Wealth management Jobs in New York

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Wealth and Asset Management Consulting Senior Manager

NTT DATA

New York, New York, USA

Full-time

Req ID: 312683 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, New York (US-NY), United States (US). Who we are: NTT DATA America strives to hire exceptional, innovative, and passionate individuals who want to grow with us. NTT DAT

Senior Data Architect with Wealth / Investment Management experience @ Boston/New Jersey (Hybrid/Onsite)

Hexaware Technologies, Inc

Jersey City, New Jersey, USA

Full-time

What Working at Hexaware Offers: Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed. Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profiles. We complete the circle with excellent growth opportunities, chances to collaborate with

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio

Business Analyst (Broker Dealer & Wealth Management experience)

Xoriant Corporation

New York, New York, USA

Contract

Position Title: Business Analyst (Wealth Management) Location: Midtown/Manhattan, NY (Hybrid) Duration: 6 Months contract to hire Job Description: Individuals must have Minimum of 5 years experience at a US Broker Dealer as a business analyst. Working in Equities, ETO s, Mutual Funds and Fixed Income Markets. Some experience in Margin Lending and Security Finance would be advantageous.Vendor management experience End-to-End project delivery experience Collaborating with vendors and internal/ext

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe

Technical Business Analyst

Alltech Consulting Services, Inc.

New York, New York, USA

Full-time

Job Title: Senior Technical Business Analyst Location: New York City, NY (1211 6th Ave #4100, New York, NY 10036) 4 Days Onsite Position Overview: Candidate needs to have Asset Management, Wealth Management, Advisor platform experience which is mandatory and should be able to work in SQL. Primary Responsibilities: We are seeking a highly skilled and motivated Business Analyst to join our Technology team. The ideal candidate will work closely with product teams, particularly those in marketing a

Infrastructure Project Manager Financial Background

IT Trailblazers, LLC

New York, New York, USA

Full-time

Skills Required: - 15 years of technology project management experience - Financial services firm / industry - Coordination with various managers and technical personnel during all project phases - Experience in running Physical Infrastructure and Engineering relate Programs/Projects. - Intermediate-level knowledge in one or more of the following: LAN, WAN, Telecommunications, Datacentre Facilities - Proven ability to manage delivery/execution of a wide range of tasks and initiatives. - Proven a

Open Banking Engineer

Enterprise Engineering

New York, New York, USA

Contract

Open Banking Business Analyst 4 days on site Contract to hire NYC, NY (LOCAL ONLY) Skills Required: BA with 5 years of Wealth / Brokerage experience All the data is wealth / consumer focused Open Banking Discovery and Gap Analysis experience required Java, Postman experience Excellent communication will be going to clients to do presentations

Open Banking Engineer

Enterprise Engineering

New York, New York, USA

Contract

Open Banking Business Analyst 4 days on site Contract to hire NYC, NY (LOCAL ONLY) Skills Required: BA with 5 years of Wealth / Brokerage experienceAll the data is wealth / consumer focusedOpen Banking Discovery and Gap Analysis experience requiredJava, Postman experienceExcellent communication will be going to clients to do presentations

Private Client Financial Advisor - Upper Manhattan, NYC

Citizens

New York, New York, USA

Full-time

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

Private Client Financial Advisor - Brooklyn, NY (Borough Park)

Citizens

Brooklyn, New York, USA

Full-time

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

Private Client Financial Advisor - Midtown Manhattan, NYC

Citizens

New York, New York, USA

Full-time

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

Private Client Financial Advisor - Canal Street, Manhattan

Citizens

New York, New York, USA

Full-time

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

Private Client Financial Advisor - Elizabeth, NJ

Citizens

Elizabeth, New Jersey, USA

Full-time

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

IT / Infrastructure Project Manager

Primesoft Consulting Services Inc

New York, New York, USA

Contract

Job Title: IT / Infrastructure Project Manager Work Location: New York, NY (Hybrid) Friday / Saturday work required (Locals only). Work status: Independent status required Job description: Skills Required: - 15+ years of technology project management experience - Financial services firm / industry - Coordination with various managers and technical personnel during all project phases - Experience in running Physical Infrastructure and Engineering relate Programs/Projects. - Intermediate-level k

Private Client Financial Advisor - Manhasset, Long Island

Citizens

Manhasset, New York, USA

Full-time

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

Data Technology Execution Program Manager, Director

Citi

New York, New York, USA

Full-time

Job Description 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 syst

Mainframe Architect , WMA Technology

UBS AG - Investment Banking

Weehawken Township, New Jersey, USA

Full-time

Your role Do you enjoy creating and maintaining a strong and stable architectural foundation on which innovative, creative and sustainable solutions can be built? Do you have great depth in technical knowledge as well as the ability to communicate effectively with stakeholders in IT and Business? 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 adaptabl