JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine JPMorgan Chase Bank, N.A.JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning EngineNew York, NYFull timeDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Managing Director, Syndications Stifel Financial CorpManaging Director, SyndicationsNew York, NYDevelop a strong understanding of the broader Stifel platform, including Investment Banking, Wealth Management, Fixed Income Capital Markets, and Commercial Banking, and identify opportunities to deepen client and institutional relationships across the firm. In joining Stifel''s Venture Banking team, a Managing Director, Syndications is responsible for leading the syndication strategy and execution for venture debt transactions while supporting the continued growth and scalability of the Venture Banking platform.
Senior Trustee Consultant LPL Financial ServicesSenior Trustee ConsultantNew York, NY$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Wealth Management Advisor (New York, NY) TIAAWealth Management Advisor (New York, NY)New York, New YorkBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor TIAAWealth Management AdvisorNew York, New YorkBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Relationship Manager Neuberger BermanRelationship ManagerNew York, NY$150,000–$225,000 / yearWealth Strategy: Actively seek opportunities with clients to provide wealth strategy services including wealth planning, trust and estate planning, philanthropic advisory and other relevant services that can be provided to enhance the overall client experience and help clients achieve their financial goals. Position Overview: As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex relationships, the highest potential relationships, and the at-risk relationships.
Msfo Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Msfo Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Head of OCIO Insurance - Global Investment Office, Executive Director Morgan StanleyHead of OCIO Insurance - Global Investment Office, Executive DirectorNew York, New York$175,000–$265,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.
Head Of Ocio Insurance - Global Investment Office, Executive Director Morgan StanleyHead Of Ocio Insurance - Global Investment Office, Executive DirectorNew York, NY$175,000–$265,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.
Senior Director, Client Intelligence Technology - Hybrid FactSetSenior Director, Client Intelligence Technology - HybridNew York, New YorkDesigned to help advisors operate more efficiently, deepen client relationships, and drive business growth, ACI delivers solutions across three core workflow areas: Security (Funds, ETFs, Options, Structured Products, Approved Lists), Portfolio (Advisor Dashboard, PropGen, Portfolio/Model Management), and Client (Intelligent Prospecting, Widgets, Investment Dashboard). The portfolio of businesses includes: Capital Markets provides industry-leading technology and workflow solutions for investment bankers, dealmakers, and private capital professionals, including FactSet AI for Banking, research and modeling applications, pitchbook creation tools, and private capital GP solutions.
Financial Wealth Advisor Advisory Team Farther Finance Advisors LLCFinancial Wealth Advisor Advisory TeamNY$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Global Alternatives Investment Solutions Assistant General Counsel JPMorgan Chase Bank, N.A.Global Alternatives Investment Solutions Assistant General CounselNew York, NYFull timePrior experience in structuring vehicles for hedge funds, private credit funds, fund of funds, and/or separately managed accounts, either at a law firm, a hedge fund or fund of funds, or similar organization. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Institutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahNew York, New York$70,000–$115,000 / yearOnboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewDigital Client Experience & Platforms Product Owner – Vice President Morgan StanleyDigital Client Experience & Platforms Product Owner – Vice PresidentPurchase, New York$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
Digital Experience Product Owner, Vice President Morgan StanleyDigital Experience Product Owner, Vice PresidentPurchase, NY$110,000–$190,000 / yearWM Platforms consists of ten sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow • Digital Trading & Investing • Generative AI • UX Design & Research • Strategy & Execution • WM Platforms Risk • and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Managing Director, AI Services InvestorFlow LLCManaging Director, AI ServicesNew York, NY$240,000–$300,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. 12+ years of progressive consulting experience, including at least 4-6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice.
Small Business Sales Manager - Queens/Brooklyn, Senior Vice President Citigroup IncSmall Business Sales Manager - Queens/Brooklyn, Senior Vice PresidentNew York, NY$149,600–$224,400 / yearEstablish strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise. Partner with Area Managers to translate Business Banking strategies into effective, scalable execution through Branch Teams, reinforcing alignment, operational discipline, and strategic focus across the region.