Last updated 2026-08-02

347 Wealth Management Jobs in New York City, NY, United States

Page 1

WealthBridge Financial Group

Aug 2
Wealth Management Advisor Trainee (New York)
Hicksville, NY, United States entry Full Time
  • Key Responsibilities Develop and maintain long-term client relationships through a client-first, consultative approach Analyze clients’ fin…
  • Www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Profes…

Flagstar

Aug 2
Associate Relationship Manager
New York City, NY, United States 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.

Nomura Holdings, inc.

Aug 2
Operations Client Relationship Management Associate
New York City, NY, United States entry $120k-130k/yr
  • Key Responsibilities: Partner with Sales, SRM (Senior Relationship Manager) Front Office Client Account Management, Operations and other co…
  • Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives, technol…

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BNY

Aug 1
Vice President, Client Coverage - BNY Investments
New York City, NY, United States senior
  • Primary Responsibilities: Creation and delivery of investment strategy content and delivery portfolio construction analysis to external cli…
  • Job Requirements: Bachelor s degree required CFA preferred 7+ years experience Understanding of the capital markets, wealth management, and…

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LPL Financial

Aug 1
AVP, Client Experience Manager - IAN
New York City, NY, United States mid Full Time $97.5k-162.5k/yr
  • As the AVP – Client Experience, you will lead efforts to strengthen this experience by driving service excellence, fostering strategic…
  • Job Overview: As the leader of the Independent Advisor Network (IAN) Service model, the AVP – Client Experience Manager plays…

Marsh

Aug 1
Environmental Client Advisor
New York City, NY, United States mid
  • In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk…
  • Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to cl…

BDO USA Experienced Career Site

Jul 31
Assurance Senior, Non-Profit
New York City, NY, United States senior
  • Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals…
  • Legal & Privacy Contact US Locations Services Industries Insights About Careers I am an employee Are You Still With Us?

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Hines

Jul 31
Internal Sales - RIA Distribution
New York City, NY, United States mid $105k-115k/yr
  • The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior…
  • Build consultative relationships and expand market share with key centers of influence across large RIAs, RIA aggregators, financial adviso…

Flagstar Bank N.A

Jul 31
Associate Relationship Manager
New York City, NY, United States 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.

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MS Smith Barney, LLC

Jul 31
Client Service Associate
New York City, NY, United States entry Part Time $66.5k/yr
  • POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ P…
  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be…

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PGIM Investments,LLC

Jul 31
PGIM Custom Harvest - Client Service Associate
Newark, NJ, United States entry Full Time $75k-105k/yr
  • Job Classification: Sales - Sales What you will do PGIM Custom Harvest is looking for an experienced Client Service Associate…
  • What you can expect Development and review of client transition proposals with financial advisors for prospective clients Preparation and r…

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CIBC Private Wealth Advisors, Inc.

Jul 31
Private Wealth Business Development Officer
New York City, NY, United States senior Full Time $150k-190k/yr
  • You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members, and other…
  • Market Development: Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks…

CIBC National Trust Company

Jul 31
Senior Wealth Strategist
New York City, NY, United States senior Full Time $200k-260k/yr
  • How you'll succeed Comprehensive Planning: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic w…
  • Promote the wealth strategies offering across the firm.

Wells Fargo

Jul 31
Senior Registered Client Associate
New York City, NY, United States senior Full Time
  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensur…
  • Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture…

Ameriprise Financial

Jul 31
P1 Advisor Non-Exempt
New York City, NY, United States mid Full Time $35.4k/yr
  • Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
  • Job Description Work with an experienced advisor to build a personal book of business and help shape clients' financial future,…

BlackRock

Jul 31
Associate, Americas Client Businesses - Veterans Program
New York City, NY, United States entry $115k/yr
  • Acts as a consultative partner to senior client stakeholders, providing product insights Demonstrates strong segment and industry knowledge…
  • Keep updated on regulatory and operational industry trends to help your clients stay ahead of changing times Engage with clients…

Lateral

Jul 30
Asset & Wealth Management, Private Wealth Management, Goldman...
New York City, NY, United States entry
  • Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide…

Brown Brothers Harriman Credit Partners LLC

Jul 30
Institutional Client Service Lead
New York City, NY, United States senior Full Time $90k-110k/yr
  • Administration & Operational Support Assist Front Office team in maintaining client relationship.
  • Job qualifications Bachelor’s degree in finance, economics, business administration, or related field 5+ years of experience in institution…

PwC US Group LLP

Jul 30
Client Strategy Manager-Private
New York City, NY, United States mid Full Time $73.5k-212.3k/yr
  • Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Manager Job Description & Summary The Opportunity As a…
  • Your work will involve understanding client goals, managing accounts, and utilizing effective strategies to build trust and loyalty.

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Sia

Jul 29
Senior Manager, Wealth & Asset Management (FSI)
New York City, NY, United States senior Full Time $175k-182k/yr
  • Job Description As a Senior Manager supporting our Wealth & Asset Management practice, you will lead client engagements focused on…
  • In this role, you are expected to: Demonstrate Wealth & Asset Management Operations Expertise: Bring strong working knowledge of wealth…

Careers at KKR

Jul 29
Global Insurance Client Solutions, Principal
New York City, NY, United States senior $190k/yr
  • Direct experience structuring and executing (re)insurance transactions and insurance capital solutions is strongly preferred.
  • This individual will take a leadership role across the firm's liability origination efforts, owning the sourcing, evaluation, and execution…

Aon Corporation

Jul 29
Vice President/Broker II - Financial Services Group
New York City, NY, United States mid Full Time $150k-185k/yr
  • Build internal working relationships with Aon product specialists, brokers, producers and account executives.
  • Utilize refined technical skills including client analysis / underwriting and insurance program diagnostic skills to continually improve cl…

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MS & Co., LLC

Jul 29
Investment Banking Technology Managing Director - New York
New York City, NY, United States senior Full Time $400k/yr
  • At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a stand…
  • For more information, please visit:.

Savvy Wealth

Jul 29
Advisor Success Manager
New York City, NY, United States mid Full Time
  • As an Advisor Success Manager, you’ll partner closely with financial advisors and cross-functional teams to ensure advisors have the suppor…
  • You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Sav…

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Cboe Global Markets

Jul 29
Director- RIA, FA & Wealth Management Channel
New York City, NY, United States senior Full Time $177.7k-261.2k/yr
  • Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and…
  • The Director will own and grow a high-value client franchise spanning independent RIAs, wirehouse and independent broker-dealer financial a…
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