Jobs at BCI

• Director of Operations

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  • Boulder County, CO

  • $120,000-150,000 per year

  Based in Boulder County, Colorado, our client is a well-established Registered Investment Advisor (RIA) with over 55 years of experience. The firm serves pre-retirees, business own…

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• Retirement Plan Account Manager | Seattle, WA

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  • Seattle, WA

  • $100,000-125,000 per year

  Retirement Plan Account Manager | Seattle, WA A well-regarded independent wealth management and investment advisory firm, recognized for delivering personalized and multi-discipl…

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• RFP & Product Marketing Analyst | San Mateo, CA

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  • San Mateo, CA

  • $70,000-140,000 per year

  RFP & Product Marketing Analyst | San Mateo, CA A privately owned boutique investment firm with over $25 billion in assets under management is seeking an RFP & Product Marketing …

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• Family Office Tax Director | Chicago area

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  • Chicago, IL

  • $125,000-140,000 per year

  Family Office Tax Director | Chicago area Well-capitalized and diversified family of companies based in the Chicago area, is seeking a Family Office Tax Director. This role will …

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• VP, Operations and Third Party Risk Manager | Chicago area or Fully Remote

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  • Chicago, IL

  • $130,000-160,000 per year

  I'm curious if someone from your network might be interested in this role: VP, Operations and Third Party Risk Manager | Chicago area or Fully Remote A well-capitalized, nation…

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• Tax Planner (Raleigh, NC or Remote)

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  • Raleigh, NC

  • $100,000-150,000 per year

  Tax Planner/Enrolled Agent/CPA | Raleigh, NC (Open to Remote) Seeking dynamic/enterprising IRS Enrolled Agent passionate about making a difference in clients' lives. Ideal candid…

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• Portfolio Administrator Roles

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  • Midtown, Manhattan, NY

  $3.8B+ fixed income RIA in New York City (Midtown) seeks both a junior, as well as mid-level, Portfolio Administrator to join their team supporting HNW individuals, trusts, endowme…

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• General Counsel

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  • New York City, NY

  • $180,000-200,000 per year

  General Counsel | New York, NY Join a high-growth fintech company transforming the retirement industry through innovative financial products and a new credit marketplace focused …

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• Financial Advisor

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  • Chicago, IL

  • $4,000-5,000 per month

  A boutique, Chicago-based independent RIA is seeking a Financial Advisor to join its growing team. The firm provides comprehensive financial planning and investment management serv…

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• Lead Advisor (HNW)

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  • Louisville, CO

  • $100,000-125,000 per year

  Lead Advisor (HNW) | Denver Colorado Area A well-established Registered Investment Advisor (RIA) in the Denver, Colorado area with over 58 years of success is seeking a Lead Advi…

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• Municipal Analyst/Trader

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  • Los Angeles, CA

  • $115,000-155,000 per year

  A well-established RIA is seeking a Municipal Analyst/Trader to join its investment team. This role is responsible for analyzing prospective municipal bond credits in trading scena…

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• Planning Associate

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  • Albany, NY

  • $60,000-75,000 per year

  A boutique wealth management firm based in Albany, NY is seeking a Planning Associate to join its growing team. Guided by the mission of delivering Confidence Through Clarity, the …

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• Financial Planner | Poughkeepsie, NY

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  • Poughkeepsie, NY

  • $65,000-80,000 per year

  Financial Planner | Poughkeepsie, NY A highly regarded wealth management firm with over 150 years of experience delivering tailored solutions in business insurance, personal insu…

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• Client Service Associate

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  • Chicago, IL

  • $70,000-80,000 per year

  Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonus Chicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via …

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• Wealth Advisor

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  • Overland Park, KS

  • $80,000-110,000 per year

  Wealth Advisor | Kansas City A sophisticated Registered Investment Advisor (RIA) based in the Kansas City metropolitan area, known for its holistic and comprehensive financial pl…

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• Portfolio Administrator

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  • Charlotte, NC

  • $63,000-90,000 per year

  Portfolio Administrator | Charlotte (Hybrid) | $63-90k (depending on exp) + 12-25% bonus Established investment manager seeks Portfolio Administrator to perform daily portfolio a…

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• Client Service Associate | Columbus, OH

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  • Columbus, OH

  • $60,000-80,000 per year

  Client Service Associate | Columbus, OH A fee-only independent financial advisory firm with over $2 billion in AUM is seeking a motivated, analytical, and client-focused professi…

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• Operations/Accounting/Office Manager

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  • Los Angeles, CA

  • $100,000 per year

  Operations/Accounting/Office Manager (Activist/Long-Only) | Los Angeles (4 days in-office / 1 WFH) Growing activist asset manager (long-only small/mid-cap public equities) seeks …

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• Administrative Assistant

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  • Naperville, IL

  • $50,000-80,000 per year

  Administrative Assistant | Naperville, IL A family-owned wealth management company offering financial life coaching and comprehensive planning to individuals and families is look…

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• Fund Accountant

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  • Milwaukee, WI

  • $52,000-73,000 per year

  Fund Accountant | Milwaukee Premier financial services firm seeks Fund Accountant to join the Registered Fund team responsible for daily accounting/tax/audit/administration/opera…

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