2,479 Results for

Wealth Manager Jobs in South Pole, NY

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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.

2 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

2 days ago

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

New York, NY

$200,000–$260,000 / year
Quick Apply

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.

2 days ago

IT / Infrastructure Project Manager TSR Consulting

New York, New York

$70–$74 / hour
Temporary
Contractor
Full time
Quick Apply

The ideal candidate will have strong experience in network infrastructure, branch office builds, and data center projects and a proven ability to deliver end-to-end technology implementations that enhance employee and client experiences. TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives.

2 days ago

Tax Manager Jobot

Great Neck, NY

$120,000–$160,000 / year
Quick Apply

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.

2 days ago

Wealth Advisor, Alternative Investments Masterworks

New York City, NY

$117,000–$156,000 / year

Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics Collaborate with Product, Marketing, and Finance Operations on specific business objectives Team Overview Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Responsibilities Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility.

Today

Senior Private Wealth / Investment Advisor - Alternative Investments Masterworks

New York City, NY

$150,000–$200,000 / year

Today

Senior Manager, Trusts & Estates ASPCA

New York, NY

$108,000–$113,000 / year

Monitor the general Trusts & Estates telephone and email line to respond to communications and inquiries from trusts and estates professionals and individual fiduciaries; use critical judgment to answer inquiries and/or refer questions to the Senior Director, Trusts & Estates. The ASPCA is headquartered in New York City, where we maintain a full-service animal hospital, spay/neuter clinic, mobile spay/neuter and primary pet care clinics, a rehabilitation center for canine victims of cruelty, kitten nursery, adoption center, and two community veterinary centers.

8 days ago

Tax Manager – Private Client Services (cpa firm) – Hybrid CPA firm

New York, NY

$125,000–$195,000 / year
Full time
Quick Apply

Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities. Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.

7 days ago

Senior Fund Accountant Vaco LLC

New York, NY

$50–$55 / hour

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. Proficiency in fund accounting and ERP platforms (e.g., Investran, Addepar, eFront, QuickBooks, SEI, NetSuite) and advanced Microsoft Excel skills (VLOOKUPs, Pivot Tables, financial modeling).

10 days ago

Vice President, External Reporting BNY

Jersey City, NJ

$68,000–$120,000 / year

Participate, as needed, in certain processes related to broker dealer and bank regulatory reporting including but not limited to 15c3-1 net capital computation, FOCUS, Treasury International Capital (TIC), Basel III, FR-Y9C and FR-2052a reporting. BNY Pershing is a subsidiary of BNY that provides clearing, custody, and other financial business solutions to investment advisors, broker-dealers, and wealth managers.

8 days ago

Estate Planning Attorney Harwood Lloyd, LLP

Hackensack, NJ

$180,000–$200,000 / year

Harwood Lloyd, LLP is a premier full-service firm with a Wills, Trusts & Estates Department specializing in private client services, complex trust and estate planning, asset protection, and tax strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, business owners, and multi-generational families. The ideal candidate will possess deep expertise in wealth transfer planning, complex trust structures, estate and gift tax optimization, and business succession planning tailored to the unique regulatory and legal landscapes of New Jersey and New York.

1 day ago

Financial Advisor New York Life - Uniondale

Uniondale, NY

Quick Apply

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. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

4 days ago

Investor Relations Sales Strategy & Analytics Coda Search│Staffing

Greenwich, CT

Specifically, it joins the U.S. Wealth team, which covers taxable U.S. investors and their advisors through three channels: Family Offices, RIAs, Private Wealth Advisors at major banks/ broker dealers. This is a chance for a top-tier management consultant to move in-house at a premier alternatives firm, working directly with senior leadership on the priorities driving growth of the firm's U.S. Wealth business.

Today

Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group Inc

New York, NY

$100,000–$170,000 / year

The 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.

30+ 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

Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab Corp

Jersey City, NJ

Time Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

21 days ago

Wealth Management & Trust Operations - Investment Management Manager Deloitte

Stamford, CT

Full time

Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Manager Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. 5+ years of experience in financial services or consulting with exposure to investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers, or related service providers.

8 days ago

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

New York, NY

$128,400–$235,300 / 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. 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.

7 days ago

Senior Product Manager - Wealth Management City National Bank

New York, NY

Remote

$122,535–$208,715 / year

Partnering with stakeholders: Collaborate effectively with various internal stakeholders, including product managers, sales teams, compliance, legal, finance, marketing, and management, to ensure successful product management. Product Development and Innovation: Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands per client segmentation guidelines.

30+ days ago

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Wealth Manager Jobs in South Pole, NY

Project Manager – Wealth Management Billing & Revenue Management Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

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

IT / Infrastructure Project Manager TSR Consulting

Tax Manager Jobot

Wealth Advisor, Alternative Investments Masterworks

Senior Private Wealth / Investment Advisor - Alternative Investments Masterworks

Senior Manager, Trusts & Estates ASPCA

Tax Manager – Private Client Services (cpa firm) – Hybrid CPA firm

Senior Fund Accountant Vaco LLC

Vice President, External Reporting BNY

Estate Planning Attorney Harwood Lloyd, LLP

Financial Advisor New York Life - Uniondale

Investor Relations Sales Strategy & Analytics Coda Search│Staffing

Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group Inc

Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.

Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab Corp

Wealth Management & Trust Operations - Investment Management Manager Deloitte

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

Senior Product Manager - Wealth Management City National Bank

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