Senior Wealth Services Associate
$68k - $120kMorgan Stanley
Morgan Stanley is seeking Wealth Management Associates to provide exceptional service to clients and support Financial Advisors. Key responsibilities include cultivating client relationships, assisting in marketing strategies, and ensuring timely service functions. The role requires 5+ years of relevant experience, a four-year degree, and active financial services licenses. Strong interpersonal and organizational skills are essential. Expected base pay is between $68,000 and $120,000 per year, accompanied by a comprehensive compensation package. #J-18808-Ljbffr Morgan Stanley
- Glocap Search is seeking a skilled Wealth Advisor in New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires...Senior
- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry... ...to ensure exceptional client experiences, collaborating with Wealth Managers, and addressing enterprise risks. Candidates must...Senior
- ...A leading financial services firm in New York is seeking a Family Wealth Services Associate to support its Ultra High Net Worth Strategy team. This role involves assisting... ...-high-net-worth families by collaborating with senior leaders and financial advisors. The ideal...SuggestedWork at office
- ...contributing to business development efforts. The ideal candidate will possess a JD or LLM with at least 10 years of experience in wealth planning and trust administration. Strong communication skills and knowledge of trust laws are essential. This position offers competitive...Senior
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client... ...analytical skills and have a proven track record in financial services. With responsibilities that include proactive client engagement...Senior
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA...Senior
- ...will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires... ...will have a proven track record in marketing wealth management services and possess strong communication skills. A competitive compensation...Senior
$175k - $210k
AllianceBernstein L.P. is seeking a Talent Acquisition Partner to join its Private Wealth Talent Acquisition Team in New York City. The role involves identifying and attracting Wealth Advisor talent nationwide and collaborating with key business partners to create an immersive...Senior- ...this role, you will drive strategic initiatives to modernize our Wealth Lending platform by leading a team and executing transformation... ...analytical skills, and the ability to motivate teams in a dynamic environment. #J-18808-Ljbffr Information Technology Senior Management ForumSenior
- A leading financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients... .... The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a...Senior
- Savvy Wealth, Inc. in New York is searching for a Senior Engineer to lead the design and delivery of complex product and platform work. This role requires a strong background in full-stack engineering and experience in AI integration. You will drive architectural decisions...Senior
$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager... ...have over 12 years of experience in wealth advisory or client management, demonstrating... ...high-net-worth and institutional capital management. #J-18808-Ljbffr Vaco Recruiter ServicesSenior$120k - $150k
Virtus Investment Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over 5 years of experience in financial services with strong communication and ethical...Senior- Chris Baily in New York is looking for a skilled service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong background...Senior
$116.88k - $148.13k
Infosys Consulting is looking for a Senior Consultant (Product Manager) in Wealth Management & Trust. The role involves driving innovation and improving user experience through strategic consulting and product management. Ideal candidates will have 5+ years of experience...Senior- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...Senior
- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
$80k - $120k
The Teachers Insurance and Annuity Association of America is seeking an Advisor Consultant to manage sales in their defined territory within the US Wealth Advisory Services team. Responsibilities include developing relationships with financial advisors, communicating Nuveen...Senior- ...enhancing user experience for financial products. The ideal candidate will have 7-8 years of experience in user research, primarily in wealth management or capital markets, employing both qualitative and quantitative methods to derive insights. You will conduct interviews...Senior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...Senior
- ...York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years...Senior- A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves... ...health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr RangeSenior
$90k - $150k
..., collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and...SeniorFull time- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice to high-net-worth clients, requiring 2-5 years of experience and a commitment to professional...Senior
- Oakleaf Partnership is looking for a Compensation Lead to manage advisor compensation across a multi-office wealth management organization. This role involves shaping compensation structures that foster growth and advisor retention. The ideal candidate will have 7-15+...SeniorWork at office
$170k - $300k
Citigroup Inc. is seeking a Products Distribution Senior Group Manager in New York. This critical role involves strategic partnership with... ...over 15 years of relevant experience and a strong background in Wealth Management. The role offers a full-time salary range of $170,000...SeniorFull time$104.7k - $174.5k
M&T Bank is seeking a Wealth Management Senior Associate to join its Family Wealth Division, serving High Net Worth clients. The role involves conducting advanced legal research, providing estate planning support, and collaborating with senior advisors. Successful candidates...Senior
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