Senior Associate, Private Wealth Digital Platforms
$90k - $110kLGBT Great
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal candidates will have at least 3 years of financial services experience, strong communication skills, and a detail-oriented approach. The salary range for this role is $90,000–$110,000. Comprehensive benefits include medical insurance and paid time off. #J-18808-Ljbffr LGBT Great
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate to enhance digital client experiences for its Private Wealth clients. This role involves improving online access platforms, supporting private wealth teams, and driving advancements in client reporting...PlatformSeniorPrivateDigital$130k - $150k
...purchase plan Job Description The Senior Associate will join Invesco’s Private Markets Product - US Wealth, Real Estate team, with... ...broader Invesco Private Markets platform, the core responsibilities focus... ..., written content, email, and digital formats. The role may also...PlatformSeniorPrivateDigitalFull timeWork experience placementWork at officeFlexible hours$90k - $110k
Position Overview The Senior Associate - Private Wealth Digital Platforms & Client Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients. This role focuses on identifying and implementing client...PlatformSeniorPrivateDigitalLocal areaShift work- As a ConnectWealth Platform Specialist , you will serve as the... ...Account platform for the Global Private Bank and US Wealth Management, which consists... ...and proficiency in new digital platform toolkit via practice... ...program with strong senior leadership support. Job Responsibilities...PlatformPrivateDigitalFlexible hours
$100k - $180k
...rapidly expanding research platform where exceptional... ...to hire a Research Associate or Senior Associate for its top... ...mindfulness programs, digital wellness platforms,... ...clients in raising public, private capital, delivers... ...to providing wealth and investment management...PlatformSeniorPrivateDigitalLocal area$119k - $155k
Team Responsibilities The Private Wealth team directs product strategy, design and development for MSCI Private Assets in support of the... ...in partnership with fund managers, wealth managers and wealth platforms. We support the expansion of private markets by bringing to market...PlatformSeniorPrivateFlexible hours$110k - $175k
...hire an Equity Research Associate or Senior Associate for its ISI... ...expanding research platform where exceptional... ...mindfulness programs, digital wellness platforms, well... ...in raising public, private capital, delivers equity... ...to providing wealth and investment management...PlatformSeniorPrivateDigitalWork experience placementLocal area- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York New York, NY, United States Job Description... ...operates on a global platform, and we are one of the largest... ...industries and sectors, including digital infrastructure, power,...PlatformPrivateDigitalFull timeWork at officeFlexible hours
- ...to shape the future of private banking for advisors at... ...innovative and strategic Senior Product Designer (VP)... ...evolution of advisor-facing digital experiences within the... ...investment and wealth management products. Job... ...brokerage, or an investing platform. Excellent...PlatformSeniorPrivateDigital
$68k - $120k
POSITION SUMMARY Wealth Management Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...a daily basis. As senior members of the service... ...in areas such as digital marketing, portfolio... ...procedures and new platforms and sharing reminders...PlatformPrivateDigitalTemporary workWork experience placementLocal area$85k - $160k
...Capital Markets is seeking an Associate to join their team in New York City. OUR IMPACT Wealth Management Across Wealth... ...consumer business provides digital solutions for customers to better... ...of the Wealth Alternatives platform including private equity, growth / venture...PlatformPrivateDigital$85k - $160k
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - New York location_on New York, New York, United... ...Our consumer business provides digital solutions for customers to... ...deliver an unparalleled investment platform inclusive of the full product...PlatformPrivateDigitalFull timeTemporary workPart timeWork at office$210k - $280k
...mark at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the... ...’s positioning across a multi-asset platform (real estate, credit, infrastructure... ...Partner with data, technology, and digital teams to build a modern marketing ecosystem...PlatformSeniorPrivateDigital$135k - $160k
...three multi‑strategy platforms: Credit, Real Assets and... ...businesses with private capital solutions to drive... ...supports global Private Wealth by providing reporting... ...Blue Owl is seeking a Senior Associate, Marketing Analytics... ...campaign, paid media, and digital engagement data into...PlatformSeniorPrivateDigitalPermanent employmentWork at officeMonday to Friday$163.6k - $245.4k
...14 resource to manage Private bank Lending, Banking... ...internally, often at a senior level. Some external communication... .... Citi's Global Wealth Management is building... ...its globally diverse, digitally forward customers in... ...plan and deliver for platform services as we grow...PlatformSeniorPrivateDigitalFull time$75k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | New York OUR IMPACT Accelerate your... ...consumer business provides digital solutions for customers to... ...an unparalleled investment platform inclusive of the full product...PlatformSeniorPrivateDigitalFull timeTemporary workPart timeLocal area- The Senior Associate will be responsible for performing detailed technical evaluations, financial... ...Details Leading infrastructure private credit platform Description Senior Associate... ...across Energy, Heavy Transportation, and Digital Infrastructure sectors, ensuring...PlatformSeniorPrivateDigitalVisa sponsorship
$84k - $164.3k
...business insights. As a Sr. Associate, you’ll work with... ...intelligent workflow platforms to drive efficiency,... ...Partner with technology and digital teams to embed data... ...working with Private Equity companies and their... ...actionable recommendations for senior leaders. Proven...PlatformSeniorPrivateDigitalLocal area$160k - $180k
We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management... ...programs focused on strategic software platform implementation, process re-... ..., workflow automation and digital capabilities. Location: New York...PlatformSeniorPrivateDigitalFull timeWork at officeLocal areaWorldwideShift work2 days per week$95.4k - $163.9k
...Innovation Blockchain Sr Associate page is loaded##... ...like RSM.The Blockchain Senior Associate is primarily... ...different Blockchain platforms including but not limited... ...blockchain and digital asset solutionsB) Drive... ...public chain, side chain, private chain, smart contracts...PlatformSeniorPrivateDigitalWork experience placementInternshipLocal area- ...reports) Work with sales associates to assist in ongoing CRM... ...Office Management team Private Wealth US (20% of time) Work... ...countersignatures, filing and secure digital storage. Print and... ...Screening, the secure platform we use to exchange such information...PlatformPrivateDigitalWork at officeLocal areaFlexible hours
- ...a comprehensive, tailored wealth management experience. Farther... ...and innovators from the private wealth industry who possess... ...Role Farther is seeking a Senior Trading Associate to support and scale the firm... ...operations across multiple platforms and custodial environments....PlatformSeniorPrivate
- ...Senior Data Science Associate About the role JPMorgan Chase's Asset & Wealth Management Finance organization is building the next generation... ...AI solutions that act as "digital workers" for forecasting,... .... ~ Experience with cloud platforms (e.g., AWS, Azure, or GCP)...PlatformSeniorDigital
- ...close racial income and wealth gaps. Living Cities... ...They participate at the senior management level on... ...partners, the Senior Associate will provide programmatic... ...partners) using a variety of platforms Candidate Requirements... ...(in person and digital) Comfort using data and...PlatformSeniorDigitalWork experience placementLocal areaFlexible hours
$58k - $115k
...investment management and wealth management services.... ...in 43 countries. Associate, Platforms - EquityZen Wealth... ...providing a unified digital experience, unlocking... ...connecting shareholders of private companies with... .... Work closely with senior product leadership to...PlatformPrivateDigitalTemporary workWork at officeWorldwide$85k - $160k
A leading global investment firm based in New York is seeking a Product Manager to modernize its Wealth Management digital platform. The ideal candidate will have 2-6 years of experience in product management or financial services, demonstrating strong analytical and communication...PlatformPrivateDigital$185k - $250k
Experienced Associate - Restructuring Advisory... ...work closely with senior bankers on industry... ...a strong platform to learn investment... ...mindfulness programs, digital wellness platforms... ...in raising public, private capital, delivers... ...addition to providing wealth and investment...PlatformPrivateDigitalWork experience placementLocal area$180k - $200k
...capital structure, from senior debt to common equity.... ...part of the broader platform. We believe the synergies... ...endowments, sovereign wealth funds, banks and... ...to join as a full‑time Associate in our Ares Insurance... ...limited supervision Private equity caliber drive and...PlatformSeniorPrivateFull timeTemporary workFlexible hours$185k - $250k
...hire an experienced Associate for its... ...work closely with senior bankers on industry... ...Associate with a strong platform to learn investment... ...mindfulness programs, digital wellness platforms... ...raising public, private capital, delivers... ...addition to providing wealth and investment...PlatformPrivateDigitalLocal area$163.6k - $245.4k
...The Senior Product Specialist will be responsible for... ...projects for the Citi Wealth Investment Advisory business... ...spans Citigold, Citi Private Client, Citi Private... ...this person will own the Digital & AI integration and... ...Turnkey Asset Management Platforms (TAMPs) ~ Demonstrated...PlatformSeniorPrivateDigitalFull timeFlexible hours
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