Wealth jobs in New York, NY - Page 8Create job alerts

Wealth Management Associate Client Advisor. The Wealth Management Associate Client Advisor role is a transitional role from Advisory Account Manager to lead Client Advisor. Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough ...

An integral member of the restaurant’s Service team, the Bartender is a wealth of knowledge of all cocktails, spirits, wine, beer, and beverage selections and constantly delivers excellence and hospitality. The Bartender is responsible for production of all beverage orders coming from the dining ...

We are looking for a professional with a passion for both capital markets and the wealth management industry (investments and advice), and one who will find satisfaction in supporting our advisor and client population. Candidate must be open to overnight travel, understand territory management, e...

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 (k) plan after one year of employment (21 and over).One key to our suc...

Lead Specialist - Solution Management. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. KPMG is currently seeking a Lead Specialist to join our KPM...

Conduct portfolio modeling to drive portfolio construction and leverage strategy; enhance portfolio management by analyzing proprietary data and proactively contribute to other portfolio analysis . Present portfolio analysis and data-driven recommendations in the Portfolio Strategy and Risk Manag...

The MAS Operations Event Management team is a project management focused role, tasked with front to back management of portfolio implementations, changes, restructures, and terminations. The candidate will be responsible for leading the Event Management team a role inclusive of a broad array of i...

Based on modeling and business insights, as a trusted advisor to the Head of Asset Wealth Management Events, you will periodically suggest org structure adjustments to optimize the performance of the team and align to Business strategy, investment’ analysis and strategic events management platfor...

Design, embed and continually enhance a full suite of templates, processes and protocols spanning pre-, during, and post-event activities to ensure that AM's flagship events and sponsored conferences are consistently executed to the highest standard. Evaluation and reporting of event and sponsors...

Asset & Wealth Management –Analyst Quantitative Strategist in PWM Portfolio Management. 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 use your training in mathematics, p...

Participation in XIG client onboarding activities focusing on Manager Onboarding aspects for new and existing client engagements. Within Platform Management, specific teams focus on discrete fund management activities such as external manager onboarding. Lead elements of the hedge fund Manager On...

Join a dynamic wealth management firm in Suffolk County as an Entry-Level Staff Accountant. ...

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, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Adminis...

The Park Avenue Securities (PAS) Relationship Manager (RM) will be responsible for handling all aspects of client service to a select set of Top PAS advisors. The RM will be required to build relationships with their client base through proactive calls, as well as virtual or in-person visits. The...

Provides administrative support in a complex team environment to a senior group or executive. Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events. ...

GP Coverage, including liaising with senior leadership teams of private capital firms across PE, Private Credit, Private Real Assets, traditional asset managers, wealth managers, managing relationships and bringing in strategic resources to accelerate growth and development, required. Minimum of ...

Goldman Sachs Quantitative Engineering is a leading developer of quantitative models and cutting edge systems to solve complex business problems. The Quantitative Engineer will be responsible for the design, development, and implementation of quantitative models and algorithms for a financial ser...

Responsible for the implementation of marketing strategy to meet Regional goals with marketing programs that align with overall Wealth Management and Corporation's strategic plan. Manages and implements the marketing strategy to support dedicated markets and monitors and tracks budget and perform...

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently ch...

The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed ...

Job responsibilities * Develop a collaborative environment to ensure holistic and cohesive solutions and advice and uncover new and exciting business insights across Banking, Lending, Investing and Planning * Create key strategic initiatives and operating models related to cro...

Asset & Wealth Management – Analyst Quantitative Strategist in PWM Private Bank and Risk. 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 mathemat...

Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. 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...

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team. Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environ...