2,608 Results for

Wealth Manager Jobs in Trinity, NY

Jobs

Financial Services - Technology Consulting - Product Manager - Manager - NYC Ernst & Young Global Ltd

New York, NY

$151,200–$252,100 / year

Drive technology delivery by using AI-enabled research synthesis and requirements tools to translate product vision, customer insights, business rules, process information and enterprise knowledge into traceable business requirements, user stories and acceptance criteria; validate generated outputs with subject-matter experts; and prioritize backlogs and maintain roadmaps. Use traditional and AI-enabled product management toolsJIRA, Azure DevOps, Aha!, Productboard and requirements repositories, as well as AI assistants, enterprise knowledge tools and prototype-driven development platforms, to support discovery, prioritize opportunities, develop requirements, test concepts and deliver technology solutions.

30+ days ago

Manager - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

New York, NY

$146,500–$268,600 / 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 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, Insurance, and Real Estate, Hospitality and Construction.

30+ days ago

Software Development Manager - Clearing Or Banking Axos Bank

Edison, NJ

Eligible for an Annual Discretionary Cash Bonus Target: Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

30+ days ago

Software Development Manager - Clearing or Banking Axos Bank

Edison, New Jersey

Eligible for an Annual Discretionary Cash Bonus Target: Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. This position will be onsite and will be located at any of the following office locations to include: San Diego CA., Irvine CA., Las Vegas NV, Centennial CA, Overland Park KC., Omaha NE., and Edison NJ.

30+ days ago

Software Development Manager - Banking Axos Bank

Edison, New Jersey

Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. This position will be onsite and will be located at any of the following office locations to include: San Diego CA., Irvine CA., Las Vegas NV, Centennial CA, Overland Park KC., Omaha NE., and Edison NJ.

17 days ago

Financial Services - State and Local Tax - Tax Controversy - Manager Ernst & Young Global Ltd

New York, NY

$126,100–$210,100 / 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, Insurance, and Real Estate, Hospitality and Construction.

30+ days ago

Senior Manager - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

New York, NY

$171,000–$390,600 / year

30+ days ago

FSO, Business Transformation - Asset Management Senior Manager Ernst & Young Global Ltd

New York, NY

$150,400–$343,600 / 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.

30+ days ago

Vice President, Corporate Communications - Global Wealth & Retirement The Carlyle Group Employee Co.

New York, New York

Benefits/Compensation The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The ideal candidate brings deep expertise in the global wealth and retirement space, with established relationships across top-tier, emerging, and industry-specific media, as well as the global wealth and retirement conference circuit.

22 days ago

Asset & Wealth Management, Multi-Asset Solutions, Business Unit COO Team, Analyst - New York The Goldman Sachs Group Inc

New York, NY

$85,000–$110,000 / year

Operational Efficiency & Digital Optimization: Identify operational bottlenecks in portfolio onboarding, reporting, and trading workflows; collaborate with Engineering, Operations, and Product teams to prioritize platform enhancements and champion process automation and workflow digitization. Management Information & KPI Reporting: Compile, analyze, and distribute executive-level KPIs, business dashboard metrics, fee/revenue models, and AUM/flows reporting for MAS leadership, investment committees, and firmwide stakeholders.

28 days ago

ISG Business Enablement & Operational Excellence Manager Bank of America

Jersey City, New Jersey

This individual will partner closely with Operations, MLSN, and business stakeholders to identify opportunities to improve processes, enhance advisor and client experiences, mitigate risk, and deliver analytics-driven insights that support business growth and informed decision-making. Drives Operational Excellence Initiatives by partnering with Operations, MLSN, and cross-functional stakeholders to identify process inefficiencies, solve complex business challenges, improve client and advisor experiences, and mitigate operational risk.

15 days ago

Business Development Representative - Sales and Demo Support Syntax Corporation

New York, NY

$75,000–$90,000 / year

Through Syntax Direct, the most advanced platform of its kind on the market today, wealth managers have access to an advanced tool to create highly customized, institutional-quality indexes at scale to better serve the needs of an increasingly demanding and diverse client base. Support both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions.

27 days ago

Financial Services, Technology Consulting, Quality Engineering Manager Ernst & Young Global Ltd

New York, NY

$142,600–$261,500 / year

Technical competency experience with Test Strategy & Operating Model Development, Testing Center of Excellence/IT Transformation Program Management, Test Automation Framework Architecture, Agile Test Management, User Acceptance Test Coordination, IT Organizational Change Management, Performance Testing Program Management, Customer Relationship Management, Enterprise Resource Planning, Enterprise Data Management, IT Life cycle Management or IT Delivery Management. 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.

30+ days ago

Sr. Software Engineer - Advisor Experience Addepar, Inc.

New York, NY

$134,000–$209,000 / year

As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team's user interface layer - crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces.

30+ days ago

Hybrid Insurance Consultant Covr Financial Technologies LLC

COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly.

30+ days ago

Intermediary Account Manager - Growth Markets Pacific Investment Management Co LLC

New York, NY

$265,000–$305,000 / year

Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. PIMCO is seeking an experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients.

30+ days ago

Event Manager SGA Inc.

New York, NY

$55–$59.66 / hour
Quick Apply

We're looking for an Event Marketer that has proven experience in event strategy, project management, content strategy, and experiential marketing to support the Americas Client Business team – serving a broad array of clients through highly curated, relationship-driven event experiences. Lead &/or support 4+ mid-high complexity events each year – including project management, oversight of the broader working group, content development, creative development, experiential activations, amplification strategies, project plans, budgets, and more.

23 days ago

Director IDD Invesco

New York City, New York

The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco’s broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms. As a member of Invesco’s Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting and defending current product placements, building broader awareness of Invesco’s capabilities, and sharing Invesco’s thought leadership.

30+ days ago

Customer Success Manager, Senior Manager - Core Clouds (Sales & Service) Salesforce Inc

New York, NY

$150,100–$227,000 / year

Preferred experience in supporting customers in the following industries: Financial Services (FINS) - Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform. This role acts as a primary strategic partner who maintains a continual focus on the customer's business goals to improve their adoption, technical health, and expertise to realize the maximum value out of their Salesforce investment.

16 days ago

Compliance Testing Manager (US) The Toronto-Dominion Bank

New York, NY

$91,000–$145,600 / year

Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and promotes timely communication of issues/points of interest.

30+ days ago

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Wealth Manager Jobs in Trinity, NY

Financial Services - Technology Consulting - Product Manager - Manager - NYC Ernst & Young Global Ltd

Manager - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

Software Development Manager - Clearing Or Banking Axos Bank

Software Development Manager - Clearing or Banking Axos Bank

Software Development Manager - Banking Axos Bank

Financial Services - State and Local Tax - Tax Controversy - Manager Ernst & Young Global Ltd

Senior Manager - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

FSO, Business Transformation - Asset Management Senior Manager Ernst & Young Global Ltd

Vice President, Corporate Communications - Global Wealth & Retirement The Carlyle Group Employee Co.

Asset & Wealth Management, Multi-Asset Solutions, Business Unit COO Team, Analyst - New York The Goldman Sachs Group Inc

ISG Business Enablement & Operational Excellence Manager Bank of America

Business Development Representative - Sales and Demo Support Syntax Corporation

Financial Services, Technology Consulting, Quality Engineering Manager Ernst & Young Global Ltd

Sr. Software Engineer - Advisor Experience Addepar, Inc.

Hybrid Insurance Consultant Covr Financial Technologies LLC

Intermediary Account Manager - Growth Markets Pacific Investment Management Co LLC

Event Manager SGA Inc.

Director IDD Invesco

Customer Success Manager, Senior Manager - Core Clouds (Sales & Service) Salesforce Inc

Compliance Testing Manager (US) The Toronto-Dominion Bank

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