Senior Associate of Product, Private Wealth Solutions MSCI IncSenior Associate of Product, Private Wealth SolutionsNew York, NY$146,000–$190,000 / yearWe support the expansion of private markets by bringing to market new products and orchestrating holistic solutions that increase efficiency, optimize investment outcomes, improve investor experiences and strengthen advisory relationships. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
Wealth Management Advisor: Greenwich, CT U.S. BancorpWealth Management Advisor: Greenwich, CTGreenwich, CT$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Compliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Demonstrated comprehensive knowledge in branch operations, client relationship and risk management with a strong working knowledge of bank back office processes and systems required.
Asset Mgmt Associate (Wealth) (Hybrid) NFP CorpAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
Asset Mgmt Associate (Wealth) (Hybrid) Aon PlcAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociateJersey City, NJAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementWestfield, New JerseyLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Auditor, US Wealth Management Canadian Imperial Bank of CommerceSenior Auditor, US Wealth ManagementNew York, NY$90,000–$120,000 / yearAudit execution - Assess key business risks and evaluate the design and operating effectiveness of related processes and controls across the Wealth Management and Private, Personal & Digital (PP&D) functions; identify and communicate internal control weaknesses, regulatory compliance gaps, and process inefficiencies to business and functional management. Teamwork facilitation - Work collaboratively with audit management and other team members to execute risk-based audits, communicate audit results, and perform continuous monitoring of management's control environment.
Senior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice President JPMorgan Chase & CoSenior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice PresidentJersey City, NJStrong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management, private banking, asset management, brokerage, or an investing platform. We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products.
Senior Analyst - Neuberger Wealth Operations Neuberger BermanSenior Analyst - Neuberger Wealth OperationsNew York, New YorkAn employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Excellent written and verbal communication skills and able to demonstrate professional manner and poise working closely with Client Administrators, Wealth Managers, peers, and clearing/custody providers.
Wealth Strategy Associate UBS Group AGWealth Strategy AssociateRed Bank, NJWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
Asset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Associate) JPMorgan Chase & CoAsset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Associate)Jersey City, NJAssist with coordination of the AI Controls Council, producing quarterly AI Controls Intelligence Report for senior leadership, including status of in-flight items, prioritization of new work, and solutions launched with impact - providing the role strong visibility across both Controls and business leadership. On any given day, as part of the AI Controls Enablement team, you might conduct a joint risk review with a Control Manager, bringing the technical depth while they own the controls finding; Act as co-developer, coach, and gatekeeper across the control, Technology and the Business - making the invisible visible and the technical actionable.
Asset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Vice President) JPMorgan Chase & CoAsset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Vice President)Jersey City, NJAssist with coordination of the AI Controls Council, producing quarterly AI Controls Intelligence Report for senior leadership, including status of in-flight items, prioritization of new work, and solutions launched with impact - providing the role strong visibility across both Controls and business leadership. On any given day, as part of the AI Controls Enablement team, you might conduct a joint risk review with a Control Manager, bringing the technical depth while they own the controls finding; Act as co-developer, coach, and gatekeeper across the control, Technology and the Business - making the invisible visible and the technical actionable.
Client Associate - Neuberger Wealth Neuberger BermanClient Associate - Neuberger WealthNew York, NY$75,000–$85,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
Wealth Advisor - Dime Community Bank LPL FinancialWealth Advisor - Dime Community BankNew York City, New York$66,300–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
VP, Product Manager - Market Data LPL Financial Holdings IncVP, Product Manager - Market DataNew York, NY$149,556–$249,260 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Wealth Advisor - Webster Bank LPL FinancialWealth Advisor - Webster BankNew York, New York$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Senior Manager, Metals & Mining Dataset Strategy FactSet Research Systems Inc.Senior Manager, Metals & Mining Dataset StrategyNorwalk, CT$117,000–$153,000 / yearYou will bring expertise in granular databases, data model architecture, and AI-driven content collection and curation to lead a team delivering high-quality mining datasets to some of the most sophisticated investors and analysts in the industry. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Wealth Advisor - Northfield Bank LPL FinancialWealth Advisor - Northfield BankEast Brunswick, New JerseyA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Advisor - Jovia Credit Union LPL FinancialWealth Advisor - Jovia Credit UnionPlainview, New York$66,300–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.