Wealth jobs in New York, NY - Page 2Create job alerts

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 ca...

This position is responsible for the financial planning and analysis (FP&A) of two important and fast-growing lines-of-business within Individual Markets: 1) Annuity and 2) Wealth Management (Park Avenue Securities). Head of FP&A — Annuity and Wealth Management, Individual Markets.

Maintaining an understanding of stewardship best practices and country-specific stewardship codes; Contributing to AWM’s ongoing reporting and disclosures. Sharing collective insights on thematic topics and the latest trends in the market regarding stewardship with investment teams and sales acro...

Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. Our goal is to deliver a premier level of service while helpin...

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 individuals from more than 1,200 offices ...

Perform bottom-up financial research on companies in the Consumer Discretionary, Consumer Staples, Real Estate and Education sectors and provide recommendations as to whether or not GSAM should invest our client’s capital in those names. We offer a medical advocacy service for employees and famil...

Develop and execute fundraising strategies for Series B, C, and D rounds, securing $100M+ through VC, PE, sovereign funds, and strategic investors. Experience engaging with international investors, including sovereign wealth funds and large multinational corporations. The CFO will play a crucial ...

Asset and Wealth Management Division, Structured Investing, VP – New York. The Structured Investing Group is a global multi-disciplinary structuring team within the Asset and Wealth Management Division specializing in optimizing the Firm’s investing and lending activities as well as its funding

Demonstrated expertise in Trust practice areas: (Trust Administration, Estate and Tax Planning, and Trust Litigation). Our client seeks attorneys specializing in Trusts, Estate planning (wills, trusts, probate), Tax planning, Wealth Management, and Family law and/or Private Clients.

A Wealth Management Professional. Managing fraud risk, trade execution, liquidity management, and ongoing relationship management. Partnering with our Private Wealth Clients to provide exceptional client service, operational support, and risk management.

The launch of smart contracts on Stellar brings a wealth of opportunity for innovation, and when you join SDF as the Developer Events Manager you will be a part of a team that’s leveraging that opportunity to increase developer participation in order to bootstrap the ecosystem of tools, protocols...

Kroll’ Financial Services Compliance and Regulation (FSCR) team provides expert compliance support for a variety of firms including hedge funds, private equity firms, wealth managers and broker dealers. Vice President, Business Development, Compliance Consulting. We are looking for a Vice Preside...

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. Best Wealth Management Company - presented by Fintech Breakthrough Awards. Excellent ...

As technology fundamentally reshapes the global wealth management industry, we partner with wealth managers to enhance their value proposition to their end clients, create rigor and scale in their investment process and grow their businesses during a period of rapid transformation in the industry...

Wedbush Securities is one of the largest securities firms and investment banks in the nation.We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.Headquartered in Los Angeles, California with over 100 of...

About Asset & Wealth Management. 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. Our te...

We are seeking a highly motivated self-starter to join our Client and Field Experience team. Support the creation and delivery of servicing strategy for new Bank accounts to be delivered to Morgan Stanley Wealth Management clients. Prior experience in Financial services and/or client experience o...

You will set the sales strategy for our alternative product suite and collaborate cross-functionally with Sales, Marketing, Product Strategy, and Strategic Account teams, as well as with our wealth management partners, to drive the successful adoption of our growing alternative offerings. We are ...

Goldman Sachs Alternatives is a part of Goldman Sachs Asset and Wealth Management division (AWM). The business partners with experienced operators and management teams across multiple sectors, including digital infrastructure, energy transition, transportation & logistics and circular economy. As...

Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking or closely related experience. The Asset & Wealth Management Investment Banking Group provides M&A advisory and capital markets services to alternative and traditional asset managers, we...

Private Wealth Solutions – Investor Services - Transfer Agent Oversight, Vice President. Private Wealth Solutions – Investor Services - Transfer Agent Oversight, Vice President. Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction proces

NI and can offer a wealth of experience within the team?.Our client is a medium sized local firm and is seeking an Employment Solicitor to join their team in Northern Ireland.You will access an impressive range and depth of workstreams across contentious and non-contentious files.The main aspects...

Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York. 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, fina

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 ca...

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. It is the policy of the Firm to ensur...

The role manages the Client Experience Associates, Wealth Relationship Managers and Wealth Relationship Officers within a Wealth Center. Ensure consistency of the merchandising and overall appearance and delivery of Wealth Center services for assigned Wealth Center. Accountable for overall sales ...

Singaporean sovereign wealth fund that manages the country’s foreign reserves.Established by the Government of Singapore in 1981 as the.Government of Singapore Investment Corporation.GIC” is derived from as an acronym, its mission is to preserve and enhance the international purchasing power of

Asset & Wealth Management - Associate Quantitative Strategist in Wealth Management Strats.Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods.As a member of our team, you will utilize your training in mathemati...

As a Tax Senior Manager, you’ll see firsthand the financial services industry by being immersed in the evolving state and local tax environment through a diverse set of experiences in serving banking, capital markets, insurance and wealth and asset management clients. Experience and proficiency w...

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital is a crypto platform that enables institutions to participat...

Bachelor's Degree and 10 years of experience in Institutional Asset Management Sales or Relationship Management, Wealth Management, or Financial Services sales leadership OR High School Diploma or GED and 14 years of experience in Institutional Asset Management Sales or Relationship Management, W...

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. Work closely with the portfolio manager on the “business of the fund” including

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

As Head of Corporate Development, this leader will drive a significant part of the firm’s growth engine. The Head of Corporate Development will develop and cultivate relationships with complementary wealth management firms as acquisition targets, teams within other firms as prospective lift-outs,...

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. This position will play a key role in assisting with the management, development...

Perform bottom-up financial research on companies in the Consumer Discretionary, Consumer Staples, Real Estate and Education sectors and provide recommendations as to whether or not GSAM should invest our client’s capital in those names. Must have five (5) years of experience with: performing por...

Established in 2006, the Private Infrastructure business sits within the wider Goldman Sachs Asset & Wealth Management (“AWM”) and has consistently navigated the evolving infrastructure asset class, having invested approximately $16 billion in infrastructure assets across market cycles since inc

Vice President, Investing & Portfolio Management with Goldman Sachs & Co.Identify new sources of equity alpha returns by studying financial market movements and reviewing extensive academic and financial industry literature.Research and source relevant equity market databases and conduct quantita...

Morgan Stanley is a global financial services leader with three core businesses: Institutional Securities, Asset Management, and Global Wealth Management.Wealth Management is offered by Morgan Stanley Smith Barney (MSSB), which has one of the world’s largest networks of Financial Advisors.Banks h...

Goldman Sachs is one of the leading investors in alternatives globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Asset & Wealth Management, Infrastructure Investing, Privat...

The team is tasked with educating professional indexed investors at wealth management home offices and model portfolio providers about MSCI indexes used in popular product wrappers such as ETFs and Direct Index SMAs. Proven track record in client-facing success and relationships with home office ...

Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY. 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...

Compute taxes owed, prepare tax returns, and ensure that taxes are paid properly and on time. Work with a team on all facets of hedge fund, private equity fund and asset management company taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax ...

Job Description - Head of M&A and Corporate Development (2500007V). The Head of M&A and Corporate Development will lead the strategic development and execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management, and asset management through AllianceBernstei...

Index Data Sales Director page is loaded. Morningstar Indexes Team seeks a highly motivated Index Data Sales Director focused on aggressively growing a book of assigned clients and prospects in the Asset Manager, Wealth, and Bank/Broker Dealer client segments. You will represent Morningstar’s sui...

The expected base salary for this New York, New York, United States-based position is $170000-$270000. Headquartered in New York, we maintain offices around the world. This individual will also work with business management in developing new products and service offerings in compliance with regul...

Goldman Sachs Asset Management’s Corporate Credit Team is seeking a Credit Analyst to join the Investment Grade Credit Research team in New York. Asset & Wealth Management, Fixed Income, Investment Grade Financial Credit Research, Associate New York, New York, United States. Analyze Financial sec...

Vice President, Investing & Portfolio Management – Public with Goldman Sachs & Co. Contribute to the development, enhancement, and maintenance of the research and portfolio management platform, encompassing strategy backtesting, performance monitoring, and risk analysis, in close collaboration wi...