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Junior equity portfolio manager
BCM
Darien, CT
Aug 05, 2026
Looking for junior equity PM in Fairfield County. Has to have at 7-10 years experience. Has experience working with very high net worth clients with separately managed accounts. Experience in family office atmosphere is very helpful. 
Featured
Chief Compliance Officer
Heritage Investors Management Corp
Bethesda, MD
Jul 22, 2026
Heritage Investors Management Corporation is searching for a Chief Compliance Officer to manage all aspects of the firm’s compliance program. Heritage, based in Bethesda, MD, is an SEC-registered investment advisor managing approximately $4.9 Billion in assets. Established in 1975, Heritage has consistently delivered value to its clients by understanding their financial objectives and utilizing a disciplined, time-tested investment process that effectively achieves them. Heritage is proud of its track record and its focus on the individual client as the basis for its investment strategy. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage, implement, operate and be responsible for the firm’s compliance program. Monitor and test the firm’s policies and procedures to determine the adequacy and effectiveness of the firm’s compliance program. Prepare and submit all required regulatory filings and disclosure documents in a timely and accurate manner. Train and...

Latest Jobs

Senior Compliance Officer
Equity Trust Company
Dallas, TX
Aug 23, 2026
JOB OVERVIEW The Senior Compliance Officer reports directly to the Risk and Compliance Operations Officer and plays a pivotal role in ensuring the firm's adherence to external regulatory requirements and internal compliance policies. This position oversees the management of both internal and external compliance and risk obligations. This role is part of the Risk and Compliance leadership team. RESPONSIBILITIES & DUTIES Manages the regular review and updating of the firm’s Written Supervisory Procedures (WSPs) to ensure alignment with regulatory requirements and industry best practices. Assists Risk and Compliance Management in preparing and maintaining supervisory reports in compliance with WSPs and books and records retention requirements. Executes on a variety of recurring compliance and risk operational functions such as regulatory filings, new hire coordination, vendor management, and policies and procedures management. Supports the management of the...
Sr. Enterprise Client Solutions Consultant (Investment Management)
Addepar
New York, NY
Aug 23, 2026
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.  The Role A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar...
Channel Marketing Manager, AVP - State Street Investment Management
State Street
Boston, MA
Aug 22, 2026
If you are a driven, curious, and high-energy marketing professional ready to step into an exciting role within a focused marketing organization, this marketing position with State Street Investment Management’s business might be for you. We are seeking an AVP, Marketing Manager to play a significant role in building and growing the State Street Investment Management business in North America. In this role, you will work collaboratively across the organization to deliver integrated channel and product campaigns that lead to commercial success. The successful candidate will have a deep interest in financial markets, investment trends and innovation as well as enjoy working with colleagues to ensure alignment on objectives, strategy and positioning. RESPONSIBILITIES AND EXPECTATIONS This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insights into the US Wealth and Institutional market segments and experience in leading...
Marketing Manager - North America, VP II - State Street Investment Management
State Street
Boston, MA
Aug 22, 2026
Who we are looking for We’re seeking a VP, North America Marketing Manager to lead the strategy and execution of marketing programs that have a direct and measurable impact to our distribution channels and product goals. Reporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role is based in Boston, MA. Why this role is important to us This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insight into the institutional and intermediary market segments. The role will collaborate with members of Intermediary and Institutional Sales, Client...
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