Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Ops & Trading Associate — Modern Wealth Platform in New York, NY vacancy
  • $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... 
    Platform
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...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... 
    Platform
    Work at office

    Titan

    New York, NY
    4 days ago
  • 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

    Savvy Wealth

    New York, NY
    3 days ago
  • 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

    Cardata

    New York, NY
    4 days ago
  • $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... 
    Platform
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $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... 
    Platform
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    1 day ago
  • $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... 
    Platform
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    2 days ago
  •  ...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... 
    Platform
    Work at office

    Coda Search│Staffing

    New York, NY
    12 hours ago
  • $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... 
    Platform
    Work at office
    Immediate start
    Remote work
    Work from home

    Cohen & Steers

    New York, NY
    1 day ago
  • $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

    Goldman Sachs

    New York, NY
    2 days ago
  • $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... 
    Platform
    Local area
    3 days per week

    New York Life Insurance Company

    New York, NY
    1 day ago
  • $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... 
    Platform
    Local area
    3 days per week

    New York Life Insurance Co

    New York, NY
    a month ago
  • $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,... 
    Platform
    Contract work
    Local area
    Flexible hours

    Galaxy USA

    New York, NY
    3 days ago
  • $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... 

    PwC

    New York, NY
    1 day ago
  •  ...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

    Farther Advisors

    New York, NY
    12 hours ago
  • $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... 
    Platform
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    New York, NY
    12 hours ago
  • 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

    Valley National Bank

    New York, NY
    3 days ago
  • $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... 
    Platform
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    New York, NY
    1 day ago
  • $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... 
    Platform
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    New York, NY
    3 days ago
  • $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... 
    Platform
    Daily paid
    Work at office

    Clear Street

    New York, NY
    1 day ago
  •  ...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... 
    Platform
    Work at office

    Hex Trust

    New York, NY
    2 days ago
  • $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... 
    Platform
    Full time
    Temporary work
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours
    3 days per week

    GrubHub

    New York, NY
    8 hours ago
  • $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... 
    Platform
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    4 days ago
  •  ...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

    JP Morgan Chase

    New York, NY
    12 hours ago
  • $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... 
    Platform
    Work at office
    Local area
    Remote work
    Flexible hours

    Archipelago Analytics

    New York, NY
    4 days ago
  • $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... 
    Platform
    Full time
    Work at office
    Immediate start

    Cboe Exchange

    New York, NY
    1 day ago
  • $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... 
    Platform
    Temporary work
    Local area

    CFA Institute

    New York, NY
    12 hours ago
  • $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 time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    3 days ago
  • $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... 
    Platform
    Local area
    Flexible hours

    Galaxy

    New York, NY
    2 days ago
  •  ...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

    JP Morgan Chase

    New York, NY
    8 hours ago

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!