Institutional Client Specialist, Associate/AVP - New York / Purchase

What you’d do

Serve institutional clients by handling requests, resolving inquiries, and keeping records current, plus onboarding new clients and coordinating with third-party custodians. Full time in New York or Purchase. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• Active Series 7, 63, and 65 (or Series 7 and 66)
• 3+ years of relevant industry experience preferred
• Bachelor's degree preferred
• Alternative investments experience preferred
• Additional product licenses may be required