Join Our Team of Multi-Disciplined Professionals

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.

Venture Capital Analyst

The Venture Capital Analyst is someone who will perform a wide range of activities including investment screening, due diligence, portfolio management and process optimization. The successful candidate will be responsible for documenting all due diligence efforts with concise notes, facilitate the deal sourcing process by identifying investment opportunities. Maintain market valuation data to aid the team in assessing potential investments.

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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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Senior Insurance Analyst

The senior insurance analyst is one of the “in-house” insurance experts. We are looking for an individual to help with advanced case design and product analysis. This individual should already have experience within the life insurance industry and a deep knowledge of illustration design. The role will include running illustrations, keeping our team and national partners apprised of changes in the life insurance industry, and conducting in-depth analysis to demonstrate those changes. The Senior Insurance Analyst also possesses scrupulous attention to detail, excellent communication, and presentation skills. A proficient grasp of the current life insurance market regarding carriers, products & legislation is required.

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