Wealth Management Operations jobs in New York, NY

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REVENUE OPERATIONS MANAGER - SALES DEVELOPMENT

Develop and maintain an in-depth understanding of the Sales Development process, including pipeline management, lead generation, and conversion metrics. Manage and optimize sales and marketing tools, primarily Salesforce, Leandata...

CompanySynthesia
AddressNew York, NY
CategoryRetail
Job typeFull-Time
Date Posted 2 months ago See detail

Revenue Operations Manager - Sales Development

Synthesia

New York, NY

Develop and maintain an in-depth understanding of the Sales Development process, including pipeline management, lead generation, and conversion metrics. Manage and optimize sales and marketing tools, primarily Salesforce, Leandata...

Operations Manager/Bookkeeper

Keller Williams Nyc

New York, NY

$85,000 a year

Collaborate with the Operating Partner (OP), Team Leader (TL) and Executive Operations Team to plan for Market Center profitability. Develop and implement strong systems, operational policies and procedures to ensure efficient and...

VP - Global Hospitality Services Operations Manager (HQ)

Citi

New York, NY

$129,840 - $194,760 a year

Client conference and Hospitality Services Executive dining services Business continuity support Reception & concierge services Centralized reservation Staff catering Vending / Pantry operations Directly responsible for Citi North...

Operations Project Manager Strategic Ledger Initiative, VP (Hybrid)

Citi

New York, NY

$142,320 - $213,480 a year

Ledger and Accounting Expertise: Utilize deep knowledge of ledgers and accounting principles within the financial services sector to drive project success. Ensure alignment with industry standards, regulatory requirements, and bes...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

Senior Manager, Creative Operations

160Over90

New York, NY

Receive incoming asks to ensure proper information is received to kick-off the project and distribute to appropriate parties across the agency. Work closely with the Director, Creative Services to ensure proper resources are assig...

Manager, Content Operations

Major League Soccer

New York, NY

Operate the content inventory and delivery process for MLS Season Pass VOD content and other content partners. Ensure on-time delivery of league video to MLS Season Pass by coordinating with League staff. Partner with staff at MLS...

Manager, Strategy & Operations, Sales Strategy Team

Cypress Hcm

New York, NY

Plan, monitor and execute key strategic and operational projects for the Strategy Group. Manage the National Sales Incentive Compensation plan design and quarterly payout execution. Compile and analyze information from internal an...

Manager of Operations

Columbia University

New York, NY

Requisition no: 541436. Work type: Full Time. Location: Morningside. School/Department: Campus Services. Grade: Grade 12. Categories: Administrative Support, General Administration. Job Type: Officer of Administration. Regular/Tem...

Assistant Operations Manager

Cgc Group Inc.

New York, NY

Coordinate with Logistics Coordinator carriers ETAs to our warehouse in order to plan when orders need to be prepared and ready. Perform (when needed) Quality Control (QC) inspections of inbound containers and local purchases imm...

CBP Agriculture Specialist (Agriculture Operations Manager)

Customs And Border Protection

New York, NY

Providing technical guidance in the areas of inspection, intelligence, analysis, examination and law enforcement activities relating to the importation or exportation of agricultural and commercial commodities and conveyances. Dir...

Technical Audit Operations (TAPS): Privacy Program Manager - Compliance

Meta

New York, NY

Synthesize various requirements and priorities into a unified actionable roadmap for company-wide privacy testing and auditing milestones and drive the execution across multiple cross-functional teams. Create clear, concise busine...

Media Ad Operations Manager

Aka Nyc Limited

New York, NY

Support all paid media campaign activation, supporting in-house media and creative teams to activate digital campaigns (display, video, social, mobile, and programmatic). Serve as the main point of contact for internal teams and a...

Engineering Manager, Security Operations

Seatgeek

New York, NY

Manage, mentor, and continue growing a team of security engineers. Continue and oversee maturing our Detection and Response program through tooling and automation. Act as a primary interface between our corporate and infrastructur...

ABM Campaign & Operations Manager (Temporary Position)

Nextroll Inc.

New York, NY

Grow the efficiency and effectiveness of our ABM campaigns by implementing and optimizing programs that result in increased engagement, higher conversion rates, and revenue growth across our set of target accounts. Collaborate cro...

Operations Manager

Meta

New York, NY

Manage the overall awards show program, including executing our creative awards program strategy and driving case study development for submissions. Developing timelines and templates for awards submissions with clear tracking and...

Sales Operations Manager

Alma

New York, NY

Lead and delegate across the Sales Operations team as well as be a hands-on individual contributor. Over time, you will be expected to manage a small team of junior to mid-level Sales Operations team members. Oversee the managemen...

Office Manager, People Operations

Soko Glam

New York, NY

Position: Office Manager, People Operations. Location: Dumbo, Brooklyn (In Office). Reporting to: Director, People Operations. Type: Part-time, Hourly (20-30 hours per week). Schedule: A sample schedule is Monday to Thursday, 9 AM...

International Account Manager, Wealth and Personal Banking

Hsbc

New York, NY

Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. The final fixed pay offer will depend on the candidate and a number of...

Senior Manager, Salesforce Operations

Board Of Jewish Education

New York, NY

Serve as RootOnes liaison with our outside vendor for building and maintaining a new Salesforce instance, that includes the integration of and LMS, Marketing Cloud, multiple websites, and other marketing strategies (e.g. SMS). ....

General Manager, HH Operations

Essen Medical Associates

New York, NY

Administers the daily specialty program operations and provides supervision to the assigned Care Coordinator Supervisors.. Reviews and evaluates the current program protocols and workflows, (ie. diligent search) to ensure that st...

Sales Desk Manager, Private Wealth

Blue Owl

New York, NY

Provide coaching, leadership and mentorship for a team of Relationship Management Associates (Internal Wholesalers) across all channels in the Private Wealth organization. Develop and execute career development and leadership plan...

Operations - Liquidity Management - Associate - New York

Goldman Sachs

New York, NY

Compile and submit real-time and forward looking USD and collateral projections to the Short Term Interest Rate desk and Corporate Treasury. Compile and submit Tom/Next and Cash/Next FX orders to Foreign Exchange desks. Compile an...

Wholesale Operations Manager: LUXURY JEWELRY OR LUXURY RETAIL EXP REQUIRED

Style Searchers & Consulting, Llc

New York, NY

$95,000 - $150,000 a year

8 hour shift. workflow planning: 3 years (Required). supervisory: 3 years (Required). inventory control: 3 years (Required)....

Operations Manager

Sarah Macfadden Jewelry

New York, NY

$28 - $32 an hour

Flexible schedule. Choose your own hours. Monday to Friday. No weekends. Operations: 2 years (Required)....

Strategic Operations Manager, US&C Delivery - Eater Operations

Uber

New York, NY

$101,000 a year

Tracking and analyzing demand performance to identify growth opportunities and key trends Creating and executing promotional campaigns; measuring the efficiency of consumer promotions and providing recommendations for optimization...

OPERATIONS ASSISTANT MANAGER

York State Department Of Labor

New York, NY

Assist with all store functions and day-to-day store activities as directed by the Store Manager. Able to perform all opening and closing procedures in the absence of the Store Manager. Assist the Store Manager in protecting and s...

OPERATIONS ASSISTANT MANAGER

York State Department Of Labor

New York, NY

Assist with all store functions and day-to-day store activities as directed by the Store Manager. Able to perform all opening and closing procedures in the absence of the Store Manager. Assist the Store Manager in protecting and s...

OPERATIONS ASSISTANT MANAGER

York State Department Of Labor

New York, NY

Assist with all store functions and day-to-day store activities as directed by the Store Manager. Able to perform all opening and closing procedures in the absence of the Store Manager. Assist the Store Manager in protecting and s...

OPERATIONS ASSISTANT MANAGER

York State Department Of Labor

New York, NY

Assist with all store functions and day-to-day store activities as directed by the Store Manager. Able to perform all opening and closing procedures in the absence of the Store Manager. Assist the Store Manager in protecting and s...