Last updated: 2025-05-22

40 Wealth Management jobs in New York City.

Hiring now: Banker @ Citizens, Trust And Estates Paraleg @ Confidenti, Trust And Estates Paraleg @ A Law Firm, Wealth Management Client @ Bank Of Am, Internal Wholesaler Marke @ Blackrock, Merrill Financial Solutio @ Merrill We, Vp Relationship Mgr I Cre @ Provident , Retirement Services Distr @ Adp, Vice President Portfolio @ Global Atl, Vice President @ Icapital.Explore more at at kaamvaam.com

🔥 Skills

financial services (6) banking (5) wealth management (5) portfolio management (5) customer relationships (5) client service (5) Portfolio Management (4) client relationships (4) communication skills (4) revenue growth (4)

📍 Locations

New York City (24) Princeton (7) Elizabeth (2) East Orange (1) Edison (1) Hackensack (1) Newark (1) Paramus (1) Somerset (1) Brooklyn (1)
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Citizens

Banker East Orange
Skills & Focus: banking, customer service, financial services, professional, career growth, diversity, inclusion, community, wellness, leadership
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full-time
Benefits: Benefits resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Private Client Financial Advisor - Hanover, MA Edison
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time
Private Client Financial Advisor Elizabeth
Skills & Focus: Wealth Management, Financial Advisor, Client Services, Investment Strategies, Portfolio Management, Financial Planning, Sales, Customer Relationship Management, Risk Assessment, Market Analysis
Experience: Professional
Type: Full Time

Confidential Law Firm

Trust and Estates Paralegal Hackensack
Skills & Focus: Trust administration, Estate administration, Probate, Federal estate tax returns, State estate tax returns, Fiduciary accountings, Client communication, Financial planners, Estate tax software, Microsoft Word
About the Company: A law firm with offices in Hackensack, NJ.
Experience: 5+ years in a similar type role
Type: Full-time

A Law Firm

Trust and Estates Paralegal Newark
Skills & Focus: Trusts, Wills, Durable powers of attorney, Estate planning, Beneficiary designations, Gift tax returns, U.S. Gift Tax Return, Estate tax software, Communication skills, Mathematical skills
About the Company: A law firm with offices in Hartford
Experience: 5+ years of experience in a similar type role
Type: Full-time

Bank Of America

Wealth Management Client Associate Paramus
Skills & Focus: client service support, wealth management, investment products, client relationships, operational excellence, risk management, financial advisors, customer focus, service needs, advisory team
About the Company: Bank of America is a leading financial institution providing wealth management, banking, and investment services.
Experience: High School Diploma / GED / Secondary School or equivalent
Type: Full-time

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst Princeton
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off
Vice President, Client Relationship Manager Princeton
Skills & Focus: Client Relationship Manager, business development, investment management, wealth advisors, custom index solutions, portfolio management, communication skills, negotiation skills, HNW market, Salesforce CRM
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…
Experience: five-plus years in the investment management industry
Salary: USD$155,000.00 - USD$210,000.00 for New York; USD$140,000.00 - USD$199,000.00 for Princeton
Type: Full-time
Benefits: healthcare, leave benefits, retirement benefits, tuition reimbursement, Flexible Time Off (FTO)
Associate/Vice President, US Wealth Advisory Model Portfolio Sales Princeton
Skills & Focus: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping people experience financial well-being.
Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
Salary: $100,000.00 - $110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, and Flexible Time Off (FTO).

Bank Of America

Private Bank Associate - Investments Princeton
Skills & Focus: Client Service, Banking, Investment Products, Administrative Support, Client Experience, Portfolio Management, Customer Focus, Attention to Detail, Team Collaboration, Decision Making
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: Minimum of 1 year of experience with a financial institution focusing on client service and sales
Type: Full-time

Merrill Wealth Management

Merrill Financial Solutions Advisor - Princeton Bucks County Market Princeton
Skills & Focus: wealth management, investment products, Client relationships, financial goals, portfolio growth, client development, regulatory compliance, advisory strategies, client reviews, professional development
About the Company: A leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-…
Experience: Two years in the financial service industry and/or sales environment with goals met/exceeded
Type: Full-time
Merrill Financial Solutions Advisor - Princeton Bucks County Market Princeton
Skills & Focus: wealth management, investment products, Client relationships, financial goals, portfolio growth, client development, regulatory compliance, advisory strategies, client reviews, professional development
About the Company: A leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-…
Experience: Two years in the financial service industry and/or sales environment with goals met/exceeded
Type: Full-time

Blackrock

Director, SMA Product Strategist Princeton
Skills & Focus: product manager, commercial strategy, commercial partnerships, asset management, product roadmap, innovation, client needs, portfolio construction, cross-functional teams, financial advisor
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping more people experience financial well-being.
Experience: 8-15 years of relevant asset management industry experience with SMA experience preferred.
Salary: USD$184,000.00 - USD$270,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off.

Provident Bank

VP - Relationship Manager I - CRE Somerset
Skills & Focus: credit analysis, financial analysis, loan structuring, portfolio management, customer relationships, cross-selling, risk assessment, creditworthiness, underwriting techniques, bank products
About the Company: Provident is a successful and highly regarded multi-billion-dollar bank that has served individuals, families, and businesses in local communities for over 180…
Experience: 3-5 years related experience within the financial industry
Type: Full-time

Adp

Retirement Services District Manager Brooklyn
Skills & Focus: Sales, Retirement Services, 401(k), client relationships, prospecting, territory management, business development, team collaboration, financial solutions, sales training
About the Company: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 2+ years of outside business-to-business sales experience
Salary: $43,300.00 - $93,900.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Global Atlantic Financial Group

Vice President, Portfolio Management & Trading New York City
Skills & Focus: portfolio management, asset allocation, fixed income, trading activity, asset classes, liquidity, relative value, risk management, investment strategies, regulatory
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions.
Experience: 8+ years of experience in cross sector fixed income strategy or portfolio management
Salary: $180,000 - $225,000 USD
Benefits: Includes annual cash bonuses, long-term incentives (equity), generous benefits, immediate vesting on employee contribut…

Icapital

Vice President New York City
Skills & Focus: marketing, investor relations, fund operations, liquidity management, communications, distribution strategy, portfolio management, fundraising, reporting, client relations
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: 8+ years of relevant experience in financial services
Salary: $160,000 to $200,000
Type: Full-time
Benefits: Salary, equity for all full-time employees, annual performance bonus, employer matched retirement plan, 100% employer p…

Blue Owl

Strategic Partnership Team Member New York City
Skills & Focus: alternative investment, credit products, private debt, private equity, relationship management, marketing plans, client service, strategic partnerships, communication skills, team-oriented sales environment
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management, we invest across three mult…
Experience: At least 3 years of experience in alternative investment management
Salary: $100,000 to $125,000
Type: Full-time
Benefits: Eligible for a discretionary bonus based on individual and team performance

Athene

Intern New York City
Skills & Focus: retirement, services, savings, products, military friendly, inclusion, diversity, equal opportunity, commitment, discipline
About the Company: A leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and ins…
Type: Exempt
Benefits: Military Friendly Employer; supports Veterans; diversity and inclusion commitment; Equal Opportunity Employer.

Pontera

Relationship Manager, Retirement Solutions New York City
Skills & Focus: relationship management, business development, financial services, defined contribution plans, client satisfaction, B2B client relationships, retirement plan products, advisory services, collaboration, communications skills
About the Company: Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing thei…
Experience: 5-8 years
Salary: $125,000 - $195,000
Type: Full-time
Benefits: Comprehensive insurance benefits, 401(k) with employer match, paid parental leave, professional development programs, a…

Bank Of America

Senior Fiduciary Officer New York City
Skills & Focus: Fiduciary management, Trust, Leadership, Account management, Policy enforcement, Regulatory compliance, Client relationships, Risk management, Collaboration, Financial services
Experience: 3-5 years trust/fiduciary background
Salary: $100,100.00 - $164,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Icapital

Vice President/Senior Vice President of Platform Sales New York City
Skills & Focus: financial services, structured investments, alternative products, new client acquisition, financial sales, investment solutions, fintech platforms, wealth management, SaaS solutions, digital wealth platforms
About the Company: iCapital is powering the world’s alternative investment marketplace with a financial technology platform that transforms how advisors, wealth management firms,…
Experience: 7+ years of experience in financial services, preferably focused on structured investments or alternative products
Salary: $185,000 to $250,000
Type: Full-time
Benefits: Base salary, equity for all full-time employees, annual performance bonus, employer matched retirement plan, healthcare…

Vestwell

Associate, Conversions New York City
Skills & Focus: Conversion, Onboarding, Project management, CRM, Finance, Accounting, Mutual funds, Stable value funds, ETFs, Process improvement
About the Company: Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the criti…
Experience: Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record.
Salary: $60K - $70K base
Type: Full-time
Benefits: Competitive health coverage, generous vacation offering, hybrid office policy, great 401(k) plan.

Nomura Holdings, Inc.

Private Credit Investment Specialist Vice President New York City
Skills & Focus: private credit, investment management, asset based lending, real estate, portfolio management, client communications, intermediary distribution, business planning, market performance, product development
About the Company: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomu…
Experience: Minimum 5-7 years
Salary: $150K - $225K/yr
Type: Full-time
Benefits: The total compensation package includes a sign-on bonus, restricted stock units, discretionary awards, medical benefits…

Jordan Park

Senior Analyst, Client Service New York City
Skills & Focus: client service, investment account opening, regulatory compliance, financial services, multi-family office, Salesforce, risk management, client onboarding, operations work, problem solving
About the Company: Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extra…
Experience: 2-3 years
Salary: $100,000 - $110,000
Type: Full-time
Benefits: Medical, dental & vision insurance, 401k participation with employer contribution, Generous paid time off, Commuter ben…

Msci, Inc

Associate Investment Consultant Sales Specialist New York City
Skills & Focus: ESG, sales objectives, cross-segment opportunities, financial services, capital markets, client service, sales cycle, investors, communication, prospecting
About the Company: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, da…
Experience: Two (2) years of experience in a related occupation
Salary: $115,731 to $135,000/year
Type: Full-Time
Benefits: Transparent compensation schemes, comprehensive employee benefits, flexible working arrangements, advanced technology, …

Edelman Smithfield

Account Supervisor New York City
Skills & Focus: strategic, detail-oriented, account supervisor, private wealth communications, media relations, client service, project execution, strategic communications, financial markets, stakeholders
About the Company: Edelman Smithfield is a global financial communications firm with the power and scope of Edelman, the world’s largest integrated communications company. We spe…
Experience: experience in private wealth communications

Icapital

Associate - Regulatory and Compliance New York City
Skills & Focus: Regulatory compliance, Investment Company Act of 1940, Alternative investments, RIA, FINRA rules, Compliance testing, Investment management, Wealth management, Policies and procedures, Training and monitoring
About the Company: iCapital is powering the world’s alternative investment marketplace with a financial technology platform that has transformed how advisors, wealth management f…
Experience: 3-5 years of compliance program oversight in the RIA and Investment Company Act of 1940 registered products space
Salary: $90,000 to $115,000
Type: Full-time
Benefits: Base salary, equity for all full-time employees, annual performance bonus, employer matched retirement plan, subsidized…

Pontera

Defined Contribution Relationship Consultant New York City
Skills & Focus: Defined Contribution, Relationship Management, Financial Services, B2B, Sales Targets, Advisory Services, Retirement Plans, Customer Satisfaction, Client Relationships, Problem Solver
About the Company: Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing thei…
Experience: 3+ years of experience in business development, sales, or similar functions within the financial services space
Salary: $100,000; OTE: $125,000 - $150,000
Type: Full-time
Benefits: Comprehensive & affordable insurance benefits, 401(k) with employer match, paid parental leave, reimbursement program f…

Blue Owl

Sales Service Associate New York City
Skills & Focus: Sales Service Associate, Private Wealth team, operational efficiency, CRM management, data integrity, client experience, administrative support, investor requests, Microsoft Excel, interpersonal skills
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $250 billion in assets under management as of December 31, 2024, we…
Experience: 1-3 years of related experience preferred
Salary: $80,000 to $95,000
Type: Full-time
Benefits: Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Vise

Strategic Consultant (Account / Relationship Manager) New York City
Skills & Focus: client relationships, onboarding, wealth management, RIA industry, investment strategies, communication skills, problem-solving, time management, team collaboration, AI-powered asset management
About the Company: Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalize…
Experience: 3-7 years of experience in an account management, client relationship or sales role in financial services
Salary: $110,000 - $175,000 per year plus performance incentives and equity package
Type: Full-time
Benefits: Unlimited PTO, medical insurance, 401k plan with generous matching, paid lunches, access to investment management and f…
Talent Network New York City
Skills & Focus: artificial intelligence, asset management, financial advisors, personalized portfolios, investment strategies, Wealth 3.0, automated portfolios, institutional-grade, trading, rebalancing
About the Company: Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalize…
Type: Full-time

Pantheon

Investment Analyst New York City
Skills & Focus: financial modelling, private equity, investment opportunities, transaction due diligence, valuation modelling, investment proposals, client service, mentoring, compliance, relationship-building
About the Company: Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the fu…
Experience: Prior experience of modelling either M&A or Private Equity transactions is a pre-requisite.
Salary: $125,000 - $135,000
Benefits: Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary …

Aprio

Senior Tax Associate New York City
Skills & Focus: tax preparation, HNW tax returns, partnership tax returns, tax research, tax analysis, client engagement, financial services, strategic foresight, team collaboration, progressive firm
About the Company: A nationally ranked CPA and advisory firm with 22 U.S. office locations and over 2,100 team members. Aprio is committed to providing strategic foresight in fas…
Experience: Experience in tax preparation and review, especially with partnership and HNW tax returns.
Type: Full-time
Benefits: Opportunities for growth and a top-rated culture.

Btig

Vice President, Prime Brokerage Sales New York City
Skills & Focus: Prime Brokerage, sales, hedge funds, family offices, due diligence, cross-sell, relationships, Global Markets, financial instruments, Microsoft Office
About the Company: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive …
Experience: 4-8 years of direct Prime Brokerage sales experience
Salary: $150,000 - $300,000
Type: Full-time
Benefits: BTIG offers a competitive compensation and benefits package.

Plaid

Account Manager New York City
Skills & Focus: customer relationships, revenue growth, partnerships, integration, product expansion, solutions oriented, stakeholder management, financial institutions, banking, wealth
About the Company: Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the F…
Experience: experienced customer-facing professional
Type: Full-time
Account Manager New York City
Skills & Focus: customer relationships, revenue growth, partnerships, integration, product expansion, solutions oriented, stakeholder management, financial institutions, banking, wealth
About the Company: Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the F…
Experience: experienced customer-facing professional
Type: Full-time
Account Manager New York City
Skills & Focus: customer relationships, revenue growth, partnerships, integration, product expansion, solutions oriented, stakeholder management, financial institutions, banking, wealth
About the Company: Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the F…
Experience: experienced customer-facing professional
Type: Full-time