ASSOCIATE PRIVATE WEALTH MANAGER Fusco Personnel Inc.ASSOCIATE PRIVATE WEALTH MANAGERLatham, NY$75,000–$85,000 / yearFull timeFusco Personnel is conducting a search on behalf of a boutique Registered Investment Advisor (RIA) for an Associate Private Wealth Manager to support senior advisors serving high-net-worth and ultra-high-net-worth clients. This is a client-facing, relationship-driven opportunity for an investment professional who wants to build a long-term career in wealth management, with a clear path toward becoming a lead Private Wealth Manager.
PRIVATE WEALTH MANAGER Fusco Personnel Inc.PRIVATE WEALTH MANAGERLatham, NY$90,000–$120,000 / yearFull timeFusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.
NewManager, SAP AI & Agent Governance KPMGManager, SAP AI & Agent GovernanceNew York, NY$114,095–$268,180 / yearStrong hands-on understanding of one or more SAP business process areas such as Finance/Controlling, Procure-to-Pay, Order-to-Cash, Supply Chain, Manufacturing, Asset Management, or Human Capital Management, including SAP processes, transactions, master data, workflow, integrations, and business requirements. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Store Manager SafeliteStore ManagerSauquoit, NY$60,000–$75,000 / yearOversee the daily operations of the store, including: open and closing procedures, work order management, performing the CICO (Check-In, Check-Out) procedures, providing high levels of customer service, staffing and scheduling and/or making necessary modifications, inventory management and proper cash handling. Drive team performance to ensure key performance indicators (KPI's) and company goals are met or exceeded, including but not limited to: Net Promoter Score, Time to Serve, job completion, customer conversion and quality metrics, as well as compliance with federal, state and local regulations.
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine JPMorgan Chase Bank, N.A.JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning EngineNew York, NYFull timeDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Senior Product Manager, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group IncSenior Product Manager, Asset & Wealth Management, Private Wealth ManagementNew York, NY$115,000–$270,000 / yearOur 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. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, AssociateNew York, NY$100,000–$170,000 / yearThe ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately 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.
Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearWIS digital product managers mobilize cross-functional teams throughout the division to build digital capabilities for advisors across client channels and work closely with investment teams, salespeople, client servicing teams, operations, divisional product managers, UX designers, designers, tax, compliance, and legal. Become a subject matter expert on the end-to-end client experience relevant to your specific pillar coverage; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales teams, operations teams, and user interviews.
Wealth: Sr Portfolio Manager BRC Group Holdings 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.
NewCiti Wealth - Wealth Relationship Manager - Flushing, NY Citigroup IncCiti Wealth - Wealth Relationship Manager - Flushing, NYFlushing, NY$88,400–$132,600 / yearAppropriately 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.
Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global LtdFinancial Services Technology Consulting - Wealth and Asset Management - Manager - Private MarketsNew York, NY$142,600–$261,500 / 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. Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
Senior Audit Manager, Wealth Management Canadian Imperial Bank of CommerceSenior Audit Manager, Wealth ManagementNew York, NY$120,000–$150,000 / yearPartnership and advisory support - Build trusted relationships with management, participate in select U.S. region committees to stay informed on current issues, and provide practical advice on business risks, controls, and governance matters. You bring 10+ years of progressive experience, including internal audit experience within a large U.S. bank, wealth management firm, or registered investment advisor, with a focus on investment, advisor, and trust-related audits.
Business 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.
Product Manager, Asset & Wealth Management, Private Wealth Management The Goldman Sachs Group IncProduct Manager, Asset & Wealth Management, Private Wealth ManagementNew York, NY$75,000–$125,000 / yearOur 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. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
J.P. Morgan Wealth Management - Vice President, Sales Strategy & Support Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Sales Strategy & Support ManagerNew York, NYFull timeIdentify and scale referral opportunities across both Wealth Management and the broader JPMorganChase ecosystem, building repeatable processes to route client opportunities to Personal Advisors. You will help shape how Personal Advisors scales across the enterprise by strengthening referral quality, improving funnel efficiency, and enabling advisors to deliver outstanding client outcomes.
Wealth Manager II - Warsaw Wealth Center ESL Federal Credit UnionWealth Manager II - Warsaw Wealth CenterNY$113,031–$142,495 / yearDevelop and deliver comprehensive financial planning - addressing retirement, long-term cash flow, tax-efficient accumulation and distribution strategies, estate planning considerations, risk management, business succession, and legacy planning. The position is responsible for developing and implementing comprehensive wealth management plans for clients' unique financial priorities utilizing firm planning software.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerWhite Plains, NY$71,300–$80,500 / 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.
Business Communications Manager - Citi Wealth, Vice President Citigroup Inc.Business Communications Manager - Citi Wealth, Vice PresidentNew York, NY$129,840–$194,760 / yearThis VP-level communications role will support in the execution of communications initiatives for senior leaders across those two businesses, aid in the translation of complex market views, asset allocation frameworks, and investment product narratives into compelling, audience-appropriate communications across all channels. The CIO and Investment Solutions teams are at the heart of Citi Wealth's value proposition - delivering differentiated investment insights, portfolio solutions, and wealth management strategies to high-net-worth and ultra-high-net-worth clients globally.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerMelville, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.