A Best-Of-All-Worlds Model

Careers at Steward Partners

Full-Service Independence with
Equity Upside

Location: New York , NY or Florham Park, NJ

Advisory Billing Manager

The Advisory Billing Manager will be responsible for overseeing the accurate calculation and invoicing of advisory fees from client accounts and the calculation, processing, and distribution of advisory payouts to advisors. This role ensures that advisory fees are calculated with precision, in compliance with regulatory requirements, and aligned with company policies.

Location: Remote

Product Manager – Wealth Management Solutions

The Product Manager for Wealth Management Solutions will be responsible for helping to define and execute on our strategy for supporting a range of Wealth Management initiatives in a collaborative, team-based structure. Specific responsibilities may include one or more of the following: financial planning, retirement plan consulting, wealth planning, and traditional investment products (e.g., mutual funds, ETFs, closed-end funds); the specific set of responsibilities will be crafted to meet the strengths of the best candidate. The position will collaborate with other members of the Steward Partners home office team (particularly operations and legal/compliance), interface with key resources at our custodians and vendors, and work with our wealth managers on how to properly implement these products and solutions for the benefit of our clients.

Location: Flexible, with preference for a hybrid position out of Florham Park, NJ or NYC.

Junior Accountant

The Junior Accountant position prepares and records journal entries, account reconciliations, and detailed reports. Join a dynamic team that assists with month-end close, audits, and special projects. Internal growth potential and great company culture!

Location: Remote

Senior Project Manager

The Project Management Office (PMO) at Steward Partners is looking for an experienced project manager to lead initiatives with a high degree of autonomy. In this role you will be hands-on to deliver strategic initiatives for the firm and contribute towards the evolution of the project management function. Working in a collaborative and multifaceted environment, you will partner directly with senior leadership and subject matter experts to deliver high value outcomes for the firm.

The PMO supports firm-wide project demand, therefore this position will play a key role in supporting a variety of departments and cross-functional efforts, primarily including: Technology, Operations, Compliance, Finance, Product and Business Management. It is critical for the Sr Project Manager to own and drive projects, providing firm leadership with clear visibility on status and impact.

Location: The ideal candidate would be based locally to one of our Firm offices and can work a hybrid schedule.

Head of Operational Strategy

The Head of Operational Strategy is a key leadership position responsible for overseeing the firm's back-office operations, technology platforms, and advisor service functions. Reporting to the Chief Service & Strategy Officer, this individual will be responsible for enhancing operational processes, driving technology integration, and ensuring a seamless advisor and client experience. This is a strategic role that requires a forward-thinking mindset, a strong grasp of industry-specific operations, excellent communication, both written and verbal, and a passion for leveraging cutting-edge technologies to improve workflow efficiency.

Location: Winnetka, IL

Client Administrative Manager

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Location: Albany, NY

Client Administrative Manager

Location: Boston, MA

Financial Advisor

Joining an existing Steward Partners Financial Advisor team, the Financial Advisor will play a key role in driving business development, asset acquisition, and revenue growth. Supporting business development, the Financial Advisor will leverage their network, knowledge, and experience to build new client relationships and identify new business opportunities. This individual will be responsible for developing customized financial plans, advising clients on tax and investment strategies, and ensuring that clients’ financial strategies align with their long-term goals.

Location: The ideal candidate would be based locally to one of our Firm offices and can work a hybrid schedule. However, all qualified candidates working from any of the US states are encouraged to apply.

Company Overview:

Steward Partners is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.

Position Overview:

Key Responsibilities:

Strategic Leadership & Operational Excellence: Develop and execute a strategic roadmap for the future state of the firm's operations, ensuring scalability and efficiency. Streamline and improve advisor operations, creating and implementing policies and procedures that enhance transaction processing and advisory workflows.
Technology & Systems Integration: Oversee system integrations for back-office technology platforms, maintaining intimate knowledge of their functionality and ensuring they meet business needs. Establish and monitor KPIs and KRIs to ensure the timely and accurate processing of operational tasks, continuously seeking improvement opportunities.
Client and Advisor Experience: Champion enhancements that improve advisor workflows and client interactions, gathering feedback and implementing solutions aligned with business goals.
Problem Solving and Decision Making: Analyze operational challenges, propose actionable recommendations, and lead change management initiatives across the organization.
Cross Functional Collaboration and Communication: Partner with stakeholders, including compliance, supervision, product,and technology teams, to design comprehensive tools and processes that align with regulatory standards and user needs.
Regulatory Compliance: Comprehensive understanding of compliance and FINRA/SEC rules as they relate to operational procedures to assure compliance considerations are applied.
People Leadership: Provide support and training to team members to foster skill development and maximize operational efficiency.
Consultant and Vendor Management: Identify and collaborate with external consultants and vendors to enhance operational capabilities.
Escalation and Problem Resolution: Serve as the ultimate escalation point for operational issues, ensuring timely and effective resolution.Take a proactive approach to review the root cause of issues and identify modifications that may be required to eliminate or reduce further occurrences.
Financial Acumen: Analyze operational structures to assure a competitive offering within the marketplace with partnership interests aligned.

Skills, Experience & Qualifications:

Proven experience in back-office operations within the independent broker-dealer and/or hybrid RIA space.
Strong knowledge of multi-custodial platforms, financial products, and back-office processes.
Active FINRA Series 7 and 9/10 or 24 licenses required.
Comprehensive understanding of regulatory requirements (e.g., FINRA, SEC) governing broker-dealer operations.
Demonstrated ability to simplify complex tasks and visualize end-to-end processes, identifying and addressing inefficiencies.
Curiosity and a forward-thinking approach to leveraging technology, including AI, for operational improvements.
Strong critical thinking, organizational, and decision-making skills with the ability to prioritize effectively.
Exceptional communication and collaboration abilities, with the confidence to challenge stakeholders and propose practical solutions.
Experience in managing change initiatives and driving technology adoption within an organization.
Ability to absorb and articulate complex information clearly and concisely.
Excellent listening skills and ability to be a thought partner who enjoys idea sharing and collaborating with others.
Strong intuition for understanding advisor and client needs, combined with the ability to translate these insights into operational strategies.
A proactive, anticipatory approach to problem-solving, with the ability to balance immediate needs with long-term goals.
Familiarity with independent financial advisory business models and custodial partnerships.
Experience working in a high-growth, dynamic environment, with a focus on continuous improvement

Reports To: Chief Service & Strategy Officer

Location: The ideal candidate would be based locally to one of our Firm offices and can work a hybrid schedule. However, all qualified candidates working from any of the US states are encouraged to apply.

For additional information or to submit a resume, please contact:
Jaime Thurlow
jaime.thurlow@stewardpartners.com

Senior Project Manager

Location: Remote

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties and Responsibilities:

Planning, execution, and control of cross-functional initiatives in alignment with firm strategy
Partner with project stakeholders to ensure objectives and key results are aligned with business priorities
Determine the best project delivery approach for each initiative, utilizing the PMO toolkit and Agile methodology (as applicable)
Facilitate defining project scope and deliverables for projects
Develop, track, and publish project plans, sprint schedules and UAT trackers including related metrics
Identify project risks and headwinds; capture and coordinate mitigation plans, path to green
Prepare and present executive level status updates to key stakeholders
Manage project budgets as applicable
Establish, coordinate, and oversee project and agile teams
Organize and facilitate project team meetings
Assist the team in achieving a high-level of performance and quality
Play a key role in Project Management communication strategy by establishing governance forums and executive level status updates
Provide guidance and direction to external vendors and strategic partners
Manage onboarding and coordinate with external vendors
Assist in establishing project delivery methodologies, processes, and best practices

Skills, Experience & Qualifications:

Bachelor’s degree
7+ years of experience managing large, complex initiatives
Financial services, or relevant management consulting experience
Highly organized and demonstrated ability to operate autonomously
Thorough working knowledge of project management methodologies and tools
Excellent interpersonal and communication skills
Proven ability to build strong relationships and manage stakeholders
Strong influencing and negotiation skills
Proficiency in Microsoft Office tools (Excel, PowerPoint, Teams)

Preferred Qualifications:

Master’s degree
Proficiency with Smartsheet and Jira; and dashboarding capabilities
Knowledge of financial services operating model inclusive of technology, operations, product and compliance
Knowledge of wealth management / RIA business including custody
Agile project management experience
Project resourcing and budgeting experience

Status: Exempt

Reports To: Project Management Director

Location: Remote

For additional information or to submit a resume, please contact:
Jaime Thurlow
jaime.thurlow@stewardpartners.com

Client Administrative Manager

Location: Winnetka, IL

Company Overview:

Position Overview:

Duties and Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information.
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs.
Proactively prepare financial reports, spreadsheets and other materials for client meetings.
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues.
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred.
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial.
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Status: Non Exempt

Location: Winnetka, IL

For additional information or to submit a resume, please contact:
Jennifer Daley
jennifer.daley@stewardpartners.com

Client Administrative Manager

Location: Albany, NY

Company Overview:

Position Overview:

Duties and Responsibilities:

Onboard new client accounts, which includes the collection of required documentation and client information.
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs.
Proactively prepare financial reports, spreadsheets and other materials for client meetings.
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues.
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred.
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial.
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Status: Non Exempt

Location: Albany, NY

For additional information or to submit a resume, please contact:
Francesca Welch
francesca.welch@stewardpartners.com

Financial Advisor

Location: Boston, MA

Company Overview:

Position Overview:

Duties and Responsibilities:

Engage with clients to gather essential information regarding their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
Conduct market research and analysis to recommend strategies aligned with clients’ financial goals and objectives.
Provide expert advice on financial plans and strategies, addressing client inquiries and concerns.
Develop and implement customized financial strategies to optimize client portfolios, focusing on high-net-worth individuals.
Regularly review and analyze client accounts and financial plans to adapt to life changes, economic shifts, or performance metrics.
Prepare financial summaries, investment performance reports, and income projections for clients.
Implement financial plans or refer clients to relevant professionals when necessary.
Manage and update client portfolios while ensuring proactive communication to identify changes in their financial situations.
Build and maintain a strong client base through exceptional service and relationship management.
Continuously seek new business opportunities, particularly within the C-Suite Executive and Business Owner/Entrepreneur markets.
Adhere to all relevant regulatory regulations and requirements.

Skills, Experience & Qualifications:

Bachelor’s degree in business, finance, or a related field.
FINRA Series 7 and 63 Securities Registration (Series 66 or 65 preferred)
Life and health insurance licenses.
Knowledge of mutual funds, securities, and the insurance industry.
Minimum of 3 years of experience in financial services.
Ability to work independently and in a goal-oriented environment.
Experience in delivering quality client service and building strong client relationships.

Location: Boston, Massachusetts or ability to travel to the Boston office as needed.

For additional information or to submit a resume, please contact:
Francesca Welch
francesca.welch@stewardpartners.com

Divisional Business Coordinator

Location: Near Hamptons Roads, Virginia

Company Overview:

Position Overview:

The primary role of the Divisional Business Coordinator is to provide comprehensive administrative support to the Division. This includes managing projects and supporting advisor transitions, event planning, and providing divisional support. The role requires a highly organized individual with exceptional attention to detail, a strong sense of urgency, and the ability to effectively multitask in a growing team environment. The individual must build strong relationships, be proactive, and thrive in a fast-paced, constantly changing environment.

Duties and Responsibilities:

Project and Transition Management:

Collaborate with the Division and Transitions team to support advisor transitions, tracking progress and identifying pending next steps.
Establish and manage a process for new advisor onboarding communications.
Ensure advisor teams are equipped with all necessary resources and information, identify any gaps, and take proactive steps to address them.
Track and organize divisional projects, such as retirements and client reallocations, ensuring timely completion and communication.
Collaborate with the Marketing team on various items including client communication and Advisor social media support.

Event Planning and Coordination:

Plan and coordinate logistics of divisional events, including retirements, new hire events, and branch events and initiatives.
Organize divisional calls and meetings by sending invitations, tracking attendance, and managing follow-up actions.
Organize and coordinate meetings with potential advisors regarding logistics, travel arrangements, agendas, and communications.

Administrative and Divisional Support:

Perform administrative functions for the Divisional Leadership Team, including telephone coverage and business travel arrangements.
Prepare and submit T&E reports to ensure compliance with relevant policies.
Manage calendars and oversee the scheduling of Divisional Leadership office visits.
Provide operational support to branches, including supply orders, facilities management, and coordination of technology.
Provide administrative support for HR processes such as Form I-9 processing and new hire and termination notifications.
Manage highly sensitive information related to the firm and staff.
Coordinate and complete special projects as assigned.
Build strong relationships and act as a liaison with potential advisors, key custodian partners, and internal firm resources.

Skills, Experience & Qualifications:

Bachelor’s degree in business administration, or other related field preferred.
Highly organized individual with strong attention to detail, a sense of urgency, and the ability to multitask.
Wealth management experience preferred.
Advanced skills in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
Ability to handle confidential materials in a professional manner.
Flexible approach with a willingness to take on new projects.
Highly service-oriented individual with the ability to work well both independently and as part of a team.
Financial services experience strongly preferred.
Excellent written, verbal, and interpersonal communication skills
Experience with event planning is a plus

Status: Non-Exempt

Location: Near Hamptons Roads Virginia, based out of one the Firm’s offices.

For additional information or to submit a resume, please contact:
Jamie Saroka
Jamie.Saroka@StewardPartners.com

Manager Data Management

Location: Florham Park, NJ

Company Overview:

Position Overview:

The Data Management Manager will be responsible for overseeing the management, organization, and governance of data within an organization. This position will play a critical role in ensuring the accuracy, integrity, security, and accessibility of data assets, and will collaborate with various teams to support data-driven decision-making and operational efficiency.

Duties and Responsibilities:

Data Management Strategy and Governance:
- Develop and implement data management strategies, policies, and procedures to ensure consistent and efficient handling of technical data.
- Establish data governance frameworks, including data standards, data quality measures, and data lifecycle management.
- Define data stewardship roles and responsibilities and foster a culture of data ownership and accountability.

Data Acquisition and Integration:
- Collaborate with data providers, subject matter experts, and IT teams to identify, acquire, and integrate data from various internal and external sources.
- Ensure data compatibility, consistency, and accuracy through data validation and data cleansing activities.
- Work closely with data engineers to design and implement efficient data pipelines and workflows for data acquisition and ingestion.

Data Quality Assurance:
- Establish data quality standards and implement data quality checks and controls to maintain the integrity and reliability of technical data.
- Develop and execute data quality improvement initiatives, including data profiling, anomaly detection, and root cause analysis.
- Monitor data quality metrics and provide regular reports to stakeholders, highlighting areas for improvement and remediation.

Data Storage and Infrastructure:
- Collaborate with IT teams to design and maintain scalable and secure data storage infrastructure, including databases, data warehouses, and data lakes.
- Ensure appropriate data backup, retention, and disaster recovery mechanisms are in place.
- Optimize data storage and retrieval processes to meet performance requirements and facilitate data accessibility.

Data Security and Privacy:
- Implement data security measures to protect technical data assets from unauthorized access, data breaches, and cyber threats.
- Ensure compliance with data privacy regulations and industry best practices for handling sensitive and personally identifiable information.
- Collaborate with legal and compliance teams to define data usage policies and manage data access controls.

Data Documentation and Metadata Management:
- Establish and maintain a comprehensive data dictionary and metadata repository for technical data assets.
- Document data lineage, data transformations, and data dependencies to facilitate data understanding and traceability.
- Promote metadata management practices and tools to enhance data discoverability and usability.

Data Collaboration and Support:
- Collaborate with cross-functional teams, including data analysts, data scientists, and business stakeholders, to understand data requirements and support their data-related initiatives.
- Provide technical guidance and support to teams working with technical data, including data modeling, data analysis, and data visualization.
- Facilitate data sharing and collaboration by establishing data sharing platforms and promoting data-driven culture and knowledge sharing.

Continuous Improvement and Innovation:
- Stay updated with the latest trends, technologies, and best practices in data management and data governance.
- Identify opportunities for process improvements, automation, and innovation to enhance data management capabilities and operational efficiency.
- Actively participate in data management communities and professional networks to exchange knowledge and stay informed about industry developments.

Skills, Experience & Qualifications:

Bachelor's degree in a relevant field (e.g., Computer Science, Information Management, Data Science).
Proven experience in data management, data governance, or a related role.
Strong understanding of data management principles, including data quality, data governance, and data integration.
Familiarity with technical data domains, such as engineering data, scientific data, or technical specifications.
Proficiency in database management systems (e.g., SQL, NoSQL) and data integration tools.

Reports To:
Head of Data

Location:
Hybrid – Florham Park, NJ

For additional information or to submit a resume, please contact:
Jamie Saroka
jennifer.daley@stewardpartners.com

Corporate Counsel

Flexible across Steward Partners network of offices, hybrid and remote options are also available.

Company Overview:

Position Overview:

The Corporate Counsel will report to the Firm’s Head of Strategic Initiatives and Chief Legal Officer and play a key role in providing legal support and expertise across a variety of corporate and commercial matters, with a primary focus on contract work. The ideal candidate will have 3-5 years of relevant experience and a strong understanding of corporate law and exposure to regulatory compliance.

Duties and Responsibilities:

Draft, review, and negotiate a wide range of contracts and agreements, including client agreements, vendor contracts, and service agreements.
Provide legal guidance and support to internal stakeholders on corporate governance matters, including entity formation, corporate structuring, and regulatory compliance.
Collaborate with cross-functional teams to assess legal risks and develop strategies to mitigate them effectively.
Stay abreast of industry developments and regulatory changes affecting the wealth management industry and advise stakeholders accordingly.
Assist with due diligence efforts in corporate transactions, including mergers and acquisitions, joint ventures, and strategic partnerships.
Conduct legal research and analysis on various corporate and commercial issues as needed.
Assist in managing relationships with external legal counsel and other third-party advisers as necessary.

Skills, Experience & Qualifications

Juris Doctor from an accredited law school and active membership in good standing with a state Bar association, ideally New York.
3-5 years of experience practicing corporate law, with a focus on contract work and the wealth management industry preferred.
Strong understanding of corporate governance principles and contract law, and general understanding of regulatory compliance requirements.
Excellent drafting, negotiation, and communication skills.
Ability to work independently and collaboratively in a fast-paced environment, with a proactive and solutions-oriented approach.
Detail-oriented with strong analytical and problem-solving abilities.
Prior experience in a financial services or wealth management firm is a plus.

Location:
Flexible across Steward Partners network of offices, hybrid and remote options are also available.

For additional information or to submit a resume, please contact:
Francesca Welch
Francesca.Welch@StewardPartners.com

Junior Accountant

Flexible, with preference for a hybrid position out of Florham Park, NJ or NYC.

Company Overview:

Steward Partners is an employee-owned, full-service, leading independent private financial services firm with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners caters to family, institutional, and multigenerational investors, delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Duties and Responsibilities:

Manage the invoicing process for accounts receivable across all business entities.
Assist with reconciling the daily cash to track all cash activity properly.
Maintain customers in the general ledger system.
Coordinate, prepare, and reconcile monthly, quarterly, and yearly accruals.
Perform monthly balance sheet reconciliations to ensure accuracy and completeness of financial data.
Prepare and submit general ledger entries with supporting documentation.
Conduct financial analysis to identify trends, variances, and opportunities for improvement.
Assist with external audits, including financial, tax, and regulatory, as needed.
Establish, maintain, and monitor appropriate financial policies, controls, and processes.
Prepare management ad-hoc financial analysis, as needed.

Skills, Experience & Qualifications:

A bachelor’s degree in accounting or finance (or equivalent experience) is preferred.
Strong analytical skills with the ability to interpret complex financial data.
Ability to multi-task, and work in an organized, detailed manner.
Strong verbal and written communication skills.
Ability to meet deadlines and manage competing priorities.
Strong technology skills are critical, with expertise in Microsoft Excel and other Microsoft Products
Ability to work cross-functionally with other departments.

Location:
Flexible, with preference for a hybrid position out of Florham Park, NJ or NYC.

Status:
Non-exempt

Travel Required:
None

For additional information or to submit a resume, please contact:
Jennifer Daley
jennifer.daley@stewardpartners.com

Product Manager – Wealth Management Solutions

Remote

Company Overview:

Position Overview:

Key Responsibilities:

Management of multiple wealth management-focused initiatives across our portfolio, which may include:
Oversight of our financial planning offering, which includes responsibility for relationships with financial planning tool vendors, development/sourcing of key financial planning assumptions, and supporting our fee-for-planning practice.
Manage our retirement plan consulting program, which includes providing subject matter expertise on 3(21) and 3(38) solutions and interfacing with asset managers, recordkeepers, and technology platforms.
Evaluation and oversight of additional wealth management practice capabilities, including sourcing new third-party solutions for estate planning, tax consulting services, and family office services.
Assist with the management of our traditional product solution offering (MFs/ETFs/CEFs/etc.) on our multiple custodial platforms.
Develop and maintain key contacts at our custodial partners to understand and leverage their wealth management solutions platforms.
Active engagement with our wealth managers on our initiatives, including leading wealth manager working groups and developing training resources.
Active collaboration across all parts of the Steward platform, including technology, operations, risk/compliance, and field management.

Skills, Experience & Qualifications:

Minimum 5 years of experience in at least one of the following business areas within a wealth management firm: retirement plan consulting, financial planning, or wealth management services.
Experience and comfort working directly with wealth managers to support their practices.
Strong communications skills and the ability to collaborate effectively at all levels across the organization.
Impeccable organization and follow-up skills.
Ability to work independently with little daily direction.
Ability to effectively multi-task in a fast-paced environment and adhere to deadlines.
Active FINRA Series 7 and 66 licenses required.

Reports To:
Chief Product Officer

Location:
Remote

For additional information or to submit a resume, please contact:
Jaime Thurlow
jaime.thurlow@stewardpartners.com

Advisory Billing Manager

New York , NY or Florham Park, NJ

Company Overview:

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.

Position Overview:

Duties & Responsibilities:

Oversee the accurate calculation and invoicing of fees based on client agreements, across multiple advisory fee programs, ensuring adherence to contractual terms and regulatory guidelines.
Ensure that advisory payout calculations are in accordance with the advisory compensation plans and contracts.
Oversee the accurate calculation, processing, and distribution of advisory payments to advisors and other financial professionals.
Manage multiple advisory billing systems across multiple custodial platforms.
Primary responsibility for Steward advisory billing systems used for proprietary advisory products, plan consulting, and financial plan billings.
Working with the Operations team to manage the collection process, including monitoring outstanding fees and addressing any discrepancies.
Review and approve advisory billing statements from third-party partners, ensuring accuracy and compliance.
Communicate effectively with Advisors and other partners regarding advisory payout and fee-related inquiries and issues.
Provide regular updates on trends, status, and related opportunities.

Skills, Experience & Qualifications:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 5-7 years of experience in financial services, with a focus on advisory billing, compensation, or related areas.
Excellent verbal and written communication skills; ability to explain complex commission and fee structures clearly to non-financial partners.
Strong analytical and critical thinking skills; ability to interpret complex commission and fee data and provide actionable insights.
Ability to build strong relationships with internal partners.
High level of accuracy and attention to detail in all aspects of work.

Location:
New York , NY or Florham Park, NJ

For additional information or to submit a resume, please contact:
Jennifer Daley
jennifer.daley@stewardpartners.com

Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Address:

Phone:

E-mail:

A Best-Of-All-Worlds Model

Advisory Billing Manager

Product Manager – Wealth Management Solutions

Junior Accountant

Senior Project Manager

Head of Operational Strategy

Client Administrative Manager

Client Administrative Manager

Financial Advisor

Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Address:

Phone:

E-mail:

A Best-Of-All-Worlds Model

Advisory Billing Manager

Product Manager – Wealth Management Solutions

Junior Accountant

Senior Project Manager

Head of Operational Strategy

Client Administrative Manager

Client Administrative Manager

Financial Advisor

Head of Operational Strategy

Location: The ideal candidate would be based locally to one of our Firm offices and can work a hybrid schedule. However, all qualified candidates working from any of the US states are encouraged to apply.

Senior Project Manager

Location: Remote

Client Administrative Manager

Location: Winnetka, IL

Client Administrative Manager

Location: Albany, NY

Financial Advisor

Location: Boston, MA

Divisional Business Coordinator

Location: Near Hamptons Roads, Virginia

Manager Data Management

Location: Florham Park, NJ

Corporate Counsel

Flexible across Steward Partners network of offices, hybrid and remote options are also available.

Operations Specialist

Portland, OR

Junior Accountant

Flexible, with preference for a hybrid position out of Florham Park, NJ or NYC.

Product Manager – Wealth Management Solutions

Remote

Advisory Billing Manager

New York , NY or Florham Park, NJ