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  • IB Associate – Private Capital Markets

    Stifel

    New York, NY

    • $175,000 to $225,000 USD / year

    At Stifel, Associates in Private Capital Markets (PCM) are primarily responsible for acting as the keystone of project teams, serving as project managers taking guidance from senior bankers…

  • Merrill Wealth Management Client Associate – Advisor Development Program: Midtown Manhattan Market

    Bank of America

    New York, NY

    The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a…

  • Senior Associate, HR Integration, M&A Strategy

    KPMG LLP

    NEW YORK, NY

    …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…

  • Senior Tax Associate Private Wealth International

    Baker Tilly Advisory Group, LP.

    NEW YORK, NY

  • Program Director, Energy Innovation

    Mid Hudson Energy Transition

    Kingston, NY

    …renewable energy, create healthier buildings, and join in community wealth-building to strengthen the resilience of the Hudson Valley in the face of climate change. We engage and build on…

  • Platform Implementation Specialist - Assistant Vice President

    iCapital

    NY

    iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently…

  • Senior Client Portfolio Manager, Brooklyn Direct Indexing

    Nuveen Services LLC

    NY

    • $139,000 to $219,000 USD / year

    …institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. As a Sr. Client…

  • Portfolio and Performance Analyst - Associate

    JPMorgan Chase

    Brooklyn, NY

    As a Portfolio and Performance Analyst Associate, you will support portfolio analytics and performance measurement for J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM). You’ll…

  • Asset & Wealth Management, Alternative Investment Platform, Private Secondaries

    Goldman Sachs & Company

    NEW YORK, NY

    YOUR IMPACTAlternative Investment Platform is seeking an Associate to join the Private Secondaries Group, focusing on PSG Trading and Transaction.OUR IMPACT Wealth ManagementAcross Wealth…

  • Senior Client Service Associate- Treasury Partners

    HighTower Advisors

    New York, NY

    • $100,000 to $110,000 USD / year

    3 to 5+ years of experience in wealth management, investment management, financial services, private banking, or a client-facing advisory support role

  • Client Service Specialist

    Jambalaya Group

    NY · New York, NY

    Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning…

  • Marketing Associate - North America

    Lemonedge Technology LTD

    New York, NY

    You will be based with the LemonEdge team in midtown in Manhattan no fewer than two days per week

  • Bookkeeping Specialist Private Wealth

    Baker123 Tilly Advisory Group, LP.

    UNIONDALE, NY

  • Bookkeeping Specialist Private Wealth

    Baker123 Tilly Advisory Group, LP.

    NEW YORK, NY

  • Business Internal Audit Manager

    FactSet Research Systems Inc.

    NY

    The Business Internal Audit Manager, reports to the Associate Director, Internal Audit and is responsible for planning and executing risk-based operational, financial, and compliance audits…

  • Multi-Asset Investing (BXMA) - Client Investment Strategy - BXHF - Associate/Vice President

    Blackstone Alternative Asset Management LP

    NY

    Client Investment Strategy (CIS) is a newly created team that builds BXMA's thought leadership and investment content platform. It supports cross-divisional investment views and strategic…

  • Global Banking & Markets Operations-New York-Associate-Settlements

    Campus

    NY

    …including (but not limited to) Trading, Sales, Investment Banking, Private Wealth, etc. covering functions including Inventory & Liquidity Management, Settlements, Exception management and…

  • First Line of Defense - Business Control Unit Associate

    Morgan Stanley Private Bank,NA

    Purchase, NY · NY

    • $58,000 to $115,000 USD / year

    …three principal business segments - Institutional Securities, Wealth Management (WM), and Asset Management. WM’s network includes approximately 15,000 Financial Advisors with total client…

  • Registered Client Service Associate

    MS Smith Barney, LLC

    NY

    • $35,360 to $90,000 USD / year

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through…

  • Client Service Associate

    MS Smith Barney, LLC

    Utica, NY

    • $16 to $43.27 USD / hour

    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular…

  • Specialized Strategies Team, Portfolio Management and Research, Associate

    JPMC page

    New York, NY · NY

    …products, services, and insights through the J.P. Morgan Global Private Bank and Wealth Management client channels, managing over $1 Trillion in assets and serving nearly 2 million client…

  • Asset Management Business Management Associate - (Global Product Strategy & Development)

    JPMC page

    New York, NY · NY

    J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with…

  • Associate, RIA Relationship Management (East Coast)

    Allocate

    New York, NY

    • $105,000 to $130,000 USD / year

    We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in New York, you will cover firms across the country.

  • 2027 Corporate Access Analyst (Marketing) - NYC

    Scotiabank

    New York City, NY

    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

  • J.P. Morgan Wealth Management - Private Client Investment Associate - Woodside, NY

    JPMC page

    Woodside, NY

    As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors…

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