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.
- J.P. Morgan Wealth Management is the U.S. wealth management business... ...how and where they want to invest - digitally, remotely or in... ...offices.The Investment Product and Platform team is responsible for... ...industry-leading solutions.As an Associate on the Investment Product and...PlatformWork at officeRemote work
- ...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
$150k - $250k
...services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's... ...for securities lending trading, lender relationships, inventory optimization, and platform development. The successful candidate...PlatformFull timeTemporary workWorldwide- ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted 2 Days... ....* Advanced capability of all wealth, investment, and financial planning processes*... ...the fastest-growing wealth management platforms in the United States. We have over 40...PlatformPermanent employmentTemporary workWork at officeFlexible hours
$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- ...Product Manager to lead product strategy, roadmap, and delivery for a global financial services client, focusing on wealth, investment, and trading platforms. You will own the product vision and backlog for financial services applications—partnering with business...Platform
$200k - $225k
...seeking an exceptional, experienced Associate to join its Digital Infrastructure Investment Banking team located in New York... ...companies, growth equity platforms, and everything in between. The... ...competitive landscapes, and publicly traded company financials to identify...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$85k - $90k
Job Description Summary The Associate, Focus Investment Partners will support the... ...venture capital fundraising platform through a combination of operational... ..., asset management, wealth management, investor... ...advisory. SCS is supported by a modern, scalable technology infrastructure...PlatformWork at officeLocal area- ...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
$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- ...DescriptionJob Title: Senior Associate, Hedge Fund... ...including reconciliations, trade support, corporate actions,... ...calculations. You’ll work closely with investment managers, auditors, and prime... ...work with industry experts, modern platforms, and evolving technologies,...PlatformOngoing contractFull timeWork at office
$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$150k - $200k
Quantitative Trader (Associate/VP) - Onchain Trading New York, NY Who We Are Galaxy is a global leader in digital assets and data center... ...a reality. Our institutional digital assets platform spans trading, investment banking, asset management, staking, self‑custody,...PlatformContract workLocal areaFlexible hours$130k - $175k
...companies in which the firm invests. Blackstone’s over $1.3 trillion... .... Blackstone Private Wealth was established to meet the growing... ...private banks, wealth management platforms, and family offices, the... ...Private Wealth is seeking an Associate to help drive strategic initiatives...PlatformFull timeLocal area$175k - $225k
...relationship-oriented bank for the modern world. We need talented,... ...(“EIT”) team provides investment banking services to existing... ...team manages a market leading platform from our offices in New York,... ...feedback to them How You’ll Succeed:Associates on the EIT team will be...PlatformFull time$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- ...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
$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$150k - $250k
...providing a wide range of investment banking, securities,... ...management and wealth management services. The... ...Corporate Derivatives Trading desk within the Institutional... ...the complexity of the associated risks requires a deep... ...IED derivatives platform to develop client solutions...PlatformTemporary workWorldwide$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$80k - $120k
...Masterworks Advisers is a Registered Investment Adviser that advises... .... We are based at 1 World Trade Center in New York City's... ...performance? Position Overview As an Wealth Management Associate for Masterworks Advisers,... ...them back into active platform members (existing investor...Platform- ## Senior Associate/Vice President, Investments – Credit Portfolio SolutionsApplylocations: New York, New Yorktime... ...Brookfield's credit investment platforms and client teams to effectively... ...solutions for institutional, private wealth, and family capital clients by leveraging...PlatformTemporary workLocal area
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!
- senior investment advisor New York, NY
- investment operations associate New York, NY
- investment consultant New York, NY
- investment advisor New York, NY
- real estate investment associate New York, NY
- registered investment advisor New York, NY
- platform manager New York, NY
- power platform New York, NY
- director of digital platform New York, NY
- digital platform specialist New York, NY



