BNYNewSenior Director, Global Segment Marketing Manager – Wealth Intermediaries & Banks/Broker-Dealers Marketing BNYSenior Director, Global Segment Marketing Manager – Wealth Intermediaries & Banks/Broker-Dealers MarketingNew York, NY$136,500–$300,000Brand Positioning & Thought LeadershipEstablish and enhance the firm’s brand presence in the wealth intermediary, bank and broker-dealer market, building credibility and awareness, including white papers, webinars, industry reports, and case studies, that position the firm as a thought leader. In this role, you’ll make an impact in the following ways: Strategic Marketing LeadershipDevelop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm’s overall business goals .
Vaco LLCNewPrivate Wealth Compensation Analyst Vaco LLCPrivate Wealth Compensation AnalystNew York, NY$80,000–$100,000Determining 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.
JobotNewTax Manager JobotTax ManagerGreat Neck, NY$100,000–$140,000 / yearFounded 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.
Vaco LLCNewSenior Project Manager - Change Management Vaco LLCSenior Project Manager - Change ManagementNew York, NY$110–$160Determining 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.
BNYNewVice President, Auditor, Markets and Wealth Services BNYVice President, Auditor, Markets and Wealth ServicesJersey City, NJ$68,000–$160,000Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Candidates must have deep knowledge of clearing broker‑dealer functions and the full trade lifecycle, including: Execution processes: Order routing, trade capture, and execution mechanics across various asset classes.
JobotNewSr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearInformation 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.
BNYNewVice President, Financial Advisor BNYVice President, Financial AdvisorNew York, NY$60,000–$100,000Through 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.
Vaco LLCNewTax Manager Vaco LLCTax ManagerGreat Neck, NY$150,000–$180,000Determining 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).
Gellert Global GroupNewBusiness Development Manager Gellert Global GroupBusiness Development ManagerElizabeth, NJ$90,000–$110,000 / yearGellert 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.
Marshall & Sterling IncNewAccount Manager- Personal Lines Marshall & Sterling IncAccount Manager- Personal LinesBardonia, NY$80,000–$100,000 / yearGuided 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.
Vaco LLCNewTax Planner Vaco LLCTax PlannerNew York City, NY$150,000–$200,000Determining 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.
Vaco LLCNewController Vaco LLCControllerNew York, NY$185,000–$200,000This 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.
Fidelity InvestmentsNewFinancial Consultant - Fairfield, CT Fidelity InvestmentsFinancial Consultant - Fairfield, CTStamford, CTSalesPlease 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.
Midland States BankNewSenior Trust Officer Midland States BankSenior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe 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.
ECLARONewHead of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYResponsibilities: 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.
Fidelity InvestmentsNewFinancial Consultant - Greenwich, CT Fidelity InvestmentsFinancial Consultant - Greenwich, CTSpring Valley, NYSalesPlease 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.
Fidelity InvestmentsNewFinancial Consultant - Stamford, CT Fidelity InvestmentsFinancial Consultant - Stamford, CTStamford, CTPlease 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 York Life-NJ General OfficeEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe 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.
New York Life - UniondaleNewInsurance Sales Representative New York Life - UniondaleInsurance Sales RepresentativeUniondale, NYDetermine 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 York Life - Nassau County General OfficeNewFinancial Service Professional New York Life - Nassau County General OfficeFinancial Service ProfessionalUniondale, NYNew 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.
Company ConfidentialFinancial Advisor/Client Portfolio Manager Company ConfidentialFinancial Advisor/Client Portfolio ManagerNew York, NY$250,000–$300,000 / yearFull timeProven 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.
Company ConfidentialAnalyst, Private Wealth Compensation (1-3+ Years exp in FS) Company ConfidentialAnalyst, Private Wealth Compensation (1-3+ Years exp in FS)New York, NY$1–$3 / hourFull timeDetermining 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.
LSEG (London Stock Exchange Group)NewSenior Manager, Wealth Co-Marketing, FTSE Russell LSEG (London Stock Exchange Group)Senior Manager, Wealth Co-Marketing, FTSE RussellNew York, NY$136,800–$228,000 / yearThe 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.
Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Manager Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth ManagerEast Hills, NY$100,000–$200,000 / yearSecurities, 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.
The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New YorkNew York, NY$125,000–$250,000 / yearAs 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.
Center for Wealth PreservationWealth Manager Center for Wealth PreservationWealth ManagerWoodbury, NY$80,000–$250,000 / yearCWP 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.
PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearInnovating 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.
Morgan StanleyNewBusiness Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, NY$110,000–$185,000 / yearAs 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.
Ernst & Young Global LtdBusiness Transformation Manager - WAM, Wealth Management Ernst & Young Global LtdBusiness Transformation Manager - WAM, Wealth Managementnew york, NY$128,400–$235,300 / yearIf 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.
Lord Abbett.comWealth Management Analytics Manager Lord Abbett.comWealth Management Analytics ManagerJersey City, New Jersey$125,000–$140,000 / yearThe 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.
B Riley Financial IncWealth: Sr Portfolio Manager B Riley Financial IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio 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.
Teachers Insurance and Annuity Association of America (TIAA)Wealth Managment Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Managment Client Relationship ManagerNew York, NY$62,500–$87,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Investment Strategies (QIS), Client Portfolio Manager (CPM), Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Investment Strategies (QIS), Client Portfolio Manager (CPM), Vice President - New YorkNew York, NY$125,000–$250,000 / yearPreferred 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.
Teachers Insurance and Annuity Association of America (TIAA)NewSenior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions) Teachers Insurance and Annuity Association of America (TIAA)Senior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions)New York, NY$151,000–$211,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. 7+ years preferred to include: Proven Leadership and Team Management 7+ years of experience leading and developing high-performing teams, with a demonstrated ability to manage performance through structured feedback, coaching, and formal review processes to drive engagement and results.
Creative Planning IncWealth Manager Creative Planning IncWealth ManagerLong Island, NYFor more information visit this pdf url : https://creativeplanning.com/wp-content/uploads/2025/12/Wealth-Manager-2025-1.pdf.
The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearCollaborating 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Program Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Program ManagerNew York, NYFull timeAs 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.
JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGNew York, NYFull timeOur 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Product ManagerJersey City, NJFull timeAs 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.
JPMorgan Chase Bank, N.A.Asset & Wealth Management Technology Infrastructure Business Manager, Vice President JPMorgan Chase Bank, N.A.Asset & Wealth Management Technology Infrastructure Business Manager, Vice PresidentJersey City, NJFull timeAs 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.
Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyMamaroneck, NY$88,400–$132,600 / yearAppropriately 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.
Citigroup IncWealth Relationship Manager - New York Hub (Multilingual Skills Required) Citigroup IncWealth Relationship Manager - New York Hub (Multilingual Skills Required)New York, NY$88,400–$132,600 / yearAppropriately 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project ManagerNew York, NYFull timeAs 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.
JPMorgan Chase Bank, N.A.Technology Audit Manager, Vice President - Asset and Wealth Management JPMorgan Chase Bank, N.A.Technology Audit Manager, Vice President - Asset and Wealth ManagementJersey City, NJFull timeAs 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.
JPMorgan Chase Bank, N.A.Internal Audit, Analytics Solutions Manager - Asset Wealth Management JPMorgan Chase Bank, N.A.Internal Audit, Analytics Solutions Manager - Asset Wealth ManagementJersey City, NJFull timeOur 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.
Citigroup IncCiti Wealth - Wealth Relationship Manager - Manhattan Citigroup IncCiti Wealth - Wealth Relationship Manager - Manhattannew york, NY$88,400–$132,600 / yearManage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Partner with all roles on branch team to ensure all clients have a positive in-branch experience 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. Qualifications: 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Insight Performance IncNewWealth Operations Manager Insight Performance IncWealth Operations ManagerNew York, NY$90,000–$110,000 / yearOneDigital 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.
Ernst & Young Global LtdFinancial Services - Wealth and Asset Management - Tax Manager Ernst & Young Global LtdFinancial Services - Wealth and Asset Management - Tax ManagerNew York, NY$116,200–$212,900 / yearSolid technical knowledge - you will have to review partnership book/tax allocations including aspects such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down • The ability to teach or assist in firm in-house trainings • The ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues • Build impactful relationships with new and existing clients and maintain relationship with firm leadership • Create a positive and trusting environment where team members know each other and feel a part of their team • Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary. Requirements To qualify for the role you must have: • A Bachelors degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience • CPA license or a licensed Attorney is required • Familiarity with the financial services industry gained through direct involvement with managed investment vehicles • Broad exposure to federal income taxation and exposure to state and local tax.
Baker Tilly Advisory Group, LPTax Manager - Private Wealth Baker Tilly Advisory Group, LPTax Manager - Private WealthUniondale, New YorkBaker 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.
Velocity Search Group IncTechnical Product Manager - Private Wealth Velocity Search Group IncTechnical Product Manager - Private WealthNew York, NY$150,000–$170,000 / yearOur 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.