIA fintech startup on a mission to empower financial advisors to supercharge their business growth while delivering a meaningful investing experience for their clients!

At Seeds, our core values are the heartbeat of our Company: Trust is our currency and we champion transparency, active listening, collaboration, and a spirit of polite disruption. We're dedicated to pursuing excellence in all that we do. Our clients are the heroes in our story, and we strive to make their needs the focal point of our innovative solutions.

We are eager to welcome ambitious, energetic, and curious-minded individuals to join our innovative and passionate team where every contribution is appreciated, different perspectives are valued, and every voice matters. As a remote-first company, we pride ourselves on having a strong work ethic while embracing flexibility, a healthy work-life balance, and the freedom to work from anywhere in the U.S. You’ll have the chance to collaborate with a small talented team with extensive experience and knowledge in financial services, technology, and startups. Together, you'll be at the forefront of wealth tech innovation, committed to reshaping a $6.6+ trillion industry and fostering meaningful connections between individuals and their finances.

If you’re eager to make a meaningful impact in the financial advisory industry, we encourage you to apply to join us on our exciting journey!

**Job Description **The Seeds Investment Team is responsible for the design, implementation, and messaging of investment solutions that enable financial advisors to deliver customized and tax efficient portfolios to their clients. As the director of investment strategy, you will work with the broader investments and marketing teams to support all advisor-facing investment related activities such as content creation, presenting on investment topics, and writing blogs and research papers. The role will also work closely with client success to craft investment responses and engage in thought leadership that help address advisor needs on the Seeds platform.  As the senior leader of this outward-facing group you will serve as a key advocate for Seeds’ investment philosophy and solutions, develop talent within the team, own client outcomes, and provide compelling thought leadership.

**Contributions You’ll Make: **

- Partner with sales and client success to drive new business and expand wallet share through strategic investment education

- Build and oversee cross-functional processes to improve the speed and quality of all investment responses to advisor questions platform wide

- Serve as a primary investment strategist for the wealth management community, translating complex market ideas and trends into actionable advisor guidance

- Strategic expertise in diagnosing and resolving critical investment bottlenecks by uncovering the “question behind the question” to drive clarity and execution

- Continuously expand your understanding of markets, products, and regulations, disseminating that learning across the organization

- Develop internal talent by coaching seniors, building succession, and leveling up overall team performance

**Successful Candidates Will Have: **

- 8+ years of wealth advisor-facing experience within the investment team of an asset or wealth management firm

- B.S. in Finance, Economics, or Engineering

- Extensive expertise speaking and/or writing about a wide range of investment topics such as indexing, factor investing, and ESG across equities and fixed income asset classes

- Passion for producing investment content centered around personalization - the intersection of technology and finance

- Strong desire to innovate creatively and think beyond traditional wealth industry constructs

- Potential to lead, mentor, and develop a high-performing investment team

- Series 7, 63, CFA, or other industry related certifications are a plus, but not required

**Compensation and Benefits **

- Base Salary + Annual Bonus and Equity: A competitive compensation package that includes compensation in the $175,000 - $200,000 range plus equity options.

- Comprehensive Benefits: Access to health and wellness benefits that support your well-being.

- Flexible PTO: Take the time you need to relax and recharge.

- 100% Remote Work Flexibility: Work from anywhere in the U.S. and enjoy the freedom to choose your ideal workspace.

- Company-Paid Holidays: Enjoy key holidays without dipping into your PTO.

- Quarterly In-Person Team Events: Participate in Company-paid fun-filled in-person events to build connections and celebrate achievements together.

- Supportive Culture: Join a team that values your contributions and empowers your growth.

- Career Growth Opportunities: Enjoy the chance to take on new responsibilities and explore diverse career paths as our company continues to grow.

Director Of Investment Strategy

Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today.

While the world would have us strive for independence, the truth is when we depend on one another, we aren't just more secure - life is happier and more fulfilling. So as we celebrate our new identity, we're reminding everyone that who we are stays the same. 
Learn more at: www.MassMutual.com

Disclosures about MassMutual’s LinkedIn Company Page and other social media sites are located at: https://www.massmutual.com/social-media-guidelines. 

CRN201905-212768

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

MassMutual

Accelerate your practice by partnering with Lenox Advisors, a MassMutual-firm.

We are offering a unique opportunity to partner directly with one of the top advisors in the industry. Bring your practice and be mentored by the best in the industry. We offer a flexible approach, a strong lineup of products and our 175 years of stability. When you join us, you will enjoy an open architecture, cutting-edge technology and see a strong model as a means to better serve your clients

**Key Responsibilities**

-  Partner with a senior advisor on client preparation, meetings, and follow-ups

-  Assist with financial planning strategies including investments, insurance, and retirement planning

-  Support business development and practice management initiatives

-  Participate in MassMutual training and professional development programs

**Qualifications**

-  Active Series 7 and Series 66 (or Series 65) required

-  Strong interest in building a long-term career as a financial advisor

-  Coachable, motivated, and eager to learn from top performers

-  Strong communication and relationship-building skills

**Why This Role**

- Starting Salary determined by experience and T12/GDC Production, $100,000-$125,000 plus incentives

- Medical/Dental/401k with matching available

- Direct mentorship from a top-performing advisor

- Hands-on experience with real clients and advanced planning

- Opportunity to accelerate your advisory career with a premier firm

Financial Advisor

**Sales Development Associate – Fintech / WealthTech **

A fast-growing fintech company supporting financial advisors is hiring a Sales Development Associate to help drive growth across new and existing accounts. This is a chance to join a small, collaborative team building elegant financial tools that advisors actually use.

**The Role ** You’ll support all aspects of business development, with a focus on outbound lead generation, meeting scheduling, and managing inbound interest. You’ll also help qualify leads, research new markets, and support sales operations. As you grow, there’s potential to take on full-cycle sales responsibility.

**What You'll Do **

- Drive outbound outreach via email and calls to generate new leads

- Qualify inbound interest and schedule meetings for the sales team

- Manage CRM, lead lists, and event-based outreach

- Assist with sales metrics, onboarding, and activation of advisor relationships

- Contribute to conferences, logistics, and follow-up efforts

**What You'll Bring **

- 1+ years of sales, business development, or client-facing experience

- Strong communication skills and comfort with outreach

- Familiarity with financial services or fintech is a plus

- Series 7 license required (or ability to obtain)

- Highly organized, curious, and eager to grow in a fast-moving environment

This is a hybrid role based in NYC with long-term growth potential.

Sales Development Representative

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

Americas

Corporate

New York

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, collaborative community 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.

Lazard’s Corporate functions empower strategic decision-making and ensure continued success of our firm. From Finance & Tax to Information Technology and Human Resources, our colleagues around the globe support our financial advisory and asset management business lines in many ways. By utilizing the latest technology, these integral groups make sure our businesses are compliant, operationally efficient, and profitable.

We are seeking an experienced Corporate FP&A Analyst to join our in-house team, serving the partners of our firm. The ideal candidate will play a key role in creating financial models, analyzing KPIs and financial trends, assisting with budgeting and forecasting, and generating financial reports to support management decision-making and strategic initiatives. The successful individual must be able to analyze and interpret data to draw out insights and drive change.

**We’ll trust you to:**

- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.

- Develop and maintain financial models for various business units and projects.

- Analyze financial data to identify trends, variances, and opportunities for improvement.

- Collaborate with cross-functional teams to gather relevant information for financial analysis.

- Support the monthly financial reporting process, including variance analysis and management reporting.

- Prepare ad-hoc financial analyses and reports as needed to support decision-making.

- Assist in the evaluation of potential investments, mergers, and acquisitions.

- Continuously improve financial processes and systems to enhance efficiency and accuracy

**You'll need to have:**

- 2-4 years of experience in financial planning and analysis, management reporting, or advisory services experience preferred

- Undergraduate degree in Finance, Accounting, Economics or a related field with a strong academic record

- Strong analytical, financial modeling, and quantitative skills to develop trends and margin improvements

- In-depth knowledge of accounting principles, financial statement analysis, and management reporting

- Ability to leverage business intelligence tools and other technologies to improve visibility and efficiency (e.g., Macabacus, PowerBI or Tableau)

- Aptitude and experience using MS Office suite of products (Excel, PowerPoint, Word)

- Works well in a dynamic environment and handles multiple projects while prioritizing deliverables and meeting deadlines

- Team player with ability to effectively communicate with colleagues and internal stakeholders at all levels of the organization

- Must be detail-oriented, motivated and highly organized

- Familiarity with AI tools and technologies (e.g., machine learning models, predictive analytics, or automated financial systems) and their application in financial analysis, forecasting, or reporting

**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 $80,000 – $100,000 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. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

**Does this sound like you?**

Apply! We'll get in touch and let you know 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.

Corporate FP&A Analyst

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

Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 50 products to clients in the institutional, wholesale, retail and corporates markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves more than 2,800 clients in more than 70 countries. On average, Tradeweb facilitated more than $1.9 trillion in notional value traded per day over the past four fiscal quarters.

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

Tradeweb

Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients – including the world’s largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.

Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.

Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

**Group Details **

This position is responsible for delivering and maintaining high-impact, data-driven insights, recommendations and metrics around trading activity and trends for the Institutional US Rates platform. An ideal candidate will be a natural problem solver, strategic thinker with intellectual curiosity, results driven and possess a strong interest in finance and data analytics.

**Job Responsibilities **

- Utilize Python /SQL /Tableau /VBA along with Agentic tools to create useful, visually appealing dashboards / applications for internal and external use

- Build and test models to predict market trends such as trade cost and pricing based on publicly available and proprietary data, using traditional methods as well as ML when appropriate

- Leverage AI and coding agents to improve workflows and increase efficiency

- Partner with sales, product and senior management teams to create and maintain effective and compelling analysis and reports

- Develop working relationships across multiple internal departments to effectively collate and analyze data

- Understand reporting infrastructures and adjust accordingly to align with data governance, compliance, marketing and business needs

- Identify external data requests that need to be streamlined to allow for more efficient ways to provide approved data to clients.

- Analysis of trading and market data to identify trends and patterns in market/customer behavior, generate recommendations to optimize across different dimensions

- Find ways to create revenue generating data products beyond standard reporting

**Qualifications **

- Bachelor’s Degree in Computer/Data Science, Statistics, Business, Finance or any equivalent analytic field of study or equivalent work experience

- 5+ years experience

- Ability to ask the right questions and be a problem solver

- Ability to work cooperatively and collaboratively with all levels of employees, management, and other members of the business

- Ability to work well with others in a team-oriented environment

- Excellent written and oral communication skills

- Ability to work under pressure and able to handle multiple tasks with efficiency on a daily basis

- Proven analytical skills; ability to create reports and model data

- Fluency in Tableau and other data visualization software is required

- Expert Excel knowledge is required

- SQL experience is required

- Python experience is required

- Experience and understanding for Rates and Fixed Income Markets is a plus

**Additional Information **

Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:

- Health Insurance: Highly competitive medical, dental, and vision programs

- Hybrid Environment: Our employees have the flexibility of working in the office and from home. This role can be based out of our NYC or Jersey City office.

- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.

- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.

- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.

- The current pay range for this role if performed in the city of New York is currently $100,000 to $250,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.

**Other Benefit Programs **

- Pre-Tax Commuter Benefits Program

- ARAG Legal Services

- Employee Assistance Program

- Tuition Reimbursement

- Financial Wellness Tools

- Travel Assistance Benefits

- Pet Insurance

- Corporate Gym Subsidies

- Wellness Perks

- Paid Time Off and Parental Leave

Fixed Income Data Science Analyst

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

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

Morningstar

**The Group: **Morningstar, Inc., a leading global provider of independent investment research, is seeking an experienced sales professional to join Morningstar’s CRSP Research Data Products (RDP) business within the Indexes Group. Morningstar’s RDP suite is a market-leading source of research-quality historical market and returns data, trusted by more than 600 institutions across 35 countries. RDP clients include leading financial institutions, government agencies, and top-tier research universities that rely on these deep historical databases for academic research, investment analysis, and strategic decision-making.

**The Role: **Morningstar Indexes is seeking a highly motivated Research Data Products (RDP) Sales Specialist to drive growth across sophisticated asset management clients. This role focuses on promoting and expanding adoption of the RDP suite among Asset Managers, Wealth Managers, Hedge Funds, Market Makers, Banks, and Broker-Dealers that use deep historical market data for advanced use cases, including back-testing, risk modeling, and market simulation.

You will collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.

**Responsibilities**

- Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.

- Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.

- Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.

- Lead consultative sales conversations around data usage, licensing scope, and value intensity.

- Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.

- Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.

- Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.

- Maintain accurate pipeline management, forecasting, and activity tracking in CRM.

- Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.

**What You Will Bring**

- Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).

- Demonstrated success closing new business and expansion deals in a quota-carrying role.

- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.

- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.

- Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.

- Familiarity with data licensing models, enterprise agreements, or usage-based pricing.

- Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.

- Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.

**Requirements**

- Bachelor’s degree required.

- 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.

- Willingness to travel up to 30%.

**Compensation And Benefits**

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

- Financial Health

- 100% 401k match up to 6% of salary

- Stock Ownership Potential

- Company provided life insurance - 1x salary + commission

- Physical Health

- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

- Additional medical Wellness Incentives - up to $300-$600 annual

- Company-provided long- and short-term disability insurance

- Emotional Health

- Trust-Based Time Off

- 6-week Paid Sabbatical Program

- 6-Week Paid Family Caregiving Leave

- Competitive 8-24 Week Paid Parental Leave

- Adoption Assistance

- Leadership Coaching & Formal Mentorship Opportunities

- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

- Tuition Reimbursement

- Social Health

- Charitable Matching Gifts program

- Dollars for Doers volunteer program

- Paid volunteering days

- 15+ Employee Resource & Affinity Groups

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

001_MstarInc Morningstar Inc. Legal Entity

Research Data Products Sales Director

Find Financial Advisor jobs in New York, United States with Savvy's AI Recruiter. Browse opportunities from top companies and get matched with roles that match your skills using our intelligent recruitment system.