2,896 Results for

Wealth Manager Jobs in Manhattan, NY

Jobs

Manager - Wealth Management (Financial Institutions Practice) Boston Consulting Group Inc

New York, NY

$136,600–$142,500 / year

Additionally, as a Manager - BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts. Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients.

6 days ago

Private Wealth Manager Bonadio & Company LLP

New York City, NY

$125,000–$175,000 / year

The Private Wealth Manager will lead complex compliance engagements, provide proactive planning and consulting, develop team members, and help strengthen the day-to-day delivery capacity needed to support the Firm's growing private wealth client base. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities.

30+ days ago

Asset & Wealth Management - Renewable Energy Tax Manager PwC

Florham Park, NJ

$99,000–$266,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

15 days ago

Wealth Relationship Manager | Plainview Citigroup Inc

Plainview, NY

$88,400–$132,600 / 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.

2 days ago

Wealth Relationship Manager - Assistance Vice President - BROOKLYN Citigroup Inc

Brooklyn, NY

$88,400–$132,600 / year

27 days ago

Private Wealth Manager The Bonadio Group

New York City, New York

30+ days ago

Product Management, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group Inc

New York, NY

$95,000–$160,000 / year

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

14 days ago

Private Wealth Manager Bonadio & Co LLP

New York City, NY

$125,000–$175,000 / year

30+ days ago

Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager JPMorgan Chase Bank, N.A.

New York, NY

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 U.S. Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.

6 days ago

Financial Services Technology WAM - Wealth Management 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. Your experience in wealth platform transformation, combined with strong product management and delivery leadership skills, will enable you to successfully execute high-impact initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities.

6 days ago

Wealth Relationship Manager - Assistant Vice President - BROOKLYN Citigroup Inc

Brooklyn, NY

$88,400–$132,600 / year

27 days ago

Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.

New York, NY

$88,400–$132,600 / 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. 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.

30+ days ago

Project Manager – Wealth Management Billing & Revenue Management Jobot

New York, NY

$100–$150 / hour
Quick Apply

You'll work closely with senior leaders across Billing, Wealth Management, Innovation, Technology, Finance, and other key functions, providing broad exposure to a significant organizational transformation and the opportunity to influence decisions at the leadership level. This is an ideal engagement for a consultant who enjoys solving complex business problems, getting into the details, developing practical solutions, influencing stakeholders, and then staying close to the work to ensure those solutions are successfully implemented.

7 days ago

Governance, Strategy, Change and Insights Program Manager - Asset & Wealth Management Controls - Senior Associate JPMorgan Chase Bank, N.A.

Jersey City, NJ

Full time

Senior Management engagement (lead and support): experience preparing executive-ready materials and coordinating prep meetings (speakers/SMEs, key messages, run-of-show); able to lead select discussions and support senior leaders with content, logistics, follow-ups, and presentations as needed. Support AWM Control Management's Governance, Strategy, Change, and Insights Executive Director by running governance routines and committee processes that help the business proactively manage operational risk and maintain a strong control environment.

11 days ago

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - New York, NY JPMorgan Chase Bank, N.A.

New York, NY

Full time

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.

10 days ago

Senior Relationship Manager, Wealth Management-Software State Street Corp

Stamford, CT

$110,000–$188,750 / year

As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Senior Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.

6 days ago

Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)

White Plains, NY

$71,300–$80,500 / year

Wealth 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.

30+ days ago

Casey Quirk Investment & Wealth Management Senior Manager Deloitte

Morristown, NJ

$223,700–$372,900 / year

The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability.

23 days ago

Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director JPMorgan Chase Bank, N.A.

New York, NY

Full time

The Team The Dynamic Multi-Asset Strategy (DMAS) team manages benchmark-agnostic, actively managed multi-asset portfolios designed to deliver attractive risk-adjusted returns while emphasizing capital preservation. 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.

11 days ago

JPMorgan Wealth Management - Senior Product Associate - Wealth Plan JPMorgan Chase Bank, N.A.

New York, NY

Full time

Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows. Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows - from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demo.

4 days ago

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Wealth Manager Jobs in Manhattan, NY

Manager - Wealth Management (Financial Institutions Practice) Boston Consulting Group Inc

Private Wealth Manager Bonadio & Company LLP

Asset & Wealth Management - Renewable Energy Tax Manager PwC

Wealth Relationship Manager | Plainview Citigroup Inc

Wealth Relationship Manager - Assistance Vice President - BROOKLYN Citigroup Inc

Private Wealth Manager The Bonadio Group

Product Management, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group Inc

Private Wealth Manager Bonadio & Co LLP

Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager JPMorgan Chase Bank, N.A.

Financial Services Technology WAM - Wealth Management Manager Ernst & Young Global Ltd

Wealth Relationship Manager - Assistant Vice President - BROOKLYN Citigroup Inc

Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.

Project Manager – Wealth Management Billing & Revenue Management Jobot

Governance, Strategy, Change and Insights Program Manager - Asset & Wealth Management Controls - Senior Associate JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - New York, NY JPMorgan Chase Bank, N.A.

Senior Relationship Manager, Wealth Management-Software State Street Corp

Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)

Casey Quirk Investment & Wealth Management Senior Manager Deloitte

Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director JPMorgan Chase Bank, N.A.

JPMorgan Wealth Management - Senior Product Associate - Wealth Plan JPMorgan Chase Bank, N.A.

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