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Keywords: Senior Wealth Advisor, Location: New York City, NY

Page: 5

Tax Senior - Financial Services Organization - State & Local Tax, Income Tax

with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth... reflected in your career. As a Tax Senior, you'll assist with multiple tax engagements and contribute to the delivery of quality...

Company: EY
Location: New York City, NY
Posted Date: 11 Jun 2025

Senior Vice President, Strategic Accounts - Investments

advisor to senior client stakeholders, aligning the firm's investment capabilities with client strategic objectives through..., and global presence of BNY. We're seeking a future team member for the role of Senior Vice President - Strategic Accounts...

Company: BNY Mellon
Location: New York City, NY
Posted Date: 07 Jun 2025
Salary: $100000 - 225000 per year

Financial Services - Capital Markets - Senior Consultant

entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build... of relevant experience working at a financial services company or comparable experience working as an advisor to a financial...

Company: EY
Location: New York City, NY
Posted Date: 29 Aug 2025

FSO Audit - BCM - Senior - New York City

with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth.... That could mean developing a deep professional knowledge base in one area, or diversifying to audit in other markets such as wealth...

Company: EY
Location: New York City, NY
Posted Date: 29 Aug 2025

Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE

and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help... and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence...

Company: EY
Location: New York City, NY
Posted Date: 09 Jul 2025

Senior Business Developer

and committed team within Wealth Management. In close collaboration with the team, the Business Developer works with Relationship... institutions Develop your own network of Centers of Influence, Business Introducers and direct prospects Act as a trusted advisor...

Company: Vontobel
Location: New York City, NY
Posted Date: 06 Jul 2025

Product Manager, Investor Information Systems

to influence senior stakeholders and drive strategic initiatives across departments. Reporting Relationships Compensation..., a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave...

Posted Date: 21 Aug 2025
Salary: $19000 - 21000 per year

Vice President, Global Asset Servicing (Investment Operations)

(e.g., SEC). Prepare and present asset servicing KPIs to senior leadership and stakeholders. Maintain rigorous quality..., financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance...

Posted Date: 13 Aug 2025
Salary: $170000 - 200000 per year

Executive Assistant

calendar and Zoom for senior level executives; includes arranging for catering, document distribution and ensuring conference... to keep them on schedule throughout the day Manage communications between senior management, investors, and their assistants...

Posted Date: 08 Aug 2025
Salary: $80000 - 100000 per year

AVP Legal Counsel, Private Funds

formation team. The ideal candidate will work directly with senior investment professionals as well as the broader Ares Legal... with colleagues across multiple functions, including those in senior and executive leadership Proven record of accomplishment...

Posted Date: 24 Jul 2025

Analyst/Associate, Product Management and Investor Relations, Direct Lending

U.S., Ares U.S. DLG self-originates investment opportunities in senior secured loans, private high yield, mezzanine and select... wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency...

Posted Date: 19 Jul 2025
Salary: $110000 - 130000 per year

Associate, Real Estate Debt

, and preparing reports and presentations for internal stakeholders and senior leadership. The Associate will contribute to the... forecasting and valuation analysis, preparing reports and presentations for internal stakeholders and senior leadership...

Posted Date: 18 Jul 2025
Salary: $165000 - 175000 per year

Analyst, Risk, Analytics and Reporting, AIS

and analytics support across a wide range of aspects of our business and work closely with senior members of Ares Insurance..., generate summary reports for senior management, and produce other ad-hoc presentational views as needed Standardize data...

Posted Date: 09 Jul 2025
Salary: $95000 - 110000 per year

Principal, Credit US Direct Lending-Special Situations

with significant opportunities for direct interaction with Ares senior leadership and portfolio company executives. Primary Functions... and senior leadership Qualifications: Bachelor's degree or international equivalent with strong academic record 10+ years...

Posted Date: 08 Jul 2025

Product Manager, Investor Information Systems

a highly motivated Senior Product Manager to lead initiatives at the intersection of fundraising operations and Salesforce... and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent...

Posted Date: 02 Jul 2025

Associate, Investor Relations, Alternative Credit

to senior management and investors. The candidate must have strong organizational, interpersonal and analytical skills, as well... wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency...

Posted Date: 08 Jun 2025
Salary: $120000 - 130000 per year

Investment Solutions, Executive Assistant

Morgan Stanley’s Wealth Management Investment Solutions organization is seeking an Executive Assistant to support... is a division within Morgan Stanley Wealth Management that covers product and program development supporting our financial advisors...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 03 Sep 2025
Salary: $57000 - 115000 per year

Head of Customer Success - Americas

and senior-level stakeholders at client organizations to drive value and act as a trusted advisor. 🤝 Own the customer... solutions. 🚀 This is an outstanding opportunity for a senior leader with deep expertise in customer success and a proven...

Company: Captura Search
Location: New York City, NY
Posted Date: 29 Aug 2025

Associate Product Manager, Portfolio Risk Platform, AVP

, soliciting Financial Advisor feedback. The associate will also work closely with Financial Advisors to adopt best practices... and enhancements using the Agile methodology Interface with key/senior stakeholders, governing bodies, control partners, and business...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 29 Aug 2025
Salary: $85000 - 135000 per year

Founding AI Engineer

Our client is a well-funded, early-stage AI company with a bold mission to reinvent wealth management.... They are building a unified, AI-native platform to automate the entire wealth management stack, which is one of the largest...

Company: MLabs
Location: New York City, NY
Posted Date: 28 Aug 2025