Trabajos wealth en New York, NY - Page 2Crear alertas

Job Description Responsibilities - Provide legal advice and guidance on a wide range of tax and trust planning matters. - Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service. - Conduct legal research and analysis to support th...

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 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 Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around inn...

Job DescriptionAbout Bailard Join a Legacy of Values-Driven Excellence! Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, c...

Job Description As a Community Liaison, your primary responsibility is to generate referrals and increase visibility of Unicity’s services by building trusted relationships with healthcare providers and professional advisors. You will actively engage with physicians, senior living communities, ho...

Job DescriptionJob Title: Integration Engineer, Conversational AI Platform Location: New York City Salary: $100–$120K Work Authorization: Applicants must be authorized to work in the US. About Kasisto Humanizing Digital Experiences® Kasisto's Digital Experience Platform, KAI, enables financial in...

Job Description About the Role iCapital is looking for a Lead Structured Investments FICC Specialist – Vice President / Senior Vice President to join the iCapital Solutions team. This role will support the structured investments team, within the firm's technology platform, by owning, developing...

Job DescriptionQuix Recruitment is proud to partner with a prestigious global organization renowned for its expertise in Audit, Tax, and Advisory services across major international financial hubs. This is a rare opportunity to become part of a dynamic, inclusive, and world-class professional env...

Job Description Company Overview: Since 2002, Mason Technologies has been a leader in technology integration, proudly certified as a Woman-owned Business Enterprise (WBE) both in NYC and nationally. With headquarters and a fully equipped warehouse in Deer Park, NY, an additional office in downto...

Job Description **Caring People Home Healthcare is Hiring! Opening: Home Care Marketing Liaison/ Home Care Sales Schedule: Full Time days, Monday through Friday Location: Manhattan, New York Pay: Starting at $90K- $110K, uncapped Commision, and travel stipend All the benefits and perks you n...

Job DescriptionQuix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity to work with world-class clients in the as...

Job Description The Director, Financial Technology Operations (FinOps) will serve as a vital business partner to our technology leadership team. This role is responsible for leading a team of analysts, managing technology costs through detailed cost analysis, and forecasting technology expenses. ...

Job Description Summary Vertical Relevance is looking for an AWS Data & Analytics Consultant, to join our team as a full-time employee and work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the program...

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talente...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direc...

Director, Head of Business Execution – Citi Wealth Lending. SVP, Head of FinTech Solutions. We are currently seeking a Head of FinTech Solutions to lead our growing sales organization at Cross River.

Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning. Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around inn...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around in...

Job Description Work From Home: Great Part-Time or Full-Time Options We’re looking for driven professionals — particularly those with backgrounds in business, real estate, or B2B industries — who are well-connected and eager to expand their income streams. In this opportunity, you’ll intro...

Department of Cardiology across Northwell Health. Chair, Department of Cardiology, Northwell Health. To make the transition as smooth as possible, you will have partners who have a wealth of experience in all the specialty areas of cardiology.

As a Senior Wealth Planner, you will work closely with high and ultra-high net worth individuals and families to advise on sophisticated income and estate tax, asset protection, and generational planning needs. The Senior Wealth Planner must possess strong technical expertise in advising entrepre...

As we continue to scale, we are seeking our first Chief Investment Officer (CIO) to lead and shape the firm's investment offerings. The Chief Investment Officer will be responsible for developing and implementing the firm's investment philosophy and portfolio strategies. Lead the firm's investmen...

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a d...

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reachi...

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assis...

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assis...

Job Description We are seeking a Service Technician to join our team! You will maintain and repair industrial production and processing machinery. We are seeking a Service Technician to join our team! - Preform troubleshooting strategies to diagnose and repair Boilers and ancillary equipment. ...

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists...

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assis...

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reachi...

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reachi...

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).One key to our s...

At Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help.

Morgan Asset & Wealth Management's Portfolio Analysis Group (PAG) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, f...

Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net w...

The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. 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 and inclusion. At...

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segm...

As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. We are on the lookout for a talented Audit Mana...

The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. The initial primary focus of this role will be support of a business transformation project that will span Morgan Stanley divisions. Identify a...

When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust. Oversee investment decisions, including working with investors ...

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

Assisting leaders with project management and fund formation matters and supporting product development of various investment structures across multiple jurisdictions. Assisting with day-to-day legal matters for proprietary, private, drawdown funds sponsored by Blackstone Private Wealth. Structur...

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. Morgan Stanley is a global financial ...

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, adhering to Policy, applying sound ethical judgment r...

The organization consists of key Centre of Excellence roles in areas such as Brand, Paid Media, and Content Marketing, as well as establishing marketing leads for each of our revenue divisions. They will work across the AM Marketing team to infuse ETF product-related insights across content creat...