2,525 Results for

Wealth Manager Jobs in Astoria, NY

Jobs

Wealth Advisor - Webster Bank LPL Financial Services

New York, NY

$58,500–$70,000 / year

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

30+ days ago

FSO Tax - SALT - Manager Ernst & Young Global Ltd

Freeport, NY

You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients.

30+ days ago

FSO Tax - SALT - Senior Manager Ernst & Young Global Ltd

Freeport, NY

30+ days ago

Advisor Desktop Product Owner, Assistant Vice President Morgan Stanley

Purchase, New York

$85,000–$140,000 / year

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. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.

4 days ago

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Manager Ernst & Young Global Ltd

New York, NY

$90–$120 / hour

As a Seasonal Senior Manager, youll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

30+ days ago

FSO Financial Accounting Advisory Services - WAM - Manager Ernst & Young Global Ltd

New York, NY

$112,700–$206,500 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Your key role will be to drive growth by developing new and enhancing existing client relationships, lead highly skilled project teams and deliver a first-class customer experience through high profile engagements.

30+ days ago

Strategic Account Manager, New York ION Group

New York, NY

$140,000–$180,000 / year

In this role, you'll operate as an independent, end-to-end owner - partnering with executives, delivery, and engineering teams to protect and expand mission-critical accounts across banking, capital markets, and wealth/asset management. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

30+ days ago

Administrative Assistant III Bank of America

Paramus, New Jersey

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail.

30+ days ago

J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist JPMorgan Chase Bank, N.A.

New York, NY

Full time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. You will guide the growth of the short-term investment product platform by building strong, trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in liquidity management.

16 days ago

Assistant Vice President, Product Management Voya Financial Inc

New York, NY

$171,300–$214,120 / year

This role sits in the Digital & Wealth Management Technology organization: you partner with the Wealth Management business and the advisor field to understand and prioritize the business problems worth solving, then own the technology product roadmap and the digital solutions that address them - across the RAD and Investor Channel advisor copilot, meeting preparation, client context, proposal generation (WealthPath), next-best-action, and book management. Partner with Wealth Management leadership, advisors (RAD and Investor Channel), field operations, and distribution to identify, frame, and prioritize the business problems worth solving, bringing engineering and AI feasibility into the conversation so the problem definition and the technology response are shaped together.

30+ days ago

Senior Wealth Planner Rockefeller Capital Management

New York, New York

$200,000–$250,000 / year
Full time

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

23 days ago

Private Wealth Principal The Bonadio Group

New York City, New York

$150,000–$225,000 / year

This individual will lead complex client relationships and engagements, develop future leaders, deepen the Firm's capabilities, and drive growth in the private wealth market through strong advisory relationships and integrated solutions. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities.

13 days ago

Business Relationship Manager - Queens West, Assistant Vice President Citigroup Inc

Long Island City, NY

$98,960–$148,440 / year

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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.

24 days ago

Business Relationship Manager - Nassau Central, Assistant Vice President Citigroup Inc

$98,960–$148,440 / year

30+ days ago

Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director Morgan Stanley

New York, NY

$150,000–$250,000 / year

Position Summary: As a key leader on the Scaling, Insights & Execution team, which serves as the Chief Operating Officer group for ICS, you will provide program management and lead select scaling and sales enablement initiatives that support rapid business growth and expansion while thoughtfully managing risk. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

5 days ago

Business Analytics Sr. Manager - C13 - NEW York Citigroup Inc.

New York, NY

$142,320–$213,480 / year

You will work closely with the Deposits business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable insights leveraging your proficiency in SQL, Python and tools like Dataiku to drive business outcome. Key Responsibilities: Collaborate closely with the Deposits team to provide solutions to their reporting and analytics needs that will enable data driven decision making.

30+ days ago

Engineering Manager Wealthfront

New York City, NY

$208,000–$260,000 / year

Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more.

30+ days ago

Registered Wealth Management Client Associate Bank of America

Summit, New Jersey

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

30+ days ago

Wealth Management Lending Officer Bank of America

Wayne, New Jersey

Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

10 days ago

Financial Services Technology Consulting, WAM - Private Markets Manager Ernst & Young Global Ltd

New York, NY

$171,200–$285,300 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.

16 days ago

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Wealth Manager Jobs in Astoria, NY

Wealth Advisor - Webster Bank LPL Financial Services

FSO Tax - SALT - Manager Ernst & Young Global Ltd

FSO Tax - SALT - Senior Manager Ernst & Young Global Ltd

Advisor Desktop Product Owner, Assistant Vice President Morgan Stanley

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Manager Ernst & Young Global Ltd

FSO Financial Accounting Advisory Services - WAM - Manager Ernst & Young Global Ltd

Strategic Account Manager, New York ION Group

Administrative Assistant III Bank of America

J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist JPMorgan Chase Bank, N.A.

Assistant Vice President, Product Management Voya Financial Inc

Senior Wealth Planner Rockefeller Capital Management

Private Wealth Principal The Bonadio Group

Business Relationship Manager - Queens West, Assistant Vice President Citigroup Inc

Business Relationship Manager - Nassau Central, Assistant Vice President Citigroup Inc

Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director Morgan Stanley

Business Analytics Sr. Manager - C13 - NEW York Citigroup Inc.

Engineering Manager Wealthfront

Registered Wealth Management Client Associate Bank of America

Wealth Management Lending Officer Bank of America

Financial Services Technology Consulting, WAM - Private Markets Manager Ernst & Young Global Ltd

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