2,182 Results for

Wealth Manager Jobs in Planetarium, NY

Jobs

New!

New York, NYToday

$136,500–$300,000

p>In this role, you’ll make an impact in the following ways:

Strategic Marketing Leadership
- Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm’s overall business goals .
- Brand Positioning & Thought Leadership
  - Establish 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.

New!

New York, NY3 days ago

$200,000–$260,000 Per Year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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, NY2 days ago

Remote

$85,000–$145,000 Per Year

li>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 Perks

At 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, NY2 days ago

Remote

$200,000–$340,000 Per Year

li>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!

Jersey City, NJToday

$68,000–$160,000

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom.

Perform 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.

New!

New York, NY1 day ago

$80,000–$100,000

p> 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.
Canadian residents may access our policies in English here and in French here.

New!

Great Neck, NY3 days 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

$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!

Woodbury, NY3 days ago

$190,000–$400,000 Per Year

Lead sophisticated tax planning and advisory work across a diverse client base that includes multinational entities, financial services firms, private investment funds, and ultra-high-net-worth individuals. 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 York, NY24 days ago

$140,000–$190,000 Per Year

a href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf" rel="nofollow">Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. • Help advisors bring New York Life’s full suite of financial capabilities to market by developing integrated marketing strategies, positioning, and content that connect wealth management offerings with broader financial planning needs and relationship-deepening opportunities.

New!

New York, NY1 day ago

$110–$160

li>Canadian residents may access our policies in English here and in French here.

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, NY1 day ago

$60–$70 Per Hour
Contractor

Present UAT status, risks, data quality issues, and go‑live readiness to business and leadership stakeholders.

I would like to share an excellent opening Contact “SDET Engineer” do go through the details and kindly send me the updated resume.

New!

Fort Lee, NJToday

$75,000–$125,000 Per Year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit . Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management.,

New York, NY14 days ago

$147,840–$184,800 Per Year

ul>

Communication: Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi team settings.

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.

New York, NY12 days ago

$140,800–$176,000 Per Year

ul>

Sales Strategy & Support: Collaborate with Sales Directors to develop and execute comprehensive sales strategies, maintain client relationships, meet organizational sales targets, and identify cross-selling and upselling opportunities.

Market Research & Positioning: Conduct market research and analysis to identify emerging trends, provide actionable insights for tailored strategies, and position Apexs products dynamically for diverse audiences to showcase maximum value.

New York, NY12 days ago

$136,400–$170,500 Per Year

p>Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

New!

Great Neck, NY1 day ago

$150,000–$180,000

p> 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.
Canadian residents may access our policies in English here and in French here.

New!

New York, NY3 days ago

$120,000–$140,000 Per Year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

New York, NY8 days ago

$160,000–$180,000 Per Year

p>The Assurance Senior Manager, Technology Risk Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process.

Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment.

New York, NY8 days ago

$99,750–$262,500 Per Year

p>A Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.

Woodbridge, NJ8 days ago

$99,750–$262,500 Per Year

p>As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

New York, NY11 days ago

$130,000–$200,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role analyzes inspection results and other quality-related findings connected to the firm’s system of quality management, identifies themes and systemic issues, and collaborates with firm leadership to develop and evaluate remedial actions.

New York, NY11 days ago

$150,000–$205,000 Per Year

p>The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues.

In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.

New York, NY8 days ago

$140,000–$170,000 Per Year

p>The Experienced Manager, Management Consulting will provide clients healthcare consulting services by assessing the client’s business needs, recommending and implementing technology, systems, applications, and operational solutions, and managing deliverables to timeline and budget.

High School Diploma/GED AND eight (8) or more years of industry experience with EHR/Practice Management vendor systems, required OR Bachelor’s degree AND (6) or more years of industry experience with EHR/Practice Management vendor systems, required.

New York, NY8 days ago

$130,000–$150,000 Per Year

ul>

Knowledge of applicable laws (e.g., Electronic Communications Privacy Act, Foreign Intelligence Surveillance Act, Protect America Act, search and seizure laws, civil liberties, and privacy laws), statutes (e.g., in Titles 10, 18, 32, 50 in U.S. Code), Presidential Directives, executive branch guidelines, and/or administrative/criminal legal guidelines and procedures relevant to work performed. This includes: Cybersecurity Maturity Model Certification (CMMC) for Maturity Levels 1, 3, and 5, NIST SP 800-171, NIST SP 800-172, NIST SP 800-53 (RMF), ISO 27001, CIS, the NST Cybersecurity Framework, and many others.

New York, NY8 days ago

$99,750–$262,500 Per Year

p>The STS Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. As an STS Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients’ leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments.

Woodbridge, NJ8 days ago

$130,000–$160,000 Per Year

Traditionally responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Woodbridge, NJ11 days ago

$120,000–$140,000 Per Year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New York, NY8 days ago

$120,000–$140,000 Per Year

New York, NY8 days ago

$99,750–$262,500 Per Year

li>Work with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.

New York, NY11 days ago

$136,000–$165,000 Per Year

p>A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New York, NY8 days ago

$112,000–$150,000 Per Year

p>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New York, NY8 days ago

$170,000–$220,000 Per Year

p>The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New York, NY8 days ago

$100,000–$170,000 Per Year

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

New York, NY8 days ago

$79,800–$168,000 Per Year

The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors.

An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.

New York, NY8 days ago

$130,000–$160,000 Per Year

The Assurance Experienced Manager, Technology Risk Assurance is responsible for leading a team of IS Assurance professionals in the review, documentation, evaluation and testing of information technology processes and controls in a wide range of environments.

New York, NY17 days ago

This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

New York, NY1 day 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 York, NY24 days ago

In joining Stifel’s Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies.

New York, NY17 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

New York, NY24 days ago

$250,000–$300,000 Per Year

NYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries.

New York, NY24 days ago

$160,000–$228,500 Per Year

a href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf" rel="nofollow">Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions.

New York, NY24 days ago

$119,000–$200,000 Per Year

The ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation.

Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.

Uniondale, NY10 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 York, NY24 days ago

ul>

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.

Warren, NJ24 days ago

$40,000–$43,000 Per Year

As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

new york, NY30+ days ago

$132,800–$221,400 Per Year

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. This senior individual contributor role will focus on developing marketing campaigns for and with FTSE Russell's most important accounts in the Wealth segment, helping drive revenue across index-linked products including ETFs, Direct Indexing and other passive investment vehicles.

New York, NY30+ days ago

$97,500–$162,500 Per Year

Education: Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions. You'll interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).

Woodbury, NY14 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.

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.

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Wealth Manager Jobs in Planetarium, NY

Senior Director, Global Segment Marketing Manager – Wealth Intermediaries & Banks/Broker-Dealers Marketing BNY

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Compliance Specialist Senior Wealth Management City National Bank

Head of Wealth Management Compliance City National Bank City National Bank

Vice President, Auditor, Markets and Wealth Services BNY

Private Wealth Compensation Analyst Vaco LLC

Tax Manager Jobot

Sr. Tax Manager Jobot

Tax Technical Expert - Manager, Director, Partner Jobot

CVP, Head of Wealth Management Marketing New York Life Insurance Company

Senior Project Manager - Change Management Vaco LLC

HRIS Analyst Ztek Consulting

Wealth Advisor - PNC Wealth Management PNC Financial Services Group

Senior Product Manager (Margin) Apex Clearing Corporation

Sales Manager Apex Clearing Corporation

Sr Relationship Manager Apex Clearing Corporation

Tax Manager Vaco LLC

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

IT Assurance Senior Manager, Technology Risk Assurance bdo consulting

Senior Manager, Business Incentives Group bdo consulting

Tax Senior Manager, Partnerships bdo consulting

Quality Management Senior Manager – Action Effectiveness bdo consulting

Assurance Senior Manager bdo consulting

Experienced Manager, Management Consulting bdo consulting

Manager, ISS - Cybersecurity bdo consulting

Senior Manager, Accounting Methods bdo consulting

Assurance Experienced Manager bdo consulting

Assurance Manager bdo consulting

Assurance Manager - NFP bdo consulting

Tax Senior Manager, International Tax Services bdo consulting

Tax Experienced Manager, Private Client Services bdo consulting

Tax Manager, Private Client Services bdo consulting

Tax Senior Manager, Transaction Advisory Services (M&A) bdo consulting

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) bdo consulting

Tax Manager, International Tax Services bdo consulting

IT Experienced Manager, Technology Risk Assurance bdo consulting

Managing Director, Venture & Growth Stage Lending Stifel

Controller Vaco LLC

Vice President, Venture Lending and Banking Stifel

Assistant Vice President, Venture Banking Stifel

Managing Director, Client Portfolio Management New York Life Insurance Company

Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance Company

Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance Company

Financial Advisor New York Life - Uniondale

ICB Insurance Coverage AVP Barclays

Financial Operations Associate Stonex Group

Senior Manager, Wealth Co-Marketing, FTSE Russell London Stock Exchange Group Plc

Customer Success Manager, Wealth and Asset Management London Stock Exchange Group Plc

Wealth Manager Center for Wealth Preservation

Wealth: Sr Portfolio Manager BRC Group Holdings Inc

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