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Provides administrative and operational support to senior executives and management. Responsibilities include project coordination, wire processing, state escheatment entries, daily and weekly reporting, meeting participation, employee onboarding, operational fact-finding, and process automation support. The role requires strong Excel skills, communication, organization, problem-solving, professionalism, independence, and teamwork in a fast-paced financial services environment.

Serves as the corporate headquarters’ first point of contact, welcoming visitors, managing conference room calendars, coordinating catering and guest services, answering calls, maintaining reception areas, and handling administrative tasks. The role also oversees conference center usage, requests technology support, manages sensitive information, and assists Human Resources with projects.

Participate in an eight-to-ten-week summer internship within Business Segments and Corporate Infrastructure at Oppenheimer. Interns receive department-specific training, work alongside experienced professionals, contribute to real business activities, and gain exposure to the financial services industry. Candidates must demonstrate strong academics, communication, problem-solving abilities, campus or community involvement, and interest in financial services.

Participate in an eight-to-ten-week summer internship within Oppenheimer’s business segments and corporate infrastructure departments. Interns receive department-specific training, attend firm information sessions, work alongside experienced professionals, and take on meaningful responsibilities while gaining exposure to financial services and the firm’s business channels.

Participate in an eight-to-ten-week internship supporting equities sales and trading or other business and corporate infrastructure functions. Interns receive department-specific training, work alongside experienced professionals, contribute to real business activities, and attend firmwide information sessions. Candidates should demonstrate strong academics, campus or community involvement, communication and problem-solving skills, and interest in financial services.

Supports an asset management compliance program through regulatory testing, monitoring, annual compliance reviews, SEC filings, policy maintenance, remediation tracking, audit support, and regulatory recordkeeping. The role collaborates with business and control functions to identify and address compliance risks, supports regulatory examinations and special projects, and maintains compliance documentation. Candidates should have investment adviser or financial services compliance experience and knowledge of the Investment Advisers Act of 1940.

Manage the Midtown investment banking office, including reception, facilities coordination, conference rooms, supplies, equipment, access cards, calendars, travel, expenses, and administrative documents. Provide executive and team support, coordinate meetings and office projects, assist with recruiting logistics, track deadlines, and maintain a professional workplace environment.

Develop and grow relationships with Financial Advisors across the Northeast, driving adoption of asset management investment solutions and regional asset growth. Responsibilities include territory planning, consultative sales, portfolio reviews, advisor education, investment platform expertise, market insights, relationship management, and business development. The role requires approximately 25% to 50% travel throughout the region and is based in New York City.

Build and maintain relationships with Financial Advisors across the Midwest, providing investment product education, sales support, training, and business development assistance. Partner with Regional Directors and internal product teams to increase adoption of asset management solutions, support asset gathering, and drive territory growth. The role involves advisor meetings, branch visits, educational events, and approximately 25% or more regional travel.

Oversee daily brokerage operations across the Washington, D.C. region, including money movement, fund disbursements, order processing, account opening, supervisory controls, and client service resolutions. Lead and train operational staff, coordinate with firm infrastructure teams, and support financial professional onboarding. Ensure workflows comply with FINRA requirements while providing operational support to branch managers and maintaining accurate, timely service.