Wealth management jobs in New York, New York - Page 6Create job alerts

Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc. Business Transformation Senior - WAM, Wealth Management. EY is a leader in serving the globa

Assistant Vice President/Associate.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individu

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Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Liquidity Solutions, within Asset & Wealth Management, is seeking an analyst to join the portfolio management team. Eagerness to learn about short-term debt markets, trading strategies and portfolio management. Founded in 1869, we are a leading global investment banking, securities and investment ma

Ensures Risk Management Frameworks are effective to manage risks associated with the Wealth Management and Flagstar strategic plan. The Wealth Management Flagstar Advisors Risk and Controls Lead in this 1st Line of Defense (1st LOD) role will bring knowledge of and experience in regulatory requirem

Lead Technical Program Manager In Asset Wealth Management. As a Lead Technical Program Manager in Asset Wealth Management, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Champion the adoption of agile methodo

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. Professional experience in consumer technology, banking, wealth manag

Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the fu

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team. Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity an

The Global Insurance Strategy team designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of our global insurance clients. The Strategists participate in client meetings and presentations designed to build relationship

The Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Val

We're seeking someone to join our MSWM Advisory Consulting Group Finance team as a Director in Wealth Management Finance to collaborate cross-functionally to analyze & interpret data and present meaningful business analytics and trends through visualizations. Director In Wealth Management Finance. R

To support this momentum, they are seeking an experienced Controller with a background in wealth management and financial services.

The Relationship Manager will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products. Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automat

Operations Consulting Director.At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness.These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streaml

As a Product Marketing Senior Associate on the JPMorgan Wealth Management team, you will be a marketing champion for a suite of products across banking, lending, and investing, responsible for the creation, coordination, and communication of multi-channel marketing programs. Experience in the financ

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management ("WM"), and Asset Management.The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the wor

As an Associate in Exposure Management & Market Surveillance, you'll play a vital role in supporting our financial risk strategy and ensuring robust market surveillance. Associate In Exposure Management & Market Surveillance.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Not FDIC insured Not insured by any federal government agency Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. Adhere to profession

Goldman Sachs Asset Management Sector Research Analyst.Goldman Sachs Asset Management is one of the world's leading asset managers with over $3 trillion in assets under supervision.As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sov

Asset & Wealth Management: Change Management. Asset & Wealth Management: Change Management. Global Change Managers lead high priority initiatives within Asset and Wealth Management (AWM), supporting the global AWM businesses.

CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. Deliver exceptional, proactive service to the

Reporting to the SVP, Senior Director of Wealth Management, the Wealth Strategist will develop FactSet's point of view on user needs, market dynamics, and competitive trends within Wealth Management, one of FactSet's fastest growing segments. In addition, the Wealth Strategist will collaborate with

The Product Specialist will focus on Blackstone's Private Equity strategies and products. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternati

Executive Assistant In Us Wealth Management. As an executive assistant in US Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interacti

The Associate will work closely with 45 teams across Portfolio Management, Wealth Advisory, and the Trust Company, contributing to the continuous improvement of systems, processes, and business objectives implementation. Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated a

Business Development & Fund Formation Manager Bravo Property Trust | New York, NY | Full-Time | On-Site About Bravo Property Trust Bravo Property Trust (BPT), which has originated over $2 billion in loans, is the dedicated investment management is an affiliate of Bravo Capital, focused on institutional real estate credit strategies across multifamily bridge, construction, and HUD-aligned financing. BPT partners with leading global investors, including sovereign wealth funds, family offices, and institutional allocators, to deliver differentiated credit opportunities supported by Bravo’s vertically integrated underwriting, asset management, and servicing platform. As BPT prepares for multiple fund launches and continued institutional expansion, the firm is strengthening its leadership team to support this next phase of growth. Position Overview We are seeking a professional with 5+ years of experience to take on a senior role spanning capital raising, business development, fund formation, investor relations This individual will help establish a scalable fundraising infrastructure that combines high-touch relationship management with strong operational discipline around fund formation and investor onboarding. You will play a key role in developing new fund vehicles, broadening institutional capital channels, and driving coordinated initiatives that strengthen the overall BPT platform. The ideal candidate is extroverted, polished, entrepreneurial, and an exceptional communicator, able to navigate complex workflows and operate with a high degree of independence in a fast-paced environment. Key Responsibilities Business Development • Lead outreach and relationship building with institutional investors, family offices, RIAs, and wealth channels., • Represent BPT at conferences, investor meetings, and industry events to elevate the firm’s visibility., • Identify and advance strategic partnerships, distribution opportunities, and new product initiatives., • Collaborate with senior leadership to design and execute a comprehensive outreach strategy, including the potential use of automated workflows, sequenced campaigns, and other data-driven engagement tools., • Maintain advanced pipeline management systems to ensure accurate tracking, disciplined follow-up, and transparency across fundraising efforts., • Set clear KPIs, report progress and outcomes to senior leadership, and refine outreach strategies based on investor feedback and data insights., • Coordinate outbound campaigns, investor materials, and structured engagement pipelines. Fund Formation and Operations • Partner with legal counsel on PPMs, LPAs, subscription agreements, and investor onboarding workflows., • Support fund structuring, waterfall modeling, compliance processes, and operational setup for new vehicles., • Develop scalable internal systems, reporting frameworks, and processes that enhance fundraising and fund administration., • Manage data rooms, diligence workflows, and investor questionnaires throughout capital-raising cycles. Investor Relations • Serve as a primary point of contact for existing and prospective investors, ensuring timely communication and thoughtful relationship management., • Prepare quarterly reports, performance updates, and investor communications., • Maintain CRM accuracy, track allocations and commitments, and support segmented outreach initiatives. Qualifications • 5–7 years of experience in capital formation, investor relations, business development, real estate private markets, or asset management., • Strong financial acumen and a deep understanding of real estate credit, with experience managing or supporting investor engagement programs., • Demonstrated success raising capital from institutional investors, family offices, and high-net-worth clients through relationship-driven and structured outreach strategies., • Expertise in CRM management, investor segmentation, and workflow optimization., • Exceptional communication, presentation, and storytelling skills, with the ability to translate complex strategies into clear and compelling narratives., • Entrepreneurial mindset with strong strategic thinking, problem-solving skills, and comfort operating in a fast-paced, dynamic environment., • Ability to manage deadlines across multiple workstreams and maintain accessibility during periods of heightened activity, including occasional long hours or weekend work when required., • Collaborative team player with experience working alongside legal, accounting, and investment teams on fund formation and investor onboarding., • Bonus: Real estate experience or prior management or leadership responsibilities. What We Offer • A high-impact role with meaningful influence across capital development, fund formation, and platform strategy., • Direct exposure to senior leadership and substantial involvement in new fund launches., • An entrepreneurial environment with significant opportunities for professional growth as BPT scales., • Competitive compensation with performance-based incentives.

Job DescriptionFirm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Executive Assistant will serve as a trusted partner to the CEO, providing high-level administrative and operational support. This role requires exceptional organizational skills, discretion, and the ability to anticipate needs in a dynamic, fast-paced environment. The ideal candidate will embody professionalism and uphold the firm’s values in all interactions. Key Responsibilities • Calendar & Scheduling: Manage complex calendars, coordinate internal/external meetings, and arrange travel., • Project Management: Assist with strategic initiatives, marketing efforts, and ad hoc projects as directed by the CEO., • Communication Management: Screen and prioritize calls, and correspondence; draft responses and prepare briefing materials., • Meeting & Event Coordination: Organize executive meetings, board sessions, and client events; prepare agendas, presentations, and follow-up documentation., • Confidentiality: Handle sensitive information and documents with the utmost discretion., • Operational Support: Process expense reports, invoices, and maintain accurate records; liaise with vendors and service providers as needed., • Cross-Functional Collaboration: Serve as a point of contact between the CEO and internal departments; ensure smooth communication and workflow.Candidate Description, • Bachelors Degree, • 3-5 years of corporate business experience, preferably in financial services, • Excellent oral and written communication skills, • Strong working knowledge of Microsoft Office, • Ability to work/interface with others in a cooperative manner, • Organized, with a strong attention to detail, • Flexible, independent and self-directed, • Ability to handle confidential matters fkas0hBq9E

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. * Data Management * Process ongoing updates from clients and various institutional data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

Citizens Bankers are the face of the branch. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex f

We are seeking a hands-on Principal Engineer to lead the architecture and prototype development of a new Cash Management Account capability within the Wealth Management & Private Banking division. Direct experience designing or working with brokerage cash management products, sweep programs, or inte

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 clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for an engineering manager that can lead the medium to large software engineering team through SDLC process and is comfortable operating in large scale organizations with many cross-team dependencies. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job—with support from management and mentors. Responsibilities • Building cloud native services using Scala using open-source frameworks Akka, ZIO etc., • Lead the direction and development of the firm’s go-to-market strategy., • Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to develop the product category for the firm., • Work with internal technical partners to create a product offering that meets the needs of our clients., • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams platform onboarding and ongoing client development., • Maintain synchronization across various industry groups to deliver a robust platform solution that addresses key stakeholders needs., • Take ownership of projects and provide strong analytical support to teammates., • Develop presentations with significant data and analysis for internal meetings and projects., • Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Qualifications • Degree in Software Engineering, • 8+ years of cloud-based application development, • Experience in Scala, Node.js or Java a plus, • Demonstrated understanding of relational or NoSQL database concepts and modeling practices, • Passion for actively learning new technologies, • Ability to work independently or as part of a group effort, as required, • Solid problem-solving abilities, • Excellent communication skills, • Collaborative approach to software development, • Proven analytical skills, problem solving ability, and attention to detail, • Strategic mindset and ability to work independently Benefits The base salary range for this role is $170,000 to $200,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit ___ Twitter: @icapitalnetwork | LinkedIn: ___ | Awards Disclaimer: ___ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and

RBC's businesses, including Capital Markets and Wealth Management, as well as advise on other RBC initiatives in the US.Assist in the development and implementation of RBC's US tax strategies; collaborate with business and functional partners to ensure compliance with tax laws and manage tax-related

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations, data management, etc

GSAM invests both the firm's own capital and capital raised from outside investors in corporate equity and debt, real estate equity and debt, asset-based equity and debt, growth equity and infrastructure assets world-wide. Goldman Sachs Asset Management is looking for a sector research analyst to jo

The National Branch Business Management team plays a pivotal role in driving key initiatives that optimize business performance and shape the organization's future direction. A minimum of 3 years' experience in financial services, wealth management, business management, or COO roles. As the Business

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 a d

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Business Unit Asset & Wealth Management. Assist in the design and implementation of reusable data capabilities and micro-service

Insured Solutions Relationship Manager.Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group (ISG), Wealth Management (MSWM), and Investment Management (MSIM).As of September 30, 2025, MSWM and MS

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while main

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. Responsibilities: The successful candidate would become a member of the Lead Portfolio Management (LPM) Team within Multi-Asset Solutions (MAS), predominantly working w

Understand 55ip's strategic and competitive position and deliver products that are recognized best in the industry. Vice President, Product Manager, 55ip. Working at 55ip means standing at the intersection of finance and technologyand at the cutting-edge of wealth management.

We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

Vice President, Advisory Programs. The I&A Team is seeking a dynamic Vice President to join our Advisory Specialists group.