Wealth management associate jobs in New York, NYCreate job alerts

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the seconda...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the...

- SCOPE OF ROLE: S:US’ Development and External Affairs team works collaboratively with Board members, executive leadership, program, and finance staff to build internal and external relationships, raise funds, and increase the organization’s visibility. The team includes staff members working in...

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role...

Asset & Wealth Management - Associate Quantitative Strategist in Wealth Management Strats.Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods.As a member of our team, you will utilize your training in mathemati...

Goldman Sachs is one of the leading investors in alternatives globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Asset & Wealth Management, Infrastructure Investing, Privat...

Goldman Sachs Asset Management’s Corporate Credit Team is seeking a Credit Analyst to join the Investment Grade Credit Research team in New York. Asset & Wealth Management, Fixed Income, Investment Grade Financial Credit Research, Associate New York, New York, United States. Analyze Financial sec...

Job Description Client Management – Associate Department: iCapital Solutions Location(s): New York, NY iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evalu...

Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate a...

Position: Sales Associate, Wealth Management. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth m...

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with ...

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: - Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products - Manage one or mor...

Job Description The Senior Associate, Investment Research is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies across high-net-worth clients and specifically within i...

Job Description iCapital 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 clie...

Job DescriptionSalary: 40,000 - 60,000 We are seeking a detail-oriented and highly organized Service Associate to support the daily operations of our boutique wealth management firm. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask i...

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, ...

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we h...

Job Description BBR Partners is a rapidly growing company providing investment and wealth management services to high-net-worth individuals and families.  The firm, originally founded in early 2000, now manages over $30 billion in assets. BBR Partners is seeking an IT Associate to play an int...

Job DescriptionJOB DESCRIPTIONTitle: Manager, Individual Giving Reports to: Associate Director, Development Department: Development OVERVIEWThe Manager, Individual Giving will report to the Associate Director, Development and will lead Spence-Chapin’s annual giving program, implementing engageme...

Job Description We are seeking to expand our team and looking to hire an associate advisor in our total wealth management department. We have a fast-paced environment where you will have the opportunity to work directly with the Sr. Advisors, Managers and Directors to serve clients with complex f...

Job Description iCapital 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 clie...

Job Description iCapital 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 clie...

Job Description BBR Partners is a premiere boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owne...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Job Description iCapital 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 clie...

Job Description About the Role InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future, and we are building our internal legal team to aid in our future growth. We are looking to add an experienced attorney to advise on a broad range of business activities...

Job Description About the Role Yieldstreet is looking for an Originations Associate to join our Private Credit vertical. You will report to the Head of Private Credit and play an integral role in the growth of this vertical. You will be responsible for various aspects of origination and business...

Job Description The New York Philharmonic connects with millions of music lovers each season through live concerts in New York and around the world, as well as broadcasts, recordings, and education programs. After returning to a transformed David Geffen Hall in 2022, the Orchestra is acting on a ...

Job Description iCapital 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 clie...

Job Description iCapital 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 clie...

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Job Description iCapital 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 clie...

Job Description Job Summary: The Village Law Firm is seeking a New York attorney for its growing trusts and estates practice. This is a fantastic opportunity for a junior-to-mid level attorney or an experienced attorney looking to transition practice areas. About Us: We are a boutique estate ...

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has ...

Job Description As a national leader in deeper learning in public education, Harlem Village Academies (HVA) is distinguished as the only charter school network in New York offering a Montessori program for its youngest students and culminating with the prestigious International Baccalaureate (IB)...

Job Description Title: Senior Development Associate: Individual Giving Status: Full Time, Regular, Union Reports to: Director of Individual Giving Location: New York/Hybrid Organization: Founded in 1968, the Guttmacher Institute is a global leader in advancing sexual and reproducti...

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Job Description This role is a remote role handling our clients in the New York area. The Purpose of Your Role: Do you want to work for a fast paced, growing organization where people make the difference? In this highly visible role, the Senior Benefits Consultant will work closely with client...

Job Description About the Role Yieldstreet's Investment Team is looking for an Asset Manager to join our Private Credit vertical at the Associate Director level. You will play an integral part in the growth of Yieldstreet's Private Credit asset class. You will be responsible for all matters rela...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. We also have management o...

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge...

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We also have management opportunities for t...

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. We also have management o...

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. We also have management o...

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We also have management opportunities for t...

The ideal candidate is a hands-on leader with a passion for hospitality, exceptional team management skills, and a proven track record of driving both guest satisfaction and profitability. Monitor financial performance including labor cost, food cost, and P&L management. Tech-savvy with POS syst