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 2 days ago
Similar jobs that could be interesting for youBased on the Investment Ops & Trading Associate — Modern Wealth Platform in New York, NY vacancy
- ...Titan is an award-winning wealth manager with a mission to increase... ...intelligence to build a platform that gives advisors superpowers... ...paradigms for the end-to-end investment management experience and pushing... ..., Product/Design, Biz Ops & Strategy) to drive product...PlatformWork at office
Titan
New York, NY2 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
$125k - $250k
...Vice President, Public Investing Management And Strategy... ...Goldman Sachs Asset & Wealth Management is an opportunity... ...architect of the platform's future, focusing on high... ...digital automation to modernize the PI platform and improve... ..., Product, and Ops teams to enhance transparency...PlatformFull timeTemporary workPart time- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About... ...a sophisticated, client-first advisory platform. The successful candidates will work alongside...Platform
- ...performing culture. Position: Investment Banking Associate - Real Estate - New York,... ...business with a growing platform in the US and Latin America... ...this key global market for trade and investment flows across... ...personal and commercial banking, wealth management and private...PlatformFull timeLocal areaFlexible hoursShift work
- ...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
- ...ownership? As a Trading &... ...Owner for Managed Investments, you will act... ...drive strategic platform initiatives. This... ...the future of wealth management advisory... ...world-class, modern wealth platform... ...operating model and associated platform to... ..., strategy, op model, requirements...PlatformFull timeWork at office
$85k - $145k
...Description What is the opportunity? The Associate Wealth Management Banker will support RBC US... ...the full cash management and lending platform of RBC USWM. What will you do?... ...initiatives through donations, community investments and employee volunteer activities. See...PlatformFull timeFlexible hours$165k - $205k
Santander US is seeking a Senior Associate for Infrastructure Operations specializing in Voice... ...hands-on operational support on the trading floor, ensuring the stability of voice systems... ...systems, and managing communication platforms effectively. This position offers a...Platform$80k - $100k
...leader in electronic trading across asset... ...corporations, and wealth managers. Creative... ...central role in modernizing market structure... ...of EM Rates and associated protocols for EM... ...ownership to ensure the platform performs as... ...within an Investment Bank or electronic...PlatformFull timeImmediate startOverseasFlexible hoursShift workTradeweb
New York, NY16 hours ago$175k - $225k
## Associate II, Global Investment BankingApplylocations: New York, NYtime type: Full... ...-oriented bank for the modern world. We need talented, passionate... ...manages a market leading platform from our offices in New... ..., Investment Valuation, Wealth ManagementAt CIBC, we are...Platform- ...industry by creating a modern, unified financial... ...that integrates banking, investing, portfolio management,... ...CFO" experience. The platform is designed to empower... ...generation with long-term wealth creation and a... ...Long Island, NY, for an Associate Financial Advisor. The...PlatformFull time
$150k - $200k
...Quantitative Trader (Associate/VP) - Onchain Trading New York, NY Galaxy is a global leader in digital assets and data center... ...future a reality. Our institutional digital assets platform spans trading, investment banking, asset management, staking, self-custody,...PlatformContract workLocal areaFlexible hoursGalaxy USA
New York, NY1 day ago$110k - $185k
...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...partner Deeper specific knowledge of platforms / tools supporting the key National initiatives...PlatformTemporary workWork at officeLocal areaWorldwideFlexible hoursMorgan Stanley
New York, NY3 days ago- 2-Year Associate, AlpInvest Secondaries and Portfolio Finance (Summer... ...AlpInvest Job Function: Investment Professionals Date: Tuesday... ...development and growth within a platform designed to support long-term... ...and families to sovereign wealth funds, unions and corporations...PlatformSummer work
Carlyle Group
New York, NY3 days ago - ...Stock Loan Operations Associate to support the firm'... ...visibility into trading desks, liquidity management... ...within an investment bank, prime broker, or... ...and familiarity with platforms like EquiLend, Pirum... ...contribute to operational modernization initiatives....Platform
The Emerald Recruiting Group
New York, NY2 days ago - ...Associate, Equity Derivatives Quant - New York, NY Requisition... ...Capital Markets and Investment Banking platform with a competitive presence... ...this key global market for trade and investment flows across... ...personal and commercial banking, wealth management and private banking...PlatformWork at officeLocal areaFlexible hours
Scotiabank
New York, NY2 days ago $82.5k - $110k
...is a global crypto and Web3 platform founded by Cameron and Tyler... ...fair, and secure. As a publicly traded company, Gemini is poised to... ...Department: Marketing The Role: Associate, Growth Marketing (Advanced... ...~ Fluent across the modern AI stack and understand how to...PlatformWork at officeRemote workFlexible hoursGemini
New York, NY16 hours ago- As a ConnectWealth Platform Specialist , you will serve as the subject matter expert to deliver... ...for the Global Private Bank and US Wealth Management, which consists of the Chase... ...Managed Accounts, wealth management or investments organizations Advanced knowledge of managed...PlatformFlexible hours
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives....Platform$101.2k - $126.5k
...leading global digital sports platform. We ignite the passions of... ...collect physical and digital trading cards, sports memorabilia, and... ...professional sports leagues, players associations, teams, colleges, college... ...Finance / Accounting, or Biz Ops / Strategy roles ~...PlatformTemporary workFlexible hoursFanatics Collectibles
New York, NY16 days ago$80k - $120k
A cutting-edge loyalty and payments platform is hiring a Partnerships Strategy & Ops Associate in New York City. This strategic role involves developing and scaling partnership ecosystems, executing strategies, negotiating deals, and owning financial performance metrics...Platform- A leading global investment firm is looking for a professional to join their Asset & Wealth Management team in New York. This role involves supporting senior team members in onboarding external managers, managing fund activities, and ensuring efficient operational processes...Platform
$175k
...product areas across Global Corporate and Investment Banking in a sales function.... ...marketing and sales trends Supports the trading strategy to build effective client relationships... ...We see opportunity and inclusion as our platform for innovation and a key component in our...PlatformFull timeWork at officeFlexible hoursShift workDay shift- # Asset & Wealth Management, Private, Growth Platform Team, AssociateGoldman SachsAssociatePrivate EquityFull-timeLocationNew... ...matching "Private Equity / Associate jobs in New York, United States"... ...Sachs Asset Management, which has invested over $16 billion in growth stage...Platform
$90k - $110k
Neuberger Berman in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. This role enhances the digital client experience, identifies improvements, and supports private wealth teams. Candidates must have at least 3 years in financial...Platform$115k - $125k
...Relationship Management Associate Blue Owl is a leading asset manager that... ...management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP... ...an essential part of our Private Wealth team and tasked with accelerating...PlatformPermanent employmentWork at officeMonday to Friday- ...delivering a comprehensive, tailored wealth management experience.... ...Farther is seeking a Senior Trading Associate to support and scale the... ...operations across multiple platforms and custodial environments.... ...role sits at the center of our investment operations function and is responsible...Platform
$60k - $70k
...Vaynerchuk in January 2017, the modern‑day parent company is home to... ...Productions, Tingley Lane Trading, and VaynerSpeakers. In a Nutshell... ...high‑energy, detail‑obsessed Associate to join our People and... ...logistics from scheduling and platform setup to attendee tracking....Platform- Associate, Private Equity, Direct Investments Group (Summer 2026 Start) job at GIC. New York, NY. GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around... ...strategy is GIC’s platform for making large‑scale private...PlatformWork experience placementSummer workWorldwide
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!
Related searches
- investment operations associate New York, NY
- investment advisor New York, NY
- senior investment advisor New York, NY
- registered investment advisor New York, NY
- real estate investment associate New York, NY
- investment consultant New York, NY
- digital platform specialist New York, NY
- director of digital platform New York, NY
- platform product manager New York, NY
- platform manager New York, NY