532 Results for

Wealth Manager Jobs in Cooper, NY

Jobs

New!

New York, NY3 days ago

Remote

$85,000–$145,000 Per Year

Functions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

New!

New York, NY3 days ago

Remote

$200,000–$340,000 Per Year

Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.

New!

New York, NY3 days ago

$80,000–$100,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Great Neck, NY1 day ago

$100,000–$140,000 Per Year

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NY3 days ago

$110–$160

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

New York, NY1 day ago

$160,000–$180,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

New!

Great Neck, NY4 days ago

$150,000–$180,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

New York, NY2 days ago

$60,000–$100,000

Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.

New!

Elizabeth, NJ2 days ago

$90,000–$100,000 Per Year

The ideal candidate will be highly collaborative, analytical, and hands-on, with experience managing distributor networks, driving sales performance, and building strong customer relationships in the foodservice industry. MENU, part of the GGG ecosystem, is seeking a results-driven National Sales Manager – U.S. Market to lead sales growth and market expansion across the United States.

New!

Elizabeth, NJ2 days ago

$90,000–$110,000 Per Year

Gellert Global Group consists of many of the leading North American food importing companies (Atalanta Corporation, Camerican International, Finica, Tipico Cheese Products) and has been involved in importing food products for over 100 years. GGG companies provide strength in sourcing, insurance, finance, logistics, food safety and information technology, and supplies the needs of retailers, distributors, foodservice chains, hotels, cruise lines, and food manufacturers alike.

New!

Bardonia, NY2 days ago

$80,000–$100,000 Per Year

Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. We’re looking for a people-focused Account Manager who can combine relationship-building with sharp benefits expertise to help create a future that’s safer and more secure for our clients.

New!

New York City, NY4 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

New!

New York, NY4 days ago

$185,000–$200,000

This individual will play a critical role in maintaining accurate books, ensuring timely reporting, supporting investment operations, and strengthening internal processes across multiple entities, including partnerships, separately managed accounts, and private investment vehicles. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

New York, NY3 days ago

Remote

$120,000–$150,000 Per Year

The role focuses on selling charitable giving technology and managed services to senior decision-makers at large financial institutions and wealth management firms. You’ll help expand adoption of modern donor-advised fund platforms, planned giving solutions, and back-office administration services that power large-scale generosity.

New!

Stamford, CT3 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

New!

Tarrytown, NY2 days ago

$106,250–$177,050 Per Year

The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.

New!

Uniondale, NY2 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New!

Tarrytown, NY3 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Stamford, CT3 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Newark, NJ10 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

Melville, NY8 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

Uniondale, NY2 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New York, NY14 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New York, NY14 days ago

$1–$3 Per Hour
Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

New York, NY1 day ago

$136,800–$228,000 Per Year

The successful candidate will be expected to: deliver creative advertising campaigns, positioning FTSE Russell's suite of indices and solutions, deliver impactful educational material supporting index-linked solutions designed for Wealth, bring to life FTSE Russell's indices embedded inside investment products distributed by Wealth (ETFs, mutual funds, SMAs, Direct Indexing solutions), conduct market pulse surveys, work with external stakeholders to influence them to adopt and co-promote FTSE Russell's value proposition. The Co-Marketing function, which covers multiple segments (asset managers, derivatives exchanges, wealth firms), consists in helping FTSE Russell's clients go-to-market equipped with educational material supporting our suite of indices and therefore supporting our clients' investment products.

East Hills, NY10 days ago

$100,000–$200,000 Per Year

Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Woodbury, NY8 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.

new york, NY30+ days ago

$128,400–$235,300 Per 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 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 and Insurance.

New York, NY30+ days ago

$125,000–$250,000 Per Year

As part of one of the worlds leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.

New!

New York, NY1 day ago

$110,000–$185,000 Per Year

As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.

Melville, NY30+ days ago

$124,000–$335,000 Per Year

Innovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.

Jersey City, New Jersey17 days ago

$125,000–$140,000 Per Year

The position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.

NY30+ days ago

$125,000–$175,000 Per Year

Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.

New York, NY16 days ago

$250,000–$400,000 Per Year
Full-time
Employee

Responsibilities: As the Head of North America Solutions Sales, you will be responsible for:Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.

New!

Regional, NJ1 day ago

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.

New York, NY30+ days ago

$125,000–$250,000 Per Year

Preferred Qualifications: Knowledge of Liquid Alternatives, Hedge Fund, and/or Bank QIS derivative strategies, their role in the marketplace and benefits they offer investors Drive to execute a business strategy, achieve milestones, and develop new business opportunities Quantitative mindset with an orientation for precision, clarity, and articulation through comparative statistics and quantitative results Computer programming background (familiarity with a programming language such as Python, Matlab, Java, C / C++) is helpful Excellent verbal, presentation and written communication skills Thrives in a team-oriented and collaborative environment globally Strong sense of personal responsibility to deliver solutions for clients, both internal and external Flexibility and confidence to take on many different types of problems and tasks Outstanding attention to detail, both quantitatively and aesthetically Ability to guide new ideas from a concept to finish Ability to work in a fast-paced environment and think clearly under pressure Intellectual curiosity, creativity, and problem-solving skills. Principal Responsibilities: Serve as a product expert on QIS Liquid Alternative investment products to both internal and external investors Lead client engagement strategy and execution for specific product/client engagements Deliver on investor activity and asset growth objectives Own responsibility for quality and impact of investment content with the purpose of delivering clarity and highlighting QIS Liquid Alternatives products and strategies to investors Develop a strong view of the market and competitive landscape for QIS Liquid Alternatives Strategies Design and execute product campaigns and content Manage business risk through ensuring quality and consistency of investor communication.

New York, NY30+ days ago

Full-time

As part of JPMA's Family Wealth Services team, the Cross-Line-of-Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.

New York, NY30+ days ago

Full-time

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. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.

Jersey City, NJ30+ days ago

Full-time

As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.

Jersey City, NJ30+ days ago

Full-time

As the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. 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.

New York, NY30+ days ago

$88,400–$132,600 Per Year

Appropriately assess risk when business decisions are made, demonstrating consideration for the firms 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

White Plains, NY30+ days ago

$88,400–$132,600 Per Year

Appropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

New York, NY30+ days ago

Full-time

As an Associate within the Business Transformation Team, you will work as part of a team on programs that impact our clients' experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.

Jersey City, NJ30+ days ago

Full-time

As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. 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.

New York, NY30+ days ago

$90,000–$125,000 Per Year

Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. Goldman Sachs Asset Managements Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $200 billion in global assets across 48,000+ accounts.

Jersey City, NJ30+ days ago

Full-time

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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Melville, NY1 day ago

$90,000–$110,000 Per Year

OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Collaborate with custodians, brokerage firms, financial institutions, and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.

Uniondale, New York29 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New York, NY17 days ago

$150,000–$170,000 Per Year

Our client, an asset management firm located in NYC is currently hiring a Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This individual would support our Clients multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients.

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Wealth Manager Jobs in Cooper, NY

Compliance Specialist Senior Wealth Management City National Bank

Head of Wealth Management Compliance City National Bank City National Bank

Private Wealth Compensation Analyst Vaco LLC

Tax Manager Jobot

Senior Project Manager - Change Management Vaco LLC

Sr. Tax Manager Jobot

Tax Manager Vaco LLC

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Vice President, Financial Advisor BNY

National Sales Manager - US Market Gellert Global Group

Business Development Manager Gellert Global Group

Account Manager- Personal Lines Marshall & Sterling Inc

Tax Planner Vaco LLC

Controller Vaco LLC

Enterprise Sales Executive – Philanthropic Fintech Gables Search Group

Financial Consultant - Fairfield, CT Fidelity Investments

Senior Trust Officer Midland States Bank

Insurance Sales Representative New York Life - Uniondale

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Entry-Level Financial Specialist New York Life-NJ General Office

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Service Professional New York Life - Nassau County General Office

Financial Advisor/Client Portfolio Manager Company Confidential

Analyst, Private Wealth Compensation (1-3+ Years exp in FS) Company Confidential

Senior Manager, Wealth Co-Marketing, FTSE Russell LSEG (London Stock Exchange Group)

Wealth Manager Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Wealth Manager Center for Wealth Preservation

Business Transformation Manager - WAM, Wealth Management Ernst & Young Global Ltd

Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group Inc

Business Development Manager - NYC Wealth Center | Midtown North Morgan Stanley

Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLP

Wealth Management Analytics Manager Lord Abbett.com

Wealth: Sr Portfolio Manager B Riley Financial Inc

Head of North American Solutions Sales Eclaro

Divisional Wealth Management Consultant - New Jersey & Delaware The Capital Group Companies, Inc.

Asset & Wealth Management, Quantitative Investment Strategies (QIS), Client Portfolio Manager (CPM), Vice President - New York The Goldman Sachs Group Inc

J.P. Morgan Wealth Management - Associate Program Manager JPMorgan Chase Bank, N.A.

Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.

Asset & Wealth Management Technology Infrastructure Business Manager, Vice President JPMorgan Chase Bank, N.A.

Wealth Relationship Manager - New York Hub (Multilingual Skills Required) Citigroup Inc

Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup Inc

J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager JPMorgan Chase Bank, N.A.

Technology Audit Manager, Vice President - Asset and Wealth Management JPMorgan Chase Bank, N.A.

Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst - New York The Goldman Sachs Group Inc

Internal Audit, Analytics Solutions Manager - Asset Wealth Management JPMorgan Chase Bank, N.A.

Wealth Operations Manager Insight Performance Inc

Tax Manager - Private Wealth Baker Tilly Advisory Group, LP

Technical Product Manager - Private Wealth Velocity Search Group Inc

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