Investment Ops & Trading Associate — Modern Wealth Platform
Savvy Wealth, Inc.
A leading financial technology company in New York seeks an Investment Operations & Trading Associate to enhance its centralized trading infrastructure. The ideal candidate will manage daily trading and portfolio tasks, ensuring timely execution of advisor requests while adapting to a startup environment. Candidates should have a minimum of 2 years of experience in wealth management and proficiency with trading software. This role offers competitive pay and generous benefits, including unlimited PTO and health plans. #J-18808-Ljbffr Savvy Wealth, Inc.
$100k - $170k
The Vintage Platform is Goldman Sachs Asset Management’s dedicated secondary investing platform and sits within the External Investing Group or XIG. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and sponsors / fund managers...PlatformFull timeTemporary workPart time- ...Titan Titan is an award-winning wealth manager with a mission to... ...artificial intelligence to build a platform that gives advisors... ...paradigms for the end-to-end investment management experience and pushing... ...Marketing, Product/Design, Biz Ops & Strategy) to drive product...PlatformWork at office
- Savvy Wealth in New York, NY, is seeking a Portfolio Implementation and Trading Associate to enhance trading infrastructure and manage advisor-submitted investment tasks. This role involves daily portfolio management... ...adoption of Savvy's SWIM platform. The ideal candidate has...Platform
- Cardata is looking for a Senior Trading Associate in New York to take charge of... ...across multiple custodial platforms. The role guarantees accurate execution of client investment strategies while adhering to... ...chance to shape the future of wealth management in a fast-growing...Platform
$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while collaborating... ...at enhancing and scaling trading and risk management processes... ...growing insurance investment platform.Salary Range The expected base...PlatformFull timeTemporary workPart time$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...strategies drawn from our deep investment experience, diverse wealth management capabilities... ...) deliver an unparalleled investment platform inclusive of the full product and service...PlatformFull timeTemporary workPart time$80k - $160k
...are looking for professionals with strong investment acumen and a passion for client service,... ...(GPO) on the Investing side. OUR IMPACT Wealth ManagementAcross Wealth Management,... ...PWAs) deliver an unparalleled investment platform inclusive of the full product and service...PlatformFull timeTemporary workPart timeWork at office- ...is seeking an Investor Relations Associate to support its family office/private wealth channel. This is a dynamic fund... ...closely with senior IR professionals, investment teams, and external investors.... ...investors, and private wealth platforms Assist in fundraising efforts...PlatformWork at office
$210k - $245k
Job Title: Director, Associate Counsel - Wealth Department: Legal & Compliance... ...closed-end funds, exchange-traded funds, retail separately managed... ...documents, board actions, investment management agreements and... ...and negotiate distribution, platform and other agreements with...PlatformWork at officeImmediate startRemote workWork from home$114.9k - $152.3k
Job Duties: Associate, Software Engineering with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Develop, enhance... ...financial businesses and internal platforms in innovative and disruptive... ...deployment, and production support; modern frameworks, including Angular...Platform$100k - $143k
...week As part of Technology, you will help build modern Wealth Management capabilities that support advisor, client, investment proposal, portfolio, planning, and workflow... ...applications with Wealth Management platforms, CRM systems, custodial and brokerage data sources...PlatformLocal area3 days per week$100k - $143k
...As part of Technology, you will help build modern Wealth Management capabilities that support advisor, client, investment proposal, portfolio, planning, and workflow experiences... ...applications with Wealth Management platforms, CRM systems, custodial and brokerage data sources...PlatformLocal area3 days per week$150k - $200k
...Quantitative Trader (Associate/VP) - Onchain Trading Galaxy is a global leader in digital assets and data center infrastructure,... ...future a reality. Our institutional digital assets platform spans trading, investment banking, asset management, staking, self-custody,...PlatformContract workLocal areaFlexible hours$77k - $202k
...critical thinking, and effective communication. Ideal candidates have skills in project management, data analysis, and a background in Wealth or Asset Management. The salary range for this position is between $77,000 and $202,000, with additional benefits including a...- ...delivering a comprehensive, tailored wealth management experience.... ...is seeking a Senior Trading Associate to support and scale the firm... ...operations across multiple platforms and custodial environments.... ...role sits at the center of our investment operations function and is responsible...Platform
$80k - $140k
BUILD THE INSTITUTIONAL SIDE OF DIGITAL WEALTH!Digital brokers and embedded investment platforms are redefining retail distribution. State Street Investment Management is building a dedicated Direct Retail Digital Wealth growth engine to embed ETF capabilities directly...PlatformFull timeTemporary workFlexible hours- Job DescriptionThe Associate, Wealth Management will be responsible for supporting and cultivating... ....Regularly perform analysis on client investment accounts to prepare client portfolio... ...operations, products, and technology platforms.Other Responsibilities:Comply with all...Platform
$75k - $125k
POSITION SUMMARYWealth Management Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ..., answering general non-investment related questions concerning... ...policies, procedures and new platforms and sharing reminders and best...PlatformTemporary workWork experience placementLocal area$100k - $160k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing together traditional and alternative... ...to high-impact work across a global platform.Role ResponsibilitiesThe Associate will support performance monitoring...PlatformFull timeTemporary workPart timeWork experience placement$100k - $150k
...Clear Street:Clear Street is modernizing the brokerage ecosystem.... ...complex, global market. Our platform is fully integrated with central... ...to support billions in trading volume per day. We’ve agonized... ...people. We’re continuously investing in a culture that promotes collaboration...PlatformDaily paidWork at office- ...by Hex Trust is the private wealth business of Hex Trust. We bring... ...infrastructure - custody, trading, yield, structured products -... ...Custody, staking, capital markets, investment solutions, payments, fiat... ...tokenization — all on one regulated platform.Founded in 2018, we're...PlatformWork at office
$96k - $108k
...innovative restaurant technology, easy-to-use platforms, and an improved delivery experience. We... ...Opportunity Grubhub is seeking a Senior Associate, Data Operations to support our Grubhub... ....Familiarity with Salesforce and modern sales technology, including Gong, Chili...PlatformFull timeTemporary workWork at officeVisa sponsorshipWork visaFlexible hours3 days per week$120k - $140k
...within this exciting and growing industry.About Ares Wealth Management SolutionsAres Management is one of the largest alternative investment managers in the world. Backed by the power and scale of the Ares platform, Ares Wealth Management Solutions (AWMS) oversees product...PlatformFull timeTemporary workWork experience placementFlexible hours- ...clients. We are a leader in investment banking, financial... ...private equity.About Wealth Management: With more... ...team structure with a platform of depth and breadth.The... ...Management Equity Trading Desk is responsible for... ...and managing the risks associated with failing trades Managing...Platform
$80k - $100k
...Associate Account Executive Welcome to Archipelago, where we're redefining the landscape... ...brokers with the Agent, Hub, and Platform, we empower our customers to navigate the... ...Series B funding from industry-leading investment partners including Scale, Canaan Partners...PlatformWork at officeLocal areaRemote workFlexible hours$177.65k - $261.25k
...Cboe delivers cutting-edge trading, clearing and investment solutions to market... ...Advisor (FA), and broader Wealth Management channel across... ...priority for Cboe as wealth platforms rapidly expand their use of... ...communities Some of our associates’ favorite benefits and perks...PlatformFull timeWork at officeImmediate start$180k - $275k
...Description ISG is seeking a Senior Associate/Vice President to join the... ...Solutions team in an investment role with significant responsibility... ...'s credit investment platforms and client teams to effectively... ...solutions for institutional, private wealth, and family capital clients...PlatformTemporary workLocal area$175k - $225k
Job DescriptionWhat is the opportunity?We are looking for an experienced Investment Banking Associate to join our Financial Institutions Group (FIG) in Insurance and / or Asset & Wealth Management coverage.What will you do?Provide comprehensive financial analysis and advisory...Full timeFlexible hours$150k - $175k
...that future a reality. Our institutional digital assets platform spans trading, investment banking, asset management, staking, self‑custody, and... ...various firm related projects. What We’re Looking For: Associate: 2+ years of relevant experience. Bachelor’s degree in...PlatformLocal areaFlexible hours- ...and tax structuring.Draft high-quality Investment Committee materials (IC memos, investment... ...Monitoring:Monitor investment performance and associated risks.Review GP and asset manager... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...Contract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Ops & Trading Associate — Modern Wealth Platform. Be the first to apply!
- investment consultant New York, NY
- senior investment advisor New York, NY
- registered investment advisor New York, NY
- investment operations associate New York, NY
- real estate investment associate New York, NY
- investment advisor New York, NY
- platform product manager New York, NY
- platform manager New York, NY
- digital platform specialist New York, NY
- director of digital platform New York, NY



