Wealth Management jobs in Harrison, NY

Wealth Management Business Architect || Hybrid at Hoboken NJ

Hybrid in Hoboken, New Jersey

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17d ago

Wealth Management Business Architect || Hybrid at Hoboken NJ Key Responsibilities: Define and maintain business capability models and target-state architecture for wealth management.Map and optimize end-to-end processes (e.g., advisory onboarding, trade processing, billing, portfolio reporting).Translate business requirements into architectural blueprints, including process flows and integration designs.Collaborate with IT, solution architects, and business stakeholders to ensure alignment of b

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Contract

Depends on Experience

Enterprise Architect - Wealth Management

New York, New York

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Today

The Opportunity Join an industry leading EA function within MassMutual that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions. This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innova

Full-time

Client onboarding specialist for Hight net worth individuals (Wealth Management Operations)

Hybrid in New York, New York

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Today

Required Skills: Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts.Demonstrate strong analytical, problem solving, communication and organizational skills.Demonstrate an understanding of various forms of risk, including market, operational, legal, and regulatory.Demonstrate an ability to be a collaborative and effective member of a diverse and dynamic team environment, while servicing clients

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Contract

$40 - $50

J.P. Morgan Wealth Management - Field Integration Lead - Advisor Tools

New York, New York

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Today

Job Description At J.P. Morgan Wealth Management, we are committed to supporting clients throughout their wealth journey. This includes working to understand and adapt to our client's evolving needs and complexities with precision and care. Our objective is for clients to have access to the best advice and service that J.P. Morgan offers, across each of our market channels. As the Field Integration lead for Advisor tools on the Sales Strategy and Support team, you will own the business priorit

Full-time

USD 147,250.00 - 250,000.00 per year

Asset & Wealth Management, Alternatives Product Strategy & Development, Associate, New York

New York, New York

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14d ago

Job Description Asset & Wealth Management About Goldman Sachs: Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. Alternatives Product Strategy & Development is part of the Client Solutions Group (CSG)

Full-time

2026 Asset Wealth Management Machine Learning Engineer - Summer Associate

Jersey City, New Jersey

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Today

Job Description Join our team as an ML Engineer Intern to help reimagine Private Banking by developing advanced AI agents and impactful machine learning solutions. Collaborate across business lines to research, build, and deploy innovative agents. Make a real impact by transforming client experiences with the latest AI technologies. As an Asset Wealth Management Machine Learning Engineer - Summer Associate, you will apply advanced NLP, LLM, and AI techniques to generate actionable insights fro

Full-time

2026 Asset Wealth Management Machine Learning Engineer-Summer Associate

Jersey City, New Jersey

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Today

Job Description Are you ready to make a real impact with cutting-edge AI technology? Join a high-performing team where you'll help build next-generation AI applications and platforms for the Private Bank. You'll work with modern cloud infrastructure, robust engineering practices, and collaborate with talented colleagues across the globe. This is your opportunity to contribute hands-on to meaningful projects and accelerate your career in AI. As a Machine Learning Engineer Associate Intern in th

Full-time

Technical Product Manager - Private Wealth

New York, New York

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Today

Our client, an asset management firm located in NYC is currently hiring a Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This is a full time position located in Midtown, Manhattan. This is a hybrid role consisting of 3 days onsite. It requires the ability to work effectively with individuals at all levels of the organization, both within Technology and the Private Wealth business. This individual would support our Clients

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Full-time

BASED ON EXPERIENCE

F2F Interview - Data Analytics Engineer - New York, NY (Hybrid) - CG

Hybrid in Queens, New York

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2d ago

Role: Data Analytics Engineer Locations: New York, NY (Hybrid Onsite) Duration: 12+ Months Contract F2F Interview Highly Preferred for Local Candidates. Note: Candidate needs to be in the office 3-4 Days every week. Local or candidates from adjacent states only. About the Role: We are seeking a versatile and results-driven Data Analytics Engineer to join our team supporting client.This hybrid role blends the technical depth of data engineering with the strategic insight of business analytics r

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Third Party, Contract

Depends on Experience

Private Client Financial Advisor - Brooklyn, NY

Brooklyn, New York

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Today

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Full-time

USD 105,000.00 - 250,000.00 per year

Private Client Financial Advisor - Newark, NJ

Newark, New Jersey

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Today

Full-time

USD 105,000.00 - 250,000.00 per year

Senior Automated Testing Engineer in Java

Weehawken Township, New Jersey

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Today

We are seeking an experienced Senior Automated Testing Engineer in Java to join our Quality Assurance team. The ideal candidate will lead testing initiatives for Wealth Management applications, develop automation frameworks, and ensure quality across client-facing and mobile platforms. Please note that this position requires working from the office 5 days per week. Req# 914080313 RESPONSIBILITIESDevelop, implement, and leverage automated testing solutions across projectsReport on project stat

Full-time

Wealth - Data Analyst SVP

Remote or New York, New York

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Today

As part of our group of innovative thinkers, you'll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will manage different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes. This role requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will

Full-time

USD 176,720.00 - 265,080.00 per year

Java Full Stack Engineer

Weehawken Township, New Jersey

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Today

Your role Do you want to design and build attractive digital products and services? Do you want to play a key role in transforming our firm into an agile organization? At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative. We're looking for an individual who can: design, develop, and improve the digital products and

Full-time

USD 120,000.00 - 160,000.00 per year

U.S. Banks Data Quality Governance / Data Risk Associate

Harrison, New York

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Today

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. In this role, the Associate will support the U.S. Banks Data Quality Program by driving compliance with the Firm's Data Quality Policy and procedures, with a focus on BCBS 239 requirem

Full-time

USD 58,000.00 - 115,000.00 per year

UX Designer - ISG Client, Vice President

Harrison, New York

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Today

UX Designer - ISG Client, Vice President The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to co

Full-time

USD 110,000.00 - 190,000.00 per year

Applications Development Technology Lead Analyst, Vice President

Remote or Jersey City, New Jersey

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Today

Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sys

Full-time

USD 142,320.00 - 213,480.00 per year

Manager, Data & Client Reporting

New York, New York

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Today

Description We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives. Responsibilities: Develop and implement firm-wide strategies for the Addepar platform to optimiz

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Full-time

USD 150,000.00 - 200,000.00 per year

Data Analytics Sr Lead Analyst - C14 - NEW YORK

Remote or New York, New York

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Today

We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data Analytics and Innovation organization. The ideal candidate will play a pivotal role in bridging the gap between business needs and data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable insights leveraging your proficiency in SQL, Python and analytical tools such as Dataiku to driv

Full-time

USD 176,720.00 - 265,080.00 per year

Senior UI Engineer - Design System Innovation

New York, New York

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Today

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to

Full-time

USD 150,000.00 - 210,000.00 per year

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Wealth Management jobs in Harrison, NY, USA