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Careers at Schechter Wealth

Core Values

Client’s needs first.

Create a complete “WOW” experience.

Cultivate knowledge; we strive to be the experts, today and tomorrow.

Make Schechter a special
place to be.

Our core values create an incredible working space that provides new challenges, a true team environment, and enriching careers. We live the values that we employ on behalf of our clients.

Private Investment Analyst

SPC is currently searching for a Private Investment Analyst to be an integral part of the SPC team. The Private Investment Analyst will perform a wide range of activities including sourcing private investment deals, investment screening, due diligence, portfolio management, and process optimization. The candidate will assist with the execution of private investment transactions in coordination with different functions within the organization.

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Dynamics 365 CE Full Stack Developer

The Dynamics 365 CE Full Stack Developer role is to design and develop systems to support both business and technical integration needs within Schechter. The successful candidate will be responsible for the development of software enhancements, extensions, and defect corrections and for integration of features in Dynamics 365 CE.

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Marketing Manager – Financial Services

The Marketing Manager is responsible for developing the integrated cross-functional marketing strategy for our full service, financial services offering focused on the HNW and UHNW Market. This position will partner closely with teams from our RIA, Private Capital and Advanced Design Life Insurance services to deliver market-facing programs that successfully advance Schechter’s go-to-market strategy that targets both the HNW client and COI for HNW clients. This is done by creating compelling, differentiated messaging, content and campaigns that can be both B to C and B to B to C.

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Tax & Estate Planning Attorney

Schechter is searching for an attorney to provide guidance and framework to Advisors, clients, and strategic partners on matters relating to tax and estate planning. You will assist our internal teams and interface with insurance carriers, where needed, on matters relating to insurable capacity and insurable interest, and continually build upon and add to the technical knowledge of the company and its products and services.

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