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Wealth Management Specialist jobs in New York

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DATA MANAGER - WEALTH DISTRIBUTION

Previous experience in da a-driven weal h dis ribu ion. S rong unders anding of Marke ing in financial marke s or asse managemen. Deep experience in da a managemen or business analysis, wi h a focus on da a. Familiari y wi h Agile...

CompanyMacquarie Group Limited
AddressNew York, NY
CategoryInformation Technology
Job typeFull-Time
Date Posted just now See detail

Data Manager - Wealth Distribution New

Macquarie Group Limited

New York, NY

Previous experience in da a-driven weal h dis ribu ion. S rong unders anding of Marke ing in financial marke s or asse managemen. Deep experience in da a managemen or business analysis, wi h a focus on da a. Familiari y wi h Agile...

just now seen See more...

J.P. Morgan Wealth Management - Market Director of Wealth - Queens, NY New

Pix11

New York, NY

Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture. Identify opportunities to attract and recruit Advisors, improve perfo...

6 hours ago seen See more...

Data Management Specialist New

Amadan Recruitment

New York, NY

They are responsible to ensure adherence to all Enterprise Data Governance Framework practices, polices and standards within their domains. They are responsible for ensuring the required level of data consistency, quality, and pro...

23 hours ago seen See more...

Associate Clinical Specialist, Cardiac Rhythm Management - Staten Island

Medtronic Inc.

New York, NY

CRM seeks collaborative candidates who will meet our customer expectations by striving without reserve for the greatest possible reliability and quality in our products, processes and systems by being accountable, having a voice a...

yesterday seen See more...

Wealth Management Compliance Specialist

Ef Hutton

New York, NY

$80,000 - $110,000 a year

Monitoring and conducting surveillance focusing on compliance with regulatory requirements under Regulation Best Interest and associated internal controls. Assessing financial product and transaction suitability relating to a rang...

2 months ago seen See more...

Emergency Management Specialist

York State Department Of Labor

New York, NY

NOTE: Applicants wishing to receive credit for such experience must clearly indicate the nature of their duties and responsibilities in each position and the number of hours a week spent in such employment. Volunteer work helps bu...

4 days ago seen See more...

Asset & Wealth Management Tax Senior Manager

Pix11

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

4 days ago seen See more...

CIB Control EBCE Senior Control Management Specialist

Wells Fargo

New York, NY

Execute control evaluations, in line with policy requirements, covering moderate to complex engagements. Provide thoughtful credible challenge to the business, identifying opportunities to strengthen the control environment. Desig...

5 days ago seen See more...

Project Manager/Implementation Specialist, AVP - Hybrid

State Street

Boston, NY

Not disclosed

Develop a deep understanding of existing Fund Connect infrastructure, data-models and database architecture. Conduct detailed front-to-back analysis of trading & settlement workflows for asset management & liquidity products. Deli...

2 days ago seen See more...

QA Microbiology Specialist (Project Management)

Biospace

New York, NY

Knowledge, education, experience and training in microbiology, aseptic technique, gowning and microbial control, Environmental Monitoring (EM) for controlled environments, as well as microbiological testing such as bioburden and e...

2 days ago seen See more...

Regional Emergency Management Specialist

Hhs Careers

New York, NY

Managing all elements of the Region's emergency preparedness and response system including development of emergency plans and procedures for long-term. Implementing the Region's response during an emergency or disaster and assists...

7 days ago seen See more...

Principal Wealth Manager, Rockville Centre

Savvy Wealth

Rockville Centre, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Locust Valley

Savvy Wealth

Locust Valley, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Uniondale

Savvy Wealth

Uniondale, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Oyster Bay

Savvy Wealth

Oyster Bay, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Hewlett

Savvy Wealth

Hewlett, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Cold Spring Harbor

Savvy Wealth

Cold Spring Harbor, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Melville

Savvy Wealth

Melville, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Principal Wealth Manager, Jericho

Savvy Wealth

Jericho, NY

Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.. Transition your client book of business to the firm t...

2 weeks ago seen See more...

Inventory Management Specialist (EX)

York State Department Of Labor

New York, NY

Responsibilities Duties include, but may not be limited to the following: Inventory Management and Control: Responsible for the management and control of an assigned class of expendable material; serves as the point of contact for...

2 weeks ago seen See more...

Project Specialist - HR Absence Management - New York, NY

Vetjobs & Military Spouse Jobs

New York, NY

Consolidated Edison Company of New York, Inc. (Con Edison), Orange & Rockland Utilities (O&R), and Consolidated Edison Transmission (CET) employees are required to follow health, safety, and environmental policies, EEO, Standards...

7 days ago seen See more...

Wealth Management Advisor Top Team in Northeast - Madison Avenue, NYC

Northwestern Mutual

New York, NY

$78,000 - $168,000 a year

Bachelors Degree from a Four - Year Institution. Prior sales and/or business experience preferred. Possess a history of personal and professional success. Ability to commute to the NYC Metro Area and ability to work onsite in our...

2 weeks ago seen See more...

Specialist, Practice Management Projects

Goodwin

New York, NY

Overseeing the administrative details relating to Business Unit and Legal Practice Area meetings, trainings and special events (scheduling, logistical planning, distributing invites and materials, populating firm calendars and web...

a week ago seen See more...

Wealth Portfolio Manager III

Citizens

Tarrytown, NY

$125,000 - $160,000 per year

Manage the investment, trust and institutional accounts. Rebalance accounts according to the clients investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

a week ago seen See more...

Senior Manager (Application Specialist)

The Bank Of Nova Scotia

New York, NY

$40 per hour

Req'mnts: Bachelor's or foreign equiv in Applied CS, Computer Eng'g, Info. field & 10 yrs of progressively responsible exp in job offered or rel. occupation: using srvc-oriented architecture (SOA) to dvlp web srvcs interfaces for...

a week ago seen See more...

Managed Care Billing Specialist*

The New Jewish Home

New York, NY

Must be able to understand Managed Care contracts, create project spreadsheets for submission to payers, write reconsideration appeals and send to MCOs, and be able to communicate both internally and externally for resolution of c...

2 weeks ago seen See more...

Wealth Management and Advisory Business Associate

Oppenheimer & Co. Inc.

New York, NY

$70,000 - $85,000 a year

Work with financial professionals around our advisory programs, offering solutions and enhancements to our product set. Analyze current business processes and systems, define needs and document business change and software require...

3 weeks ago seen See more...

Financial Advisor- Wealth Management

Nfp Corp

Melville, NY

$126,000 - $151,000 a year

Lead and/or support other advisors in the management of client engagements. Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other...

3 weeks ago seen See more...

Wealth Management Planning Consultant - Manhattan, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certification...

3 weeks ago seen See more...

Senior Government Property Management Specialist (Hybrid)

Bae Systems

New York, NY

This position will be responsible for Government Property Administrative support to all Electronic Sector sites as it pertains to the proper control of Government and Customer Property. This will include ensuring Policies, Procedu...

3 weeks ago seen See more...

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Top Jobs in New York

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What companies are hiring for Wealth Management Specialist jobs in New York?

The top companies hiring now for Wealth Management Specialist jobs are Bank Of America,

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