Trabajos wealth en New York, NY - Page 13Crear alertas

Experience in insurance products, asset management or wealth management a plus. Delivery: Partner with AI&D cross functional teams and Business Unit product managers and technology partners to ensure high-quality, efficient execution of key initiatives in a scaled agile delivery framework.

The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). Merrill Market Client Relationship Manager. The MCRM partners closely with the Senior Client Relati...

The Traditional Investments Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management platforms with the goal of improving the financial advisor/client experience and increasing operational efficiency. Alternative In...

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. Capital is seeking a Vice President to join its Investment Funds team. Work clos...

Equity Structuring is currently seeking an analyst to work as part of the Single Stock Structuring team with a focus on equity derivative structuring and capital markets transactions. Assist with equity derivative and capital market transactions by working with private wealth advisors, colleagues...

Brookfield Place New York - 250 Vesey Street, 15th Floor.Brookfield Wealth Solutions (BWS; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions.Through our oper...

Capital is seeking a highly motivated Product Manager to join our Client Architecture Solutions team. This role will cultivate a deep understanding of the US wealth management industry and the way that our technology is developed to scale the distribution of alternative products. This individual ...

Our client, an asset management firm located in NYC is currently hiring a Salesforce Administrator This is a hybrid position (3 days onsite). Experience in Wealth or Asset Management is a must have. Understanding of and experience with the Asset Management industry, and specific understanding or ...

Designing and developing efficient data ingestion processes, data models, and data pipelines leveraging the power of Snowflake. The ideal candidate will have significant experience in data engineering within asset and/or wealth management, excellent technical expertise, and a passion for creating...

Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst - New York. Support the Wealth Planning Team....

Fixed Income & Liquidity Solutions Overview. Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients.

Stay informed about local and global tax issues, particularly in the asset and wealth management sector. CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred).

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

IT Systems Administration / Director Wealth Management Client. IT Systems Administration / Director Wealth Management Client. IT Systems Administration / Director Wealth Management Client.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment re...

Army is wealth of possibilities for your future – whether you are looking to build a meaningful career, continue your education, or start a family, the Army is committed to helping you build the future you are looking for and improve yourself in the process.

Provide asset allocation solution for the investment portfolio and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines. The Quantitative Investment Strategy team partners with the asset allocation, investment and M&A teams to de...

The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns. Founded in 1869, we are a leading global investmen...

Job Description Staff Attorney Franciscan Friars – Province of Our Lady of Guadalupe New York, NY (Hybrid Remote) Organizational background and Mission We Franciscans owe our inspiration to Francesco di Bernardone, an affluent young merchant from the Italian town of Assisi, who in 1206 ren...

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, imp...

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 COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Sr. Manager, Information Security LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $190,000 - $220,000 (based on NYC, will be adjusted for geo) The Role: As the Senior M...

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 DescriptionBPM-PR Firm is an award winning PR Agency dedicated to crafting impactful communication strategies for a diverse clientele. With an unwavering commitment to excellence, we prioritize building, enhancing, and safeguarding our clients' reputations through strategic PR initiatives. We...

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, imp...

Job DescriptionLocation Note: This a remote role for the New York area. The Purpose of Your Role: The Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process by conducting ...

Job DescriptionSalary: Base Salary -USD $160,000 to $220,000 Brookwood are seeking aTax Senior Managerwith a specialty infiduciary taxationand estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to ...

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing i...

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

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 DescriptionAbout NYLAG: 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. Our services include comprehensive, free civil legal services, financial empowerment, impa...

Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Staff Engineer, Event-Driven Architecture LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $180,000 - $220,000 (based on NYC, will be adjusted for geo) The Role: We are ...

Job DescriptionAbout Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognize...

Job Description Tax Partner-Trust & Estate Details - 10+ years of experience with a significant portion dedicated to trust and estate taxation. - CPA designation. - In-depth knowledge of federal and state tax laws related to high-net-worth individuals, trusts, and estates. - Oversee pre...

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience mod...

Job Description BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standar...

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 "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment". Job Title: Product Manager, Product Owner Analyst Location: New York, NY 10004 Duration: 9+ Months Contract (Possibl...

Job Description Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows WE ARE HIRING! Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows. We are NOT HIRING providers for REMOTE SERVICES. Our agency has secured a contract to provide services in t...

Job Description Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. Our collaborative workplace is continu...

Job Description Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. Our collaborative workplace is continu...

Job Description Market Data Sourcing Business Analyst NYC Global Investment Bank J Harlan Group is currently conducting a search for a Market Data Sourcing Business Analyst – America's Sourcing and Vendor Management at a NYC Global Investment Bank. Based in New York or Philadelphia as part o...

Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Senior Software Engineer, Internal Products LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $130,000 - $160,000 (based on NYC, will be adjusted for geo) The Role: We ar...

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, imp...

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National...

Job Description About BuzzFeed, Inc. BuzzFeed, Inc. (Nasdaq: BZFD) is home to the best of the internet with a mission to spread joy and truth. Across entertainment, news, food, pop culture, and commerce, our brands drive conversation and inspire what audiences watch, read, and buy now — and into...

Job Description Tacombi is looking for a Director of Digital & E-commerce to join our team! Tacombi is seeking a Director of Digital & E-commerce to develop and lead our digital strategy. The right candidate is an experienced digital leader and true omni-channel thinker, who is comfortable ba...