Wealth jobs in New York, New York - Page 12Create job alerts

Wealth Management Cross Border Manager Administrative Assistant. Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administ

UBS is committed to hiring and developing high-performing transitioning Service Members and Veterans through our Veterans Associate Program (VAP)-a 20-week, accelerated pathway into Investment Banking, Sales & Trading, Equity Research, Global Wealth Management, or Asset Management.

As a Lead Software Engineer at JPMorganChase within the Asset Wealth Management, Digital Assets Team, you lead multiple technical areas, manage the activities of multiple departments, and collaborate across technical domains. Collaborate with platform teams to enhance developer experience, toolchain

Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities. Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed. Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director.

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

As a Private Banker in the International Private Bank, you will advise offshore clients—among the largest and most complex globally—on building, preserving, and managing their wealth.

A leading wealth management firm is seeking a Chief Investment Officer to lead investment strategies and mentor a high-performing team.

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.

We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.As a Lead Software Engineer at JPMorganChase within the Asset and Wealth Management line of business, you are an integral part of an agile team that works to enhance, build, and del

We are looking for an Associate Actuary to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, an

As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth manag

A technology company specializing in AI and finance is seeking a Wealth Advisor to help train AI models.

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.Becoming a part of HUB means

Senior Wealth Advisor Safe Act - North Jersey.

Asset and Wealth Management (AWM). As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more tha

The role involves delivering integrated wealth management and family office solutions, alongside managing complex client engagements.

As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Role Summary: The Social Media Analyst for Goldman Sachs Asset Management will play a key role within the wider Asset Management Marketing team, working to deliver social media content and strategy for a key growth business for the firm. The Social Media Analyst will partner with teams across market

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

Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commerc

As a Private Banker in the International Private Bank, you will advise offshore clientsamong the largest and most complex globallyon building, preserving, and managing their wealth.

Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Proactively source, acquire and expand

The head of learning & development for wealth & us consumer card – managing director (md) is a senior leader responsible for formulating and leading the learning and development strategy specifically for the wealth and us consumer card (uscc) businesses. In-depth familiarity and understanding of w

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding perso

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employe

Join to apply for the Investment Strategist role at DataAnnotation. We are looking for an Investment Strategist to join our team to train AI models. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

Generate gift reports, prospect lists, and donor profiles/wealth reports, as well as help to establish Outreach's first digital donor moves management program in Raiser's Edge NXT. Passion: A strong commitment to Outreach's mission to help individuals and families struggling with substance use and b

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone.Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robu

Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the

A leading crypto company is seeking a VIP Relationship Manager to manage high-net-worth clients and provide a concierge-style experience.You will be responsible for driving client engagement, upselling various financial products, and building trustful relationships.Must have a background in account

Product Owner/Business Analyst.Location: Chicago/Jersey City Duration: Contract Rate: DOE US Citizens, GC, EAD (H4, L2), E3 TN visa holders preferred, NO third party corp to corp accepted for this job.Experience of working on the wealth products including brokerage, annuity, custody platform.Take th

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments. Prepare quarterly tax estimates and assist with tax projections. Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Supervise and develop team members to achieve exceptional deliverabl

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. Your expertise will support a wide range of clients, from th

Partner with Private Wealth Client Coverage regional leads to develop new, foster, and maintain relationships with financial advisors at leading private wealth management platforms (e. Effectively coordinate across internal teams and wealth platform partners to help organize roadshows, webinars, con

Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, fo

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitabl

The firm's core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. The Legal Executive Assistant maintains professionali

This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIP

Senior Wealth Advisor SAFE Act - Queens. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

Blue Owl is a leading asset manager that is redefining alternatives. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. Knowledge of alternative investments/private markets is a plus.

At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion.Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth managem

In this role, you will collaborate with partners in Marketing, Product, Legal, Risk, Analytics & Finance to launch new offers to E*TRADE prospects and clients.

Credit Risk Officer - Wealth Management. The Credit Risk Officer is responsible for handling approvals for all Private Bank related loan transactions, retained on balance sheet; you will be expected to analyze and recommend approvals/declines, or new loan terms for proposed transactions for Private

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas

Product Owner/Business Analyst. Experience of working on the wealth products including brokerage, annuity, custody platform.