Last updated 2026-06-18
254 Wealth Management jobs in New York City ()
Browse 254 Wealth Management jobs across New York City, including Assurance Senior, Sr Business Banker, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, and Client Relationship Analyst 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 Citi.
- Common titles include Assurance Senior, Sr Business Banker, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, and Client Relationship Analyst.
- 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 (220), with openings also in Jersey City (9), Brooklyn (6), Garden City (3), and White Plains (3).
- Reported pay for Wealth Management jobs near New York City ranges around $89,500-$218,500 annually (P25-P75 across 209 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 Citi.
- Common titles include Assurance Senior, Sr Business Banker, Product & Case Design Coordinator, Life Insurance, Business Development Analyst, and Client Relationship Analyst.
- 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 (220), with openings also in Jersey City (9), Brooklyn (6), Garden City (3), and White Plains (3).
- Reported pay for Wealth Management jobs near New York City ranges around $89,500-$218,500 annually (P25-P75 across 209 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 12m 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
$116.9k-175.3k/yr
Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development an…
Demonstrated analytical skills and ability to assimilate complex financial and company operating information. *.
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Banker, VPJun 17
Harrison
entry
Full Time
$70k/yr
IIS supports clients in partnership with Financial Advisors and WM Operations.
Partner with cross-functional teams to identify process and technology roadblocks and implement scalable improvements that support growth o…
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Associate Private BankerJun 11
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…
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…
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Financial ConsultantJun 15
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…
New York City
senior
Full Time
$214.6k-348.0k/yr
Position Title Group Director - Investment Counselor Location New York, NY 10018 Job Summary This Group Director – Investment Counselor…
In this role, the Investment Counselor will be operating in a consultative role and partners closely with portfolio management, insurance,…
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.
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Client Officer SeniorJun 10
Director, Client Executive
Jun 15
New York City
senior
Full Time
Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision,…
We’re seeking a future team member for the role of Director, Client Executive to join our Issuer Services Corporate Trust…
New York City
mid
Full Time
$17.12-26.97/hr
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients h…
Ability to train and mentor others, including products and platform procedures Preferred Qualifications: Experience in financial services i…
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Relationship ManagerJun 11
New York City
senior
Full Time
$135k/yr
The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocat…
As a subject matter expert in strategic relations, this job seeks out co-product build opportunities working with sponsor firm and…
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