Ritholtz Wealth Management
Jobs at Ritholtz Wealth Management
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Recently posted jobs
Fintech • Financial Services
Provide high-visibility, on-site executive support to the CEO and manage daily NYC headquarters operations: calendar and travel coordination, front-desk reception, vendor and facilities management, mail/logistics, office hospitality and maintenance, and ad-hoc operational or event-related projects.
Fintech • Financial Services
Build and review multi-year client tax plans and individual income tax returns; partner with wealth advisors to implement tax-efficient strategies (Roth conversions, tax-loss harvesting, charitable giving); communicate tax concepts to clients/advisors; maintain accurate billing and client records; help scale and improve the in-house tax practice.
Fintech • Financial Services
Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.
