Trabajos wealth en New York, NY - Page 4Crear alertas

This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals. Employees in this role will work in the office four day...

As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk and supporting the JPM Wealth Management business.

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...

Alternative Capital Markets Liquidity's Solutions Team is seeking a Vice President to focus on the development of the platform and infrastructure that enables transactions facilitated by the Liquidity Solutions team. Alternative Capital Markets (ACM). Alternative Capital Markets is a global team ...

Historically, wealth managers have been accessible to only the ultra-wealthy. Wealth Advisory, Asset Management, Wealth Management, Investor Relations, Investment Banking, or other client-facing investment management roles. We are looking for a Wealth Advisor to join Titan's Wealth Advisor team. ...

Morgan Wealth Management empowers clients to take control of their financial futures by providing a comprehensive suite of digital tools and resources. Morgan's holistic wealth management offerings. As a Product Manager on the Monitor team, you will play a pivotal role in enhancing the digital ex...

This is a remote-first company and Advisors may be located anywhere in the US. Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. Transforms advisors into fintech entrepreneurs.

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. In addition to its investment mandate, the TAA pub...

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. These benefits include comprehensive health care coverage, on-site health ...

Generate alternative investment product sales in partnership with external sales partner. Capital is hiring an Internal Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management clients. This role requires an experienced investment professi...

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management.Morgan Stanley provides comprehensive financial advice and services to its clients including brokerag...

EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying toge...

Infosys is seeking a Business Analyst in Capital Markets Wealth Management Domain. At least 4-6 years of experience in Business System Analyst in Capital Markets domain, and preferably in Wealth Management domain. You will be intensely involved in business process consulting; you will define the ...

Have you ever questioned your role as tax preparer, wondering if you were really adding value to your clients and your business? Have you ever wanted to use your tax expertise in a position where you can lead a team in a growing business who are impacting the financial lives of clients? Have you ...

The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the world. Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. These profess...

The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset Management manages over $375bn in assets across 80,000+ customized portfolios for individual as well as institutional investors across the wealth spectrum. Areas of focus include tax-aware and risk-managed diversification strat...

WM 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 Private Bank, National Association...

As a Private Banker in the International Private Bank, you are responsible for advising Global families on building, preserving and managing their wealth.

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.Using a broad investment product and thought leadership platform along ...

If you are a visionary leader with a passion for building high-value relationships, driving business transformation, and leading teams to success, we encourage you to apply. We are currently seeking a IT Services Wealth & Asset Management Segment Leader to join our team in New York, New York (US-...

Join CGI's high-performing Global Banking team as a QA Automation Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry. QA Automation Developer with hands-on expertise in Java/J2EE technologies with s...

Provide independent and objective evaluation of the adequacy and effectiveness of anti-money laundering (AML) practices for RBC's U.Capital Markets, Wealth Management, Asset Management, and retail banking businesses.Financial Crimes by helping to lead AML audits across the U.Assist in non-audit r...

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experi...

Bachelor's Degree and 2 years of experience in Commercial Real Estate OR High School Diploma or GED and 6 years of experience in Commercial Real Estate. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. First Citizens offers an array ...

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 ** THIS IS NOT A REAL JOB OPENING ** Jobgether's Investment Banking Division is seeking a seasoned and strategic Vice President to join our elite Financial Markets M&A team in our New York City office. In this critical leadership role, you will be at the heart of the deal-makin...

Job DescriptionCompany Description At Data Intellect it has never been just about data or technology, they are our tools. It’s about human intellect, collaboration and providing solutions for the most complex of challenges. We do this by living the [DI] code: We are Problem Solvers who are Hu...

Job Description Financial Planning Specialist At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, and Voluntary Worksite benefits planning. We work closely with ...

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 Sotheby’s Institute of Art Adjunct Job Description About the Institute For 50 years, Sotheby’s Institute of Art has been preparing students for careers in the art world. Students get a rare inside look at the business of art while exploring both the scholarly and practical s...

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 Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of Empathy, Integrity and Rigor, the firm has organically grown to now manage over $35 billion in assets. Throu...

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 About Savvy: Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial plan...

Job DescriptionBenefits: - 401(k) - 401(k) matching - Health insurance - Paid time off Fuel Your Passion and Spark Your Potential at Ember Group Consulting Join a vibrant community of passionate individuals who share your drive to make a real impact. At Ember Group Consulting, we believe i...

Job Description Position Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial...

Job DescriptionTitle: Junior Full Stack Developer - JavaScript Position: Full TimeLocation: Jersey City, NJ Group Details:Company X provides advanced fixed income trading solutions for financial advisors, the institutional buyside, traders and broker dealers. The platform demonstrates our core st...

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 Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very str...

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a...

Job Description Position Title: Senior Full Stack Developer Reports to: Vice President, Tech Solutions Department: Tech Solutions Location: 86 Summit Ave; in-office position Classification: Full-time, Exempt Summary / Job Objective: Simplicity Group is looking for a talented, energetic, and...

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Cer...

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consu...

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads 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 DescriptionAbout AION AION is transforming the future of high-performance computing (HPC) through its decentralized GPU compute marketplace, democratizing access to compute power for AI training, fine-tuning, inference, data labeling, and beyond. By leveraging underutilized resources such as ...

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 DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: - Manage day to day efforts in delivering investment algorithms and research generated data. - Recruit and mentor Quantita...