2,609 Results for

Wealth Manager Jobs in Trinity, 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.

1 day 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.

3 days ago

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

New York, NY

$200,000–$260,000 / year
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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.

3 days ago

IT / Infrastructure Project Manager TSR Consulting

New York, New York

$70–$74 / hour
Temporary
Contractor
Full time
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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.

14 days ago

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

New York, NY

Remote

$130,000–$200,000 / year
Quick Apply

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. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

3 days ago

Wealth Advisor Jobot

Madison, NJ

$125,000–$150,000 / year
Quick Apply

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. You’ll serve as the primary advisor for an assigned group of client relationships with up to $3 million in assets, delivering thoughtful advice, proactive communication, and consistent follow-through.

3 days ago

External Audit Manager Kforce Inc.

New York, NY

Remote

$70–$85

We are seeking an experienced Audit Manager to provide external audit and assurance services to clients within the Asset & Wealth Management (AWM) sector. This role will lead audit activities, oversee engagement teams, evaluate complex accounting and financial reporting matters, and maintain strong relationships with clients.

3 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.

3 days ago

Tax Technical Expert - Manager, Director, Partner Jobot

Woodbury, NY

$190,000–$400,000 / year
Quick Apply

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.

3 days ago

Private Client Relationship Manager Citizens

New York, NY

$83,000–$104,000 / year

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

3 days ago

Events Manager - Assistant Vice President / Vice President iCapital

New York, NY

$115,000–$165,000 / year

This role will be responsible for leading full cycle event to support iCapital’s distribution partnership with a large wealth management client (the Client) across North America and the EMEA region. Manage all aspects of event logistics, including venue sourcing, contract negotiations, registration, attendee management, catering, audiovisual production, transportation, event materials, and onsite operations.

4 days ago

Sales Manager Apex Clearing Corporation

New York, NY

$140,800–$176,000 / year

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.

19 days ago

Product Manager, Evergreen Private Fund Solutions - Assistant Vice President / Vice President iCapital

Greenwich, CT

$120,000–$180,000 / year

Act as a key coordinator between the GP client and their distribution partners (wealth management firms) which includes working with the Investor Relations team and iCapital Wealth Management RM covering the distributor to ensure operational readiness, resolve inquiries, and facilitate a smooth flow of information on behalf of the GP. Team player with a demonstrated ability to navigate a complex ecosystem and work effectively across different internal functional teams and external client relationships (GP, Distribution Partner) to achieve a common goal.

4 days ago

(REMOTE) - Tax Manager (Generalist) (UNL PTO $140-160K) Everforth, Cybercoders

MONTCLAIR, NJ

Remote

$140,000–$160,000 / year

Requirements include having an Active CPA license, having 4-10+ Years of Public Accounting/Wealth Management or Family Office Experience, 2+ Years of Tax Management Experience, and having shown solid tenure in their past roles. We are full-service family office practice providing comprehensive tax planning for Ultra High Net Worth Individuals, their families, and their multi-million & billion-dollar businesses.

2 days ago

Senior Manager, Trusts & Estates ASPCA

Bronx, 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.

1 day ago

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

New York, NY

$120,000–$140,000 / year
Quick Apply

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.

3 days ago

Portfolio Manager - Vice President iCapital

New York, NY

$160,000–$220,000 / year

Each hire will serve as the primary portfolio manager for a newly launched evergreen, registered fund: one focused on private equity fund investments and co-investments, and one focused on private real assets fund investments and co-investments. iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments.

4 days ago

Assistant Manager II Family Dollar

Mount Vernon, NY

Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable. As a manager, you may be required by the local jurisdiction where a store is situated to provide certain detailed background information necessary to obtain a license to sell alcoholic beverages / tobacco products.

2 days ago

Business Development / Account Manager CFS

New York, NY

$65,000–$100,000 / year

sales, business development, account manager, account executive, client, staffing, recruiting, commission, uncapped commission, sales jobs, esop, stock, nyc jobs, NYC, New York. At CFS, we’re not just another staffing firm—we’re a 100% employee-owned company where your success directly contributes to your long-term wealth.

3 days ago

Recruiter - Account Manager CFS

New York, NY

$65,000–$100,000 / year

Award winning, including 2023 and 2024 “Top Workplaces USA Award Winner”; Best Practice Institute “Most Loved Workplace” certification; several recognitions from Staffing Industry Analysts including “2024 Best Staffing Firms to Work For”; recognition from Newsweek, Forbes, FlexJobs. This sales role is responsible for obtaining new clients and maintaining existing accounts; recruiting top accounting and finance talent; “match making” professionals with opportunities; and building long-standing relationships with accounting and finance decision makers.

3 days ago

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Wealth Manager Jobs in Trinity, 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 - High Net Worth (Hybrid or Remote) Jobot

Wealth Advisor Jobot

External Audit Manager Kforce Inc.

Tax Manager Jobot

Tax Technical Expert - Manager, Director, Partner Jobot

Private Client Relationship Manager Citizens

Events Manager - Assistant Vice President / Vice President iCapital

Sales Manager Apex Clearing Corporation

Product Manager, Evergreen Private Fund Solutions - Assistant Vice President / Vice President iCapital

(REMOTE) - Tax Manager (Generalist) (UNL PTO $140-160K) Everforth, Cybercoders

Senior Manager, Trusts & Estates ASPCA

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

Portfolio Manager - Vice President iCapital

Assistant Manager II Family Dollar

Business Development / Account Manager CFS

Recruiter - Account Manager CFS

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