Offres wealth à New York, NY - Page 12Create job alerts

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with ...

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. NFP is an organizatio...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial A...

Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline. We are seeking an Inside Sales Representative to join our dynamic team! At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad introducing and e...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and ...

Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office. Jordan Park is an SEC-registered investment adviser (RIA). Jordan Park provides investment ...

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and wil...

Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management...

Job Description Our company needs to fill 8 Entry Level Customer Service positions for the season! We need assistance in our customer service and sales department as a trainer. We would be trained in client representation, brand awareness, customer service tactics, and support to the sales team. ...

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 milli...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth segments through Citigold and Citigold...

Assess risk appropriately when making business decisions, demonstrating consideration for the firms reputation and safeguarding Citigroup, its clients, and assets by complying with applicable laws and regulations, and escalating issues transparently.

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with ...

The Focus network includes firms operated under the Focus Partners brand that reflect the company's key business lines. About Focus Financial Partners. Focus is an interdependent network of wealth management, business management, and related financial services firms, rooted in a client-first appr...

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. ...

The Windfall is partnering with a Wealth Management firm that is seeking to hire an Executive Assistant. This Executive Assistant position will provide comprehensive support to the firm's Head of Infrastructure. Various facilities functions to be determined by manager such as the preparation and ...

Goldman Sachs Asset Management (GSAM) is one of the worlds leading investment managers. We extend these global capabilities to the worlds leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offi...

The team is one of the largest quantitative managers in the world and is recognized as an industry leader in quantitative portfolio management techniques. We are looking for a candidate to join the Client Portfolio Management (CPM) team with QIS. This team operates within the growing intersection...

Guided by our purpose: for every future, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capi...

The Head of Performance Accelerator. Collaborate with the CIO and Portfolio Managers to identify performance improvement opportunities and implement strategic solutions to enhance investment returns, including understanding competition, portfolio risk, and construction. Manage a specialized team,...

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

A prominent wealth manager in Manhattan is looking to hire a Director of Fund Accounting to manage a team of 2 and oversee the accounting for its 19 private equity and hedge funds. Responsible for the accounting and administration of direct investment and fund of fund partnerships including 4 lar...

Business Development Analyst - Pursuits & Proposals. Business Development Analyst - Pursuits & Proposals. Business Development Analyst - Family Office Team (US Wealth).

Army offers a wealth of possibilities for today's youth – whether you are looking to build a rewarding career, continue your education, or get hands-on training, the Army is committed to helping you build the future you are looking for and improve yourself in the process.

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst - New York. Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? Our Trust Anal...

JPMS, CIA and JPMorgan Chase Bank, N. 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. NOT FDIC INSURED • NOT INSURED B...

Serve as the primary liaison between business users, enterprise asset management, architecture, and ServiceNow Platform teams. Referrals increase your chances of interviewing at PRI Technology by 2x. Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst ...

This newly created role of Content Writer will be an integral part of Brookfield's Wealth Solutions team, responsible for producing compelling content that positions Wealth Solutions as a leader in the retirement and insurance space. Responsibilities include writing and developing compelling thou...

Deloitte's Wealth Management Advisory Practice: Our Wealth Management Advisory Practice combines a cross-functional group of practitioners to provide a suite of operational, technology, and regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail bro...

Natixis is a French multinational financial services firm specialized in asset & wealth management, corporate & investment banking, insurance and payments. A subsidiary of Groupe BPCE, the second-largest banking group in France through its two retail banking networks, Banque Populaire and Caisse ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Members of the Investment Management Finance team can expect to be involved in accounting, finance and process transformation....

Analyst SAFE Act is a seasoned professional role. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adh...

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

The Associate Banker SAFE Act is a seasoned professional role. Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research...

This candidate (who must be located in our New York office) will be responsible for the distribution of all Marathons offerings through Family Wealth relationships, which primarily include Registered Investment Advisors (RIA) and Multi-Family Offices (MFO). Build consultative relationships and gr...

The Product Management Senior Analyst is an intermediate level position responsible for the development of product plans, strategies and tactics in coordination with the Product Management team. Participate in day-to-day product management for core products such as product delivery, client experi...

Dynamic and growing Independent Wealth Management firm seeks an Executive Assistant/Chief of Staff to support Managing Executives and manage office responsibilities. Serve as an Executive Assistant and Chief of Staff in a fast-paced, dynamic environment. Executive Assistant or related experience....

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial A...

Full Stack Engineer – Early-Stage Startup. This range is provided by Stealth Startup. Were a fast-growing, venture-backed fintech startup helping business owners grow their wealth through smarter tax strategies and modern investment tools.

Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.

Were seeking someone to join our team as a Director (AVP) on the Client Onboarding & Due Diligence (COBDD) Automation Team in Wealth Management Operations to provide support across the COBDD organization to centralized support for enhancement initiatives and process improvements. The COBDD Automa...

Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. NYLAG exists because wealth should not determine who has access to justice. New York Legal Assistance Group (NYLAG) se...

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Be...

Vistas Private Wealth Solutions team is seeking to hire an experienced Investor Services professional to serve as the liaison between Vista, private wealth platforms, and service provides to manage operational connectivity, investor onboarding and redemptions, and the overall client service exper...

Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office). Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and te...

The Quantitative Equity Solutions group delivers investment solutions to High Net Worth, Institutional and Retail clients to address investor needs and goals including tax management, risk management, value alignment, yield enhancement, customization, etc. Goldman Sachs Asset Managements Quantita...

As a Manager in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. This role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partners...