Associate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
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.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine 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.
Asset & 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.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
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.
SFDC Data Migration Consultant CYNET SYSTEMSSFDC Data Migration ConsultantJersey City, NJ$60–$65 / hourTemporaryContractorPart timeAs a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
J.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NYJersey City, NJAs a Portfolio Oversight Manager in Wealth Management Supervision, you will lead structured reviews of advisory portfolio performance outliers and translate your findings into clear documentation and committee-ready materials. You will help us operate effectively in a regulated wealth management, registered investment advisor, and broker-dealer environment while maintaining an evidence-based, client-focused lens.
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.
Citi 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.
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.
Project Manager Assistant to Founder of Wealth Management Boutique Investment Boutique in Stamford, CTProject Manager Assistant to Founder of Wealth Management BoutiqueStamford, CT$60,000–$80,000 / yearFull timeExceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families. You will be stepping into a role with many hats, the most important is supporting and enhancing relationships with clients, prospective clients, attorneys and accountants.
Insurance Manager, Wealth Management GpacInsurance Manager, Wealth ManagementParsippany, NJ110000–135000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Join a nationally recognized wealth management firm as an Insurance Manager, leading the life insurance, long-term care, and annuities division.
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.