2,581 Results for

Wealth Manager Jobs in Trinity, NY

Jobs

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

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.

4 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
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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.

4 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.

4 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.

15 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.

4 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.

4 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.

4 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.

4 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.

4 days ago

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

New York, NY

$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.

5 days ago

Senior Manager, Trusts & Estates ASPCA

Queens, 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.

2 days 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.

4 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.

4 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.

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.

1 day ago

SVP, Senior Oracle AML Manager/Developer Jefferies Llc

Jersey City, NJ

$175,000–$225,000 / year

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. Manage and Design, build, and maintain Oracle Financial Services Anti-Money Laundering (OFSAA AML) solutions to detect suspicious financial activity and meet regulatory requirements.

5 days ago

Vice President, Venture Lending and Banking Stifel

New York, NY

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. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.

5 days ago

Senior Vice President, Venture Lending and Banking Stifel

New York, NY

5 days ago

Head of North American Solutions Sales ECLARO

New York, NY

Quick Apply

Responsibilities: As the Head of North America Solutions Sales, you will be responsible for: Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.

13 days ago

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Wealth Manager Jobs in Trinity, NY

Project Manager – Wealth Management Billing & Revenue Management Jobot

Private Client Relationship Manager Citizens

Senior Financial Advisor / Private Wealth Advisor Jobot

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

IT / Infrastructure Project Manager TSR Consulting

Wealth Advisor Jobot

External Audit Manager Kforce Inc.

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

Tax Manager Jobot

Tax Technical Expert - Manager, Director, Partner Jobot

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

Senior Manager, Trusts & Estates ASPCA

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

Recruiter - Account Manager CFS

Business Development / Account Manager CFS

Assistant Manager II Family Dollar

SVP, Senior Oracle AML Manager/Developer Jefferies Llc

Vice President, Venture Lending and Banking Stifel

Senior Vice President, Venture Lending and Banking Stifel

Head of North American Solutions Sales ECLARO

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