Ritholtz Wealth Management
Jobs at Ritholtz Wealth Management
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Recently posted jobs
Fintech • Financial Services
Develop and review client tax plans and projections, assist with individual income tax filings, collaborate with advisors on tax strategies, verify billing invoices, and prepare or review financial statements and reporting packages. The role requires strong organization, communication, problem-solving, tax expertise, and comfort learning professional software in a remote or hybrid environment.
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.
Fintech • Financial Services
Review and approve high-volume marketing and investor-facing content for SEC Marketing Rule compliance; conduct vendor due diligence and AI governance oversight; support books-and-records, testing, monitoring, and compliance program documentation; partner with stakeholders on training, disclosures, and remediation; manage compliance-related vendor relationships and projects.
