Jobs at Steven-Eightfold

Provide white-glove relationship management and support to high-net-worth executives, advising on equity compensation and Wealth Management products, managing complex equity plan transactions on Shareworks and Equity Edge, educating on 10b5-1 plans, identifying business development opportunities, coordinating internal teams, and ensuring compliant, timely service delivery.

The Executive Director will develop and manage institutional asset-owner relationships across the West Coast, drive fundraising across public and private market strategies, and deliver tailored investment solutions. The role partners with consultant relations, marketing, product specialists, and portfolio management teams to execute client strategies and fund marketing initiatives. Responsibilities include understanding institutional investment objectives, articulating investment strategies, mentoring junior professionals, and supporting relationship growth. Travel is expected as needed, and FINRA Series 7 and 63 licenses are required.

Senior service leader supporting Financial Advisors/Private Wealth Advisors by shaping client service models, overseeing daily team operations, managing support staff, coordinating business matters, executing business plans, and ensuring exceptional client experience.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio and client reporting, research, and digital marketing administration. Provides backup client service coverage, assists with business plans and seminars, participates in client meetings, and completes firm initiatives. Requires financial-services product knowledge, strong organizational and communication skills, technical proficiency, and applicable securities licenses.

Drives regional AI adoption across Wealth Management by building relationships, delivering training and coaching, translating AI capabilities into field-ready workflows, and supporting business development, client engagement, prospecting, and campaign execution. Identifies adoption barriers, gathers feedback, coordinates with product, technology, communications, learning, and risk teams, and scales effective practices across markets. Requires strong Wealth Management knowledge, change-management or enablement experience, communication skills, and the ability to operate in a regulated environment.

Lead strategy, roadmap, and delivery of digital trading and investing products. Define requirements, build business cases, prioritize backlogs, partner with Technology, Design, Legal, Compliance and Marketing, and measure post-launch outcomes. Conduct customer and market analysis, manage vendors, and influence senior stakeholders to drive digital adoption, operational efficiency, and regulatory-compliant product launches.

Lead and grow multiple branch offices by driving revenue and profitability, recruiting and developing Financial Advisors, ensuring compliance and risk management, executing marketing initiatives, and managing branch personnel and operations to meet firm objectives.

Support financial advisors by delivering client service, executing transactions, preparing reports and financial plans, assisting with digital and in-person marketing, participating in client meetings, and performing research and administrative tasks to support business development and firm initiatives.

Manage and grow corporate client relationships for Morgan Stanley at Work. Serve as primary contact, conduct needs analyses, deliver business reviews, troubleshoot client issues, promote product functionality, drive retention and cross-sell, and coordinate internal stakeholders. Travel up to 25%.

Lead and manage client service model for Financial Advisor/Private Wealth teams. Cultivate client and partner relationships, prepare/review client reports and financial plans, attend client meetings, oversee support staff, coordinate business matters, implement business strategies, manage client communications, and drive operational efficiencies.

Oversee branch-level risk, compliance, and supervisory functions. Monitor regulatory adherence (SEC/FINRA), coach staff on policies, support audits and investigations, liaise with Legal/Compliance, manage client suitability and people risk, and assist onboarding and training of financial advisors.

Individual-contributor blockchain engineer building scalable, secure, regulatory-compliant digital asset, tokenization, and DeFi solutions. Design and implement blockchain infrastructure and tokenization platforms, collaborate with product/compliance/operations, enforce code quality, testing, and security, and track industry and regulatory developments.

Provide high-touch client service and support Polk Wealth Management by evaluating investment managers and co-investment opportunities, building financial/analytical models, drafting investment memos, maintaining investment databases, coordinating execution with operations and legal, and producing portfolio reporting and ad-hoc analyses.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial plans and performance reports, assisting with investment strategies, executing orders, and coordinating business development, marketing, and client events. Ensure compliance, use firm planning tools, and deliver high-quality client service while improving practice management and operational efficiency.

Partner with Financial Advisors to deliver comprehensive financial plans for HNW and UHNW clients, providing advanced guidance on tax mitigation, estate and trust planning, executive compensation, retirement distribution, insurance, and charitable strategies. Lead client-facing planning conversations, coach advisors, track planning outcomes and metrics, run educational sessions, and stay current on tax, estate, product, and market developments.

Serve as relationship manager on a Financial Advisor team to develop and maintain client relationships, assess client goals, analyze investment opportunities, recommend strategies, deliver presentations for business development, and ensure compliance with industry rules.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial analyses and performance reports, assisting with portfolio execution, creating presentation materials, and organizing events. Deliver consistent client service, participate in meetings, help develop business and marketing plans, and implement practice management improvements across the advisory team.

Support Financial Advisors/Private Wealth Advisors by delivering client service, executing account transactions, preparing reports and financial plans, assisting marketing and business development, conducting research, and participating in firm initiatives using firm systems.

Support Financial Advisors and teams by building client relationships, executing client service tasks, assisting with meetings, preparing reports and financial plans, executing digital and in-person marketing, and improving practice efficiencies while providing occasional client service backup and participating in firm initiatives.

Partner with Private Bankers and Financial/Private Wealth Advisors to grow UHNW banking revenue by originating and structuring lending and deposit solutions. Lead advisor engagement, develop business plans, educate on UHNW credit and liquidity strategies, mentor junior specialists, pre-screen transactions, and drive execution across mortgage, securities-based lending, non-purpose and tailored lending products.