Last updated: 2025-08-11
60 Wealth Management jobs in New York City.
Cordros Group
We are a leading Financial Services group, licensed as Broker-Dealers, Issuing House, Fund/Portfolio Managers, Trustees, and Registrars by the Securities & Exc…
New York City
- Skills: Financial Services, Broker-Dealers, Investment Banking, Asset Management, Insurance Brokerage, Trustees, Registrars, Client Relationships, Technology, Service Excellence
- Level: mid
- Type: full_time
FalconX
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the in…
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
- Level: senior
- Type: full_time
iCapital
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
New York City
- Skills: financial services marketing, annuities, structured investments, alternative investments, go-to-market plans, multi-channel marketing campaigns, sales enablement materials, market research, campaign performance analysis, client engagement
- Level: senior
- Type: full_time
Vise
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalize…
New York City
- Skills: artificial intelligence, asset management, financial advisors, personalized portfolios, investment strategies, Wealth 3.0, automated portfolios, institutional-grade, trading, rebalancing
- Level: mid
- Type: full_time
Blue Owl
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®, with over $250 billion in assets under management as of December 31, 2024. We…
New York City
- Skills: Tax Advantaged, Private Wealth, Investment strategies, Asset management, Product leadership, Educational curriculum, Client-facing, Market analysis, Cross-functional teams, Leadership experience
- Level: senior
- Type: full_time
Apollo Global Management, Inc.
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
New York City
- Skills: Client Portfolio Manager, Real Estate, Infrastructure, Global Wealth Management Solutions, AUM growth, business development, alternative asset management, analytical capabilities, strategic discussions, communication skills
- Level: senior
- Type: full_time
Athene
A leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and ins…
New York City
- Skills: retirement, services, savings, products, military friendly, inclusion, diversity, equal opportunity, commitment, discipline
- Level: mid
- Type: full_time
Citizens
Citizens is committed to providing benefits, resources, and programming to surface healthy habits and support the whole you, across all aspects of your life.
Somerset
- Skills: Financial Advisor, Wealth Management, Asset Management, Customer Service, Financial Planning, Investment Advice, Client Relationships, Portfolio Management, Financial Analysis, Sales
- Level: mid
- Type: full_time
Pontera
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing thei…
New York City
- Skills: Defined Contribution, Relationship Management, Financial Services, B2B, Sales Targets, Advisory Services, Retirement Plans, Customer Satisfaction, Client Relationships, Problem Solver
- Level: mid
- Type: full_time
Nomura Holdings, Inc.
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomu…
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
- Level: mid
- Type: full_time
Nomura Holdings, inc.
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomu…
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
- Level: mid
- Type: full_time
MSCI
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, da…
New York City
- Skills: quantitative research, statistical methods, investment challenges, private assets, index development, data analysis, financial markets, programming, client solutions, communication skills
- Level: senior
- Type: full_time
BlackRock
As a global investment manager and fiduciary to our clients, BlackRock helps everyone experience financial well-being. Since 1999, we've been a leading provide…
New York City
- Skills: implementation, project management, client relationship management, risk analytics, strategic technology initiatives, financial technology, Wealth Management, portfolio analytics, business transformation, Aladdin
- Level: mid
- Type: full_time
iCapital
iCapital provides technology-driven investment solutions for wealth management and institutional investors.
New York City
- Skills: structured investments, FICC, financial markets, relationship management, trading, business development, clients, product origination, strategy, stakeholders
- Level: senior
- Type: full_time
Pontera
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing thei…
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
- Level: mid
- Type: full_time
New York City Comptroller’s Office
The New York City Comptroller’s Office promotes the financial health, integrity, and effectiveness of New York City government, focusing on budgeting, investme…
New York City
- Skills: portfolio construction, asset allocation, manager selection, multi-asset portfolio, public and private asset classes, investment outcomes, analytical infrastructure, manager oversight, risk framework, quantitative models
- Level: mid
- Type: full_time
Global Atlantic Financial Group
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions, leveraging risk…
New York City
- Skills: portfolio management, asset allocation, ALM, trading, fixed income, relative value, hedging, derivatives, investment strategies, risk management
- Level: senior
- Type: full_time
Citizens Bank
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals, offering wealth management and private bankin…
New York City
- Skills: wealth management, financial planning, investment management, client relationships, insurance, estate planning, financial advisor, high-net-worth individuals, client outreach, collaborative environment
- Level: mid
- Type: full_time
Nomura Holdings, Inc.
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura servic…
New York City
- Skills: Investment Management, Legal Counsel, Securities Law, Transactional Documents, Asset Management, Investment Advisors Act, Regulatory Analysis, Pooled Investment Vehicles, Contract Drafting, Financial Services
- Level: mid
- Type: full_time
Pontera
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing thei…
New York City
- Skills: advisor engagement, business development, prospecting, sales cycle, organizational skills, financial services, stakeholder management, communication skills, performance results, team collaboration
- Level: mid
- Type: full_time