Last updated 2026-06-18
246 Wealth Management jobs in New York City ()
Browse 246 Wealth Management jobs across New York City, including Assurance Senior, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, Client Relationship Analyst, and Registered Wealth Management Client Associate roles. Listings are updated hourly and include salary data where available.
Wealth Management jobs in New York City
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in New York City from companies including Candidate Experience Site - Lateral, Bank of America, Morgan Stanley, Flagstar, TIAA, WealthBridge Financial Group, and Early Career.
- Common titles include Assurance Senior, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, Client Relationship Analyst, and Registered Wealth Management Client Associate.
- Roles span senior, mid, and entry levels.
- Recent postings include relationship manager, wealth advisor, private wealth, client relationship, and financial advisor roles.
- Most listed roles are in New York City (210), with openings also in Jersey City (9), Brooklyn (7), White Plains (3), and Hicksville (2).
- Reported pay for Wealth Management jobs near New York City ranges around $89,500-$219,478 annually (P25-P75 across 202 postings that disclosed pay).
- Hourly Wealth Management roles near New York City pay a median rate of $34/hr based on 35 postings.
- Explore Wealth Management salaries in New York in Salary Explorer.
Wealth Management jobs in New York City
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in New York City from companies including Candidate Experience Site - Lateral, Bank of America, Morgan Stanley, Flagstar, TIAA, WealthBridge Financial Group, and Early Career.
- Common titles include Assurance Senior, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, Client Relationship Analyst, and Registered Wealth Management Client Associate.
- Roles span senior, mid, and entry levels.
- Recent postings include relationship manager, wealth advisor, private wealth, client relationship, and financial advisor roles.
- Most listed roles are in New York City (210), with openings also in Jersey City (9), Brooklyn (7), White Plains (3), and Hicksville (2).
- Reported pay for Wealth Management jobs near New York City ranges around $89,500-$219,478 annually (P25-P75 across 202 postings that disclosed pay).
- Hourly Wealth Management roles near New York City pay a median rate of $34/hr based on 35 postings.
- Explore Wealth Management salaries in New York in Salary Explorer.
Snapshot updated 3hr, 53m ago
New York City
senior
Full Time
Understanding of advisor workflows and client lifecycle Skills Strong analytical and problem-solving ability Excellent communication and st…
This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advis…
Teaneck
mid
Full Time
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team.
You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's clie…
New York City
mid
Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide…
New York City
senior
Full Time
$136.0k-226.6k/yr
Job Overview: The VP, Product Management is responsible for the end‑to‑end product experience for W2 and Affiliate advisors.
This role owns the full product lifecycle, including intake, prioritization, roadmap development, delivery execution, and post‑launch optim…
New York City
mid
Full Time
$250k/yr
We are currently looking for an experienced Vice President to join the top-ranked Insurance Investment Banking Group’s team of 33…
A successful candidate will possess the following characteristics: Bachelor's degree and 5+ years of investment banking experience; MBA deg…
Banker, VP
Jun 17
New York City
senior
Full Time
$225k/yr
Requires a Bachelor’s degree, or foreign equivalent in any field and 6 years of progressive, post-baccalaureate experience as a Vice…
Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loan…
New York City
senior
Full Time
$116.9k-175.3k/yr
Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development an…
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and…
New York City
mid
Full Time
$88.4k-132.6k/yr
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial…
Strong analytical and financial skills.
New York City
entry
What can you expect: Work alongside a senior placement broker to assist in all aspects of a client’s insurance program…
Inspect the binding of coverage and is responsible for the accuracy of placement binders Work towards: A solid knowledge of…
New York City
senior
Full Time
$350k/yr
Bmocapitalmarkets Job Description Overview of Role This role calls for a senior leader with deep capital markets expertise and a…
The successful candidate will balance client, employee, business, and regulatory priorities while delivering scalable solutions that enhanc…
Financial Planner
Jun 17
New York City
mid
Full Time
$87.4k-123.4k/yr
As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and…
This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personali…
Brooklyn
senior
Full Time
In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their…
Brooklyn
entry
Full Time
$61.1k-107.5k/yr
Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.
Experience with financial products, services and compliance.
Benefits Manager
Jun 16
New York City
mid
We're looking for a Benefits Manager to own Farther's benefits function end-to-end.
Also a must Strong vendor management skills and comfort holding brokers and carriers accountable Proficiency in Rippling or similar HRIS…
New York City
senior
Full Time
$182k/yr
Sitting within the Accumulations and Saving Advice Product Management team, this leader partners closely with cross-functional stakeholders…
Jersey City
mid
$65/hr
Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive finan…
Working knowledge of Insurance industry software Ability to maintain a high level of confidentiality Enthusiastic and positive approach to…
New York City
mid
We are seeking a Portfolio & Wealth Advisor to support the team’s relationship management efforts, investment coordination, and financial p…
Our wealth management business ( Lazard Wealth ) collaborates with our clients to help solve and simplify the complexities of…
Client Relationship Analyst
Jun 16
New York City
senior
Full Time
$35.4k/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private We…
DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating…
New York City
mid
Full Time
$145k-175k/yr
Support the team on various tasks for several strategic wealth manager clients.
Qualifications 6+ years of experience in a business development or relationship management related role 6+ years of experience working with…
Relationship Manager Senior
Jun 15
New York City
senior
Full Time
$79.0k-126.1k/yr
Business Development – nurture existing client relationships, create new connections and win new business through best practices, networkin…
Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts.
-
Client Officer SeniorJun 10
New York City
mid
Full Time
$55k-96k/yr
Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment managem…
Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
New York City
senior
Full Time
This role sits at the intersection of investment strategy, technology, and client experience — partnering closely with Planning, Investment…
This is a leadership role responsible for designing the investment philosophy, sourcing and underwriting opportunities, and building the in…
-
Investment SpecialistJun 12
New York City
senior
Collaboration: Collaborate with internal stakeholders across the Bank — including the broader Structured Credit team, Corporate & Investmen…
Effective written and verbal communication skills with strong business development and relationship management capabilities.
New York City
entry
Full Time
$160k-190k/yr
Assisting w/ fundraising efforts & ongoing client srvice thru facilitating the investmnt & operationl due diligence processes for ea of…
Must have 2 yrs of exp w/: Communicatg details around fund prducts & strategies incl portflio & investmnt lvl info…
New York City
entry
Full Time
$85k-145k/yr
Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opport…
The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and…
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