160 Wealth Management jobs in New York City.

New York City

• Skills: tax preparation, HNW tax returns, partnership tax returns, tax research, tax analysis, client engagement, financial services, strategic foresight, team collaboration, progressive firm
• Experience: Experience in tax preparation and review, especially with partnership and HNW tax returns.
• Type: Full-time

New York City

• Skills: Client Service, Investor Relations, Crypto, TradFi, Alternative Investments, Client Experience, Support, ETFs, Asset Management, Investment Strategies
• Experience: Expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry
• Type: Full-time

New York City

• Skills: Discretionary Macro, Portfolio Management, Capital Allocation, Risk Management, Geopolitical Analysis, Economic Analysis, Sharpe Ratio, Macro Assets, Collaborative Team, Investment Strategy
• Experience: Minimum of 5 years in portfolio management, preferably within a hedge fund
• Type: Full-time
• Salary: $250,000 annually, with potential for bonus compensation

New York City

• Skills: Financial Services, Broker-Dealers, Investment Banking, Asset Management, Insurance Brokerage, Trustees, Registrars, Client Relationships, Technology, Service Excellence
• Type: Full-time

New York City

• Skills: Institutional client base, Sales strategies, Hedge funds, Family offices, Senior executives, Negotiation skills, Equity sales, Derivatives, Crypto prime brokerage, Client satisfaction
• Experience: 7-10+ years of relevant experience, direct experience in the crypto industry with at least 1 year at a crypto prime brokerage firm
• Type: Full-time
• Salary: $145,000 - $196,000 USD

Hackensack

• Skills: Trust administration, Estate administration, Probate, Federal estate tax returns, State estate tax returns, Fiduciary accountings, Client communication, Financial planners, Estate tax software, Microsoft Word
• Experience: 5+ years in a similar type role
• Type: Full-time

New York City

• Skills: Trust and Estates, Paralegal, estate administration, trust administration, probate, estate tax returns, fiduciary accountings, client communication, estate tax software, Microsoft Word
• Experience: 5+ years of experience in a similar type role
• Type: Full-time

New York City

• Skills: Regulatory compliance, Investment Company Act of 1940, Alternative investments, RIA, FINRA rules, Compliance testing, Investment management, Wealth management, Policies and procedures, Training and monitoring
• Experience: 3-5 years of compliance program oversight in the RIA and Investment Company Act of 1940 registered products space
• Type: Full-time
• Salary: $90,000 to $115,000

New York City

• Skills: customer relationships, revenue growth, partnerships, integration, product expansion, solutions oriented, stakeholder management, financial institutions, banking, wealth
• Experience: experienced customer-facing professional
• Type: Full-time

New York City

• Skills: client relationships, onboarding, wealth management, RIA industry, investment strategies, communication skills, problem-solving, time management, team collaboration, AI-powered asset management
• Experience: 3-7 years of experience in an account management, client relationship or sales role in financial services
• Type: Full-time
• Salary: $110,000 - $175,000 per year plus performance incentives and equity package

New York City

• Skills: strategic, detail-oriented, account supervisor, private wealth communications, media relations, client service, project execution, strategic communications, financial markets, stakeholders
• Experience: experience in private wealth communications

Princeton

• Skills: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
• Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
• Type: Full-time
• Salary: $100,000.00 - $110,000.00

Somerset

• Skills: Financial Advisor, Wealth Management, Asset Management, Customer Service, Financial Planning, Investment Advice, Client Relationships, Portfolio Management, Financial Analysis, Sales
• Type: Full Time

New York City

• Skills: private credit, direct lending, investment professional, financial models, investment strategy, portfolio management, credit investing, risk-adjusted returns, diligence, financial analysis
• Experience: 2-5 years
• Type: Full-time
• Salary: $135,000.00 - $180,000.00

New York City

• Skills: financial solutions, relationship manager, bank coverage, portfolio management, cross-buy opportunities, ESG, client relationships, credit risk, corporate banking, multi-product financing
• Experience: Minimum 5-8 years
• Type: Full-time
• Salary: $180,000-$240,000

New York City

• Skills: financial planning, client service, marketing plan, coaching, leadership, networking, sales, entrepreneurial spirit, relationship building, financial goals
• Experience: 3+ years of work experience with a proven track record of success
• Type: Full-time
• Salary: $53,625 - $62,400 / year

New York City

• Skills: Wealth Management, Asset Management, Consulting, Business Development, Client Relationships, Thought Leadership, Market Differentiation, Commercial Growth, Team Leadership, Operational Efficiency
• Experience: 10+ years of relevant experience in wealth and/or asset management; 7+ years of experience working for a management or technology consulting firm
• Type: Full-time
• Salary: $186k – 245k plus potential bonus and benefits

New York City

• Skills: Defined Contribution, Relationship Management, Financial Services, B2B, Sales Targets, Advisory Services, Retirement Plans, Customer Satisfaction, Client Relationships, Problem Solver
• Experience: 3+ years of experience in business development, sales, or similar functions within the financial services space
• Type: Full-time
• Salary: $100,000; OTE: $125,000 - $150,000

New York City

• Skills: private credit, investment management, asset based lending, real estate, portfolio management, client communications, intermediary distribution, business planning, market performance, product development
• Experience: Minimum 5-7 years
• Type: Full-time
• Salary: $150K - $225K/yr

Princeton

• Skills: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
• Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
• Type: Hybrid
• Salary: USD$100,000.00 - USD$110,000.00

New York City

• Skills: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development

New York City

• Skills: High Touch Equities Sales Trader, execution strategies, institutional clients, U.S. equities, client relationship management, market trends, risk management, compliance, trade execution, financial regulations
• Experience: 2-3 years in a sales, trading, or analyst role; 5+ years in U.S. equities sales trading.
• Salary: $180,000 to $300,000

New York City

• Skills: quantitative research, statistical methods, investment challenges, private assets, index development, data analysis, financial markets, programming, client solutions, communication skills
• Experience: 7+ years of experience as a quantitative researcher
• Salary: $173,000 - $225,000 / year plus eligible for annual bonus

New York City

• Skills: sales, distribution, asset management, growth, financial advisors, investment products, wealth management, relationships, entrepreneurial, market trends
• Experience: 10+ years
• Type: Full-time

New York City

• Skills: Prime Brokerage, sales, hedge funds, family offices, due diligence, cross-sell, relationships, Global Markets, financial instruments, Microsoft Office
• Experience: 4-8 years of direct Prime Brokerage sales experience
• Type: Full-time
• Salary: $150,000 - $300,000

New York City

• Skills: client service, investment account opening, regulatory compliance, financial services, multi-family office, Salesforce, risk management, client onboarding, operations work, problem solving
• Experience: 2-3 years
• Type: Full-time
• Salary: $100,000 - $110,000

Brooklyn

• Skills: Sales, Retirement Services, 401(k), client relationships, prospecting, territory management, business development, team collaboration, financial solutions, sales training
• Experience: 2+ years of outside business-to-business sales experience
• Type: Full-time
• Salary: $43,300.00 - $93,900.00 / Year

New York City

• Skills: Retirement Plan Administration, Compliance Testing, Government Reporting, Plan Terminations, DC Plan Administration, IQPA Audits, Client Service, Consulting Services, IRS Regulations, Microsoft Office Suite
• Experience: Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits
• Type: Full-time
• Salary: $85k-$95k

New York City

• Skills: alternative investments, hedge funds, private equity, due diligence, investment strategies, financial markets, performance updates, research partners, communication, analysis
• Experience: 3-5+ years in financial markets with experience in alternative investments
• Type: Full-time
• Salary: $100,000 - $125,000

New York City

• Skills: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
• Experience: 3+ years of property & casualty insurance experience
• Type: Full-time
• Salary: $70,000-$75,000

New York City

• Skills: financial wellness, mentor, coach, budget, financial management, communication, financial department, leadership, training, OmegaFi
• Experience: 5 to 15 hours per week

New York City

• Skills: coaching, leadership growth, goal setting, executive coaching, financial services, personal development, business advisory, wellness, self-awareness, action plans
• Experience: 3+ years of experience in executive coaching
• Type: Part-time

New York City

• Skills: relationship management, business development, financial services, defined contribution plans, client satisfaction, B2B client relationships, retirement plan products, advisory services, collaboration, communications skills
• Experience: 5-8 years
• Type: Full-time
• Salary: $125,000 - $195,000

New York City

• Skills: fundraising, donor relations, portfolio management, philanthropic landscape, relationship management, cultivation strategies, solicitation strategies, high-net-worth individuals, Charitable Gift Funds, collaboration
• Experience: 5+ years of experience in principal or major gift fundraising, with a strong track record of securing six- and seven-figure gifts from ultra-high-net-worth individuals.
• Type: Full Time
• Salary: $90,000 - $120,000 USD

New York City

• Skills: lecturer, financial securities, portfolio management, investment strategies, class lectures, student concerns, evaluate, grading, office hours, instructional activities
• Type: Part-time

New York City

• Skills: implementations, project management, onboarding, client servicing, financial advisors, plan sponsors, 401(k), cross-functional collaboration, customer service, subject matter expertise
• Experience: 2-4 years in project management and leading team initiatives end to end
• Type: Full-time
• Salary: $65K - $70K

New York City

• Skills: client management, financial services, relationship management, client success, wealth management, advisors, product offerings, onboarding, strategic growth, operational problem solving
• Experience: 4+ years of client-facing experience across relationship management, client success/support, technical account management, sales/sales support
• Type: Full-time
• Salary: $74,500 - $115,900 plus bonus