Private wealth management jobs in New York, NYCreate job alerts

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent exper...

Co-Investments Associate - (Direct Private Equity) Location: New York About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, includin...

The Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or “FOR”) is within Morgan Stanley’s Private Wealth Management division and is responsible for providing specialized expertise, platforms and experiences to ultra-high net worth advisors and clients across a broad...

As a member of the Family Wealth Consulting Team, this position is responsible for the acquisition of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families. ...

Position Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits...

Demonstrate behaviors that delivers an exceptional service culture, supports partnering behavior, and capitalizes on individuals’ expertise and knowledge of investment and wealth advisory services to provide “best in class” service and overall relationship management to high net worth clients. Wh...

At least 5 years of work experience in Business, Operations, Compliance or related field. ...

Job Overview (Essential Functions of the Job):The Vice President Compliance Officer will act in an advisory capacity to the Advanced Clearing and Prime Services (ACaPS) Division and the Fixed Income Commodities Currencies and Stock Lending (FICCS) Division, as well as t...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experie...

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, finan...

Citi Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. Citi Wealth covers all of Citi’s go-to-market approaches in Wealth Management – Citi Private Bank, Citi Wealth at Work, and Citigold.  It serves over 500,000 clients through its global foo...

Nature & Social Risk provide oversight of the firm’s lines of business, including the processes that support consistent identification, escalation, management and monitoring of Nature & Social Risk issues, and provide effective challenge on Nature & Social matters. Job summaryAs a Nature and Soci...

The Wealth Monitoring and Testing is responsible for the testing of controls that are designed and owned by Citi’s Wealth departments.  The Business Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering t...

Maintain and coordinate complex and extremely detailed calendars, prioritizes senior-level internal/ Management, Wealth, Leadership, Administrative Assistant, Leader, Private, Banking, Business Services. Of Responsibilities: Provide administrative support to senior executive within the Private W...

Led by the firms first Chief Marketing Officer, the marketing function at Goldman Sachs is backed by momentum and a broad imperative to unify the discipline, helping to codify a business-critical function seen as core to the firms future growth. The organization consists of a number of key COE ro...

Provides administrative support in a complex team environment to a senior group or executive. Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events. ...

As a member of a Private Asset Management team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex rela...

Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. Col...

Private Bank Credit Risk Officer. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits, The Credit Risk Officer is ...

PCG Branch Manager Producing (R)**. Wells Fargo is seeking a Financial Advisory Branch Manager, Producing (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Manage and develop a team of associates in a Private Client Group branch, and manage the daily administration, operat...

Capital is powering the world's alternative investment marketplace.Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Capital servic...

The Equity Structuring group (EQS) sits within Private Wealth Management (PWM) and delivers tailored and holistic equity-based solutions to global wealth management and cross-divisional clients through customized structuring and execution services. Equity Structuring is currently seeking a Senior...

The Wealth Management Intern supports the private client group by shadowing the team and assisting with client service requests and special projects. ...

Capital is powering the world's alternative investment marketplace.Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Capital servic...