Business Development Associate - Wealth Management
$55kKingswood U.S.
Business Development Associate - Wealth Management New York, NY | In-Person Compensation: Base salary starting at $55,000 plus commission Location: New York, NY (In-Person, Monday–Friday) Kingswood US is seeking a Wealth Management Recruiter to join its New York office. This role is responsible for supporting the firm’s growth through the identification, engagement, and recruitment of experienced financial advisors to the Kingswood platform. This position combines elements of business development and talent acquisition , with a focus on proactive outreach and relationship management. The successful candidate will engage directly with senior professionals across the wealth management industry and manage the recruitment process from initial contact through onboarding. Key Responsibilities Execute targeted outreach to experienced financial advisors through phone, email, LinkedIn, and industry databases. Conduct outbound calling efforts to introduce Kingswood’s platform and assess potential alignment. Develop and maintain a pipeline of prospective advisor candidates. Evaluate candidate profiles and coordinate introductory discussions with senior leadership. Manage the recruitment process from initial engagement through offer and onboarding. Maintain accurate records of outreach activity and pipeline progression. Partner with internal stakeholders to define recruiting priorities and target profiles. Represent Kingswood professionally in all external interactions. Qualifications Bachelor’s degree required; finance, business, economics, or related fields preferred. 0–2 years of relevant experience; prior exposure to sales, recruiting, or client-facing roles is beneficial. Strong verbal and written communication skills, with the ability to engage effectively with senior professionals. Demonstrated ability to manage multiple priorities in a structured and organized manner. Interest in financial services, wealth management, or business development. High degree of professionalism, initiative, and attention to detail. Why Join Kingswood US Opportunity to contribute to the growth of a national wealth management platform. Exposure to experienced financial advisors and senior leadership. Competitive compensation structure, including performance-based commission. Professional, collaborative environment based in New York City. Defined opportunities for career development and progression. #J-18808-Ljbffr
$85k - $160k
...Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...-led wealth management businesses provide financial planning,... ...Sachs and beyond. Business Development Professionals (BDPs) will... ...developing agendas and driving associated action items Skills &...SuggestedFull timeTemporary workPart time$121.7k - $148.2k
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...wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients... ...of our culture. The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing...SuggestedTemporary workWork at officeLocal areaWorldwideFlexible hours$115k - $125k
...strategy. This role focuses on managing people, systems, processes,... ...and generating high-quality Wealth referrals. This role may directly... ...while supporting the development and deployment of region-specific... ...Experience:· Bachelor’s degree in Business, Finance, Economics,...SuggestedWork at officeLocal area$180k - $200k
...sales professional for the role of Regional Director, Private Wealth & Wealth Solutions. This position focuses on driving adoption of... ...AssetMark’s Private Wealth offering among financial advisors and managing client relationships effectively. The ideal candidate will have...Suggested$58k - $115k
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$85k - $160k
...Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...the firm's analytical and strategic business needs. Generate, distribute, and... ...performance analysis, and future strategy development. Devise creative methodologies to...Full timeTemporary workPart time- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have a...Full time
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- Regional Wealth Director National Role Covering Single Region | Regional... ...ambassador. Build and manage a high-quality pipeline of... ...growth objectives. Support the development and delivery of client-facing... ...Finance, Financial Planning, Business, or a related field. 5+...
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$153.6k - $182.4k
...consumers to benefit from Plaid’s solutions. Channel Sales Development managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners. Plaid is looking for a Channel Business Development & Enablement Manager to help power growth...Full timeWork experience placementLocal area$136k - $185k
...Responsibilities Lead the building, development, and delivery of strategic omni... ...with team leadership (account management, operations, creative,... ...approach and strategy on the client’s business. Qualifications Experience working with Wealth Management (Financial Advisor)...Permanent employmentFull timeTemporary workLocal areaFlexible hours$125k - $250k
...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...Marketing team, leading efforts to drive our global equity business forward. The VP will partner with investment teams to...Full timeTemporary workPart time$160k
Business Development | Remote USA About Empathy Empathy is transforming the way families navigate... ...In this role you will The Insurance & Wealth Solutions Team at Empathy drives enterprise... ...with life insurance carriers, wealth managers, retirement organizations, financial...Remote jobContract workWork at officeLocal areaWorldwideFlexible hours$125k - $250k
...Asset & Wealth Management, Marketing: Head of Equity Marketing, Vice President location_on New York, New York, United States Asset & Wealth... ...Marketing team, leading efforts to drive our global equity business forward. The VP will partner with investment teams to define...Full timeTemporary workPart timeWork at office$82k - $133k
...project progress and gather feedback. Project Coordination and Execution Lead the development and implementation of strategies for digital asset integration within Wealth Management, including exploration of tokenization opportunities and their operational impact. Partner...Temporary work- ...Role: Business Analyst – Wealth Management Location: New York, NY 100% ONSITE ROLE Job Description A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses...
- The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the... ...clarity, alignment, and momentum. As the Senior Associate Business Manager in the Wealth Management CAO...Full timeWork at office
- ...TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial goals...Summer workWork at office
$33.28k - $90k
...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...PWAs/ teams in delivering against their business plan and client service model Remaining... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Temporary workWork at officeLocal area- ...Marketing team, supporting the Wealth Business. This individual will focus... ..., value proposition development, and content creation to build... ...authoritative way. Own the management, deliverables and reporting... ...employment opportunities to all associates and applicants for...Local area
$80k - $150k
...About Us Wellington Management offers comprehensive investment management capabilities... ...the operational engine behind our retail wealth distribution effort. This role partners... ...strategies. As a private partnership whose sole business is investment management, our long-term...Remote workHome officeFlexible hours1 day per week- Business Analyst / Junior Project Manager - Alternative Asset Private Wealth Products Qualified candidates, please attach resume when applying. Global Alternative Asset... ...including the design of new reports and the development of streamlined workflows and processes • Proactively...
$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - New York New York, NY, United States Job Description Goldman Sachs Asset & Wealth... ...deliver social media content and strategy for a key growth business for the firm. The Social Media Analyst will partner with...Full timeTemporary workPart timeWork at office- ...Sr. Technical Business Analyst with Capital Markets and Wealth Management Direct message the job poster from Centraprise Job Title: Sr. Technical Business Analyst... ...manage the backlog prioritization for multiple development tracks, Create user stories and acceptance...Full time
- ...change, and is looking to grow your career working in a globally diverse organization? Join J.P. Morgan’s Asset & Wealth Management Operations team as a Business Manager, where you’ll drive strategic initiatives, optimize global performance, and serve as a trusted advisor...
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