Are you a business? Hire wealth management candidates in New York, NY
KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of The Global Atlantic Financial Group. The Global Client Solutions group ("KCS") is KKR's dedicated investor solutions team. KKR's Global Wealth Solutions team is part of KCS that is specifically fo...
Partners with key internal stakeholders to update procedures for the Wealth Management group on an ongoing basis. Recognizes data trends and regularly communicates to management to assist them in strategic decisions. Excellent organizational and time management skills.
In this role, the Tax Manager will be responsible for working closely with a Managing Director in providing accounting and family office services to a very large client. A wealth management firm in New York City is currently seeking an experienced Tax professional to join their growing team as a ...
Our Prime Brokerage department has an immediate opening for a Manager to further grow our Prime Brokerage department. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Supervise Prime Broker activiti...
The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of Investment product management and its i...
Deliver advice and solutions to Ultra High Net Worth clients to help them achieve desired goals around wealth preservation, investment management, family office services and estate and trust planning. Ability to communicate effectively about the market, available investment products and the entir...
Throughout the summer, interns will meet with our executive leadership team, network with employees and fellow interns, and participate in community outreach. The CIBC Summer Internship Program is designed to offer great work experience to complement students classroom training and career goals. ...
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST**.Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance progr...
The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detail audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively communicate audit results to t...
The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The MPWCRM partners closely with the Senior Priva...
Senior Credit Officer - Commercial Real Estate & Structured Credits. 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 de...
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...
Business Development: Work cross-departmentally to drive business strategies. Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and ma...
About the Company The Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories. Acr...
We are currently partnered with the American arm of a top sovereign wealth fund that has committed to substantial US investment in the coming years. They are invested across multiple alternatives asset classes and are looking to further enhance their US operation by bringing on a Compliance & Gov...
Our client is seeking an experienced Senior Business Development Lead with a wealth of knowledge in the private label Activewear/Lifestyle/Outdoor sector for Mens and Womens. Ideally, you have experience partnering with active lifestyle retail brands, such as a Dicks Sporting Goods, Academy, Bass...
Our client, a wealth management firm in New York, NY is hiring an Executive Assistant to work with the head of the firm. The Executive Assistant supports the day-to-day operations of the Managing Partner. The Executive Assistant manages all administrative tasks, facilitates effective communicatio...
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives t...
About us: At Druid AI, we are shaping the future of agentic and conversational AI with our cutting-edge platform. Our mission is to help businesses harness the power of AI to streamline operations, enhance customer experiences, and unlock new growth opportunities. As we expand rapidly, we’re look...
Currently partnered with a well-established Investment Firm in NYC known for their wealth management, financial planning, and investment advisory services is looking for a Client Services Associate to join the growing team. ***Must have experience with NetX360*** Location: NYC HYBRID Respo...
Senior Product Manager, Sustainable Investing New York, NY What you'll do: You’ll lead product development for Ethic’s sustainability team to maintain and improve our product offering around sustainable investing solutions. Our team works closely to conduct sustainability assessment, measure i...
Wedbush Securities is one of the largest securities firms and investment banks in the nation.We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.Headquartered in Los Angeles, California with over 100 of...
Company Description: Krane Funds Advisors, LLC (“KraneShares”)is the investment manager for the KraneShares ETFs. KraneShares offers innovative investment solutions tailored to three key pillars: China, Climate, and Alternatives. Our team is determined to provide industry-leading, differentiated,...
This is an in-office role - please do not apply if are not located in NYC If you have previously applied to Domify, rest assured that we have seen your application and will be in touch if your profile fits this role. Do not re-apply. About Domify Domify is seeking an experienced Gen A...
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