Business Development Analyst - U.S. Wealth
$110k - $120kAQR Capital Management
AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. The Team AQR is looking to hire a full-time Analyst to join our U.S. Wealth team. As part of our Business Development group, our U.S. Wealth team engages with taxable U.S. investors and their advisors. The team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Your Role Provide senior relationship managers with sales and administrative support, including preparing analysis, presentations, client/prospect materials, and updating databases (CRM). Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information. Proactively use databases and sales reports to assist senior relationship managers in managing their territories. Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests. Develop robust AQR product and asset class knowledge and demonstrate interest in the industry. Participate in projects and initiatives to help improve overall team functionality and efficiency. What You’ll Bring A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank High degree of intellectual curiosity High proficiency in PowerPoint and Excel FINRA series 7 and 63 licenses required Who You Are Hard working and eager to learn in a highly intellectual, collaborative environment Interested in a long-term career trajectory in a sales role Well-organized and detail-oriented Enthusiastic about developing and implementing ideas Self-starter, able to work independently as well as within a team Exceptional analytical and problem solving skills Strong oral and written communication skills Knowledge of finance and the investment management industry is highly desirable The salary range for this role is expected to be $110,000 to $120,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future. This job is also eligible for an annual discretionary bonus. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company\'s sole discretion unless and until paid and may be modified at the Company\'s sole discretion, consistent with the law. AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY #J-18808-Ljbffr AQR Capital Management
$110k - $120k
...Management in Greenwich, Connecticut, is seeking a full-time Analyst to join the U.S. Wealth team. This role involves providing sales and... ...a Bachelor’s degree in Economics, Marketing, Finance, or Business and 1-2 years of relevant experience in the industry. The...SuggestedFull time$58k - $115k
Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate Wealth Management Platforms Location: Purchase We are looking for a dedicated individual... ...workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI),...SuggestedTemporary workWork at officeWorldwideShift work- 2027 Business Development Summer Analyst AQR is a global investment firm built at the intersection of financial... ...of two teams within the department: U.S. Institutional , whose objective is... ...clients and investment consultants. U.S. Wealth , who engages with taxable U.S....SuggestedWork experience placementSummer workInternshipWork at office
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Morgan Stanley is seeking an Associate Product Owner/Business Analyst in Purchase, NY, to drive change in the Wealth Management Strategic Solutions Team. This role involves collaborating with various teams to enhance operational efficiencies, create innovative solutions...Suggested$110k - $190k
A leading financial services firm in New York is seeking a Business Development Manager to drive asset growth within its markets. The successful candidate will have at least 5 years of experience in Wealth Management and be responsible for providing coaching and developing...Suggested- ...Vice President, Wealth Management Field Recruiting Business Partner About the Company Top-tier global investment bank Industry Financial Services Type Public Company Founded 1935 Employees 10,001+ Categories Asset Management Financial...
- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an... ...talented colleagues from other markets, businesses and functions to provide you with the opportunity... ...building, preserving and managing their wealth. You will use your knowledge of investments...Temporary workWork experience placementLocal area
$170k - $225k
...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an... ...talented colleagues from other markets, businesses and functions to provide you with the opportunity... ...building, preserving and managing their wealth. You will use your knowledge of investments...Temporary workWork experience placementLocal area- Mastercard is seeking a Senior Analyst, Business Development in Purchase, New York. The role focuses on expanding Mastercard’s Large Market relationships... ...insights to enhance value propositions for Global and U.S. Commercial segments. The position requires strong analytical...
$120k - $204k
...Title and Summary Senior Analyst, U.S. Consumer Acquisition and Engagement (CAE), Program Management Overview MasterCard CAE (Consumer... ...forecasting and client relationship building Strategically grow client business through identifying pain points and providing additional...Full timePart timeWork experience placementFlexible hours- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...talented colleagues from other markets, businesses and functions to provide you with the opportunity... ...building, preserving and managing their wealth. You will use your knowledge of investments...Temporary workWork experience placementLocal area
$110k - $190k
Morgan Stanley is seeking a Product Owner in Purchase, NY to enhance Wealth Management Platforms. You'll manage technology changes from project inception to launch, overseeing priorities and documenting user stories while collaborating across teams. The ideal candidate...$139k - $222k
...and services that help people, businesses and governments realize their... ..., Services Business Development-Community Institutions Overview... ...powerful software platforms and wealth of expertise, we empower customers... ...date of hire; 10 annual paid U.S. observed holidays; 401k...Full timeContract workPart timeWorldwideFlexible hours$100k - $115k
...Associate In Finance We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is... ...transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review,...Temporary work- ...Job Description Wealth Advisor - Build Your Legacy, Empower OthersType: Full-Time Location: Remote, On-site, or Hybrid (Flexible... ...and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently-without...Full timeWork at officeRemote workFlexible hours
$100k - $115k
...We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing... ...transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis...Temporary work- ...Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management Wealth & Investment Management - Advisory Services, Brokerage... ...income structure to support training and early development Renewal income earned for continued client...Work experience placementWork at officeWork visa
$80k - $90k
...custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client... ...ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities...Work at office- ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non-discretionary investment advisory... .... Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive...Work at office
$120k - $140k
...Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time... ...existing client relationships as well as the development of new client connections. The... ...considerations; retirement planning or business planning objectives. Comply with all...Full time$159k - $190k
...belong! We are currently looking for a Wealth Advisor to join our First County... ...existing relationships and cultivating new business through strategic prospecting, trusted advice... ...and exceptional experience. Business Development & Revenue Growth: Actively identify...Local areaMonday to Friday- ...Senior Analyst, Business Development The North America Commercial business continues to be a priority segment for MasterCard Globally and the U.S. Large Market segment is a key contributor to the overall success of the Commercial business. This position will be responsible...
- An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead... ...referrals, COIs, and targeted prospect development in the Fairfield County market.... ...retirement, tax, estate, liquidity events, business-owner transitions). Coordinate with investment...Full time
$70k
Join to apply for the Senior Wealth Advisor SAFE Act - Western Connecticut role at Citi... ...disciplinary knowledge, contributing to the development of new techniques and the improvement of... ...objectives of the function and overall business. Evaluates moderately complex and...Full timeWork at office$70k
A leading financial services firm in Greenwich, Connecticut is seeking a Senior Wealth Advisor to build and maintain client relationships, provide investment advice, and ensure compliance with financial regulations. The ideal candidate has 5-8 years of relevant experience...Full time$100k - $115k
Morgan Stanley is seeking an Associate in Finance within their Wealth Management CFO Support team. This role involves collaboration with business units globally, ensuring proper financial reporting and reconciliation within the Wealth Management segment. Candidates should...- A wealth management firm in Connecticut is seeking a Wealth Advisor to lead a portfolio of high-net-worth clients. The ideal candidate will have 5-10+ years of experience in financial advising, focusing on comprehensive planning and relationship management. Responsibilities...Full time
$145k - $232k
...Manager, Business Development Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our... ...personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match...Full timeContract workPart timeWorldwideFlexible hours$50 - $60 per hour
...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work- ...potential to extend Bachelor’s Degree REQUIRED Join a leading Wealth Management firm supporting Securities-Based Lending (SBL)... ...escalate complex cases Deliver training content and assist with business reporting Why Join Work with high-performing teams in a dynamic...Permanent employmentContract work
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